Group Report
Health Care...Major Drugs Returns to Portfolio
“Major Drugs” hit Attractive in June, slipped to High Neutral in July, and moved back to Attractive in August.
Adding Cable Sector to Equity Portfolio
Cable hooks up with VLT Momentum measure to improve to Attractive.
Classic Value: New Screen Based Sector
We plan to replace the Semiconductors with a new 8% holding in Classic Value. Banks still dominate this screen.
Buying the Semiconductors
Semiconductors being added to both portfolios in early December. Reasons for big jump in Semiconductors ranking are explained which should help readers better understand disciplines and factors in SS Scoring System.
Insurance…Life: Increasing Portfolio Holdings
Boosting commitments in this sector by 5%. We expect lower interest rates over the next 6-12 months, and this sector should benefit.
Energy…Natural Gas: Increasing Portfolio Holdings
Boosting commitments in Natural Gas by 3%. Sector has ranked in the Most Attractive category for seven straight months.
Tactically Increasing REIT Exposure in Conventional Portfolio
REITs continually ranked this year among Most Attractive. After tactical additions, 15% now invested in REITs. Interest in these real estate proxies is definitely increasing, by both institutional and individual investors.
REITs: Building Upon Our Foundation
Conventional Portfolio boosting REIT holdings above the 8-10% core position. New purchases increase REITs to 12% of total assets. Increase viewed as tactical move, NOT an upward revision in core position.
Buy California: New Sector in Paid to Play Portfolio
Consumer groups more attractive. “Buy California”, ranked among the top since May, heavily composed of consumer issues.
Oil Equipment & Services…Gushing Performance Again
Conventional Equity Portfolio establishing a new 10% holding in “Oil Equipment & Services”. A play on production and exploration in 1000 “Oil Patch” companies. Does not include 600 major oil companies.
Life Insurance: Being Activated in Both Portfolios
Establishing a new portfolio holding in “Life Insurance”, a sector ranked as Most Attractive for seven of the last eight months.
Clean Energy: Now Employed in Both Portfolios
“Clean Energy” is being added to the Conventional Equity Portfolio in early July as an 11% holding. After underperforming since 1993, the sector may be poised for a take-off. There is a good relative strength bottom in place.
Ecology Technology...Planting In Both Portfolios
A new sector holding is being initiated in “Ecology Technology”. This sector has experienced about 4 years of lagging performance, but may now be poised to become an outperformer.
Buy California?...Added To Conventional Equity Portfolio
New 15% “Buy California” sector activated. Qualifying companies are required to generate 25% of revenues from California, however, our buy list focused on those generating 50% or more.
Catching a Falling Knife?...Buying the Semi’s
Basically, things are still pretty healthy for the chip makers. This industry has not fallen apart, it’s just not growing at the unsustainably high rate of the past several years.
Technology Stocks: What Now?
The back of the technology sector’s market leadership role has been broken, fundamentally and technically.
Technology: Battered, But Still a Leader
The game is still technology, although picking the winners and avoiding the losers is not so easy anymore. Comparing 26 Technology indices to track the sector.
Retailing Resurgence Update
"Retailing Resurgence” held up well in November and we have not given up on Santa Claus yet.
Yes, Virginia, Consumers, Investors and Retailing Stocks Are Aligned. It’s Time for a “Retailing Resurgence”!
Consumer confidence is high, the economy is solid. We do not think Christmas 1994 is yet reflected in many retailing stocks. Look at this like a retailing “bounce" opportunity.
Water Purification: Prepare For a Downpour of Growth
Pure water offers growth opportunities across the global economic spectrum.
Perception for the Professional
March 2026 Issue
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Sector Navigator
March 2026 Issue
