Group Report
Consumer Discretionary Back On Top
Of the 110 industries in our framework, the top seven are all Consumer Discretionary.
Highlighted Attractive Groups
Asset Management & Custody Banks, General Merchandise Stores, and Hotels & Leisure are among the month’s intriguing opportunities based on the current GS Scores.
HR & Employment Services—A Qualified Candidate
Defying the industrials sector slump.
Highlighted Attractive Groups
Info Tech, Consumer Discretionary, and Health Care are the top-three rated sectors; Energy, Utilities, and Telecom comprise the bottom of the ranks.
Homebuilding Stocks—Still Time To Buy?
Homebuilding Stocks Are On A Stellar Run—Can The Streak Continue?
Highlighted Attractive Groups
Drug Retail, Life Sciences Tools & Services, and Specialized Finance are among the month’s intriguing opportunities based on the current GS Scores.
Autonomous Vehicles: Building A Thematic Group
Rapid growth, coupled with regulatory support, has the potential to bring autonomous vehicles (AV) to the streets sooner than some may anticipate.
Highlighted Attractive Groups
Airlines, Life & Health Insurance, and Household Durables are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
The Investment Merits Of Asset Management Companies
Industry trends and the investment merits of companies involved in the asset management business; we contrast ETF providers with firms involved in traditional active management.
Highlighted Attractive Groups
Auto Parts & Equipment, Hotels & Leisure, and Semiconductor Equipment are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
Humble Oil
With Energy stocks underperforming the S&P 500 by 20% YTD, contrarian clients are wondering if the sector holds any promise. Here we look for valuation signals that offer encouragement for bargain-hunting investors willing to buy on weakness.
Old School Tech Flies High; Semi Equipment Revisited
Although the glamorous Tech giants have captured investors’ attention of late, from our perspective, the old school, physical Semiconductor plays hold the greatest appeal.
Highlighted Attractive Groups
Health Care Facilities, Railroads, and Real Estate Management & Development are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
Dynamics Shift Among Auto-Related Industries
Automotive Retail group takes a backseat while Auto Parts & Equipment takes over the wheel. We examine the market/environmental dynamics that may be causing these groups’ routes to diverge.
Select Highlighted Attractive Groups
Homefurnishing Retail, Property & Casualty, and Technology Distributors are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
Retail Fades; Other Consumer Themes Flourish
Shifting consumer preferences and the relentless rise of e-commerce are changing the sector’s beneficiaries of the healthy backdrop away from retail, yet other Discretionary opportunities abound outside of the traditional retail groups.
Hotels & Leisure Travels To Near Top Of Scores
We take a deeper dive into Hotels & Leisure’s GS Score and fundamental industry drivers to explore what the group has to offer above and beyond its membership in the “Trump Trade” trend.
Highlighted Attractive Groups
We summarize the factor category strength behind Education Services, Hotels & Leisure, and IT Consulting & Other Services.
Financials With Post-Election Appeal
Forces specifically driving many Financials groups include expectations for an ongoing yield rally and a steepening yield curve, tax cuts, and loosening financial regulation. While these outcomes remain largely speculation, the odds have improved and any of these developments would be a welcome change.
Highlighted Attractive Groups
Airlines, Asset Management & Custody Banks, and Automotive Retail all have attractive Valuations and strong VLT Momentum.
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
March 2026 Issue
