Group Report
Retail Groups Rise In The Ranks
A new theme emerging within our GS Scores—Retail related industry groups are flocking to the upper rankings of the scores.
Tech Poised To Outperform!
Our GS Scores currently rank Information Technology as the second highest rated among the ten broad sectors.
Biotechnology Now Attractive; Purchased In Select Industries
This group offers low correlation, some defensive qualities, and a dose of volatility. Health Care is now the top rated broad sector and we are overweight this sector in Select Industries Portfolio.
A Clean Bill For Health Care Facilities - Group Purchased In August
U.S. demographic and economic trends coupled with meaningful expansion of the insured population should continue to support Health Care Facilities.
Relative Valuation Group Ranks
Consumer Discretionary and Information Technology produce six of the top ten groups.
Automotive Retail Shines In A Dimming Sector
We examine the highly ranked Automotive Retail group and explain why, despite its recent strength, it may still have room to run.
Energy Rates At 4-Yr High; Bought Integrated Oil
Strength in the Energy sector has been so compelling that our two recent Energy group allocations together now make up a 10% portfolio weight, after having no Energy exposure from June 2013—April.
Electronic Payment Systems: Can Strong Performance Persist?
As a follow up to a 2012 Special Study, we examine the growth in Electronic Payment Systems. Global competition in the industry has significantly heated up, as more countries are setting up their own national payment systems, relying much less on the “big four” global giants.
“Old Tech” Profiting From Explosion Of “New Tech” Content?
We identify the “Old Tech” players that will likely reap the benefits from the ever-growing volume of data being generated, stored, and transmitted on line.
Defensive And Commodity Groups Improve
Two Consumer Staples groups upgraded to Attractive this month, Beverages and Tobacco. The Energy sector saw Integrated Oil & Gas upgraded to Attractive.
Refiners Group Looks Healthy Once Again
The only Energy group rated Attractive, its score has improved for seven consecutive months.
Companies Moving The Pills – Why We Still Like The Theme
Favorable dynamic are intact, including demographic trend and increased use of generics.
Select Industries Purchases Commodity Chemicals
Well-rounded factor strength, coupled with an intriguing fundamental backdrop, lead us to our first Materials group holding in a year.
Late March Reversal… And The First Shall Be Last
We examine the impact of March’s strong group leadership reversal on the top and bottom of our group model.
Group Update: IT Consulting & Other Services
We’ve held this group since August 2012. Its GS Score has continued to improve and currently ranks second out of 120 groups. Solid factor readings, coupled with a brightening fundamental picture in both the industry and the sector, keep us invested in this space.
Health Care Strength... More Than Biotech?
Three groups currently rank Attractive in the GS Scores: Health Care Distributors, Managed Health Care, and Health Care Equipment.
There’s A Lot To Like In Systems Software
In addition to impressive factor readings, we like the fundamental trends in this space.
Education Services Topping Domestic Group Scores
These stocks have been beaten down extensively over the past four years, but they finally appear to be on the road to recovery.
The Stealthy Move In Health Care
Among the few things untouched by the Obamacare rollout are the rising relative strength patterns of most health care stocks.
Broad Themes Found In Auto & Insurance Industries
We like when we can find groups inside of broad themes, and these two industries are amongst the strongest in our work right now.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
