Group Report

Our quantitative measures for the group and broad sector continue to improve; we think the recent relative turnaround in these stocks is poised to continue.

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We like Attractive groups that make us cringe at the thought of potentially purchasing them. We take a peek at three groups - Airlines, Education and Managed Care - where we plugged our nose and bought.

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There was little turnover in the GS Scores this month and no group deactivations. With minimal capital to work with, we added selectively to existing group holdings.

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Despite continued question marks surrounding the effects of Health Care Reform, sentiment seems to have shifted for the better, and a number of broad industry drivers are trending in a promising direction. This group currently has three categories rating Excellent in our domestic group model.

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This group moved back into the Attractive range in September. We like the group’s business model, industry M&A momentum, and stocks’ ability to generate free cash flow. All in all, companies in this group are good candidates for investors hunting for High Quality.

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With a wide range of market cap choices, an excellent technical profile, and less dependence on federal spending than you might think, this group has compelling stories of future profitability and growth.

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Aerospace & Defense was added to the portfolio this month.

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Excellent scores in three of six model categories, plus it offers plenty of market cap and low beta relative to other Health Care groups. We think it will benefit from broad, long-term industry trends.

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Attractive valuations, improving growth and technical strength are the key drivers. The group offers an opportunity to participate primarily in the overall growth of computing devices.

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 Health Care Distributors and Electronic Manufacturing Services were both added to the portfolio this month.

Group Deactivations: Oil & Gas Refining & Marketing was deactivated.

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Airlines are Attractive in both group models, but there could be trouble on the horizon as emerging market carriers face the challenges of rapid growth.

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While their scores remain strong, the underlying factor strength has shifted as these stocks have soared. Our quantitative disciplines and a compelling underlying fundamental story are keeping us in flight.

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Group’s technical and value profile drive Attractive rating, and its diverse mix of companies are poised to benefit from the current macro environment.

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Select Industries makes an Advertising buy, looking for the large integrated agencies to make their best pitch.

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This group has been Attractive since March, and currently ranks fourth in our Group Scoring model. We think an improving fundamental story, coupled with a strong GS Score, is emerging from this ravaged industry. 

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Two groups were purchased in the Select Industries portfolio in late October: Health Care Services and Wireless Telecommunication Services.

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A preview of a forthcoming In Focus Special Study that examines the opportunities - both domestic and global - in the groups involved with processing credit card transactions.

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Drug Retail and other related groups could be poised to ride the rising tide of prescription drug spending.

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Updating our thoughts on our group holding as it continues its recovery. We’re still bullish despite its recent slip into the top of the High Neutral zone.

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Updates for three groups we highlighted recently, including two domestic (Education Services and Automotive Retail), and one foreign-based thematic group, the Asia Healthy Tigers Index.

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