Group Report
Big Pharma & The Rise Of Branded Generics
A number of pharmaceutical giants are diversifying their business endeavors to offset increasing risks. Some are branching into the world of branded generics—generic drugs with recognizable brand names.
Hotels & Leisure—Buy Asset-Light Hotels
We recommend buying the asset-light, cash flow-rich hotel operators within the group.
Automotive Retail: Attractive, But Fundamental Divergence
Automotive Retail Group rated Attractive, but consider the fundamental divergence between the two subsets of stocks included. Expect Auto Parts/Service Providers to remain strong; with Auto Dealers outlook less favorable.
Education Services: Regulation Risk Overhang Too Big
Should this group once again be a candidate for investors looking to be defensive? Probably not.
Housing-Related Groups Flock To The Top
The Homefurnishing Retail group was purchased in the Select Industries Portfolio in late May.
Diversified Metals & Mining—A Popular Theme Revisited
After an incredible secular rise in both metals & mining stocks and industrial metals prices, which ended in 2008 after nearly a decade of upside, we take a look at where this group stands today.
Computer Storage & Peripherials - Good Technicals And Industry Outlook
Group Selection (GS) Score has been steadily improving; with big push from Technicals driving group to “Attractive” for the first time since early 2006.
Regional Banks On The Road To Recovery...Time To Buy
Analysis of Regional Bank financial health measures relative to years past, both before and after the financial crisis reveals that the group’s vital signs appear to be largely on the mend.
New Group Position: Integrated Oil & Gas
The Integrated Oil & Gas group was bought in the Select Industries Portfolio in late February. The group has been rated Attractive a majority of the time since November 2010.
New Group Position: Computer & Office Hardware
The Computer & Office Hardware group had been rated Neutral as recently as December, but quickly moved up the GS Score rankings and received the second highest score in the latest calculations.
Select Industries: Buying Railroads
An addition of an Industrial group to the strategy, Railroads appealed for a number of reasons including a strong GS Score and improving margins across the industry.
New Position In Select Industries Equity Portfolio
An addition of a second Industrial group to the portfolio, this group appealed for a number of reasons including a strong GS Score and continued demand stemming from its geographic diversification and broad customer base.
New Health Care Technology Position Initiated In Select Industries
Health Care Technology has rated either Attractive or High Neutral for the past nine months, and it currently receives an Excellent rating in the Growth category.
New General Merchandise Stores Position Initiated In Select Industries
Among a number of Consumer Discretionary groups delivering Attractive ratings this month, we found General Merchandise Stores to be the most appealing candidate.
New Oil & Gas Refining & Marketing Position Initiated In Select Industries
Oil & Gas Refining & Marketing group attained one of the top GS Scores this month and has been rated Attractive for over a year now.
Select Industries: New Groups Initiated
In late October, Select Industries Equity Portfolio established three new holdings in Drug Retail, Hypermarkets & Super Centers, and Data Processing & Outsourced Services. Even with the MTI in Positive territory, we are maintaining some defensive exposure, as global economic worries persist.
Biotechnology - New Portfolio Holding
Select Industries Equity Portfolio established new holding in Biotech, which boosted Health Care exposure in that portfolio to over 45% of assets.
Fertilizers & Agricultural Chemicals—New Portfolio Holding
Select Industries equity portfolio established a new group holding in Fertilizer & Agricultural Chemicals.
Is Steel a Steal?...Select Industries New Group Initiation
A small position in Steel was established in late June to increase our exposure to the top ranked Materials sector.
Adding Pharmaceuticals: Cheap Stocks
Within the Select Industries portfolio, a new holding was established in the Pharmaceuticals group, boosting Health Care exposure in this equity portfolio to an overweight 34% (versus S&P 500 weight of 12%).
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March 2026 Issue
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March 2026 Issue
