Groups

Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.

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Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications.

• Read more

Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications.

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For the fifth consecutive month, the top-three rated sectors are Health Care, Consumer Discretionary, and Info Tech. The newly launched Communication Services sector (which replaces Telecom Services) debuts with a strong ranking in fourth place. Rounding out the bottom end of the rankings are Utilities, Materials, and Real Estate.

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For nearly three decades The Leuthold Group has tracked hypothetical portfolios composed of the previous year’s industry group “Dreams” and “Nightmares.”

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Market history teaches us that investors behave differently in groups than they do as individuals.

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Earnings season is not only important for fundamental investors, it can be equally so for quant managers. For quants that incorporate fundamental data, like us, historical trends and changes in consensus estimates may weigh heavily on model output.

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A snapshot of Automotive Parts & Equipment, Large Cap Biotechnology, and Reinsurance.

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Buying global groups with strong price momentum has been a winning strategy. Will it continue?

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Best Performing Industry Groups: Restaurants, Precious Metals, Health Care Technology, Apparel Retail, and Automotive Retail

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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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Some of the best and worst performers of 2011 repeated their performance in 2012.

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Asset growth is a factor that gets some attention, but not nearly as much as other more mainstream factors like price to earnings, earnings growth, etc. 

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Correlations have been extremely elevated over the past few years when compared to historical levels. The question is, which parts of the market has this impacted the most?

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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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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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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.

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Jun Zhu examines Chinese companies with Variable Interest Entity (VIE) structures. Investors shouldn’t be completely turned off by concerns over these structures, but it would be wise to heed the risks.

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This month’s “Quantitative Strategies” section presents a preliminary look at some long term trends in Valuations and Profit Margins for specific industry groups.

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Modest revisions were made to the industry groups that are evaluated by our GS Score framework. Driving objective was to make all groups more viable for investment consideration.

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