GS Scores
New Select Industries Group Position– Hypermarkets & Supercenters
Hypermarkets & Supercenters moved into the top 15 of the Group Selection (GS) Scores this month.
New Select Industries Group Position– Green Wave
Select Industries adds "Green Wave"...a thematic group focused on environmentally friendly services, products, and technologies.
New Select Industries Group Position– Auto Parts & Equipment
Auto Parts & Equipment has rated Attractive in seven of ten months this year, including the last two months.
New Select Industries Group Position– Life & Health Insurance
Life & Health Insurance has rated Attractive for five months now, steadily climbing up the rankings during that time.
Info Tech As The New Leadership Sector?
There has been a lot of talk recently by PMs and market commentators citing Technology as the place to be. However, when the performance is disaggregated, it becomes clear that this broad sector does not in fact look so good. There are pockets of strength (like the Tech…Big Ten), but our message to readers is be careful.
Generic Pharmaceuticals...New Position In Select Industries
At a time when our Group Selection Scores have been deteriorating among the various Pharmaceutical groups tracked, our numbers for the Generic Pharma group have improved to the point where the group is now rated Attractive.
Mining Equipment - New Position In Select Industries
This month, we purchased Mining Equipment, a new thematic group that we have been monitoring internally for most of 2007.
Time For Some Defense? - Attractive AND Defensive Groups To Consider
Following the market rout of recent weeks, we imagine there are many clients sharing our nervous view of the stock market. For those clients, especially those managing long-only equity strategies, we thought it may be helpful to highlight some defensive groups that are scoring well in our group work.
Tech Awakening?
Info Tech turned in strong performance in a weak month for the market. Our work on Tech groups is improving and we are seeing some encouraging signs. Still not enough to turn us bullish– yet.
Oil & Gas Drilling– New Group Addition To Select Industries Portfolio
Oil & Gas Drilling is tied for fifth in our Group Selection Scores this month and was purchased for the equity portfolio.
Why Use Leuthold's Groups?
Clients who use our equity group work are well aware of the successful history of picking groups through the quantitative Group Selection Scores (GS Scores).
Health Care Groups Show Strong Improvement In March GS Scores– Buying Managed Health Care
The biggest change within the GS Scores this past month has been the strong improvement in Health Care groups. In response to this, we added to our Health Care exposure with a new group position in Managed Health Care.
Introducing Leuthold's Small Cap Groups & Group Selection (GS) Scores
Beginning this month, we’ll be distributing a new research publication: Leuthold’s Small Cap Groups. The core of this new publication will be a 15 factor, small cap group selection model based on our time tested, and highly successful, Group Selection (GS) methodology (with a few twists).
Outlook For Energy
A look at the GS Scores for the broad Energy sector in light of the recent decline in crude oil prices. Today, only one of the Energy related groups is rated Attractive, while 3 are Neutral and 3 Unattractive.
Group Selection Scoring System: 2006 Performance Review
The equity markets proved elusive for active managers in 2006. It took great courage and maybe even some luck to call the various market turns correctly.
Dialing Up Our Exposure To Telecom – Defensive, Dividend Yields, & Potential For Consolidation
Adding two new portfolio groups to Select Industries Portfolio this month: Integrated Telecom and Wireless Telecom. These additions create a portfolio weight that is four times the S&P 500 Telecom weight.
GS Score Rankings Continue To Produce High Turnover– Selling Life Sciences, Buying Tobacco
We initiated a new position in the Tobacco group, which is currently exhibiting strength across all categories of the GS Scores
Introducing A New Leuthold Thematic Group – “Green Wave”
Introducing “Green Wave”…A New Leuthold Thematic Group which focuses on companies offering products, services, and technologies aimed at providing a cleaner environment.
Introducing Leuthold's Global Groups: A New Tool For Identifying Global Leadership Trends
Look for upcoming In Focus Special Research Study, which will introduce the Leuthold Group’s new Global Equity Group analysis. This new product will feature market commentary and analysis, along with Global Group Selection Scores on 67 global industry groups.
New Select Industries Group Position: Reinsurance
Many stocks had outperformed in October and were retained in the Select Industries Portfolio, but there were enough sales to build new holding in Reinsurance.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
