GS Scores

Proceeds from the sales of the Rails were used to establish a new 8.1% position in “Deep Value” stocks.

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So why do we still hold a position in Airlines? Short answer is: “Opinions are for show,but the numbers are for dough.”   GS Score still rates group high in Attractive zone.

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There remains considerable macro support for industrial commodities. 

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Assuming a bear market has already begun, what can be expected?

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New group holding established in Life Sciences Tools & Services, a relatively new S&P group that provides products and services to the Pharmaceutical and Biotech industries.

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Value investing, and this U&U quant screen discipline in particular, has proven to be a superior investment strategy over the long term. It is not superior to growth stocks nor the broad market every year, but it has lower downside risk in bad markets and solid strength in up markets.

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Group deactivations allowed for purchase of two new equity groups: Undervalued & Unloved and Industrial Gases.

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Select Industries Portfolio has only miniscule exposure to Energy sector (0.6% of equity assets). This month’s “Of Special Interes”t presents the rationale for underweighting Energy stocks.

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In our most recent update of our defensive group work, we examined industry group performance within the last four bear market cycles in order to determine which groups delivered consistent leadership.

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An examination of Financial groups with respect to insider selling/buying. At the extremes, this tool (which is employed in our GS Scores) works pretty well.

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An analysis of underlying factors that may be hindering the consumer groups, both “discretionary” and “staples,” from making a showing in our Attractive rankings.

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Establishing new Select Industries Equity Portfolio position in Homeland Security, which replaces the deactivated Home Entertainment Software.

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A look at the things we did well in the past year, the areas where we could improve, and those things that were downright wrong.

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Group Selection Scores worked well in 2005. Buying top 20 ranked equity groups each month based on GS Scores produced a 19% gain for the year, well above the 3% S&P 500 performance (price only).

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Back at the end of October, virtually all of the primary stock market indexes were slightly underwater on a YTD basis, but November’s market action changed all that with an impressive rally.

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Group has rated Attractive for the past two months, after bouncing between Neutral and Attractive throughout 2005.

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Reducing exposure to Independent Power Producers in the all equity Select Industries Portfolio. GS Scores still rank group Attractive, but we are concerned about the “spark spread”.

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Proceeds from group reductions were used to establish a new position in Application Software, which is currently one of four Attractively rated Tech groups.

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Adding new 6% holding in Biotech stocks, replacing holdings from Distillers & Vintners as well as Fertilizers & Ag Chemicals (both groups deactivated).

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Taking off with a flight on the Airlines. Added this contrarian play as a 5% portfolio holding. Group Selection Scores moved this group to Attractive in September, and most Airlines have made real progress reducing operating costs.

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