GS Scores
New Select Industries Group Holding: IT Consulting & Other Services
Performance has been hot lately, group beginning to be recognized as prime beneficiary of corporate outsourcing.
New Select Industries Group Holding: Unregulated Energy Producers
Group rated Attractive since January, but continues to demonstrate quantitative strength and has now climbed to near the top of rankings.
Equity Group Leadership In 2003
Equity group leadership in 2003…..Top twenty group performance leaders have heavy tech concentration. Health Care also well represented.
Plugging Into Unregulated Power Producers
In early August, the Unconventional Portfolio is establishing a new equity holding in the Unregulated Power Producers.
New Select Industries Group Holding: Construction & Engineering
Group upgraded to Attractive this month, the result of strong quantitative improvement.
May S&P Index And Global Classification Changes
On May 1st, Standard and Poor’s implemented its changes in the Global Industry Classification System (GICS). Overall, we feel the changes are good.
The Case For Cutting Back On Financials
Expect the S&P 500 financial weighting to fall to 14% or so over the next two years, as they underperform the overall S&P 500 index.
New Group Coverage…Banking On The Community
Initiated coverage of a new banking group subset in our Financial sector that focuses on small cap, community-focused banks.
New Select Industries Group Holding: Biotech Implanted In Portfolio
New Biotech holding increased Health Care commitment in Select Industries to 27%.
New Select Industries Group Holding: Telecom Survivors?
See strong opportunities after a two year shakeout has left the strongest players standing...now with improved balance sheets. The industry is not going away.
New Select Industries Group Holding: Health Care Cost Containment
This thematic group shifted to attractive for February after slow but steady improvement over last six months.
New Select Industries Group Holding: Constructing Position In Home Improvement Retail
At the beginning of October, the Home Improvement Retail group rose to Attractive based on our GS Scoring System. With the November calculation, this group got even more Attractive.
New Select Industries Group Holding: Prescribing Generic Pharmaceuticals
Upgraded to Attractive for October as a result of three consecutive months of rising quantitative scores.
“Playing The Bounce” 2002-2003
For those clients who may be interested, suggest reviewing qualifiers with a critical eye.
Tech Watch—Pockets of Strength Beginning to Emerge
Stock selection and small cap focus have provided the only hopes of surviving this decimated sector.
New Select Industries Group Holding: Searching For Gains In New Oil & Gas Exploration Holding
Mid-East turmoil and Attractive rating for last five months.
New Quantitative Group Screen…Unregulated Energy Producers
Added coverage of a new group to our Leuthold's Groups publication: Unregulated Energy Producers.
New Select Industries Group Holding: Hooking Up New Position In Networkers
Rated Attractive last three months, moves into the “top five” in latest GS Score distribution.
New Select Industries Group Holding: Adding Diversified Metals & Mining
Ranking in top twenty and making a play on declining dollar and rising inflation.
Building A Defensive Equity Portfolio
Many professional portfolio managers are “equity only” managers, precluded from building up large cash reserves or considering alternative asset classes. Ideas for those who must be fully invested.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
