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GS Scores

Dec 05 2000

New Group Holding…..New Minor Position In Environmental Services

  • Dec 5, 2000

Group has been rated Attractive since March 2000, but December GS Score elevated it to the top five.

Nov 04 2000

Paid To Play Portfolio Groups...Leuthold’s Opinions

  • Nov 4, 2000

Leuthold’s perspective regarding the nine groups currently employed in the Paid To Play Portfolio.…Sector underweights can be as significant (or more so) than sector overweights.

Aug 04 2000

New Select Industries Group Holding: Small Cap Value

  • Aug 4, 2000

Is “Value” back? Not certain yet, but our thematic Small Cap Value group was upgraded to Attractive this month due to big jump in GS Score.

Aug 04 2000

New Select Industries Group Holding: Life Insurance

  • Aug 4, 2000

Buying Life & Health Insurance giving the Paid To Play Portfolio 12% more exposure to the broad Financial group as Fed tightening may be in its final stages.

Jul 04 2000

New Select Industries Group Holding: Undervalued & Unloved

  • Jul 4, 2000

One of Jim Floyd’s quantitative screens seeking under owned, overlooked, and out of favor stocks which have potential to be rediscovered. 

Jul 04 2000

New Select Industries Group Holding: Oil & Gas Exploration & Production

  • Jul 4, 2000

The oil play ain’t over yet. Look for this group to move as exploration heats up in second half of year.

Jun 04 2000

New Select Industries Group Holding: Buying Natural Gas

  • Jun 4, 2000

Activating “Natural Gas Play” thematic group, which was upgraded to attractive this month. Charley Maxwell says it’s not too late.

May 04 2000

New Select Industries Group Holding...Adding Pharmaceuticals And Deactivating Biotech

  • May 4, 2000

With the improvement of the Pharmaceutical group within our GS Score rankings to attractive, along with Biotech’s fall from grace (all the way to unattractive), we are getting a chance to make a move into the drug stocks.

Apr 05 2000

Future Stock Market Sector Leadership

  • Apr 5, 2000

We believe Energy and Health Care are now moving into leadership positions.

Apr 05 2000

New Select Industries Group Holding: Oil & Gas Refining & Marketing

  • Apr 5, 2000

See margin expansion, insider buying and VLT momentum buy signal.

Apr 05 2000

New Select Industries Group Holding: Aerospace & Defense

  • Apr 5, 2000

We see insider buying, also some actual value here and an increase in defense spending.

Jan 07 2000

New Select Industries Group Holding: Health Care Facilities

  • Jan 7, 2000

Group had really ugly 1999, now rated attractive and there are some real values here.

Jan 07 2000

New Select Industries Group Holding: IT Consulting & Services

  • Jan 7, 2000

Group relative strength recently broke out on the upside.

Dec 05 1999

New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group

  • Dec 5, 1999

Group moved from Unattractive to Attractive in one month (someone has to move the goods purchased via the Net).

Oct 05 1999

View From The North Country

  • Oct 5, 1999

Unveiling expanded and improved industry group product this month…Leuthold’s Groups.

Mar 05 1998

Building a New Position: Housing

  • Mar 5, 1998

Buying 10% position in Housing. Moved up to Attractive last month, and currently the fourth highest ranked per our SS Scores. Expect current economic environment to be favorable for Housing.

Aug 05 1997

Crimestoppers: Returning to the Scene

  • Aug 5, 1997

Returning to the scene and buying “Crimestoppers,” which returned to Attractive after serving nine month sentence in Neutral.

Aug 05 1997

Health Care...Major Drugs Returns to Portfolio

  • Aug 5, 1997

“Major Drugs” hit Attractive in June, slipped to High Neutral in July, and moved back to Attractive in August.

Jun 05 1997

Adding Cable Sector to Equity Portfolio

  • Jun 5, 1997

Cable hooks up with VLT Momentum measure to improve to Attractive.

Jun 05 1997

Testing the SS Scoring System

  • Jun 5, 1997

Bottom Ten sectors per SS Scores have been significantly underperforming the S&P 500. Discipline appears to be effective in identifying lagging sectors.