GS Scores

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.

• Read more

Group Selection (GS) Score has been steadily improving; with big push from Technicals driving group to “Attractive” for the first time since early 2006.

• Read more

Analysis of Regional Bank financial health measures relative to years past, both before and after the financial crisis reveals that the group’s vital signs appear to be largely on the mend.

• Read more

The Integrated Oil & Gas group was bought in the Select Industries Portfolio in late February. The group has been rated Attractive a majority of the time since November 2010.

• Read more

The Computer & Office Hardware group had been rated Neutral as recently as December, but quickly moved up the GS Score rankings and received the second highest score in the latest calculations.

• Read more

An addition of an Industrial group to the strategy, Railroads appealed for a number of reasons including a strong GS Score and  improving margins across the industry.

• Read more

An addition of a second Industrial group to the portfolio, this group appealed for a number of reasons including a strong GS Score and continued demand stemming from its geographic diversification and broad customer base.

• Read more

Health Care Technology has rated either Attractive or High Neutral for the past nine months, and it currently receives an Excellent rating in the Growth category.

• Read more

Among a number of Consumer Discretionary groups delivering Attractive ratings this month, we found General Merchandise Stores to be the most appealing candidate.

• Read more

Oil & Gas Refining & Marketing group attained one of the top GS Scores this month and has been rated Attractive for over a year now.

• Read more

In late October, Select Industries Equity Portfolio established three new holdings in Drug Retail, Hypermarkets & Super Centers, and Data Processing & Outsourced Services. Even with the MTI in Positive territory, we are maintaining some defensive exposure, as global economic worries persist.

• Read more

Select Industries Equity Portfolio established new holding in Biotech, which boosted Health Care exposure in that portfolio to over 45% of assets.

• Read more

Select Industries equity portfolio established a new group holding in Fertilizer & Agricultural Chemicals.

• Read more

A small position in Steel was established in late June to increase our exposure to the top ranked Materials sector.

• Read more

Within the Select Industries portfolio, a new holding was established in the Pharmaceuticals group, boosting Health Care exposure in this equity portfolio to an overweight 34% (versus S&P 500 weight of 12%).

• Read more

Select Industries portfolio has added new equity group holdings in Aluminum, initiating sector exposure in Materials.

• Read more

Select Industries portfolio has added new equity group holdings in Department Stores, boosting sector exposure in Consumer Discretionary.

• Read more

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

• Read more

Established new Select Industries Portfolio group holding in Technology Distributors, boosting Info Tech sector exposure to 38% of total equity assets.

• Read more

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.

• Read more