Information Technology
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.
Tech Watch
Fundamentals continue to build for technology, but prices still not cheap. Semiconductors continue to show stabilization. Japanese shipments above median for first time in over a year.
Tech Watch
Book to Bill ratio continues to improve. Some solid evidence that the prospects for the chipmakers are looking up.
Tech Watch
Time to buy Semiconductors? Some early evidence that the prospects for the chipmakers are looking up.
Tech Watch
Tech still down big from all time highs, but still not cheap. Upside driver will have to be new earnings momentum developing.
Tech Watch
S&P Tech clobbered in February, but median PE ratio still rising for 6th straight month as almost half of our tech index has no earnings.
Tech Watch
S&P Tech up slightly in January, but median PE ratio rises for 5th straight month as poor earnings are reported.
Tech Watch
S&P Tech remained flat in December, but P/E ratios continue to climb as poor earnings are reported.
Tech Watch…..S&P Tech Subset Soared Again. Up 16% In November
Tech soared again in November despite cratering earnings.
Tech Watch…..S&P Tech Subset Soared 16% In October
From a much lower base, at least some tech stocks could once again become earnings momentum plays.
Tech Watch…..Strong Bounce In April
Tech stocks came roaring back in April (Info Tech sector up 22%), but don’t expect another parabolic rise!
Internet Insanity Index: Short Sellers Heaven (Or Hell?)
The 66 components of the Leuthold Internet Insanity Index gained an average of 6.4% during the month of October, to bring the gain on this index to +84% year to date.
Repeat: Big Money Will Be Made Here...Some Day
Here is a sector we have recently added to our stable for tracking purposes.
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March 2026 Issue
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March 2026 Issue
