Quality
Quality As An Investable Stock Selection Concept
In this note, we discuss our market-level measure of quality, and highlight an expanded methodology for determining the “quality” of a stock and the performance implications associated with such a concept.
Leuthold Stock Quality Rankings
Our Stock Quality Rankings currently show that stocks with Low Quality rankings outperformed those with High Quality rankings.
Leuthold Stock Quality Rankings: Starting To Favor Low Quality
Our Stock Quality Ranking work currently shows stocks with low quality rankings outperforming those with high quality rankings.
Leuthold Stock Quality Rankings
Leuthold Stock Quality Ranking work is currently showing that High Quality stocks outperformed during the last quarter.
Leuthold Stock Quality Rankings
Leuthold Stock Quality Ranking work is currently showing that High Quality stocks outperformed during 2011. More upside for High Quality stocks going into 2012?
Leuthold Stock Quality Rankings—Tracking Quality And Risk Cycles
A new High Quality Cycle has clearly emerged and is going strong. Note that the previous High Quality Cycle started at the end of 2007 and lasted more than a year.
Leuthold Stock Quality Rankings—Tracking Quality And Risk Cycles
High Quality Stocks outperformed their Low Quality comparators in the second quarter, and we find signs that a new High Quality Cycle is starting to take off.
Leuthold Stock Quality Rankings—Tracking Quality And Risk Cycles
While Low Quality stocks have been beating High Quality, performance was on par in Q1. High Quality cheap relative to Low Quality and the tide may be turning.
A “Quality” Opportunity?
Low quality stocks led out of the past bear market, as typically occurs. Despite being the clear winners from the 2009 lows, it looks like the lower quality stocks can continue to outperform given current valuations and momentum.
Go Back To Basics During An Economic Slowdown: Value & Quality
Given the discussion during August of a weakening economy and a potential double dip, Chun Wang looks at which of our quantitative factors do best during a slowdown.
Month In Review: The Quality Trade Returns
Quantitative factor performance throws yet another curve ball. Momentum works with Growth and Profitability for first time this year.
High P/E Quality Stocks Now Cheap
High P/E Quality stocks are now very cheap on a relative basis, at least when compared to low P/E stocks. Unfortunately, our timing work does not yet show favorable market momentum developing for these issues.