Select Industries
Adding Agricultural Products To Select Industries "Small Group" Holdings
A new component within Select Industries “Small Group” holding.
Adding Photographic Products To Select Industries "Small Group" Holdings
A new component in new “Small Group” holding within Select Industries.
Initiating Strategy To Employ “Small Groups”
Rationale For “Small Group” Equity Portfolio Holding
Constructing A New Steel Position
Added a new holding in Steel stocks to the Select Industries portfolio in September.
Sector Spotlight: Health Care
Conceptually we think that the big drug stocks are poised to rebound, but they have yet to rank Attractive in the Group Selection Scores.
Developing An Affinity For “Undervalued & Unloved” - New Select Industries Holding
This value-oriented quantitative group has been rated Attractive for three consecutive months. Value, Technical, Judgmental and Insiders categories all contributing to current GS Score strength.
Reading The Tea Leaves The Stock Market One Year Ago...vs. Today
A comparison of today’s market conditions compared to one year ago. We look at valuations, sentiment, group leadership and Major Trend categories.
New Select Industries Group Holding: Oil & Gas Exploration
Upgraded to Attractive this month after three consecutive months of rising Group Selection 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: Consumer Electronics
Group upgraded to Attractive in October, scoring at very top of rankings for two months.
View From The North Country
Thoughts and commentary regarding the groups in our Select Industries Portfolio, the Mutual Fund Timing scandal, NASD Margin Debt and deficit worries.
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.
New Select Industries Group Holding: Construction & Engineering
Group upgraded to Attractive this month, the result of strong quantitative improvement.
Select Industries Sector Focus
Equity Portfolio concentrated in Health Care and Technology. Looking ahead to other potential areas of leadership: Oil Patch, Telecom Survivors, Airlines, and Unregulated Energy Producers.
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: 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: 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: 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.
New Select Industries Group Holding: Searching For Gains In New Oil & Gas Exploration Holding
Mid-East turmoil and Attractive rating for last five months.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
