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Select Industries

Jul 03 2002

New Select Industries Group Holding: Adding Diversified Metals & Mining

  • Jul 3, 2002

Ranking in top twenty and making a play on declining dollar and rising inflation.

May 05 2002

New Select Industries Group Holding: Consumer Electronics

  • May 5, 2002

Current “top five” scoring strong in Value, Contrarian, and VLT.

May 05 2002

New Select Industries Group Holding: Semiconductors

  • May 5, 2002

GS Score improved to Attractive on growth, judgmental and VLT.

Apr 03 2002

New Select Industries Group Holding: Gusher Of Gains From Oil Drillers?

  • Apr 3, 2002

Upgraded to Attractive with double-digit increase in quantitative GS Score. Scoring strong in Value, Judgmental, and VLT Momentum categories.

Mar 05 2002

New Select Industries Group Holding: Specialty Stores

  • Mar 5, 2002

Group ranking Attractive for two consecutive months. Good marks in Growth, Value, Relative Strength and VLT Momentum. Provides a solid play on improving economy.

Mar 05 2002

New Select Industries Group Holding: Auto Parts & Equipment

  • Mar 5, 2002

Strong scores in Technicals and Relative Strength categories. Group has been in consolidation for years, but poised to test 1999 highs.

Feb 05 2002

New Select Industries Group Holding: Employment Services

  • Feb 5, 2002

Quantitative strengths include VLT Momentum, Relative Strength and Judgmental. Group should benefit in first stages of rebounding economy, as employers might be reluctant to hire new full-time employees.

Feb 05 2002

New Select Industries Group Holding: Restaurants

  • Feb 5, 2002

Scoring well across Value, Growth, and Relative Strength parameters. Momentum in group strong (look at relative strength!) but could be additional “cyclical” up leg as economy strengthens.

Jan 04 2002

New Select Industries Group Holding: Air Freight & Couriers

  • Jan 4, 2002

GS Scores improved to Attractive on VLT buy signals in both price and relative strength.

Dec 05 2001

New Select Industries Group Holding: Internet Survivors?

  • Dec 5, 2001

This quant-based group identifies Internet companies with better-than-average long term survival prospects. It was also upgraded to Attractive for many of the same reasons as Application Software.

Dec 05 2001

New Select Industries Group Holding: Application Software

  • Dec 5, 2001

GS Score upgrade to Attractive came primarily from VLT buy signals for both price and relative strength, as well as an improving relative strength chart. Buying a diverse package of 13 stocks.

Nov 05 2001

New Select Industries Group Holding: Now Adding Pharmaceuticals

  • Nov 5, 2001

GS Score improved to Attractive on strength from Growth, Technical, Judgmental, and Insider categories.

Sep 04 2001

New Select Industries Group Holding: Buying Office Electronics

  • Sep 4, 2001

Upgrade to Attractive is result of broad quantitative improvement in almost all measures.

Aug 04 2001

New Select Industries Group Holding: Computer & Electronics Retail

  • Aug 4, 2001

Group had rare double upgrade from Unattractive to Attractive this month.

Jun 05 2001

New Select Industries Group Holding: Erecting New Steel Position

  • Jun 5, 2001

Group showing strength and is likely a beneficiary, along with the construction industry, of much needed expansion of U.S. energy facilities.

May 05 2001

New Select Industries Group Holding: Semiconductor Equipment

  • May 5, 2001

This highly cyclical group should benefit earlier than the chipmakers in a recovery.

Apr 03 2001

New Select Industries Holding…..Building Portfolio Position In Construction & Engineering

  • Apr 3, 2001

Upgrade to Attractive for April led us to this mid/small cap flavored group. Current GS score bolstered by strengthening Value and Judgmental related factors. Group fundamentals should benefit from U.S. infrastructure spending (including utilities) and eventual economic rebound.

Feb 05 2001

New Select Industries Group Holding: Selling Drugs To Shop Department Stores

  • Feb 5, 2001

Upgrade to Attractive last month put Department Stores on our radar, and February’s move into the GS “top ten” confirms the quantitative strength of this group. Improving technicals, stronger than expected January sales and increasing probability of soft landing indicating a promising outlook for this group.

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.

Sep 04 2000

Stock Market Sweet Spot

  • Sep 4, 2000

Stock Market Sweet Spot between now and election. Fewer impediments with inflation pressures easing and economy showing signs of a slowdown. Also, making a case for Mid Caps and is the Paid To Play performance for real?