Select Industries
New Select Industries Group Holding: Life Insurance
Buying Life & Health Insurance giving the Paid To Play Portfolio 12% more exposure to the broad Financial group as Fed tightening may be in its final stages.
New Select Industries Group Holding: Small Cap Value
Is “Value” back? Not certain yet, but our thematic Small Cap Value group was upgraded to Attractive this month due to big jump in GS Score.
New Select Industries Group Holding: Oil & Gas Exploration & Production
The oil play ain’t over yet. Look for this group to move as exploration heats up in second half of year.
New Select Industries Group Holding: Undervalued & Unloved
One of Jim Floyd’s quantitative screens seeking under owned, overlooked, and out of favor stocks which have potential to be rediscovered.
New Select Industries Group Holding: Buying Natural Gas
Activating “Natural Gas Play” thematic group, which was upgraded to attractive this month. Charley Maxwell says it’s not too late.
New Select Industries Group Holding...Adding Pharmaceuticals And Deactivating Biotech
With the improvement of the Pharmaceutical group within our GS Score rankings to attractive, along with Biotech’s fall from grace (all the way to unattractive), we are getting a chance to make a move into the drug stocks.
New Select Industries Group Holding: Aerospace & Defense
We see insider buying, also some actual value here and an increase in defense spending.
New Select Industries Group Holding: Oil & Gas Refining & Marketing
See margin expansion, insider buying and VLT momentum buy signal.
New Select Industries Group Holding: IT Consulting & Services
Group relative strength recently broke out on the upside.
New Select Industries Group Holding: Health Care Facilities
Group had really ugly 1999, now rated attractive and there are some real values here.
New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group
Group moved from Unattractive to Attractive in one month (someone has to move the goods purchased via the Net).
Equity Portfolio Deactivates Two Group Commitments
Defense Contractors and Health Care Management both experienced sharp contractions in their quantitative scores and fell into the neutral range.
New Select Industries Group Holding: Oil Services...Lookin' Mighty Slick
This oversold group has already begun recovery from early-1999 lows, but is still down 44% from 1997 high.
New Select Industries Group Holding: Health Care Management Staging a Healthy Recovery
Improved earnings momentum, favorable demographics and lessening government pressures all coming together to set stage for Health Care to again provide market leadership.
New Select Industries Group Holding: Sometimes the Simple Things...Buy the Defense Contractors
It may seem simplistic to be buying these stocks with the ongoing news from the Balkans, but sometimes the simplest concepts can be the most rewarding.
New Select Industries Group Holding: Asia Exposure...The Worst May Be Over
This group has quickly moved up the ranks of our SS Score work to become the second highest scoring sector.
Adding Defense Contractors to the “Paid to Play” Portfolio
With U.S. spending on defense now at an all-time low and no big potential wars on the horizon, why would we want to own these company stocks?
In Focus: Paid To Play
The Leuthold Group’s new direction in stock sector selection. A disciplined, unemotional, quantitative approach to today’s “real world” stock market group selection.