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Select Industries

Aug 04 2000

New Select Industries Group Holding: Life Insurance

  • Aug 4, 2000

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.

Aug 04 2000

New Select Industries Group Holding: Small Cap Value

  • Aug 4, 2000

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.

Jul 04 2000

New Select Industries Group Holding: Oil & Gas Exploration & Production

  • Jul 4, 2000

The oil play ain’t over yet. Look for this group to move as exploration heats up in second half of year.

Jul 04 2000

New Select Industries Group Holding: Undervalued & Unloved

  • Jul 4, 2000

One of Jim Floyd’s quantitative screens seeking under owned, overlooked, and out of favor stocks which have potential to be rediscovered. 

Jun 04 2000

New Select Industries Group Holding: Buying Natural Gas

  • Jun 4, 2000

Activating “Natural Gas Play” thematic group, which was upgraded to attractive this month. Charley Maxwell says it’s not too late.

May 04 2000

New Select Industries Group Holding...Adding Pharmaceuticals And Deactivating Biotech

  • May 4, 2000

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.

Apr 05 2000

New Select Industries Group Holding: Aerospace & Defense

  • Apr 5, 2000

We see insider buying, also some actual value here and an increase in defense spending.

Apr 05 2000

New Select Industries Group Holding: Oil & Gas Refining & Marketing

  • Apr 5, 2000

See margin expansion, insider buying and VLT momentum buy signal.

Jan 07 2000

New Select Industries Group Holding: IT Consulting & Services

  • Jan 7, 2000

Group relative strength recently broke out on the upside.

Jan 07 2000

New Select Industries Group Holding: Health Care Facilities

  • Jan 7, 2000

Group had really ugly 1999, now rated attractive and there are some real values here.

Dec 05 1999

New Select Industries Group Holding: Shipping Funds To Air Freight & Couriers Group

  • Dec 5, 1999

Group moved from Unattractive to Attractive in one month (someone has to move the goods purchased via the Net).

Oct 05 1999

Equity Portfolio Deactivates Two Group Commitments

  • Oct 5, 1999

Defense Contractors and Health Care Management both experienced sharp contractions in their quantitative scores and fell into the neutral range.

Jul 05 1999

New Select Industries Group Holding: Oil Services...Lookin' Mighty Slick

  • Jul 5, 1999

This oversold group has already begun recovery from early-1999 lows, but is still down 44% from 1997 high.

Jun 02 1999

New Select Industries Group Holding: Health Care Management Staging a Healthy Recovery

  • Jun 2, 1999

Improved earnings momentum, favorable demographics and lessening government pressures all coming together to set stage for Health Care to again provide market leadership.

May 05 1999

New Select Industries Group Holding: Sometimes the Simple Things...Buy the Defense Contractors

  • May 5, 1999

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.

Mar 02 1999

New Select Industries Group Holding: Asia Exposure...The Worst May Be Over

  • Mar 2, 1999

This group has quickly moved up the ranks of our SS Score work to become the second highest scoring sector.

May 05 1995

Adding Defense Contractors to the “Paid to Play” Portfolio

  • May 5, 1995

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?

Apr 05 1995

In Focus: Paid To Play

  • Apr 5, 1995

The Leuthold Group’s new direction in stock sector selection. A disciplined, unemotional, quantitative approach to today’s “real world” stock market group selection.