Equity Strategies Group-Level Analysis Of The Equity Markets
Domestic and Global Group Models: Strong Differences On Consumer Staples
Consumer Staples are top-ranked in the domestic model but appear particularly Unattractive in the global model, which continues to be dominated by the Financials.
Still Flying With Airlines
While their scores remain strong, the underlying factor strength has shifted as these stocks have soared. Our quantitative disciplines and a compelling underlying fundamental story are keeping us in flight.
Q1 Review of Group Selection (GS) Scores
After a recent rough patch due to a multitude of factors (macro driven markets, high correlations, etc.), our domestic Group Selection (GS) Scores started seeing more consistent performance during the fall of 2012. This continued through the first quarter of this year, with the Attractive to Unattractive return spread at +3.0% year-to-date.
Specialized Finance Purchased In Select Industries
Group’s technical and value profile drive Attractive rating, and its diverse mix of companies are poised to benefit from the current macro environment.
Where To Buy In The Changing Landscape Of Advertising
Select Industries makes an Advertising buy, looking for the large integrated agencies to make their best pitch.
Select Industries Takes Flight With The Airlines
This group has been Attractive since March, and currently ranks fourth in our Group Scoring model. We think an improving fundamental story, coupled with a strong GS Score, is emerging from this ravaged industry.
New Positions In Select Industries Portfolio
Two groups were purchased in the Select Industries portfolio in late October: Health Care Services and Wireless Telecommunication Services.
Cash In On Electronic Payment Systems
A preview of a forthcoming In Focus Special Study that examines the opportunities - both domestic and global - in the groups involved with processing credit card transactions.
Drug Retail - Ride The Rising Tide Of Prescriptions
Drug Retail and other related groups could be poised to ride the rising tide of prescription drug spending.
Regional Banks – Plodding Down Recovery Road
Updating our thoughts on our group holding as it continues its recovery. We’re still bullish despite its recent slip into the top of the High Neutral zone.
Hotels & Leisure—Buy Asset-Light Hotels
We recommend buying the asset-light, cash flow-rich hotel operators within the group.
Big Pharma & The Rise Of Branded Generics
A number of pharmaceutical giants are diversifying their business endeavors to offset increasing risks. Some are branching into the world of branded generics—generic drugs with recognizable brand names.
Automotive Retail: Attractive, But Fundamental Divergence
Automotive Retail Group rated Attractive, but consider the fundamental divergence between the two subsets of stocks included. Expect Auto Parts/Service Providers to remain strong; with Auto Dealers outlook less favorable.
U.S. Home Price Indexes Dissected
With a number of Housing-related stock groups remaining in the Attractive range, various Home Price Index (HPI) methodologies are dissected to better understand the data included.
Housing-Related Groups Flock To The Top
The Homefurnishing Retail group was purchased in the Select Industries Portfolio in late May.
Education Services: Regulation Risk Overhang Too Big
Should this group once again be a candidate for investors looking to be defensive? Probably not.
Diversified Metals & Mining—A Popular Theme Revisited
After an incredible secular rise in both metals & mining stocks and industrial metals prices, which ended in 2008 after nearly a decade of upside, we take a look at where this group stands today.
Regional Banks On The Road To Recovery...Time To Buy
Analysis of Regional Bank financial health measures relative to years past, both before and after the financial crisis reveals that the group’s vital signs appear to be largely on the mend.
Computer Storage & Peripherials - Good Technicals And Industry Outlook
Group Selection (GS) Score has been steadily improving; with big push from Technicals driving group to “Attractive” for the first time since early 2006.
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