Equity Strategies Group-Level Analysis Of The Equity Markets
Industrial Metals Stocks: Metals Equities Continued To Outperform In August
The YTD performance of the Industrial Metals equity group is particularly impressive when you consider that the group was down 13.7% through mid-May.
Industrial Metals Stocks: Big Rally In Metal Equities
Metal equities broke out above their trendline near the end of May, and have continued to rally since.
Riding The Rails - New Select Industries Group Position
Buying new position in Railroad stocks, to replace deactivated Steel and Agricultural Product groups.
Industrial Metals Stocks: Metal Equities Bounce In June, But Group Falls To ‘High Neutral’
We may be nearing a crossroads with our long-term holding in the Industrial Metals equities group.
Industrial Metals Stocks: May’s Rally Fails To Lift Metal Equities
The Industrial Metals equities group has been very disappointing over the past three months, especially given May’s rally in the broad equity market.
Industrial Metals Stocks: Metals Equities Continue To Suffer In April
The Industrial Metals equity group continued to sell off in April, dropping 10.5% on the heels of –6.1% return in March.
Big Pharma Finally Added To Portfolio
As contrarians, we have been looking for an opportunity to establish holdings in this down and out equity group. May GS Scores finally ranked it as Attractive for the first time since July 2003.
Industrial Metals Stocks: Metals Equities Give Back Some of February’s Big Gains
Profit taking certainly played a large part in the past month’s sell-off. Another key factor was that rising U.S. interest rates in March prompted a rebound in the U.S. dollar against major currencies.
Adding Small Dose Of Generic Pharmaceuticals To Portfolio
Injecting small starter position of Generic Pharmaceuticals into the Select Industries Portfolio, bringing exposure to Health Care sector to a modest overweight position.
Industrial Metals Stocks: Up Huge in February
We had speculated last month that both metal equities and physical metals were primed for a bounce, but we must admit we were surprised by the size of the bounce, particularly in the metal equities.
Adding Tech Back To Select Industries
New portfolio group position being established in Computer Storage & Peripherals, giving us our first tech holding in eight months.
Just How Good Were the Group Selection Scores in 2004?
A look at how our Group Selection Scores did in 2004.
Metals Stocks Fall Again In January: A Buying Opportunity?
If this is indeed just another technical sell-off, now could be a great time to add to both metals shares and physical metals exposure.
New Select Industries "Small Group" Holding: Distillers & Vintners
Adding Distillers & Vintners to “Small Group” holdings.
Industrial Metals Stocks: Metals Stocks Slump In December, After Big November
Given the mostly positive performance in physical metals, profit taking was the likely culprit in pushing metal shares lower in December.
Industrial Metals Stocks: November Rewards The Patient And The Perceptive
Metals stocks quickly made back October’s losses, and more, during the November rally.
Initiating Strategy To Employ “Small Groups”
Rationale For “Small Group” Equity Portfolio Holding
Adding Photographic Products To Select Industries "Small Group" Holdings
A new component in new “Small Group” holding within Select Industries.
Adding Agricultural Products To Select Industries "Small Group" Holdings
A new component within Select Industries “Small Group” holding.
Attractive Small And Mid Cap Names In Aerospace?
An answer to some questions regarding the large cap focus of our early August 2004, Aerospace & Defense group purchase.
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