Equity Strategies Group-Level Analysis Of The Equity Markets

Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.

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Added coverage of a new group to our Leuthold's Groups publication: Unregulated Energy Producers.

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There was essentially no group leadership during June.

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Fundamentals continue to build for technology, but prices still not cheap. Semiconductors continue to show stabilization. Japanese shipments above median for first time in over a year.

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Added coverage of three new groups to our Leuthold's Groups publication: High ROI Screen, Health Care Cost Containment, and Fountains of Youth.

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

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Book to Bill ratio continues to improve. Some solid evidence that the prospects for the chipmakers are looking up.

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During May, the S&P 500 lost 0.9% and the DJIA lost 0.2%. The performance of the NASDAQ was once again dismal (-4.3%).

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

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It didn’t take much to beat the S&P 500 in April.

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Time to buy Semiconductors? Some early evidence that the prospects for the chipmakers are looking up.

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

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For over a year, The Leuthold Group has been recommending investors focus on small/mid cap stocks. The best performing market comparators so far in 2002 have been S&P Small Caps and S&P Mid Caps.

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Tech still down big from all time highs, but still not cheap. Upside driver will have to be new earnings momentum developing.

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Eliminating six groups and adding four to our Equity Strategies product next month. Components and methodologies explained.

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

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S&P Tech clobbered in February, but median PE ratio still rising for 6th straight month as almost half of our tech index has no earnings.

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Looking at performance swings of Nanotechnology, Internet Software & Services, and Internet Reatil.

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

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

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