Equity Strategies Group-Level Analysis Of The Equity Markets

Biotechs came on strong in July (17.3% gain), beating all sectors for the month. Internet Insanity and Internet Services were the big losers for July (both down about 14%).

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Significant merger and acquisition activity in the past month has done little to bring buyers back into the sector.

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

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Interesting switch in Q2, away from intangibles of cyberspace and into technology equipment. Year to date momentum, though shifty, is still concentrated in technology and communications.

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

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Cyclical rally proved short lived, while “dotcom” stocks suffered poorest month since August 1998.

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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.

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Massive shift into cyclical stocks during April left most investors scratching their heads, as technology high-flyers took second chair to metals, energy, and other basic materials.

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Energy stocks ignited in March with Oil Equipment & Services outstripping the (still) high flying Internet stocks.

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

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The month of love left most tech investors and small cap investors broken-hearted.

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The insanity continued in January, with the Internet stocks up 56.9% during the month.

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Measured from the recent market month end lows (August 1998), the NASDAQ Composite has surged 67.1%, beating 86% of Leuthold equity sectors over this time frame.

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This Internet Insanity Index quantifies the mania which has swept up the Internet stocks over the past two years. It is constructed of first and second tier Internet components—technology companies that have been integral to the evolution of the Internet and retail companies which have gone through the roof by the mere mention of selling their wares over the Internet.

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For 1998, Internet beat all other sectors, posting a 121% return.  Tech...Big Ten (+75%) next best sector in 1998.

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Technology sectors leading this advancing market with double-digit returns in November.

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Technology-related sectors took lead in October rally. Small caps lagged for the month, but came on strong in last two weeks.

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Phones, Drugs, Biotech, and Utilities among leading equity sectors in Q3.

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New sector activated with a focus on the major oil companies from around the world.

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We are activating the biotech sector in the Paid to Play Portfolio. The SS Score jumped to Attractive this month.

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