Group Watch
Internet Retail Gets Results
Internet Retail and Internet Services & Infraestructure are this week's best groups. Integrated Oil & Gas and Department Stores are this week's worst groups.
Blue Book July 2022
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Paper and Forest Products Reach For The Sky
Integrated Oil & Gas and Paper & Forest Products are this week's best groups. Internet Retail & Drug Retail are this week's worst groups.
Biotech…Small/Micro is Huge
Internet Retail & Biotech... Small/Micro are this week's best groups. Oil & Gas Exploration & Production and Oil & Gas Refining & Marketing are this week's worst groups.
Homebuilding Collapses
Hypermarkets & Supercenters and Precious Metals are this week's best groups. Oil & Gas Exploration & Production and Homebuilding are this week's worst groups.
Steel Sinks
Oil & Gas Exploration & Production and Oil & Gas Refining and Marketing are this week's best groups. Semiconductors and Steel are this week's worst groups.
Blue Book June 2022
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Internet Retail Delivers
Internet Retail and Internet Services and Infraestructure are this week's best groups. Managed Health Care and Health Care Distributors are this week's worst groups.
Oil & Gas Exploration & Production Finds Success
Oil & Gas Exploration & Production and Oil & Gas Drilling are this week's best groups. Interactive Services and Internet Services & Infraestructure are this week's worst groups.
General Merchandise Stores Deeply Discounted
Movies & Entertainment & Broadcast and Biotech...Small/Micro are this week's best groups. Hypermarkets & Super Centers and General Merchandise Stores are this week's worst groups.
Household Products Clean Up
Household Products and Water Utilities are this week's best groups. Application Software and Consumer Finance are this week's worst groups.
Oil & Gas Refining & Marketing Adds Some Octane
Big Energy and Oil & Gas Refining & Marketing are this week's best groups. Internet Retail and Internet Services & Infrastructure are this week's worst groups.
Blue Book May 2022
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Health Care Facilities Decline
Household Products and Oil & Gas Refining & Marketing are this week's best groups. Health Care Equipment and Health Care Facilities are this week's worst groups.
Airlines Takeoff
Real Estate Investment Trusts and Airlines are this week's best groups. Movies & Entertainment & Broadcast and Internet Services & Infraestructure are this week's worst groups.
Semiconductor Equipment Does Not Compute
Oil & Gas Exploration & Production and Airlines are this week's best groups. Life Sciences Tools & Services and Semiconductor Equipment are this week's worst groups.
Air Freight & Logistics Are Grounded
Pharmaceuticals and General Merchandise Stores are this week's best groups. Automobile Manufacturers and Air Freight & Logistics are this week's worst groups.
Blue Book April 2022
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Homefurnishing Retail Needs a Makeover
Big Utilities and Airlines are this week's best groups. Homefurnishing Retail and Paper & Forest Products are this week's worst groups.
Reinsurance At A Premium
Systems Software and Reinsurance are this week's best groups. Homefurnishing Retail and Homebuilding are this week's worst groups.