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Group Watch

Oct 01 2021

Oil & Gas Exploration & Production Finds What It's Looking For

  • Oct 1, 2021

Intergrated Oil & Gas and Oil & Gas Exploration & Production are this week's best performing groups. Life Sciences Tools & Services and Department Stores are this week's worst performing groups.

Sep 24 2021

Airlines Soar

  • Sep 24, 2021

Integrated Oil & Gas and Airlines are this week's best groups. Big Utilities and Steel are this week's 

Sep 17 2021

Personal Products Have An Ugly Week

  • Sep 17, 2021

Energy theme among the week's "Best Groups," as the top two performers were Oil & Gas Equipment/Services and Oil & Gas Exploration/Production. The two "Worst Groups" were consumer-related: Personal Products and Casinos & Gaming.

Sep 10 2021

Alternative Carriers Haul Away A Victory

  • Sep 10, 2021

Alternative Carriers and Insurance Brokers were this week's best group performers; Homebuilding and Oil & Gas Equipment & Services were the week's worst group performers.

Sep 03 2021

Alternative Carriers Dial It Up

  • Sep 3, 2021

Movies & Entertainment & Broadcasting and Alternative Carriers were this week's best groups. Big Financials and Apparel Retail were this week's worst groups.

Sep 01 2021

Blue Book - September 2021

  • Sep 1, 2021

For each group included in this publication, an array of fundamental statistical information is provided. Data presented includes: Price/Earnings Ratios, Price/Sales, Estimated Long Term Growth, and Relative Strength rankings. Individual stock performance is shown for the current month and year-to-date.  

Performance stated for Leuthold industry groups is calculated using a proprietary weighting system that is more in line with how we believe a manager might weight companies within a portfolio. This is different from S&P, which uses a straight market capitalization-weighted index for the construction of its groups. We believe our approach is superior, as it removes the hindrance of group performance being dominated by the largest component stocks.  

Aug 27 2021

Casinos & Gaming Hit The Jackpot

  • Aug 27, 2021

Systems Software and Casinos & Gaming are this week's best groups. Household Products and Reinsurance are this week's worst groups.

Aug 20 2021

Oil & Gas Drilling Hits The Rocks

  • Aug 20, 2021

Big Health Care and Water Utilities are this week's best groups. Integrated Oil & Gas and Oil & Gas Drilling are this week's worst groups. 

Aug 13 2021

Department Stores Going Up!

  • Aug 13, 2021

Big Financials and Department Stores are this week's best groups. Managed Health Care and Precious Metals are this week's worst groups. 

Aug 06 2021

Blue Book August 2021

  • Aug 6, 2021

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. 

Aug 06 2021

Real Estate Management & Development Builds A Lead

  • Aug 6, 2021

Semiconductors and Real Estate Management & Development are this week's best groups. Internet Retail and Oil & Gas Drilling are this week's worst groups. 

Jul 30 2021

Human Resources & Employment Services Goes Higher

  • Jul 30, 2021

Big Materials and Human Resources & Employment Services are this week's best groups. Managed Health Care and Air Freight & Logistics are this week's worst groups. 

Jul 23 2021

Precious Metals Not So Precious

  • Jul 23, 2021

Internet Retail and Internet Service and Infrastructure are this week's best groups. Integrated Oil & Gas and Precious Metals are this week's worst groups. 

Jul 16 2021

Multi-Line Insurance Has A Premium Performance

  • Jul 16, 2021

Regional Banks and Multi-Line Insurance are this week's best groups. Application Software and Oil & Gas Drilling are this week's worst groups. 

Jul 09 2021

Water Utilities Gushes To A Lead

  • Jul 9, 2021

Systems Software and Water Utilities are this week's best groups. Integrated Oil & Gas and Oil & Gas Drilling are this week's worst groups. 

Jul 02 2021

Blue Book July 2021

  • Jul 2, 2021

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. 

Jul 02 2021

Drug Retail Crashes

  • Jul 2, 2021

Homefurnishing Retail and Homebuilding are this week's best groups. Automobile Manufacturers and Drug Retail are this week's worst groups. 

Jun 25 2021

Water Utilities Drown

  • Jun 25, 2021

Interactive Media & Services and Oil & Gas Drilling are this week's best groups. Big utilities and Water Utilities are this week's worst groups. 

Jun 18 2021

Internet Services & Infrastructure Connects

  • Jun 18, 2021

Specialized Finance and Internet Services & Infrastrustucture are this week's best groups. Big Materials and Precious Metals are this week's worst groups. 

Jun 11 2021

Biotech Finds A Cure This Week

  • Jun 11, 2021

Biotechnology and Biotech... Small/Mircro are this week's best groups. Regional Banks and Homebuilding are this week's worst groups.