Consumer Discretionary is the highest-rated sector for the fifth consecutive month; Info Tech and Financials have been trading places between #2 and #3 for five months. Coming in last (again) is Utilities.
Advertising has been in the top rankings of our Group Selection (GS) model for several months.
Advertising, Homefurnishing, Research & Consulting Services
Advertising, Health Care Services, Auto Parts & Equipment
Select Industries makes an Advertising buy, looking for the large integrated agencies to make their best pitch.
Leuthold’s Jun Zhu provides some color on a new thematic group: “Asia Advertising Spending Beneficiaries.”