Aerospace & Defense
Highlighted Groups
Information Technology has largest representation among Attractive groups; only one Tech group rated Unattractive. Highlighted Attractive groups include Tech Distributors, Construction/Farm Machinery, Aerospace/Defense, and Pharmaceuticals.
Highlighted Attractive Groups
A quick look at the Commodity Chemicals, Automotive Retail, Aerospace & Defense, and Computer & Office Hardware groups, all of which caught our eyes this month.
Aerospace & Defense Purchased
With a wide range of market cap choices, an excellent technical profile, and less dependence on federal spending than you might think, this group has compelling stories of future profitability and growth.
Select Industries: Adding Aerospace & Defense Group
Aerospace & Defense was added to the portfolio this month.
Select Attractive Domestic Groups
Consumer Electronics, Broadcasting, Home Entertainment Software, and Aerospace & Defense.
Attractive Small And Mid Cap Names In Aerospace?
An answer to some questions regarding the large cap focus of our early August 2004, Aerospace & Defense group purchase.
New Select Industries Group Holding: Aerospace & Defense
We see insider buying, also some actual value here and an increase in defense spending.
Equity Portfolio Deactivates Two Group Commitments
Defense Contractors and Health Care Management both experienced sharp contractions in their quantitative scores and fell into the neutral range.
New Select Industries Group Holding: Sometimes the Simple Things...Buy the Defense Contractors
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.
Adding Defense Contractors to the “Paid to Play” Portfolio
With U.S. spending on defense now at an all-time low and no big potential wars on the horizon, why would we want to own these company stocks?
Sector Notes
A new sector “Buy The Numbers” is being added to the equity model this month. It is a hybrid quantitative theme that has been in the development stage at The Leuthold Group for a number of months.
“Defense-High Tech” Sector
This may be a tactical war play, but it could be more. Some of these stocks may once again be recognized as growth stocks, even if we see a speedy resolution of the Mideast conflict.
Contrary Opinion Corner: High Tech Defense Stocks
The stocks are cheap because they are currently very unpopular. Peace has, at least momentarily, pretty much swept the world. Unfortunately I doubt this will last. Human nature has really not improved much over the ages.
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