Communications Equipment
Information Technology Sector Now Highest Rated
For the first time since late 2017, Information Technology moved into the top-rated spot. This sector has historically produced especially strong results during periods after which it took over the #1 seat.
Home Entertainment Software Wins The Game This Week
Communications Equipment and Home Entertainment Software are this week's best groups. Oil and Gas Exploration & Prod. and Leisure Products are this week's worst groups.
Home Entertainment Software Leads This Week
Communications Equipment and Home Entertainment Software were this week's best groups. Oil & Gas Exploration & Production and Coal & Consumable Fuels were this week's worst groups.
“Old Tech” Profiting From Explosion Of “New Tech” Content?
We identify the “Old Tech” players that will likely reap the benefits from the ever-growing volume of data being generated, stored, and transmitted on line.
Tech Watch
GS Scores for Tech groups have been fading in recent months, with only one Tech group now viewed as Attractive. The quantitative deterioration prompted us to reduce portfolio Tech exposure.
New Select Industries Group Holding: Hooking Up New Position In Networkers
Rated Attractive last three months, moves into the “top five” in latest GS Score distribution.
Tech Watch
Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.
Dissecting the Internet Play
Internet classification too broad and confusing. Tracking performance of the Internet necessitates breakout into three, distinct sectors: Technology…Internet Services, Consumer…E-Tail and Technology…Inter/Networking.
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