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Computer Storage & Peripherals

Feb 06 2014

Long Only Portfolios Down For The Month But Beat Benchmarks

  • Feb 6, 2014

Select Industries had no group deactivations, trimmed Consumer Finance and purchased Systems Software, further boosting our Tech holdings. Global Industries had no group deactivations, trimmed our Reinsurance and boosted exposure to Health Care, Industrials, and Info Tech groups.

Jan 08 2014

Long Only Portfolios Finish 2013 Strong

  • Jan 8, 2014

Select Industries deactivated Specialized Finance. Global Industries deactivated Food & Staples Retail and Road & Rail and purchased Managed Health Care.

Oct 08 2013

Select Industries: Minimal Turnover

  • Oct 8, 2013

There was little turnover in the GS Scores this month and no group deactivations. With minimal capital to work with, we added selectively to existing group holdings.

Apr 04 2012

Computer Storage & Peripherials - Good Technicals And Industry Outlook

  • Apr 4, 2012

Group Selection (GS) Score has been steadily improving; with big push from Technicals driving group to “Attractive” for the first time since early 2006.


Mar 05 2005

Adding Tech Back To Select Industries

  • Mar 5, 2005

New portfolio group position being established in Computer Storage & Peripherals, giving us our first tech holding in eight months.

Jan 05 2004

Tech Watch

  • Jan 5, 2004

The broad Tech sector has rallied significantly from lows and is not cheap by tradi­tional valuation measures. Upside driver is earnings momentum, which continues to be strong.

Oct 04 2002

Tech Watch

  • Oct 4, 2002

Still extremely risky area of equities, but recovery may be near. Currently rank six tech groups “Attractive”.