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Consumer Finance

Dec 07 2016

Financials With Post-Election Appeal

  • Dec 7, 2016

Forces specifically driving many Financials groups include expectations for an ongoing yield rally and a steepening yield curve, tax cuts, and loosening financial regulation. While these outcomes remain largely speculation, the odds have improved and any of these developments would be a welcome change.

Oct 07 2014

Highlighted Attractive Groups and Current Attractive/Unattractive

  • Oct 7, 2014

Highlighted Groups, Consumer Finance, Technology Distributors, Beverages.

Feb 07 2014

How Much Longer Will Consumer Finance’s Run Last?

  • Feb 7, 2014

Twenty eight months after purchase it still ranks Attractive, but the industry fundamentals have changed.

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.

Oct 04 2012

Cash In On Electronic Payment Systems

  • Oct 4, 2012

A preview of a forthcoming In Focus Special Study that examines the opportunities - both domestic and global - in the groups involved with processing credit card transactions.