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Data Processing & Outsourced Services

Feb 23 2018

Precious Metals Lose Shine This Week

  • Feb 23, 2018

Data Processing & Outsourced Services and Fertilizers & Agricultural Chemicals are this week's best groups. Communications Equipment and Precious Metals are this week's worst groups.

Dec 08 2015

Update On Electronic Payment Thematic Group

  • Dec 8, 2015

When we introduced this thematic equity group in September 2012, we projected that it was poised to deliver above average returns. These companies have enjoyed many advantages atypical of most other industries, and performance-wise, this group did not disappoint. A large subset of the theme, Data Processing & Outsourced Services, is rated Attractive by our GS Scores, and has been a portfolio holding for 50 months.

Aug 07 2015

Info Tech Sliding

  • Aug 7, 2015

IT’s overall sector rank has been falling recently. Growth has slowed, which has prompted downward earnings revisions, while valuation ratios have remained steady or gotten pricier.

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.

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.

Nov 05 2011

Select Industries: New Groups Initiated

  • Nov 5, 2011

In late October, Select Industries Equity Portfolio established three new holdings in Drug Retail, Hypermarkets & Super Centers, and Data Processing & Outsourced Services. Even with the MTI in Positive territory, we are maintaining some defensive exposure, as global economic worries persist.