Data Processing & Outsourced Services
Precious Metals Lose Shine This Week
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.
Update On Electronic Payment Thematic Group
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.
Info Tech Sliding
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.
Select Industries: Minimal Turnover
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.
Cash In On Electronic Payment Systems
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.
Select Industries: New Groups Initiated
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.
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