Skip to content

Department Stores

Jul 07 2018

Discretionary Defies Gravity; Dept. Stores Purchased

  • Jul 7, 2018

Brick-and-mortar retail, not to mention antiquated Department Stores, have pretty much been declared dead in the age of Amazon. Often, this is when our GS Scores shine brightest... by picking industries that, at the time, are not intuitive and hard to stomach.

Mar 07 2018

Highted Attractive Groups

  • Mar 7, 2018

Department Stores have rallied the last four months; Health Care Distributors is one of the cheapest groups we track; Paper & Forest Products is the only Materials group in the Attractive range of the GS Scores.

Dec 01 2017

Department Stores Get The Christmas Spirit

  • Dec 1, 2017

Managed Health Care and Department Stores were this week's best groups. Internet Software & Services and Semiconductor Equipment were this week's worst groups.

Nov 03 2017

Department Stores In The Bargain Basement

  • Nov 3, 2017

Oil & Gas Exploration & Production and Oil & Gas Equipment & Services were this week's best groups. Homefurnishing Retail and Department Stores were this week's worst groups.

Jul 28 2017

Department Stores Bounce This Week

  • Jul 28, 2017

Department Stores and Integrated Telecommunication Services were this week's best groups. Tech Hw Stor & Periph and Health Care Facilities were this week's worst groups.

Jun 16 2017

Department Stores Get Marked Up This Week

  • Jun 16, 2017

Regional Banks and Department Stores were this week's best groups. Semiconductors and Semiconductor Equipment were this week's worst groups.

Mar 31 2017

Department Stores Lead This Week

  • Mar 31, 2017

Oil & Gas Exploration & Production and Department Stores are this week's best groups. Multi-Utilities and Precious Metals were this week's worst groups.

Mar 24 2017

Department Stores Hit The Bargain Basement

  • Mar 24, 2017

Department Stores and Investment Banking & Brokerage were this week's worst groups. Multi-Utilities and Education Services were this week's best groups.

Aug 12 2016

Department Stores Lead This Week

  • Aug 12, 2016

Homefurnishing Retail and Department Stores are this week's best groups. Pharmaceuticals and Biotech...Small/Micro are this week's worst groups.

Apr 08 2015

Can Consumer Discretionary Relative Strength Continue?

  • Apr 8, 2015

Despite this sector’s extended outperformance, we think this trend may persist in the near term as Discretionary industry groups look increasingly attractive within our group work. Keeping an eye on the Fed Funds rate is key, however.

Mar 06 2015

Our Most Contrarian Group Ideas

  • Mar 6, 2015

Using “Analyst Score” to measure sentiment and our Group Selection (GS) Scores, we present what appear to be the most quantitatively Attractive, yet disliked equity groups.

Dec 05 2014

Retail Groups Rise In The Ranks

  • Dec 5, 2014

A new theme emerging within our GS Scores—Retail related industry groups are flocking to the upper rankings of the scores.

Jun 06 2014

Current Attractive & Unattractive Groups and Highlights

  • Jun 6, 2014

Beverages, Tobacco, Department Stores, and Diversified Banks.

May 04 2011

Adding Department Stores: Exploiting The Wealth Effect

  • May 4, 2011

Select Industries portfolio has added new equity group holdings in Department Stores, boosting sector exposure in Consumer Discretionary.

Aug 05 2006

Unattractive Groups Based On Group Insider Scores

  • Aug 5, 2006

In prior issues, we have presented those equity groups that had been displaying the best readings in terms of insider selling/buying. Several clients have expressed an interest in seeing those groups with the most significant levels of insider selling. The following table presents the ten groups with the most pervasive insider selling.

Feb 05 2001

New Select Industries Group Holding: Selling Drugs To Shop Department Stores

  • Feb 5, 2001

Upgrade to Attractive last month put Department Stores on our radar, and February’s move into the GS “top ten” confirms the quantitative strength of this group. Improving technicals, stronger than expected January sales and increasing probability of soft landing indicating a promising outlook for this group.