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Diversified Metals & Mining

Sep 08 2021

Digging Into Materials

  • Sep 8, 2021

If there are shortages, bottlenecks, and commodity inflation everywhere, why is the rating for the Materials sector so uninspiring? Although valuations are compelling for Materials groups, the overall decline in the rankings can be traced to EPS revisions and macro influences, like the U.S. dollar and low rates.

Feb 07 2018

GS Scores: Industrial Metals Stocks Heating Up

  • Feb 7, 2018

While the Materials sector overall still isn’t looking stellar based on our work, we think with the Metals theme heating up, it’s a trend worth watching. 

Aug 25 2017

Diversified Metals & Mining Shine This Week

  • Aug 25, 2017

Internet Software & Services and Diversified Metals & Mining were this week's best groups. Packaged Food & Meats and Advertising were this week's worst groups.

Feb 07 2014

Industry Groups To Avoid

  • Feb 7, 2014

Currently, the Unattractive range of our GS Scores is characterized by two themes, commodity-oriented groups and high dividend groups.

Jan 08 2014

The Dreams & Nightmares Of 2013

  • Jan 8, 2014

For 25 years we’ve tracked hypothetical industry group portfolios comprised of the previous year’s “Dreams” (20 best performers) and “Nightmares” (20 worst performers).

May 04 2012

Diversified Metals & Mining—A Popular Theme Revisited

  • May 4, 2012

After an incredible secular rise in both metals & mining stocks and industrial metals prices, which ended in 2008 after nearly a decade of upside, we take a look at where this group stands today.


May 04 2011

Adding Aluminum: Initiating Exposure To Materials Sector

  • May 4, 2011

Select Industries portfolio has added new equity group holdings in Aluminum, initiating sector exposure in Materials.

Aug 05 2006

Commodity Inflation = OWN MATERIALS STOCKS; Commodity Deflation = OWN MATERIALS STOCKS!!

  • Aug 5, 2006

There remains considerable macro support for industrial commodities. 

Jul 03 2002

New Select Industries Group Holding: Adding Diversified Metals & Mining

  • Jul 3, 2002

Ranking in top twenty and making a play on declining dollar and rising inflation.