Electronic Manufacturing Services
Jul
07
2016
Electronic Manufacturing Services: Attractive
The EMS group (from the Info Tech sector) now ranks as the third highest of 115 industries.
May
06
2016
Highlighted Attractive Groups
Air Freight & Logistics, Commercial Services, and Electronic Manufacturing Services caught our eye this month.
Oct
08
2013
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.
Aug
06
2013
Electronic Manufacturing Services Purchased In Select Industries
Attractive valuations, improving growth and technical strength are the key drivers. The group offers an opportunity to participate primarily in the overall growth of computing devices.
Aug
06
2013
Select Industries: Health Care And Info Tech Exposure Added
Health Care Distributors and Electronic Manufacturing Services were both added to the portfolio this month.
Group Deactivations: Oil & Gas Refining & Marketing was deactivated.
current issue
featured articles
recent tags
Gold
(84)
Dollar
(56)
Easing
(1)
CPI
(171)
Market Rotation
(2)
Election
(10)
Inflation
(585)
Recession
(69)
Value
(131)
Growth
(119)
Factor Performance
(18)
Japan
(48)
Yen
(7)
Wealth Effect
(9)
Bank Lending
(1)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Treasuries
(79)