Generic Drugs
Companies Moving The Pills – Why We Still Like The Theme
Favorable dynamic are intact, including demographic trend and increased use of generics.
Drug Retail - Ride The Rising Tide Of Prescriptions
Drug Retail and other related groups could be poised to ride the rising tide of prescription drug spending.
Generic Pharmaceuticals...New Position In Select Industries
At a time when our Group Selection Scores have been deteriorating among the various Pharmaceutical groups tracked, our numbers for the Generic Pharma group have improved to the point where the group is now rated Attractive.
Adding Small Dose Of Generic Pharmaceuticals To Portfolio
Injecting small starter position of Generic Pharmaceuticals into the Select Industries Portfolio, bringing exposure to Health Care sector to a modest overweight position.
Weakness In Health Care GS Scores
Health Care was our top-ranked sector from March 2003 to February 2004. Since that time, the sector’s composite score has steadily fallen.
Sector Spotlight: Health Care Watch
The near term is becoming more uncertain for Health Care stocks, as HC groups have experienced an erosion in GS Score strength.
New Select Industries Group Holding: Prescribing Generic Pharmaceuticals
Upgraded to Attractive for October as a result of three consecutive months of rising quantitative scores.
New Group Coverage
Eliminating six groups and adding four to our Equity Strategies product next month. Components and methodologies explained.
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