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Group Report

Aug 07 2018

Attractively-Rated “Movies & Entertainment & Broadcasting” Group

  • Aug 7, 2018

Movies & Entertainment & Broadcasting’s Group Selection (GS) Score has been steadily improving of late; it rose to High Neutral in March and pushed up to Attractive two months ago. Currently a member of the Consumer Discretionary sector, this is a less-correlated option to the many retail industries also currently ranking strongly among the Discretionary components.

May 05 2018

Highlighted Attractive Groups

  • May 5, 2018

Consumer Discretionary is the highest-rated sector for the fifth consecutive month; Info Tech and Financials have been trading places between #2 and #3 for five months. Coming in last (again) is Utilities.

May 05 2018

Health Care Facilities Purchased In Select Industries

  • May 5, 2018

YTD, out of the 110 industries, HC Facilities is the fourth best performing group

Apr 05 2018

Highlighted Attractive Groups

  • Apr 5, 2018

Air Freight & Logistics is now Attractive for the first time in two years; Managed Health Care has scored in the top tier dating back to 2009; Trading Companies/Distributors provides an option with oil exposure at a time when the GS Scores remain decidedly anti-oil overall.

Apr 05 2018

Discretionary Reigns: Hotels & Leisure Revisited

  • Apr 5, 2018

The Consumer Discretionary index has also managed to outperform the S&P 500 by about 100 bps since the market’s January 26th peak, and in late March it was just a hair away from surpassing its previous relative strength performance high recorded in late 2015.

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.

Mar 07 2018

Health Care Services Purchased In Select Industries

  • Mar 7, 2018

Our Group Selection (GS) Scores ranked Health Care as one of the top two sectors for a majority of 2011-2015; sector relative strength soared over that period.

Feb 07 2018

Highlighted Attractive Groups

  • Feb 7, 2018

Airlines rebounded after a brief dip to High Neutral; Health Care Distributors is scoring well across the board (other than Technical factors); Specialty Stores is cheap due to the changing retail landscape.

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. 

Jan 06 2018

Consumer Discretionary Back On Top

  • Jan 6, 2018

Of the 110 industries in our framework, the top seven are all Consumer Discretionary.

Dec 07 2017

Highlighted Attractive Groups

  • Dec 7, 2017

Asset Management & Custody Banks, General Merchandise Stores, and Hotels & Leisure are among the month’s intriguing opportunities based on the current GS Scores.

Dec 07 2017

HR & Employment Services—A Qualified Candidate

  • Dec 7, 2017

Defying the industrials sector slump.

Nov 07 2017

Highlighted Attractive Groups

  • Nov 7, 2017

Info Tech, Consumer Discretionary, and Health Care are the top-three rated sectors; Energy, Utilities, and Telecom comprise the bottom of the ranks.

Nov 07 2017

Homebuilding Stocks—Still Time To Buy?

  • Nov 7, 2017

Homebuilding Stocks Are On A Stellar Run—Can The Streak Continue?

Oct 06 2017

Highlighted Attractive Groups

  • Oct 6, 2017

Drug Retail, Life Sciences Tools & Services, and Specialized Finance are among the month’s intriguing opportunities based on the current GS Scores.

Oct 06 2017

Autonomous Vehicles: Building A Thematic Group

  • Oct 6, 2017

Rapid growth, coupled with regulatory support, has the potential to bring autonomous vehicles (AV) to the streets sooner than some may anticipate.

Aug 05 2017

Highlighted Attractive Groups

  • Aug 5, 2017

Airlines, Life & Health Insurance, and Household Durables are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

Aug 05 2017

The Investment Merits Of Asset Management Companies

  • Aug 5, 2017

Industry trends and the investment merits of companies involved in the asset management business; we contrast ETF providers with firms involved in traditional active management.

Jul 07 2017

Highlighted Attractive Groups

  • Jul 7, 2017

Auto Parts & Equipment, Hotels & Leisure, and Semiconductor Equipment are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

Jul 07 2017

Humble Oil

  • Jul 7, 2017

With Energy stocks underperforming the S&P 500 by 20% YTD, contrarian clients are wondering if the sector holds any promise. Here we look for valuation signals that offer encouragement for bargain-hunting investors willing to buy on weakness.

May 05 2017

Highlighted Attractive Groups

  • May 5, 2017

Health Care Facilities, Railroads, and Real Estate Management & Development are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

May 05 2017

Dynamics Shift Among Auto-Related Industries

  • May 5, 2017

Automotive Retail group takes a backseat while Auto Parts & Equipment takes over the wheel. We examine the market/environmental dynamics that may be causing these groups’ routes to diverge.

Apr 07 2017

Select Highlighted Attractive Groups

  • Apr 7, 2017

Homefurnishing Retail, Property & Casualty, and Technology Distributors are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

Apr 07 2017

Retail Fades; Other Consumer Themes Flourish

  • Apr 7, 2017

Shifting consumer preferences and the relentless rise of e-commerce are changing the sector’s beneficiaries of the healthy backdrop away from retail, yet other Discretionary opportunities abound outside of the traditional retail groups.

Feb 07 2017

Hotels & Leisure Travels To Near Top Of Scores

  • Feb 7, 2017

We take a deeper dive into Hotels & Leisure’s GS Score and fundamental industry drivers to explore what the group has to offer above and beyond its membership in the “Trump Trade” trend.

Dec 07 2016

Highlighted Attractive Groups

  • Dec 7, 2016

We summarize the factor category strength behind Education Services, Hotels & Leisure, and IT Consulting & Other Services.

Dec 07 2016

Financials With Post-Election Appeal

  • Dec 7, 2016

Forces specifically driving many Financials groups include expectations for an ongoing yield rally and a steepening yield curve, tax cuts, and loosening financial regulation. While these outcomes remain largely speculation, the odds have improved and any of these developments would be a welcome change.

Nov 05 2016

Highlighted Attractive Groups

  • Nov 5, 2016

Airlines, Asset Management & Custody Banks, and Automotive Retail all have attractive Valuations and strong VLT Momentum.

Nov 05 2016

Time For A Transportation Turnaround?

  • Nov 5, 2016

We examine the recent strength in the Dow Jones Transportation Index and its underlying industries: Airlines, Railroads, Air Freight & Logistics, and Trucking.

Oct 07 2016

Highlighted Attractive Groups

  • Oct 7, 2016

We examine the factor category strength behind Auto Parts & Equipment, Household Durables, and Paper Packaging. Each of these groups has rated Attractive or High Neutral for two consecutive months.

Sep 08 2016

Highlighted Attractive Groups

  • Sep 8, 2016

We examine the factor category strength behind Apparel Retail, Life Sciences Tools & Services, and Technology Hardware Storage & Peripherals.

Sep 08 2016

Housing Theme Framed Among Top GS Scores

  • Sep 8, 2016

Attractive-rated groups include Building Products, Homebuilding, and Household Durables—these three groups possess similar industry drivers and thus exhibit highly-correlated stock returns.

Aug 05 2016

Highlighted Attractive Groups

  • Aug 5, 2016

We examine the factor category strength behind Food Retail & Distributors, Homebuilding, and Water Utilities.

Aug 05 2016

A Theme Develops Among “Unsexy” Tech; Semi Equipment Purchased

  • Aug 5, 2016

The semiconductor industry is a theme among our most highly-rated groups. Currently both the Semiconductors group (design and manufacture semiconductors) as well as its suppliers, Semiconductor Equipment, rate Attractive.

Jul 07 2016

Highlighted Attractive Groups

  • Jul 7, 2016

We examine the factor category strength behind Commodity Chemicals, Hypermarkets & Super Centers, and Semiconductor Equipment.

Jul 07 2016

Electronic Manufacturing Services: Attractive

  • Jul 7, 2016

The EMS group (from the Info Tech sector) now ranks as the third highest of 115 industries.

Jun 07 2016

Specialty Chemicals & Gases Soars To Attractive

  • Jun 7, 2016

In conjunction with Materials’ solid rise in our sector rankings, we purchased Specialty Chemicals & Gases in the Select Industries Portfolio.

May 06 2016

Building Products Group = Attractive

  • May 6, 2016

We recently purchased the Building Products group in our Select Industries Portfolio. Strong trends in existing U.S. home sales and the remodeling market, coupled with slow but steady growth in new construction, should bode well for future Building Products group performance.

Apr 07 2016

Insurance Theme Intact Among Top GS Scores

  • Apr 7, 2016

Group Selection (GS) Score strength among insurance-related industry groups has been a long-running theme within our quantitative framework.

Mar 07 2016

Purchased Specialized Finance: GS Score Surges

  • Mar 7, 2016

We see solid prospects for potential industry growth; consolidation and a full-blown industry evolution have resulted in group constituents having more in common than ever before.