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Group Reports

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.

Sep 08 2017
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.

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.

Mar 07 2017

Highlighted Attractive Groups

  • Mar 7, 2017

Automobile Manufacturers, Health Care Distributors, and Homebuilding appear to be solid opportunities based on the current Group Selection Scores.

Mar 07 2017

Financials Remain Atop Sector Rankings

  • Mar 7, 2017

Our Financials Sector Ranking has been strengthening since August—well before the Trump Bump. The addition of Regional Banks to our SI Portfolio boosts our Financials exposure to an overweight 26% versus the S&P 500’s 15% weight. Reinsurance and Developed Diversified Banks are also among the Attractively-rated options for diversification within the sector.

Feb 07 2017

Highlighted Attractive Groups

  • Feb 7, 2017

Automotive Retail improved into the top five rankings; Biotechnology, despite being out of favor, has both long-term growth potential and higher profitability than Pharmaceuticals; Developed Diversified Banks is up almost 20% since the election.