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.
Health Care, Consumer Discretionary, and Financials are the top three rated broad sectors.
Advertising, Health Care Services, Auto Parts & Equipment
Auto Parts & Equipment has performed about twice as good as the market during the last 19 months. Margins still elevated, see more room for upside.
January could be a month that disrupts the current trend, but one month is not enough time to merit a changing of the guard.
Select Industries added exposure to Health Care Distributors and Multi-Line Insurance. Global Industries deactivated Media and purchased Health Care Services.
Two groups were purchased in the Select Industries portfolio in late October: Health Care Services and Wireless Telecommunication Services.
Health Care Technology has rated either Attractive or High Neutral for the past nine months, and it currently receives an Excellent rating in the Growth category.