Homefurnishing Retail
Housing-Related Groups Top The Rankings
Housing-related groups have catapulted to the very top of our rankings. Several of these are among the top-ten performers of our 120-group universe. Despite the strong returns for these industries, our GS Scores indicate that this theme has even more room to run.
Pockets Of Strength Among Discretionary Industries
A brief overview of two (very different) Attractively-rated Discretionary groups that are longstanding SI portfolio holdings that have managed to maintain their “Attractiveness” throughout the tumult.
Brick & Mortar Retail Evades October Sell-Off
Although Discretionary stocks broadly underperformed during October’s market decline, prominent amongst the very top industry group performers was a rather unexpected genre of industries—brick & mortar retail. Not only did this cohort hold up during October’s tumult, but many of the underlying stocks have been posting strong returns all year.
Emerging Diversified Banks Fail To Emerge
Homefurnishing Retail and Department Stores are this week's best groups. Electric Utilities and Emerging Diversified Banks are this week's worst groups.
Alternative Carriers Are Calling This Week
Homefurnishing Retail and Alternative Carriers are this week's best groups. Oil & Gas Exploration & Prod. and Drug Retail are this week's worst groups.
Consumer Discretionary Back On Top
Of the 110 industries in our framework, the top seven are all Consumer Discretionary.
Select Highlighted Attractive Groups
Homefurnishing Retail, Property & Casualty, and Technology Distributors are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
Fertilizers & Agricultural Chemicals Grow Stronger
Homefurnishing Retail and Fertilizers & Agricultural Chemicals are this week's best groups. Oil & Gas Equipment & Services and Precious Metals were this week's worst groups.
GS Score Sector Rankings, and Highlighted Attractive Groups
Advertising, Homefurnishing, Research & Consulting Services
Selected Attractive Groups
Homefurnishing Retail, Apparel Retail, Systems Software
Retail Groups Rise In The Ranks
A new theme emerging within our GS Scores—Retail related industry groups are flocking to the upper rankings of the scores.
Upgraded Attractive Groups
Homefurnishing Retail, Apparel Retail, Apparel Accessories & Textiles
Select Attractive Domestic Groups
Specialty Stores, Home Furnishing Retail, Personal Products, and Cable & Satellite.
Housing-Related Groups Flock To The Top
The Homefurnishing Retail group was purchased in the Select Industries Portfolio in late May.
Home Improvement Retail Activated In Equity Portfolio
Building new portfolio holding in Home Improvement Retail. Our Consumer Discretionary holdings now overweight (versus S&P 500) with an 11% position our Select Industries Equity Portfolio.
New Select Industries Group Holding: Constructing Position In Home Improvement Retail
At the beginning of October, the Home Improvement Retail group rose to Attractive based on our GS Scoring System. With the November calculation, this group got even more Attractive.
current issue
