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Household Durables

May 07 2021

Housing-Related Groups Top The Rankings

  • May 7, 2021

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.

Apr 01 2021

Our Most Contrarian Industry Group Ideas

  • Apr 1, 2021

Contrarian investing is difficult from both an emotional and implementation standpoint. Often the consensus is right, and industry groups are out-of-favor for a reason. As the saying goes, “Don’t be contrarian just for the sake of being a contrarian.”

Jul 08 2020

Retail’s Winners And Losers Of The Pandemic

  • Jul 8, 2020

Following the market bottom, the rebound across retail industries has been robust, but a divide has emerged. Consumers’ needs and behaviors have dramatically shifted as former lifestyles were uprooted. This swift change in economics has resulted in clearly-defined sets of winners and losers among retail industries.

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.

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

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.

Oct 08 2013

Highlighted Attractive Domestic Groups

  • Oct 8, 2013

 Construction & Farm Machinery, General Merchandise Stores, Consumer Electronics, and Home Entertainment Software are the Attractive groups that selected to discuss this month.

Aug 13 2013

Select Attractive Domestic Groups

  • Aug 13, 2013

Consumer Electronics, Broadcasting, Home Entertainment Software, and Aerospace & Defense.

Dec 05 2009

Adding Consumer Electronics

  • Dec 5, 2009

With new technology and products rolling out, electronic gadgets may be able to capture a growing share of the rebound in total consumer discretionary spending.


Dec 05 2004

Adding Photographic Products To Select Industries "Small Group" Holdings

  • Dec 5, 2004

A new component in new “Small Group” holding within Select Industries.

Nov 05 2003

New Select Industries Group Holding: Consumer Electronics

  • Nov 5, 2003

Group upgraded to Attractive in October, scoring at very top of rankings for two months.

May 05 2002

New Select Industries Group Holding: Consumer Electronics

  • May 5, 2002

Current “top five” scoring strong in Value, Contrarian, and VLT.