Household Durables
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.
Our Most Contrarian Industry Group Ideas
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.”
Retail’s Winners And Losers Of The Pandemic
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.
Highlighted Attractive Groups
Airlines, Life & Health Insurance, and Household Durables are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
Highlighted Attractive Groups
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.
Housing Theme Framed Among Top GS Scores
Attractive-rated groups include Building Products, Homebuilding, and Household Durables—these three groups possess similar industry drivers and thus exhibit highly-correlated stock returns.
Highlighted Attractive Domestic Groups
Construction & Farm Machinery, General Merchandise Stores, Consumer Electronics, and Home Entertainment Software are the Attractive groups that selected to discuss this month.
Select Attractive Domestic Groups
Consumer Electronics, Broadcasting, Home Entertainment Software, and Aerospace & Defense.
Adding Consumer Electronics
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.
Adding Photographic Products To Select Industries "Small Group" Holdings
A new component in new “Small Group” holding within Select Industries.
New Select Industries Group Holding: Consumer Electronics
Group upgraded to Attractive in October, scoring at very top of rankings for two months.
New Select Industries Group Holding: Consumer Electronics
Current “top five” scoring strong in Value, Contrarian, and VLT.
Perception for the Professional
July 2025 Issue
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July 2025 Issue
