Hypermarkets & Super Centers
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.
Hypermarkets & Super Centers are Huge!
Household Products and Hypermarkets & Super Centers are this week's best groups. Internet Retail and Precious Metals are this week's worst groups.
Highlighted Attractive Groups
Info Tech, Consumer Discretionary, and Health Care are the top-three rated sectors; Energy, Utilities, and Telecom comprise the bottom of the ranks.
Highlighted Attractive Groups
We examine the factor category strength behind Commodity Chemicals, Hypermarkets & Super Centers, and Semiconductor Equipment.
Investors Dig Precious Metals Again This Week
Hypermarkets & Super Centers and Precious Metals were this week's best groups. Oil & Gas Exploration & Production and Coal & Consumable Fuels were this week's worst groups.
Retail Theme Compelling; Purchased Hypermarkets
Retail-related industry groups continue to strengthen in our GS Scores, and Hypermarkets & Super Centers is one of the top rated groups in our rankings. This also gives exposure to Consumer Staples, currently the highest rated among our composite sector scores.
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.
Select Groups Upgraded To Attractive
A summary of the GS Score strength for Airlines, Health Care Distributors, and Hypermarkets & Super Centers.
Select Industries: New Groups Initiated
In late October, Select Industries Equity Portfolio established three new holdings in Drug Retail, Hypermarkets & Super Centers, and Data Processing & Outsourced Services. Even with the MTI in Positive territory, we are maintaining some defensive exposure, as global economic worries persist.
New Select Industries Group Position– Hypermarkets & Supercenters
Hypermarkets & Supercenters moved into the top 15 of the Group Selection (GS) Scores this month.
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