We identify the “Old Tech” players that will likely reap the benefits from the ever-growing volume of data being generated, stored, and transmitted on line.
Currently, the Unattractive range of our GS Scores is characterized by two themes, commodity-oriented groups and high dividend groups.
New group purchase of Integrated Telecom stocks.
Adding two new portfolio groups to Select Industries Portfolio this month: Integrated Telecom and Wireless Telecom. These additions create a portfolio weight that is four times the S&P 500 Telecom weight.
Technology stocks soar again as our broad tech index gained 26.4% in November.