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Paper & Forest Products

Sep 08 2021

Digging Into Materials

  • Sep 8, 2021

If there are shortages, bottlenecks, and commodity inflation everywhere, why is the rating for the Materials sector so uninspiring? Although valuations are compelling for Materials groups, the overall decline in the rankings can be traced to EPS revisions and macro influences, like the U.S. dollar and low rates.

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.

Mar 07 2018

Highted Attractive Groups

  • Mar 7, 2018

Department Stores have rallied the last four months; Health Care Distributors is one of the cheapest groups we track; Paper & Forest Products is the only Materials group in the Attractive range of the GS Scores.

Oct 13 2017

Paper & Forest Products Blaze A Trail

  • Oct 13, 2017

Tobacco and Paper & Forest Products were this week's best groups. Cable & Satellite and Drug Retail are this week's worst groups.

Aug 18 2017

Paper and Forest Products Ream The Competition

  • Aug 18, 2017

Systems Software and Paper & Forest Products were this week's best groups. Internet Retail and Oil & Gas Drilling were this week's worst groups.

Mar 06 2015

Paper Industry: Global Trade Headwind

  • Mar 6, 2015

Lower energy prices will benefit the paper industry as it is among the most energy intensive of Materials groups. Yet, global implications may produce a headwind, offsetting the benefit of lower oil costs.

Aug 05 2009

Two New Groups In Select Industries Portfolio

  • Aug 5, 2009

Two new equity groups added to Select Industries equity portfolio. Inclusion of Paper Products and Independent Power Producers pushes Materials and Utilities to small overweight positions.