Railroads
Highlighted Attractive Groups
Health Care Facilities, Railroads, and Real Estate Management & Development are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
Time For A Transportation Turnaround?
We examine the recent strength in the Dow Jones Transportation Index and its underlying industries: Airlines, Railroads, Air Freight & Logistics, and Trucking.
Current Attractive & Unattractive Groups and Highlights
Auto Parts & Equipment has performed about twice as good as the market during the last 19 months. Margins still elevated, see more room for upside.
Current Attractive & Unattractive Groups and Highlights
Managed Health Care, Property & Casualty Insurance, and Railroads highlights.
Strength In Transportation: A Deeper Dive
Bull markets rarely come to an end prior to the Transports exhibiting weakness. Their outperformance continues this year, returning an impressive +9.9% through June 4th, almost doubling the S&P 500’s +5.2%. We examine the underlying Transport groups and assess which areas are providing the strength to help sustain the Transportation Index’s leadership.
Long Only Portfolios See Low Turnover
The Select Industries sold Railroads and bought Tech Distributors. For the second month in a row Global Industries saw little turnover and no equity group deactivations.
Select Industries: Airlines And Rails Remain Largest Group Holdings
Group Deactivations, New Groups and best performing groups in May.
Select Industries: Buying Railroads
An addition of an Industrial group to the strategy, Railroads appealed for a number of reasons including a strong GS Score and improving margins across the industry.
Railroads On Track—New Group Added To Select Industries
A new Select Industries Portfolio holding in Railroad group was established.
Riding The Rails - New Select Industries Group Position
Buying new position in Railroad stocks, to replace deactivated Steel and Agricultural Product groups.
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