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May 05 2017

Highlighted Attractive Groups

  • May 5, 2017

Health Care Facilities, Railroads, and Real Estate Management & Development are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.

Nov 05 2016

Time For A Transportation Turnaround?

  • Nov 5, 2016

We examine the recent strength in the Dow Jones Transportation Index and its underlying industries: Airlines, Railroads, Air Freight & Logistics, and Trucking.

Sep 09 2014

Current Attractive & Unattractive Groups and Highlights

  • Sep 9, 2014

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.

Jul 08 2014

Current Attractive & Unattractive Groups and Highlights

  • Jul 8, 2014

Managed Health Care, Property & Casualty Insurance, and Railroads highlights.

Jun 06 2014

Strength In Transportation: A Deeper Dive

  • Jun 6, 2014

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.

Nov 07 2013

Long Only Portfolios See Low Turnover

  • Nov 7, 2013

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.

Jun 07 2013

Select Industries: Airlines And Rails Remain Largest Group Holdings

  • Jun 7, 2013

Group Deactivations, New Groups and best performing groups in May.

Feb 05 2012

Select Industries: Buying Railroads

  • Feb 5, 2012

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.


Dec 04 2010

Railroads On Track—New Group Added To Select Industries

  • Dec 4, 2010

A new Select Industries Portfolio holding in Railroad group was established.

Jul 04 2005

Riding The Rails - New Select Industries Group Position

  • Jul 4, 2005

Buying new position in Railroad stocks, to replace deactivated Steel and Agricultural Product groups.