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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 05 2018

Highlighted Attractive Groups

  • May 5, 2018

Consumer Discretionary is the highest-rated sector for the fifth consecutive month; Info Tech and Financials have been trading places between #2 and #3 for five months. Coming in last (again) is Utilities.

Feb 07 2018

GS Scores: Industrial Metals Stocks Heating Up

  • Feb 7, 2018

While the Materials sector overall still isn’t looking stellar based on our work, we think with the Metals theme heating up, it’s a trend worth watching. 

Jun 30 2017

Steel Hardens Its Lead

  • Jun 30, 2017

Oil & Gas Exploration & Production and Steel were this week's best groups. Biotechnology and Home Entertainment Software were this week's worst groups.

Oct 21 2016

Steel Rolls To The Lead This Week

  • Oct 21, 2016

Internet Retail and Steel were this week's best groups. Tech Hw Stor & Periph and Railroads were this week's worst groups.

Sep 23 2016

Steel Forges Ahead This Week

  • Sep 23, 2016

Multi-Utilities and Steel were this week's best groups. Pharmaceuticals and General Merchandise Stores were this week's worst groups.

Jun 07 2016

Highlighted Attractive Groups

  • Jun 7, 2016

Materials leapt five spots to #3 in our broad sector rankings. Industrials remains the highest rated sector.

Jul 05 2011

Is Steel a Steal?...Select Industries New Group Initiation

  • Jul 5, 2011

A small position in Steel was established in late June to increase our exposure to the top ranked Materials sector.


Oct 05 2004

Constructing A New Steel Position

  • Oct 5, 2004

Added a new holding in Steel stocks to the Select Industries portfolio in September.

Jun 05 2001

New Select Industries Group Holding: Erecting New Steel Position

  • Jun 5, 2001

Group showing strength and is likely a beneficiary, along with the construction industry, of much needed expansion of U.S. energy facilities.