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Systems Software

Jul 13 2018

Systems Software Calculates A Win

  • Jul 13, 2018

Systems Software and Home Entertainment Software are this week's best groups. Electric Utilities and Precious Metals  are this week's worst groups.

Feb 06 2015

Selected Attractive Groups

  • Feb 6, 2015

Homefurnishing Retail, Apparel Retail, Systems Software

Dec 05 2014

U.S. IT Companies’ Global Dominance

  • Dec 5, 2014

A look at U.S. companies’ global IT market dominance, and the key factors that drive the competitive landscape.

Feb 07 2014

There’s A Lot To Like In Systems Software

  • Feb 7, 2014

In addition to impressive factor readings, we like the fundamental trends in this space.

Feb 06 2014

Long Only Portfolios Down For The Month But Beat Benchmarks

  • Feb 6, 2014

Select Industries had no group deactivations, trimmed Consumer Finance and purchased Systems Software, further boosting our Tech holdings. Global Industries had no group deactivations, trimmed our Reinsurance and boosted exposure to Health Care, Industrials, and Info Tech groups.

Sep 10 2013

Select Attractive Domestic Groups

  • Sep 10, 2013

Auto Parts & Equipment, Systems Software, Life & Health Insurance and Life Sciences Tools & Services are featured this month.

Nov 05 2008

Select Industries Groups: Buying Systems Software And Small / Micro Biotech

  • Nov 5, 2008

New Select Industries Portfolio equity group positions being established in Systems Software and Small/Micro Cap Biotech.

May 05 2004

Our Work With Beta Adjusted Relative Strength Pays Dividends

  • May 5, 2004

Over the last few years, we have been employing a beta adjusted relative strength calculation for high beta groups, along with the traditional relative strength. There are often more revealing signals given by the beta adjusted relative strength, especially in recent years.

Apr 05 2003

Tech Watch

  • Apr 5, 2003

The broad Tech sector is down significantly from all time highs, but is still not cheap by traditional measures.

Jan 05 2003

Tech Watch

  • Jan 5, 2003

Technology stocks retreat in December, as our broad tech index lost 16.0%.  However for all of Q4 Tech was up 33%.

Nov 05 2002

Tech Watch

  • Nov 5, 2002

October provided welcomed relief for technology stock investors. After an average loss of 18% for tech stocks in September, the October rebound came along and more than made up for the loss in most cases.

Aug 05 2002

Tech Watch

  • Aug 5, 2002

Fundamentals continue to build for technology, but prices yet to react…..Evidence that tech fundamentals are now improving.