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Mar 08 2016

Where’s The Profit Leverage?

  • Mar 8, 2016

Industrial commodity prices and the latest ISM figures both point to a stabilization in the manufacturing sector following a two-year deceleration. Expectations for this year’s earnings have turned more optimistic as a result, but are the hopes warranted?

Apr 05 2010

Plugging In To A “Tech...Big Ten” Position

  • Apr 5, 2010

Select Industries Equity portfolio is taking a nearly 10% position in Tech...Big Ten (the ten biggest tech stocks). This is the only group from the Tech sector now rated Attractive according to the GS Scores.

Sep 05 2005

What Moves in the Fourth Quarter?

  • Sep 5, 2005

The top ten groups, from our 150+ group history, in each of the last six years during the fourth quarter (October to December performance).