Tech
Mar
08
2016
Where’s The Profit Leverage?
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
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?
The top ten groups, from our 150+ group history, in each of the last six years during the fourth quarter (October to December performance).
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