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Technology Hardware Storage & Peripherals

Sep 08 2016

Highlighted Attractive Groups

  • Sep 8, 2016

We examine the factor category strength behind Apparel Retail, Life Sciences Tools & Services, and Technology Hardware Storage & Peripherals.

Jun 06 2014

“Old Tech” Profiting From Explosion Of “New Tech” Content?

  • Jun 6, 2014

We identify the “Old Tech” players that will likely reap the benefits from the ever-growing volume of data being generated, stored, and transmitted on line.

Apr 08 2014

Highlighted Attractive Groups

  • Apr 8, 2014

A quick look at the Managed Health Care, Semiconductors, Technology Hardware Storage & Peripherals, and Cable & Satellite groups, all of which caught our eyes this month.

Mar 07 2014

Highlighted Attractive Groups

  • Mar 7, 2014

A quick look at the Commodity Chemicals, Automotive Retail, Aerospace & Defense, and Computer & Office Hardware groups, all of which caught our eyes this month.


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.

Jan 08 2014

Long Only Portfolios Finish 2013 Strong

  • Jan 8, 2014

Select Industries deactivated Specialized Finance. Global Industries deactivated Food & Staples Retail and Road & Rail and purchased Managed Health Care.

Oct 08 2013

Select Industries: Minimal Turnover

  • Oct 8, 2013

There was little turnover in the GS Scores this month and no group deactivations. With minimal capital to work with, we added selectively to existing group holdings.

Apr 04 2012

Computer Storage & Peripherials - Good Technicals And Industry Outlook

  • Apr 4, 2012

Group Selection (GS) Score has been steadily improving; with big push from Technicals driving group to “Attractive” for the first time since early 2006.


Mar 06 2012

New Group Position: Computer & Office Hardware

  • Mar 6, 2012

The Computer & Office Hardware group had been rated Neutral as recently as December, but quickly moved up the GS Score rankings and received the second highest score in the latest calculations.

Oct 05 2008

That Time Of Year For Tech??

  • Oct 5, 2008

We have found that technology has the strongest seasonal tendency of any sector during the market’s “bullish” seasonal period of November through April.


Mar 05 2005

Adding Tech Back To Select Industries

  • Mar 5, 2005

New portfolio group position being established in Computer Storage & Peripherals, giving us our first tech holding in eight months.

Jan 05 2004

Tech Watch

  • Jan 5, 2004

The broad Tech sector has rallied significantly from lows and is not cheap by tradi­tional valuation measures. Upside driver is earnings momentum, which continues to be strong.

Oct 04 2002

Tech Watch

  • Oct 4, 2002

Still extremely risky area of equities, but recovery may be near. Currently rank six tech groups “Attractive”.

Sep 04 2001

New Select Industries Group Holding: Buying Office Electronics

  • Sep 4, 2001

Upgrade to Attractive is result of broad quantitative improvement in almost all measures.