Group Watch
Precious Metals Regain Luster
Precious Metals and Communications Equipment were this week's best performing groups. Health Care Technology and Big Energy were this week's worst performing groups.
Sector Navigator April 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Personal Products Needs A Makeover
Chemicals and Oil & Gas Drilling are this week's best performing groups. Systems Software and Personal Products are this week's worst perofrming groups.
Precious Metals Tarnish
Semiconductor Equipment and Alternative Carriers are this week's best groups. Big Materials and Precious Metals are this week's worst groups.
Cargo Ground Transportation Hits Gridlock
Integrated Oil & Gas and Fertilizers & Agricultural Chemicals are this week's best groups. Investment Banking & Brokerage and Cargo Ground Transportation are this week's worst groups.
Airlines Land Hard
Application Software and Oil & Gas Refining & Marketing are this week's best groups. Semiconductor Equipment and Airlines are this week's worst groups.
Sector Navigator March 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Precious Metals Shine
Application Software and Precious Metals are this week's best groups. Systems Software and Alternative Carriers are this weeks worst groups.
Advertising Wins This Week
Aerospace & Defense and Advertising are this week's best groups. Big Staples and Paper & Forest Products are this week's worst groups.
Oil & Gas Drilling Gushes
Semiconductor Equipment and Oil & Gas Drilling are this week's best groups. Interactive Media & Services and Human Resources & Employment Services are this week's worst groups.
Alternative Carriers Disconnect
Big Staples and Integrated Telecommunication Services are this week's best groups. Application Software and Alternative Carriers are this week's worst groups.
Sector Navigator February 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Managed Health Care Under The Weather
Integrated Oil & Gas and Diversified Metals & Mining are this week's best groups. Application Software and Managed Health Care are this week's worst groups.
Casinos & Gaming Lost The Bet
Semiconductors and Precious Metals are this week's best groups. Big Utilities and Casinos & Gaming are this week's worst groups.
Electronic Manufacturing Services Builds A Connection
Semiconductor Equipment and Semiconductor Equipment are this week's best groups. Payment Processing Services and Health Care Technology are this week's worst groups.
Semiconductor Equipment Builds Up
Semiconductor Equipment and Oil & Gas Refining & Marketing are this week's best groups. Big Utilities and Interactive Home Entertainment are this week's worst groups.
Sector Navigator January 2026
Our group coverage spans most of the traditional groups as defined by Standard & Poor’s and Morgan Stanley Capital International. At times, we found ourselves in disagreement with the S&P/MSCI “standardized” group delineation, but this structure was maintained, with minimal modifications. We have, however, added additional component stocks to all groups and adopted our proprietary approach to component weightings.
Precious Metals Lose Their Shine
Integrated Oil & Gas and Oil & Gas Drilling are this week's best groups. Technology Hardware Stores & Peripherals and Precious Metals are this week's worst groups.
Alternative Carriers Connection Restored
Aerospace & Defense and Alternative Carriers are this week's best groups. Merchandise Retail and Oil & Gas Refining & Marketing are this week's worst groups.
Alternative Carriers Lose Connection
Automobile Manufacturers and Metal & Glass Containers are this week's best groups. Technology Hardware Stores & Peripherals and Alternative Carriers are this week's worst groups.
Perception for the Professional
March 2026 Issue
Featured Articles
Sector Navigator
April 2026 Issue
