Skip to content

Group Watch

May 26 2023

Big Tech is HUGE

  • May 26, 2023

Big Tech and Oil & Gas Grilling are this week's best groups. Merchandise Retail and Industrial Conglomerates are this week's worst groups. 

May 19 2023

Regional Banks Hoard Attention

  • May 19, 2023

Semiconductors and Regional Banks are this week's best groups. Big Utilities and Precious Metals are this week's worst groups. 

May 12 2023

Internet Services & Infrastructure Soar In The Clouds

  • May 12, 2023

Systems Software and Internet Services & Infrastructure are this week's best groups. Life Sciences Tools & Services and Precious Metals are this week's worst groups. 

May 05 2023

Passenger Transportation Picks Up

  • May 5, 2023

Life Sciences Tools & Services and Passenger Transportation are this week's best groups. Interactive Media & Services and Regional Banks are this week's worst grops. 

May 02 2023

Blue Book May 2023

  • May 2, 2023

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. 

Apr 28 2023

Cargo Transportation Gets Lost

  • Apr 28, 2023

Managed Health Care Health Care Facilities are this week's best groups. Semiconductors and Cargo Transportation are this week's worst groups. 

 

Apr 21 2023

Homebuilding Erects A Win

  • Apr 21, 2023

Big Financials and Homebuilding are this week's best performing groups. Managed Health Care and Integrated Telecommunication Services are this week's worst performing groups.

Apr 14 2023

Fertilizers & Agricultural Chemicals Spurs Growth

  • Apr 14, 2023

Life Sciences Tools & Services  and Fertilizers & Agricultural Chemicals are this week's best groups. Real Estate Investment Trusts and Apparel Retail are this week's worst groups. 

Apr 10 2023

Construction, Farm Equipment & Heavy Trucks Gets Dumped

  • Apr 10, 2023

Managed Health Care and Precious Metals are this week's best groups. Semiconductors and Construction, Farm Equipment and Heavy trucks are this week's worst groups. 

Apr 03 2023

Blue Book April 2023

  • Apr 3, 2023

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. 

Mar 31 2023

Drug Retail Gets High

  • Mar 31, 2023

Real Estate Investment Trusts and Drug Retail are this week's best groups. Interactive Media and Services and Publishing are this week's worst groups, 

Mar 24 2023

Regional Banks Get No Credit

  • Mar 24, 2023

Semiconductors and Precious Metals are this week's best groups. Real Estate Investment Trusts and Regional Banks are this week's worst groups. 

Mar 17 2023

Precious Metals Favored By Leprechauns

  • Mar 17, 2023

Interactive Media & Services and Precious Metals are this week's best groups. Integrated Oil & Gas and Oil & Gas Equipment & Services are this week's worst groups. 

Mar 10 2023

Regional Banks Lose Interest

  • Mar 10, 2023

Big Tech and Independent Power Producers were this week's best performing groups. Big Financials and Regional Banks were this week's worst groups.

Mar 03 2023

Health Care Distributors Declining

  • Mar 3, 2023

Big Materials and Oil & Gas Drilling are this week's best groups. Internet Retail and Health Care Distributors are this week's worst groups. 

Mar 01 2023

Blue Book March 2023

  • Mar 1, 2023

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. 

Feb 24 2023

Packaged Foods & Meats Contain Success

  • Feb 24, 2023

Beverages and Packaged Foods and Meats are this week's best groups. Internet Retail and Oil & Gas Drilling are this week's worst groups. 

Feb 17 2023

Advertising Attracts Attention

  • Feb 17, 2023

Tech Hardware Store & Peripherals and Advertising are this week's best groups. Interactive Media & Services and Publishing are this week's worst groups, 

Feb 06 2023

Blue Book February 2023

  • Feb 6, 2023

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. 

Feb 03 2023

Internet Retail Fulfills The Order

  • Feb 3, 2023

Internet Retail and Internet Services & Infrastructure are this week's best groups. Big Energy and Oil & Gas Refining & Marketing are this week's worst groups.