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Apr 06 2017
Of Special Interest

Stock Picking In A Season Of Animal Spirits

  • Apr 6, 2017

We examine past capex spending patterns and identify industries with sales growth rates that have historically been the most responsive to capex cycles.

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Capex

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About The Author

Scott Opsal / Director of Research & Equities

Scott Opsal Director of Research & Equities

Scott is Director of Research & Equities for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm’s portfolio and strategy recommendations.

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Vol. 39 No. 3

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