Skip to content
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.

tags

Capex

Login

For full access, please enter your credentials.

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.

current issue

September 2020
Volume 40
No 9

featured articles

recent tags
[ALL]

Value (107) Amazon (3) Consumer Discretionary S&P 500 (4) Cyclicals (63) Consumer Discretionary (49) Style Performance (3) Sector Rankings (20) Health Care (60) Group Report (355) Earnings-Release (6) Earnings (243) Correlations (37) Price Volatility (1) Fed Policy (125) ISM Non-Manufacturing (3) ISM Price Index (3) Recovery (54) 60/40 (2) Total Portfolio Yield (1) 10-Year Forward (1)