Aerospace & Defense

Equity Strategies

Highlighted Groups

May 07, 2014 BY Matt Paschke

Information Technology has largest representation among Attractive groups; only one Tech group rated Unattractive. Highlighted Attractive groups include Tech Distributors, Construction/Farm Machinery, Aerospace/Defense, and Pharmaceuticals.

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Equity Strategies

Highlighted Attractive Groups

March 07, 2014 BY Matt Paschke

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

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Equity Strategies

Select Industries: Adding Aerospace & Defense Group

September 10, 2013 BY The Leuthold Research Team

Aerospace & Defense was added to the portfolio this month.

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Equity Strategies

Aerospace & Defense Purchased

September 10, 2013 BY Kristen Perleberg

With a wide range of market cap choices, an excellent technical profile, and less dependence on federal spending than you might think, this group has compelling stories of future profitability and growth.

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Equity Strategies

Select Attractive Domestic Groups

August 13, 2013 BY Matt Paschke

Consumer Electronics, Broadcasting, Home Entertainment Software, and Aerospace & Defense.

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Equity Strategies

Attractive Small And Mid Cap Names In Aerospace?

November 03, 2004 BY Matt Paschke

An answer to some questions regarding the large cap focus of our early August 2004, Aerospace & Defense group purchase.

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Equity Strategies

New Select Industries Group Holding: Aerospace & Defense

April 05, 2000 BY The Leuthold Research Team

We see insider buying, also some actual value here and an increase in defense spending.

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Equity Strategies

Equity Portfolio Deactivates Two Group Commitments

October 05, 1999 BY Steve Leuthold

Defense Contractors and Health Care Management both experienced sharp contractions in their quantitative scores and fell into the neutral range.

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Equity Strategies

New Select Industries Group Holding: Sometimes the Simple Things...Buy the Defense Contractors

May 05, 1999 BY Eric Bjorgen

It may seem simplistic to be buying these stocks with the ongoing news from the Balkans, but sometimes the simplest concepts can be the most rewarding.

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Equity Strategies

Adding Defense Contractors to the “Paid to Play” Portfolio

May 05, 1995 BY Steve Leuthold

With U.S. spending on defense now at an all-time low and no big potential wars on the horizon, why would we want to own these company stocks?

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Articles By Section

Aerospace & Defense

Aerospace & Defense

Equity Strategies

Highlighted Groups

Equity Strategies

Highlighted Attractive Groups

Equity Strategies

Select Industries: Adding Aerospace & Defense Group

Equity Strategies

Aerospace & Defense Purchased

Equity Strategies

Select Attractive Domestic Groups

Equity Strategies

Attractive Small And Mid Cap Names In Aerospace?

Equity Strategies

New Select Industries Group Holding: Aerospace & Defense

Equity Strategies

Equity Portfolio Deactivates Two Group Commitments

Equity Strategies

New Select Industries Group Holding: Sometimes the Simple Things...Buy the Defense Contractors

Equity Strategies

Adding Defense Contractors to the “Paid to Play” Portfolio

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August 2017

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Articles By Section

Aerospace & Defense

Aerospace & Defense

Pages

Current Issue

August 2017

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