We summarize the factor category strength behind Education Services, Hotels & Leisure, and IT Consulting & Other Services.
Highlighting Automotive Retail, Education Services and Insurance Brokers.
Cable & Satellite, Education Services, Human Resources & Employment Services
Select Industries deactivated Specialized Finance. Global Industries deactivated Food & Staples Retail and Road & Rail and purchased Managed Health Care.
These stocks have been beaten down extensively over the past four years, but they finally appear to be on the road to recovery.
We like Attractive groups that make us cringe at the thought of potentially purchasing them. We take a peek at three groups - Airlines, Education and Managed Care - where we plugged our nose and bought.
There was little turnover in the GS Scores this month and no group deactivations. With minimal capital to work with, we added selectively to existing group holdings.
Updates for three groups we highlighted recently, including two domestic (Education Services and Automotive Retail), and one foreign-based thematic group, the Asia Healthy Tigers Index.
Should this group once again be a candidate for investors looking to be defensive? Probably not.
Establishing a new Select Industries Equity Portfolio holding in Education Services. The group was upgraded to Attractive this month, after seeing upgrades in four of seven categories.