Growth vs. Cyclical

Growth vs. Cyclical

  • Stock Market

    The Cyclical Surge Updated

    July 05, 1991 BY Steve Leuthold

    At this point, our work does not yet confirm a longer term shift in market leadership from growth to cyclical. Perhaps such a confirmation will take place in coming months (we suspect it will).

    continue reading

  • Stock Market

    The Cyclical Surge

    June 05, 1991 BY Steve Leuthold

    Last month this publication noted that “deep cyclicals” were intriguing but unimpressive from a technical standpoint. Then in the last two weeks of May, the cyclicals exploded on the upside, especially in the last week of the month.

    continue reading

  • Stock Market

    Prospects: Gilt Edged Growth, Cyclicals and Value Stocks

    December 01, 1990 BY Steve Leuthold

    If you have major positions in the select list of 1990 “Hero” stocks (those big growth names that are up on the year), when should you start trimming back (if ever)? When should you start looking at cyclicals (if ever)? When should you start looking at cheap value stocks (if ever)?

    continue reading

  • Stock Market

    Growth Versus Cyclical

    June 01, 1989 BY Steve Leuthold

    The following chart and commentary regularly appear in the appendix. Since we are adding a new growth component to the equity model this issue we thought this work deserved a place “up front”.

    continue reading

  • Of Special Interest

    A Hard Look: Growth Versus Cyclical

    November 04, 1986 BY Steve Leuthold

    In October, the market flip flopped with big growth stocks leading and cyclicals and basics mostly lagging. We continue to think underlying market leadership is “growth,” but we are no longer so sure. We have taken a hard look at the “cyclical” argument, including two of our own proprietary earnings momentum tools. From an earnings standpoint, 1987 might be a better earnings year than most expect.

    continue reading

  • Stock Market

    Growth Versus Cyclical

    October 03, 1986 BY Steve Leuthold

    For two months, cyclical stocks have been turning in some very strong relative performance while growth stocks have been fading. This month, we take a close look at this surprising shift. At this point, we still are not at all sure it is for real.

    continue reading

  • Stock Market

    Is It Nifty Fifty Time?

    December 03, 1985 BY Steve Leuthold

    Quality Growth stocks led the market in November and are now also outperforming the market year to date. Now that we have so many value players, is the stage set for an extended period of big growth stock leadership?

    continue reading

  • Of Special Interest

    And Now What About Quality Growth Stocks?

    February 05, 1985 BY Steve Leuthold

    Our initial May 1984 move into these “Gilt Edged Growth Stocks” has not really been paying off. Herein we re-examine this sector of the market in an effort to determine what is wrong. We did much the same thing a few months ago, concluding these stocks should be good relative performers in 1985. Now we are not so sure and have a “hold” on increasing these holdings.

    continue reading

  • Of Special Interest

    Now…. What About Quality Growth Stocks?

    December 06, 1984 BY Steve Leuthold

    This issue’s X-Rays and EKGs section takes a hard look at these classy institutional favorites. The conclusion is that 1985 looks like a pretty good year for vintage Growth Stocks, relative to the rest of the market.

    continue reading

  • Equity Strategies

    Gilt Edged Growth Vs. Cyclical

    June 05, 1984 BY Steve Leuthold

    During May, cyclical stocks fell almost 10.5%, while our Gilt Edged Growth stock index fell 7.4%. Thus, again on a relative basis, growth was better. Momentum now clearly favors growth and we think growth stocks have regained the upper hand.

    continue reading

Pages

Sign-in to your Account