Despite the already strong performance over the last three years, this group has recession proof attributes, positive industry trends, and widespread areas of potential growth.
Groups within Info Tech and Health Care have been long time favorites; the Financials sector also looking more appealing of late. We are still anti-Commodity (for the third straight year).
IT’s overall sector rank has been falling recently. Growth has slowed, which has prompted downward earnings revisions, while valuation ratios have remained steady or gotten pricier.
For 25 years we’ve tracked hypothetical industry group portfolios comprised of the previous year’s “Dreams” (20 best performers) and “Nightmares” (20 worst performers).
Construction & Farm Machinery, General Merchandise Stores, Consumer Electronics, and Home Entertainment Software are the Attractive groups that selected to discuss this month.
Consumer Electronics, Broadcasting, Home Entertainment Software, and Aerospace & Defense.
Group has rated Attractive for the past two months, after bouncing between Neutral and Attractive throughout 2005.
Movies & Entertain & Broadcast along with Home Entertainment Software were this week's best groups. Oil & Gas Equipment and Oil & Gas Drilling were this week's worst groups.
Packaged Foods & Meats and General Merchandise Stores were this week's worst groups. Regional Banks and Home Entertainment Software were this week's best groups.
Packaged Foods & Meats and Home Entertainment Software were this week's best groups. Managed Health Care and Department Stores were this week's worst groups.