Productivity

Productivity

  • Equity Strategies

    “Let’s Get Competitive”: A Conceptual Investment Theme

    August 11, 1983 BY Steve Leuthold

    Capital spending to improve manufacturing and industrial productivity may be much higher than anticipated over the next three years. Management confidence is growing, and attitudes are changing: “Yes, we can compete with our overseas rivals.” Here are the stocks and industries that should be the major beneficiaries of this projected development.

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  • Equity Strategies

    Productivity Plays – A New Look

    March 04, 1982 BY Steve Leuthold

    This conceptual area, even though now widely recognized, still looks attractive. We may soon again be increasing holdings here from current 10% levels. With this issue, we have refined our approach, separating Science & Technology Productivity Plays from Non-Science & Technology. The S&T components may be most attractive. A new index is introduced to track this segment more closely.

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