Equity Strategies

Equity Strategies

  • Equity Strategies

    Scanning the Markets

    December 01, 1988 BY Steve Leuthold

    For the month of November, the S&P 500 lost 1.9%, with the DJIA down 1.6%. The Russell 2000 (a good measure of secondary issues) was down 3.6%. Blue chip growth groups and Utilities tended to dominate the leaders along with Airlines.

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  • Equity Strategies

    “Playing the Bounce” …The January Effect

    December 01, 1988 BY Steve Leuthold

    This year we have decided to “play the bounce” with 8% of our model’s equity assets. The market environment looks right and we have confidence in our quantitative and qualitative judgement disciplines.

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  • Equity Strategies

    Our New Airline Play

    December 01, 1988 BY Steve Leuthold

    In September and October, we viewed the improved market action of the “Airlines” as possibly only a knee jerk response to lower oil prices. But in November, oil prices strengthened and so did the airlines. Clearly, more was going on than just lower oil prices.

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  • Equity Strategies

    Scanning the Markets

    November 01, 1988 BY Steve Leuthold

    For the month of October, the S&P 500 gained 2.6%, with the Value Line Composite down 0.1% and the DJIA up 1.7%. Cyclical and blue chip growth groups tended to dominate the leaders while secondary technology oriented groups were concentrated toward the bottom of the list.

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  • Equity Strategies

    Scanning the Markets

    October 01, 1988 BY Steve Leuthold

    For the month of September, the S&P 500 gained 4.0%, with the Value Line Composite up 2.9% and the DJIA up 4.0%. Consumer related, growth, and blue chip groups dominated the leaders list last month.

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  • Equity Strategies

    Comments on Our New Sector: IBM

    September 01, 1988 BY Steve Leuthold

    Never before, in the history of this publication have we invested such a large percentage in a single stock. But never before has a virtual institution like IBM been so cheap.

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  • Equity Strategies

    Scanning the Markets

    September 01, 1988 BY Steve Leuthold

    About two thirds of the sectors beat the S&P 500 and DJIA in August (by not going down as much). Secondary stocks, as a class, also went down less than the big stock averages.

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  • Equity Strategies

    Scanning the Markets

    August 01, 1988 BY Steve Leuthold

    Not many sectors beat the S&P 500 and DJIA in July. Secondary stocks lagged in the month end rally. For the month, only five of our indices registered gains. But there were not any very big losers either.

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  • Equity Strategies

    New Screens and a New Portfolio Sector

    August 01, 1988 BY Andrew Engel and Jim Floyd and Steve Leuthold

    Stocks selected from the newly developed “Net Net Working Capital” screen are now viewed as a distinct equity model sector. Two other new screening disciplines were included in the August Quantitative Themes: “Historical Low P/E” and “Implied Growth”.

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  • Equity Strategies

    Scanning the Markets

    July 01, 1988 BY Steve Leuthold

    Technology jumped back up to a position of market leadership in June with eight of our technology or technology dominated sectors were up 8% or more, compared to the 4.3% gain for the S&P 500. However, Airlines led the parade with a 13% gain.

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