Equity Strategies

Equity Strategies

  • Equity Strategies

    Scanning the Markets

    May 01, 1988 BY Steve Leuthold

    It was a very dull month in our world of sectors, just as it was for the stock market as a whole.

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  • Equity Strategies

    Scanning the Markets: February

    March 01, 1988 BY Steve Leuthold

    February was an outstanding month for many secondary stocks and sectors. Our Emerging Growth quantitative theme turned in the best performance. Smaller technology stocks also did very well, but so did a number of growth consumer issues.

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  • Equity Strategies

    Buy Texas and…..Buy Emerging Growth

    March 01, 1988 BY Steve Leuthold

    This issue we are adding two new sectors to our equity model, one being a conceptual theme (“Buy Texas”) and one a Quantitative Theme based computer screen (“Emerging Growth”).

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  • Equity Strategies

    Scanning The Markets

    February 07, 1988 BY The Leuthold Research Team

    The following table is a performance run down for our sectors, including experimental sectors like The Texas Sector. The Water Thesis, which was activated this month, was another experimental sector. All screen based Quantitative Themes are included, both active and experimental. The table contains a number of stock market averages for comparative purposes as well as bond sectors and gold. The whole list is ranked by January performance (excluding income) with three month and twelve month performance also included.

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  • Equity Strategies

    Scanning the Markets

    December 01, 1987 BY Steve Leuthold

    For a change, the Value Line Index and the NASDAQ performed better than the S&P 500 and DJIA. Inflation beneficiaries, High Yield groups and Value stocks did relatively well. Big Growth stocks (especially Drugs) performed poorly. Small technology stocks were also beat up again.

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  • Equity Strategies

    Scanning the Markets

    November 01, 1987 BY Steve Leuthold

    A performance run down for our sectors, including experimental sectors, ranked by October performance. Most equity sectors went down significantly more than the S&P 500 during October.

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  • Equity Strategies

    Scanning the Markets

    October 01, 1987 BY Steve Leuthold

    A performance run down for our sectors ranked by September performance, with 3rd quarter and year to date performance also included.

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  • Equity Strategies

    Two New Equity Portfolio Themes Introduced

    October 01, 1987 BY Steve Leuthold

     “Almost Bonds”, is viewed as a tactical theme and is basically a defensive strategy that will probably be employed for a year or less. “Graying of America”, is a secular theme that could have a productive investment life of five years or longer.

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  • Equity Strategies

    Scanning the Markets

    September 01, 1987 BY Steve Leuthold

    A performance run down for our sectors, including experimental, ranked by August performance.

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  • Equity Strategies

    Oil Patch Cutback Begins

    August 01, 1987 BY Steve Leuthold

    Our diversified index of oil related stocks is now up 110% from its lows of last summer, although still 22% below its 1980 peak. However, the relative strength line is now approaching its 1980 to date downtrend line.

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