Equity Strategies

Equity Strategies

  • Equity Strategies

    Conceptual Screens July 1985

    July 01, 1985 BY Jim Floyd

    Jim Floyd has just completed a quarterly update on four stock selection screens. Some clients find this to be the most valuable work in our publications. Herein, you will find the new additions and deletions for our Undervalued & Unloved, Consumer High Growth, Growth Bargain Basket and Bank Double Plays.

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  • Equity Strategies

    Utility Cash Cows…..Our Cash Cows in Confinement

    June 04, 1985 BY Steve Leuthold

    Herein we present statistical tables of 46 public utilities that qualify as potential cash cows with cash flow now exceeding capital expenditures. We also isolate and grade the 24 utilities that we think look the best, explain the investment rationale in more detail and review the important factors investors should consider.

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  • Equity Strategies

    Cash Cows on the Loose…..and Cash Cows in Confinement

    May 02, 1985 BY Steve Leuthold

    The “Cash Cow” theme Is divided into two parts. “Cash Cows on the Loose” are big cash generators that are immediate takeover or buyout candidates, and “Cash Cows in Confinement” are large free cash generating regulated utilities. Both categories are added to the model this issue. The use of regulated utilities may be a surprise to most readers.

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  • Equity Strategies

    Conceptual Screens, April 1985

    April 01, 1985 BY Jim Floyd and Steve Leuthold

    Jim Floyd has just finished his quarterly update of four of our conceptual screens. Herein we present the stocks that have been added and deleted in “Undervalued & Unloved,” “Growth Bargain Basket,” “Bank Double Plays,” and “Consumer High Growth.” Descriptions and other statistical comparisons are included.

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  • Equity Strategies

    1984 Sector Winners and Losers

    January 07, 1985 BY Steve Leuthold

    On a traditional broad sector basis, only three of the eleven sectors we track recorded positive returns in 1984. Looking at our Conceptual Sectors, there were eight of our sometimes unorthodox stock groupings with positive total returns.

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  • Equity Strategies

    The High-Tech Survivors

    January 07, 1985 BY Steve Leuthold

    You may recall this publication turned very negative on High-Tech stocks in the late spring of 1983....certainly one of our better calls. In a summer 1983 Barron’s article, we projected a decline of 45% or more. Hell, it was more. Now it may be time to start buying them back. Some of these beaten up stocks will ultimately become established major factors in their fields. Which ones?

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  • Equity Strategies

    Current Attractive & Unattractive Groups and Highlights

    June 06, 2014 BY Matt Paschke

    Beverages, Tobacco, Department Stores, and Diversified Banks.

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