Equity Strategies

Equity Strategies

  • 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

    New Screens…Want Some New Stock Ideas?

    October 04, 1984 BY Jim Floyd and Steve Leuthold

    Jim Floyd has just run new computer screens for the Consumer High Growth sector, Regional Bank Double Plays, the Undervalued & Unloved issues and the Growth Stock Bargain Basket. There are many changes. Each of these screens is discussed with all additions and deletions noted.

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  • Equity Strategies

    The Growing Popularity of Sector Rotation

    September 06, 1984 BY Steve Leuthold

    Too many institutions are playing the sector rotation game. Typical portfolio turnover has increased considerably, and popularity has rotated faster than the rotary engine in a Mazda RX7. For the last year or so, our own sector strategies have been undergoing a change, becoming increasingly narrow. This is a significantly different approach than the broad economic sector approach that is now so popular.

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  • Equity Strategies

    Gilt Edged Growth Vs. Cyclical

    June 05, 1984 BY Steve Leuthold

    During May, cyclical stocks fell almost 10.5%, while our Gilt Edged Growth stock index fell 7.4%. Thus, again on a relative basis, growth was better. Momentum now clearly favors growth and we think growth stocks have regained the upper hand.

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  • Equity Strategies

    A Timing Move from Cyclical to “Gilt Edged Growth”

    May 03, 1984 BY Steve Leuthold

    Last issue we discussed the strong possibility of this transition. Now we are pretty sure it has taken place. The equity model portfolio is adjusted accordingly, eliminating the remainder of our Super Cyclical holdings and building positions in “Gilt Edged Growth Stocks.” We have also constructed a new index by which to track and evaluate 25 of the best.

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  • Equity Strategies

    Updated Screens: High Growth, “Cheap” Growth and…..“Undervalued”

    April 01, 1984 BY Jim Floyd and Steve Leuthold

    We have just updated three of our quantitatively screened sectors, “Consumer High Growth Stocks,” “The Growth Bargain Basket” and the “Undervalued & Unloved.” A great number of new stocks have qualified. This section describes the screens, presents the past performance and lists the additions and deletions for each.

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  • Equity Strategies

    High Tech Stocks

    March 06, 1984 BY Steve Leuthold

    Our “High Tech Thirty” index on Feb. 23 was down 45% from the June 1983 peak. That, coincidentally was the target set by us in summer 1983. The worst might be over for these battered and beaten stocks. A few are starting to look interesting.

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