Equity Strategies

Equity Strategies

  • Equity Strategies

    What About the Oils Now?

    December 05, 1983 BY Steve Leuthold

    The last of the tactical “Oil Patch Recovery” play initiated in early 1983 has been closed out. What now? We expect oil stocks to be underperformers for at least six months. $25 crude prices would not be a surprise in 1984. And on a long-term basis, we still expect oil prices to erratically decline in real dollars for the rest of the century.

    continue reading

  • Equity Strategies

    New Leadership from “Industrial Tech”?

    November 02, 1983 BY Steve Leuthold

    Many high tech stocks have probably “had it” in terms of potential market leadership, especially the Office Tech stocks and Info Tech stocks. But we think Industrial Tech stocks have considerable potential. This “In Focus” feature explains why, reviewing market action of high tech stocks (including our High Tech Thirty Index).

    continue reading

  • Equity Strategies

    Health Care Today and Tomorrow....And One Specific Investment Opportunity Area

    October 04, 1983 BY Steve Leuthold

    In recent years health care stocks have developed a bad case of two tier-ism. Health care service issues have been hot numbers while more traditional health care issues, primarily the big ethical drug issues languished. From now on it may be the other way around.

    continue reading

  • 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.

    continue reading

  • Equity Strategies

    What’s New with Investment Concepts?

    June 06, 1983 BY Steve Leuthold

    This update on our research presents three areas of potential interest and also explains why we don’t put much (if any) stock in the fast, coming into vogue “demographic plays.”

    continue reading

  • Equity Strategies

    Up with The OiIs

    April 07, 1983 BY Steve Leuthold

    We have increased our Oil Patch holdings by 5%, now 14% of Equity Portfolio assets. The recent spot oil price trends now seem to confirm our preliminary conclusion that crude price declines are over…..at least for a while.

    continue reading

  • Equity Strategies

    Cyclical Stocks May Be Better Than Growth Stocks

    April 07, 1983 BY Steve Leuthold

    During March, the cyclicals outperformed the growth stocks. Growth stocks were clearly superior from mid-1981 through November 1982. But since December, momentum has shifted in favor of the cyclicals. The long-term trend appears to have reversed in favor of the cyclicals.

    continue reading

  • Equity Strategies

    Consumer Growth Stocks

    August 05, 1982 BY Steve Leuthold

    The new computer screen produces 49 candidates for purchase and a new quantitative evaluation formula tells us “buy the numbers” which are “best.” Two of these “best” were added to model portfolio this issue, Walgreen and Alberto Culver.

    continue reading

  • 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.

    continue reading

  • Equity Strategies

    Current Attractive & Unattractive Groups and Highlights

    June 06, 2014 BY Matt Paschke

    Beverages, Tobacco, Department Stores, and Diversified Banks.

    continue reading

Pages

Sign-in to your Account