Homefurnishing Retail, Apparel Retail, Apparel Accessories & Textiles
This group offers low correlation, some defensive qualities, and a dose of volatility. Health Care is now the top rated broad sector and we are overweight this sector in Select Industries Portfolio.
A summary of the GS Score strength for Airlines, Health Care Distributors, and Hypermarkets & Super Centers.
The Attractive range of the Group Selection (GS) Scores outperformed the Unattractive range in the volatile September market.
Highlighted Groups, Consumer Finance, Technology Distributors, Beverages.
U.S. demographic and economic trends coupled with meaningful expansion of the insured population should continue to support Health Care Facilities.
Auto Parts & Equipment has performed about twice as good as the market during the last 19 months. Margins still elevated, see more room for upside.
Consumer Discretionary and Information Technology produce six of the top ten groups.
We examine the highly ranked Automotive Retail group and explain why, despite its recent strength, it may still have room to run.
Beverages is one of a handful of “defensive” groups which has staged a comeback in our ratings during the last few months.