Our GS Scores currently rank Information Technology as the second highest rated among the ten broad sectors.
A look at U.S. companies’ global IT market dominance, and the key factors that drive the competitive landscape.
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.