Of Special Interest

Of Special Interest

  • Of Special Interest

    Earnings Momentum Update

    March 05, 1992 BY The Leuthold Research Team

    The vast majority of 1991 fourth quarter earnings reports have been released.

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  • Of Special Interest

    S&P 500 Weighted And Unweighted

    February 05, 1992 BY The Leuthold Research Team

    Each January clients call to inquire about last year's performance of the S&P 500 with each component stock given equal weight. Jim Floyd has updated this calculation. It should come as no surprise that in 1991 the equally weighted S&P 500 outperformed the weighted version. However, it was surprising the margin was as small as it was (only 640 basis points). The weighted S&P 500 was up 26.3% while the equally weighted S&P 500 was up 32.72 (dividends excluded).

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  • Of Special Interest

    Stock Market Valuations And Treasury Bill Yields

    February 05, 1992 BY The Leuthold Research Team

    The Leuthold Group currently incorporates 38 stock market valuation measures in its Major Trend Index (see Appendix). Currently 31 of these are at least to some degree negative.

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  • Of Special Interest

    Dreams And Nightmares

    January 05, 1992 BY Andrew Engel and Jim Floyd

    Much of the January Green Book is devoted to tradition, so too is this section. We resumed this tradition two years ago and have found it to be quite interesting. We now annually conduct this exercise each January, examining the previous year's leading and lagging stock market groups.

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  • Of Special Interest

    A Look In The Rearview Mirror

    January 05, 1992 BY The Leuthold Research Team

    Self examination can be good for the soul, so each year time is taken to look back over the preceding year or so, critically reviewing the significant studies, portfolio shifts and recommendations appearing in this publication. Including the good...and the bad.

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  • Of Special Interest

    Earnings Momentum: Better Than You Think

    December 05, 1991 BY Andrew Engel and Jim Floyd and Steve Leuthold

    On an aggregate basis, third and fourth quarter reported earnings will be below even what pessimistic prognosticators are projecting. However, looking at earnings momentum on the basis of individual companies presents a very different picture.

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  • Of Special Interest

    Earnings Momentum: Better Than You Might Think

    November 05, 1991 BY Steve Leuthold

    We normally present our Earnings Momentum study in the Appendix on a monthly basis. Because of the current impressive results of this work and the implications for the economy and the stock market, we have decided to emphasize the study by highlighting it in the “X- rays” section this month.

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  • Of Special Interest

    Earnings Momentum: From A 3000 Stock Universe

    October 05, 1991 BY Jim Floyd

    It is likely that third quarter and possibly fourth quarter earnings will be disappointing, although year over year comparisons may not look so bad.

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  • Of Special Interest

    How High Is High?/How Low Is Low?

    September 05, 1991 BY Steve Leuthold

    An update of The Leuthold Group’s Intrinsic Value Benchmarks provides a way of estimating upside and downside potential for the DJIA and S&P 500. How much higher might the stock market go in the next year…..and what is the bear market downside risk?

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  • Of Special Interest

    Stock Market Volatility in Historical Perspective

    August 05, 1991 BY Steve Leuthold

    Has 1991 been an unusually high volatility year? Thanks to statistics compiled by Tony Tabell (Delafield, Harvey, Tabell Inc.), we are able to make volatility comparisons back to 1897.

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