Of Special Interest

Of Special Interest

  • Of Special Interest

    “Playing the Bounce”

    November 01, 1990 BY Steve Leuthold

    For over 10 years, The Leuthold Group has been sending out a list of year end trading suggestions. In November and December we go “bottom fishing” for stocks that are overextended on the downside. When year-end selling pressures lift, these selected Issues typically rebound nicely Into January or even February.

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  • Of Special Interest

    Stocks Not Cheap, Stocks Not Expensive

    October 01, 1990 BY Steve Leuthold

    Stocks are now in the high 40%-45% of the historical valuation distribution range. This is not cheap, but neither is it expensive. Based on our Benchmarks work, it now appears we can expect average performance for the stock market from today’s levels over 1, 3 and 10 year time horizons.

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  • Of Special Interest

    What Is Going On With Gold?

    September 01, 1990 BY Steve Leuthold

    Our gold stock holdings can be viewed almost exclusively as a defensive bear market tactical measure. But we are troubled by recent price action in the underlying metal. When viewing the price of gold against currencies such as the Swiss Franc, weakness is far more obvious.

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  • Of Special Interest

    Don’t Get Too High On Drugs

    August 01, 1990 BY Steve Leuthold

    As often noted in these pages, as far as stock prices are concerned, investors’ perceptions are often more important than reality. Political focus on the Ethical Drugs will take its toll on drug industry P/E’s, even if nothing ever comes of it.

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  • Of Special Interest

    Earnings Momentum: Short Term Improvement?

    July 01, 1990 BY Steve Leuthold

    While the three month earnings momentum work does not look at all encouraging, there was a glimmer of hope in June. In looking at the individual monthly data, earnings reports released in June were relatively good.

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  • Of Special Interest

    Consumer Growth Stock Bargains

    June 04, 1990 BY Steve Leuthold

    In recent months we have been increasingly impressed by the improving relative performance of consumer growth stocks. This month a four stock package of consumer growth stocks was introduced as a formal portfolio sector.

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  • Of Special Interest

    Earnings Momentum

    May 01, 1990 BY Steve Leuthold

    A month ago, this work appeared to be giving some support to the “soft landing” thesis. But the earnings reports published in April provide a more negative message.

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  • Of Special Interest

    Growth Versus Value Stocks

    April 01, 1990 BY Steve Leuthold

    This month, we are featuring a chart appearing regularly in Jim Floyd’s Quantitative Themes quarterly publication. About 20% of The Leuthold Group’s clients are subscribers to QT, but we thought the other 80% might find this study of interest.

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  • Of Special Interest

    One View Of The 1990's

    March 07, 1990 BY The Leuthold Research Team

    The January issue included our set of traditional economic and market predictions for the New Year.

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  • Of Special Interest

    Small Cap Or Big Cap?

    February 07, 1990 BY The Leuthold Research Team

    What happened to the "January effect" this year?

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