Of Special Interest

Of Special Interest

  • Of Special Interest

    A Look In The Rearview Mirror

    January 07, 1988 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 where we were right....and where we were wrong.

    Of course, this kind of self-analysis has some built-in bias, but nevertheless, it is productive. If done honestly, it gives readers and ourselves a better view of the strengths and yes, the shortcomings of our work.

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  • Of Special Interest

    The 1988 Outlook

    January 07, 1988 BY The Leuthold Research Team

      In this business, it is often best to conveniently forget what was said in the past.

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  • Of Special Interest

    Should You Swear Off Secondary Stocks?

    December 01, 1987 BY Steve Leuthold

    Some of our clients are taking a pledge to never again buy secondary stocks, especially OTC issues. We urge you not to take this same pledge. Since mid-1983 secondary stocks have lagged badly, but this is not typical.

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  • Of Special Interest

    Value Benchmarks

    November 01, 1987 BY Steve Leuthold

    The stock market is no longer radically overvalued. The current readings on these benchmarks approximate the readings at some past cyclical bear market lows. History tells us that new cyclical bull markets do not always have to come from grossly undervalued levels.

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  • Of Special Interest

    A “New Era” Version of the Major Trend Index?

    October 01, 1987 BY Steve Leuthold

    Our published Major Trend Index has been registering negative readings since spring. But what happens if we remove the Intrinsic Value measures from the Index?

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  • Of Special Interest

    Intrinsic Value Benchmarks

    July 01, 1987 BY Steve Leuthold

    Almost any way you cut it, the U.S. stock market is historically very overvalued. Only by comparisons with Japan and perhaps Singapore, can U.S. stocks be viewed as relatively attractive.

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  • Of Special Interest

    Dow Jones 9000…..By 2007?

    June 01, 1987 BY Steve Leuthold

    Sound like a tall order? This is what the DJIA must achieve to match the total return from a 20-year zero T-bond over the next 20 years.

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  • Of Special Interest

    Monitoring Earnings Trends

    May 01, 1987 BY Steve Leuthold

    Last year, two original earnings momentum evaluators were introduced in this publication. Currently both are giving off constructive readings for 1987 and perhaps beyond. Unfortunately, history seems to indicate this is not necessarily a big positive for stock prices.

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  • Of Special Interest

    Intrinsic Value Benchmarks

    April 01, 1987 BY Steve Leuthold

    We were not planning to publish the Leuthold Group’s Histographs this issue. But clearly a number of clients have a high level of interest in this work. We had a large number of calls this last month requesting updates. So, here they are again.

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  • Of Special Interest

    Focus: Intrinsic Value Benchmarks

    March 01, 1987 BY Steve Leuthold

    Updated histographs of P/E multiples, book value ratios and yields are presented this issue, as well as a new histograph of cash flow ratios.

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