Of Special Interest

Of Special Interest

  • Of Special Interest

    Statistics for Your Files

    July 03, 1986 BY Steve Leuthold

    A number of clients have requested historical data regarding earnings, dividends and book values for the stock market indices. This section provides information, going as far back as 1910.

    continue reading

  • Of Special Interest

    More Historical Perspective Featuring Book Value Ratios

    June 02, 1986 BY Steve Leuthold

    Book value has its faults as an analytical tool with individual stocks, but it seems to be quite valid in the aggregate as a stock market value gauge. This most recent addition to our value benchmark series presents quarterly book value ratios for the S&P 400 on a quarterly basis, 1929 to date.

    continue reading

  • Of Special Interest

    Is 1986 Going to Be Another 1962?

    May 04, 1986 BY Steve Leuthold

    The current 1974-1986 secular bull market period is similar to the 1949-1962 period (not 1921-29) in a number of ways. In this study, we compare earnings and dividend trends, as well as price action. If the 1949-1962 script is playing over again, the P/E expansion may be about over, with a non-economic bear market due.

    continue reading

  • Of Special Interest

    A Hot Group: Furniture

    April 03, 1986 BY Steve Leuthold

    The furniture stocks have been hot recently, but we have a hunch you ain’t seen nothin’ yet. There are going to be a lot of upside earnings surprises over the next twelve months.

    continue reading

  • Of Special Interest

    Oil: Today and Yesterday and Tomorrow

    March 05, 1986 BY Steve Leuthold

    From a precise timing standpoint, it may still be premature to bottom guess the oils, but it probably is time for big portfolios to start accumulating. The recent waterfall decline in oil prices is nothing new. A number of similar declines have taken place over U.S. economic history. The future? Very long-term, oil is not a very attractive industry.

    continue reading

  • Of Special Interest

    The Metamorphosis

    February 07, 1986 BY The Leuthold Research Team

    Many have now come to recognize the monumental cash flow metamorphosis taking place with many utilities. For well over a decade the utility industry had been chronically short of capital, a condition requiring massive new debt financing and equity financing (often well under existing book values). Today many utilities have become impressive net cash generators, throwing off cash far in excess of projected capital investment requirements.

    continue reading

  • Of Special Interest

    Royal Blue Index...An In Depth Appraisal

    February 07, 1986 BY The Leuthold Research Team

    A number of years ago The Leuthold Group developed an analytical tool we call the Royal Blue Index.

    continue reading

  • Of Special Interest

    January Screens 1986

    January 07, 1986 BY Jim Floyd

    Only one of the screens that follow has economic sector commonality (Consumer High Growth).

    continue reading

  • Of Special Interest

    Update: South African Hit List Index

    December 03, 1985 BY Steve Leuthold

    This is an index developed in the summer of 1985 made up of U.S. stocks potentially most subject to South African divestiture selling pressure. It includes companies given bad Sullivan ratings and those who have not become signatories. A.D. Little released new Sullivan ratings Nov. 1 and there have been a number of changes.

    continue reading

  • Of Special Interest

    Inflation Watch…Still OK, But....

    October 03, 1985 BY Steve Leuthold

    Examining five of our Early Warning inflation analytical tools, we currently find little if any indications of an inflation resurgence. In a strong economy, inflation could run to 7% next year, but the serious inflation danger lies down the road.

    continue reading

Pages

Sign-in to your Account