Of Special Interest

Of Special Interest

  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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).

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  • 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.

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  • 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.

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  • Of Special Interest

    An Index of Primary South African Divestiture Candidates

    September 03, 1985 BY Steve Leuthold

    New Jersey’s recent legislation requiring state pension fund divestiture of South African connected stocks may be a landmark. We have compiled a list of 73 stocks that may well be the primary targets for additional divestiture selling by other funds, our Divestiture Hit List.

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  • Of Special Interest

    Two Views of Gold

    June 04, 1985 BY Steve Leuthold

    Have you ever looked at a gold price chart denominated in Swiss Francs or Deutsche Marks? It is a much different picture than gold in dollars. Perhaps the U.S. perspective is warped.

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  • Of Special Interest

    Inflation Watch…..Still Cool

    May 02, 1985 BY Steve Leuthold

    Regardless of the recent reported upticks in the GNP Deflator and CPI, our Early Warning Inflation work provides little if any evidence that inflation is beginning to accelerate. Five of our inflation analytical tools are presented and discussed, along with the risks of Deflation.

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