Of Special Interest

Of Special Interest

  • Of Special Interest

    Revised Screening Criteria for Growth Bargain Basket

    December 06, 1982 BY Steve Leuthold

    The screens employed in one of our conceptual equity screens seem to have outlived their usefulness. Modifications have been made and a new list of undervalued growth stocks produced.

    continue reading

  • Of Special Interest

    Finally Time To Take Some Profits?

    November 04, 1982 BY Steve Leuthold

    The move has been massive and a lot of “smart” money checked out early, awaiting the correction that to date has not developed. Clearly this market is something different, but in the past, it has been wise to heed the message of the Early Warning Index. Maybe this time will be different, but I suspect that even a mega bull must take a rest sometime.

    continue reading

  • Of Special Interest

    How Much Longer Do the Consumer Stocks Have?

    October 06, 1982 BY Steve Leuthold

    Many consumer stocks are no longer especially cheap, even when 1983 earnings are considered. Nor has the increase in consumer demand most were expecting materialized. While consumer stocks rallied strongly with the strong August market and did not flounder in the September consolidation, they are certainly no longer the mighty market leaders they were earlier in the year. These factors combine, creating a vague uneasiness concerning consumer stocks.

    continue reading

  • Of Special Interest

    There Is More “Public” In This Market Than You Think

    October 06, 1982 BY Steve Leuthold

    Did the individual investor buy more stock in the August up blast than most think? Based on a close monthly examination of the equity oriented mutual fund statistics, it looks like it.

    continue reading

  • Of Special Interest

    Screening the Screens

    October 06, 1982 BY Steve Leuthold

    Once a quarter, sometimes more, a variety of stock selection screens are run. Some of these screens are important factors in the current equity portfolio structure. Here are some highlights from three of these screens.

    continue reading

  • Of Special Interest

    Inflation Resurgence Stocks and the Super (Now Sick) Cyclicals

    August 05, 1982 BY Steve Leuthold

    The two most out of favor segments of the market are the natural resource areas (including oils) and the big, bad cyclicals. These stocks should provide great profit potential in coining months, but not yet. In this issue, a new 47 stock index is introduced to aid in timing this potential tactical move.

    continue reading

  • Of Special Interest

    Inside the Dow Jones Industrials

    July 09, 1982 BY Steve Leuthold

    The DJIA certainly has its problems as an analytical tool. Sometimes a close examination of this relatively small sample of stocks can be enlightening.

    continue reading

  • Of Special Interest

    Inflation Resurgence? Be Ahead of the Crowd

    June 03, 1982 BY Steve Leuthold

    It’s time to start looking but too early to start buying. In this issue the groundwork is laid for being ahead of the crowd in timing a potential move back into the traditional inflation hedge stocks. A new conceptual stock grouping is introduced (The Inflation Resurgence? Index) and the current status of some inflation monitoring tools is reviewed. If a re-entry can be timed well, a profitable tactical move may be in store sooner than most now expect.

    continue reading

  • Of Special Interest

    A Tactical Move into the Oils?

    May 06, 1982 BY Steve Leuthold

    While a move of 15%-20% more from current levels would not be surprising, all things considered, we have decided not to partake of this “opportunity.”

    continue reading

  • Of Special Interest

    How Much Upside for Stocks?

    April 05, 1982 BY Steve Leuthold

    Combining historic P/E multiple levels based on various inflation environments, with “normalized” earnings for S&P 500 and DJIA, twelve-month potential for DJIA could be 1177, 151 for S&P 500. More realistic level might be 1115 for DJIA and 143 for S&P 500. However, Bonds might well provide even greater total return.

    continue reading

Pages

Sign-in to your Account