Sector Spotlight
Star Confidence Ratings
– Lower Confidence
– Average Confidence
– High Confidence
October 28, 2024 – Energy Sector and Another Favorite in The Material Sector
Sep 3, 2024 – Technology Concentration
July 14, 2022 – Upgrading Financial Leaders to Overweight
February 7, 2022 – Materials and International into Underperformance
April 19, 2021 – Challenges Arise as Rally Broadens
March 15, 2021 – Sector Rotation Worked Better Than Expected
July 30, 2020 – The Right Areas to Avoid as Important as What Companies to Accumulate
December 6, 2019 – Long Term Opportunity in Depressed Energy
November 23, 2016 – A New Horizon?
November 19, 2015 – Gradually taking advantage of an over-reaction.
June 18, 2015 – Thirsty for Bargains
March 2, 2015
October 23, 2014 – Back to the Basics with Winners & Losers
June 2, 2014 – Time to Accumulate Select Battered Retailers
August 24, 2011 – Contrarian View Pays Off with Lesser Risk/Better Total Returns
March 30, 2011 – Allocation is Only One Component
June 9, 2010 – Valuations Coming More In Line with Fundamentals
January 25, 2010 – Finding Bargains Now That Risk Is Back In The Equation
June 17, 2009 – Contrarian Stance Pays During Market Extremes
May 28, 2008 – Contrarian Stance With Oil
February 28, 2008 – Time To Start Buying Select Utilities
December 5, 2007 – Right Companies Almost As Important As Right Sectors
October 25, 2007 – Financials versus Technology
September 9, 2006 – Retail Bargains
August 10, 2006 – Transportation Opportunities
June 15, 2006 – Select Tech Becomes Attractive
February 9, 2006 – If You Have To Go Into The Water. . .
October 14, 2005 – What to do with Energy & Utilities
June 30, 2005 – First Half Review
April 19 , 2005 – Don’t Forget Select Financials
November 11, 2004 – Gearing Up For Generics
September 20, 2004 – Energy and Utilities Lead Way
June 2, 2004 – Oil Highs Temporary
March 1, 2004 – Select Tech Bargains
November 14, 2003 – Drug/Biotech Divergence
July 17, 2003 – Taking Advantage of a Move in Energy
May 5, 2003 – Japanese Autos More Attractive
March 13, 2003 – Market Neutral Strategies
January 8, 2003 – Bargain Retailer
September 10, 2002 – The Right Side of the Financials
July 10, 2002 – Nowhere To Hide
May 15, 2002 – Sector Recap
April 23, 2002 – Telecom Woes
March 18, 2002 – Financials Respond
February 8, 2002 – Drug Divergence
December 4, 2001 – What’s Next For Tech?
October 3, 2001 – Cheapest Sector To Buy
August 27, 2001 – Dichotomy Presents Opportunity Part II
July 18, 2001 – Dichotomy Presents Opportunity
May 9, 2001 – Utilities/Power Companies – Tale of Two Extremes
March 29, 2001 – Certain Sector Selectively Attractive