The Bull Sector - Because there is always a Hot Sector
And there has to be a better way to find it! - Bull Sector Indexes List
Feb. 12th, 2001 - Mr. Greenspan We're All Ears!
What a difference a week makes. The NASDAQ technology shares that had rallied so strongly throughout January have now pulled back to breakeven on the year as we got the bad news we at the Bull Sector expected from Cisco Systems. No company is completely immune from the effects of bad monetary policy. CSCO joined almost every one of the Gorilla Stocks when it showed that it too was being hurt by this economic downturn. Of course CSCO faired much better than EMLX a member of the Storage Sector and Fibre Storage Sector hit hard today on news of weakness in the back orders reported by Emulex.
Take a minute and peruse the sector and industry data over the last month provided here from Big Charts and CBS MarketWatch. All these industries can be found on individual Bull Sector Lists so please feel free to do your own due diligence.
If you have been one of the longer term readers of the Bull Sector then you know we have never been strong Greenspan supporters. That being said we are supportive of his current actions over the last 6 weeks and we expect that the FED will continue to be our friend. Mr. Greenspan and the Federal Reserve currently are not in any position to offer up a pre meeting rate cut before the March 20th Federal Reserve Board meeting. All we need to know is that he is watching the current economic situation with the same itchy trigger finger that gave him the impetus to surprise us with the first 1/2 point interest rate cut in early January. If he admits to being more wary of a continued economic downturn than inflation or any other worries then technology stocks can recover some of their recent losses. That is exactly what we are expecting to be hearing tomorrow. Take a minute and look over the NASDAQ Chart and you will see that we believe we are once again set for a bounce higher off that lower bollinger band.
Eventually the market has got to come to the same conclusion that we have already reached; Lower interest rates stimulate economic growth and the highest growth rates will occur among high technology companies.
That's why we have been stressing the importance of looking hard at Semiconductor Sector Stocks and especially Semiconductor Capital Equipment Sector Stocks for good value. Do not buy on margin. Do not chase stocks if they begin to run because they will come back. We are at least 4 more months away from beginning to see the initial signs of an economic recovery. That being said any time you can find Semiconductor Stocks selling at value investor prices you need to pay attention. Earnings expectations for these companies are dropping but....
This is good - Lowered expectations give investors and analysts alike something to get excited about when they are beaten... and they will be beaten by the majority of the companies you find on these lists by the beginning of 2002.
Anyway, there is much more to see at the Bull Sector than semiconductor stocks. For instance our Genomics List and the Proteomics List which both benefited from Celera Genomics first in-depth look at the human genome announced today. We currently expect the NASDAQ to recover from this most recent sell off and begin starting a series of higher lows and an improving ceiling before we actually see an economic recovery take place that will eventually lead the NASDAQ to new all time highs. Do not forget to diversify and to check out other economically sensitive sectors in the economy like Retail Sector and Specialty Retail Sector Stocks.
In closing you might want to check out the Standard & Poor's Sector Scorecard for additional insight into the more traditional industries of our economy.
Feb. 1st, 2001 - SILI - Market Down, Time to Buy?
Siliconix Incorporated (NasdaqNM:SILI)
Feb. 1st, 2001 - 29 3/4 x 29 7/8
52 Week Range 16 15/16 to 165
Yahoo
Stock Quote and Recent News
Insiders Own 81%
Market Capitalization $922.5M
Shares Outstanding 29.9M
Float 5.70M
The Bull Sector has been conducting extensive due diligence on Semiconductor Sector Stocks and especially those that have exhibited high profitability with low floats in the past. One such company is Siliconix Incorporated. Although the company will no doubt report profits lower than we might hope for during the next couple of quarters we have bought shares today. You will find Siliconix listed at the Bull Sector on the Semiconductor List, Discrete Components List and the Technology, Hardware List. Soon you will find it on a Low Float List that we are working on as well. Low Float stock can be extremely volatile so it is important to keep this in mind when investing in such stocks.
We believe that the stock will be continue to climb the wall of worry that currently surrounds the market as investors continue to look beyond the probability of a protracted downturn in the economy to an economic recovery which should begin by this summer. SILI currently has a P/E of only 8.53 and although that number is going to rise as profits fall and the stock price recovers we bought today based on our belief that the FED will continue to accommodate us with further rate cuts as needed. Siliconix produces products that are used in a wide variety of industries and sectors that will benefit from an impending recovery.
Yahoo Profile Business Summary
Siliconix Incorporated designs, markets, and manufactures power and analog semiconductor products. The Company focuses on technologies and products for the communications, computer, and automotive markets. Additionally, many of the Company's products are also used in instrumentation and industrial applications. All of the analog and power products produced by Siliconix can be divided into two general classes: discrete devices and integrated circuits. More from Market Guide: Expanded Business Description
Financial Summary
Siliconix Incorporated develops, produces and markets power and analog semiconductor components for the computer, data storage, communications, and automotive markets. For the nine months ended 10/1/00, net sales rose 32% to $361.5 million. Net income totaled $83.9 million, up from $41.8 million. Revenues reflect strong demand for Power MOSFET and Signal Processing products. Net income reflects improved manufacturing efficiencies and increased interest income.
In closing we believe that SILI is well positioned to benefit from a recovering economy in the second half of the year and that demand will once again rise for its products from a widespread demand for its products. Strange coincidence that both NQCI.OB, up 26% today at the ask and SILI have the same number of shares in the float but we'll take that as a good sign.
Investor Contact
Siliconix
Phone: (408) 988-8000
Fax: (408) 567-8950
Email: investor@siliconix.com
Siliconix
Swapan Banerjee, 408/970-5581
swapan.banerjee@vishay.com
or Wall Street Communications Bob Decker,
415/409-0233 (Agency Contact)
bob.decker@wallstcom.com
Disclaimer: Investing in stock market can be extremely risky. The authors of this site are not connected with the financial industry and nothing here should be construed as giving financial advice. While the authors of this site have not be compensated in any form for the due diligence provided here we do own 1000 shares of SILI purchased at 29 7/8's and 260,000 shares of NQCI.OB purchased on the open market at an average cost of 16 cents per share.. Any or all of these shares may be sold at any time without warning. Prospective investors should contact a suitably qualified financial advisor. No warranty or guarantee is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this page, and under no circumstances will the author or service provider be liable for any loss including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information, or as a result of the risks inherent in the stock market.
January 31st, 2001 - NQCI.OB - FED Cuts As Expected.
We got the 1/2% rate cut we were expecting today. We also got the beginnings of some profit taking in the market. We once again advise buying into the weakness. Just stay off margin. Sectors that have been strong early this year will end the year much higher with the Federal Reserve finally behind us. Retailers have been strong and they are likely to get even stronger as the year unfolds. Technology in general has been very strong but we were due some profit taking.
We are now looking strongly at Semiconductor Sector Stocks even though we know that the first half of this year will be very disappointing for most of these companies. We also continue to look strongly at Fiber Optics Sector Stocks as we expect these companies to rebound quickly when the economic impact of these current rate cuts and future rate cuts actually stimulates new demand and reduces inventories.
However tonight we want to share a stock pick of our own with you that we believe will outperform just as nicely based on its own merits.
National Quality Care - NQCI
(OTC BB) - Jan 31st, 2001 - 0.095 x 0.12
52 Week Range 0.06 to 0.33
Yahoo
Stock Quote and Recent News
Insiders Own 42%
Market Capitalization $940.0K
Shares Outstanding 9.89M
Float 5.70M
The Bull Sector recently created a Diabetes Stock List based on the soaring cost of treatment of the disease. Diabetes can result in a number of associated conditions including kidney failure, loss of sight, nerve damage, heart disease and stroke. Even when treated diabetics often have a difficult and costly time dealing with a disease that requires them to constantly monitor and treat their condition. There is no cure for diabetes and because of its widespread prevalence and costly treatment over $100 billion a year is spent in the U.S. alone. The stocks on this list are well positioned to benefit from the fact that our population is aging and millions of diabetics remain undiagnosed.
One small profitable company that treats end stage renal disease is NQCI.OB. Although the stock is thinly traded we believe there is significant value in buying these shares at their current depressed level. How many fully reporting, small float OTC BB companies have you ever come across in the course of your own research? National Quality Care is one such company and we believe that it currently trades at a substantial discount. Read on below from the Yahoo NQCI.OB Profile:
National Quality Care, Inc. provides integrated dialysis services for patients suffering from chronic kidney failure, also known as end stage renal disease. The Company's principal operating subsidiary, Los Angeles Community Dialysis, Inc. currently offers dialysis services through two dialysis centers with an aggregate of 30 fully equipped stations in Los Angeles, California, and provides home dialysis services. The Company also provides inpatient dialysis services by contract to six hospitals in the State of California. Payment for services is primarily provided by third party payors, including Medicare, Medi-Cal (a California State health agency) and commercial insurance companies.
Business Summary
National Quality Care, Inc. provides integrated dialysis services for patients suffering from chronic kidney failure, also known as end stage renal disease. The Company's principal operating subsidiary, Los Angeles Community Dialysis, Inc. currently offers dialysis services through two dialysis centers with an aggregate of 30 fully equipped stations in Los Angeles, California, and provides home dialysis services. The Company also provides inpatient dialysis services by contract to six hospitals in the State of California. Payment for services is primarily provided by third party payors, including Medicare, Medi-Cal (a California State health agency) and commercial insurance companies. More from Market Guide: Expanded Business Description Financial Summary NQCI provides dialysis services for patients suffering from chronic kidney failure through two dialysis clinics and for patients suffering acute kidney failure through a visiting nursing program in Los Angles, CA. For the nine months ended 9/00, revenues rose 6% to $3.4 million. Net income before extraordinary item rose from $36 thousand to $134 thousand. Revenues reflect a growth in the inpatient and outpatient volume. Net income reflects reduced payroll and professional fees.
In closing we believe NQCI.OB is well positioned to benefit from the aging baby boomer population and expect that the stock will benefit from continued profitability and a higher profile in the investment world.
Investor Contact
Christi Mottola
Coffin-Mottola Communications
19800 MacArthur Blvd.,
Suite 975 Irvine, CA 92612
(949) 851-1109
(949) 756-0981 fax
cmottola@aol.com
Coffin Communications
Group Site
January 28th:
FED UP!
The market will be taking its cue from the FED this week. We at the Bull Sector believe that we will see another 50 basis point cut coming out of this meeting. Anything less than a 1/2 % rate cut will be poorly received indeed but that is not likely. In fact judging by the Fed funds futures we have about a 90% chance that the rate cut will be another aggressive 50 basis points which could easily spark further gains in the NASDAQ as more money rotates back into the Technology Sector.
Last week as we predicted the NASDAQ went into a wait and see mode as many companies reported stronger than expected earnings tempered by lowered expectations for future growth. The Federal Reserve is behind the curve and Alan Greenspan knows it. That is why he can both support aggressive interest rate cuts and tax cuts in the future to help stimulate an economy that is showing in his words, "Zero Growth". This is why we continue to advise cautious buying on dips in those technology stocks that you as an investor know and trust the most to deliver future results as promised.
We know the FED will support our economy. We know we have seen a broad based rally in technology stocks since we got that first 50 basis point cut. We also know that inventory buildup is effecting even the highest growth areas of technology like Fiber Optics and Wireless Communications. Future results are in doubt from recent high flying stocks like GLW, JDSU, PMCS and SAWS. Even well managed companies are not immune to economic downturns and we expect that when CSCO finally reports its results this quarter that that truth will be reflected. We are expecting a tremendous slowdown to show up in stocks in the technology sector as well as in consumer cyclicals and basic materials sectors. It is for this reason that we know that the FED is no where near finished cutting interest rates. The rate cut we will get this week will help but it will not be enough to turn this economy around. Last week we saw some rotation back into those sectors that are seen as delivering more predictable earnings despite the very real slowing of our economy. Sectors like Healthcare Providers, Banks, Biotechnology, Insurance, Oil and Oilfield Equipment and Services did well while we saw losses in the Wireless Sector, Fixed Line Communications, Telecom, Communications Equipment according to data collected by CBS MarketWatch and Big Charts. The rotation seen last week in many cases was the exact reverse of what we saw earlier this month.
This week along with the Federal Reserve's expected rate cut we also have plenty of economic data on tap including the January consumer confidence report, new home sales figures for December and the fourth quarter gross domestic product numbers. Later in the week we will get numbers on the January employment report, construction spending and factory orders. Recent economic numbers released have not adequately shown what is showing up in the growing number of companies pre-announcing earnings warnings and future slowdowns in earnings. Eventually the economic data will reflect what these companies already know and that is simply that demand has stalled. It is for that reason that we continue to advise only buying on dips because while we expect that the worst is over for the NASDAQ the market cannot run higher without an actual economic expansion. The FED is fighting off a potential recession now, not actually stimulating growth.
This week we added two new lists at the Bull Sector; The Mining, Diversified List and a Business Services Stock List. Keep your eyes on the Daily Update column at the Bull Sector as we hope to be adding new lists soon including a Low Float stock list, a Gorilla Stock List an update of our sector rotation chart throughout the current economic cycle and more. Buy the dips and stay of margin because while the FED is on our side the economy still has a long ways to go before it will be healthy.
January 27th, 2001 - New Business Services List:
The Business Services Stock List
AAC ABM ACCO.OB ACIT.OB ACOC.OB ADO ADP ADST AGIS.OB AGPF.OB AIH AILP ALRC AMCE AMEN AMPH AMTC ANLT APAC APLN AREE.OB ASDS ASET.OB ASGN ASKJ ASIS ASPQ.OB ATEX.OB AUTC.OB AVC AVCS AVTI.OB AWWC AXIA.OB AXIS.OB BARR BBSI BBTC.OB BDMS BID BIDS BHITE.OB BKR BLPG BPO BRAV.OB BTBC BUSY BUTL BYRE.OB CADV.OB CASC CBIS CBIZ CCRO CDEN CDI CDVG.OB CFCC.OB CFS CITY CKFR CLHL CLXX.OB CMKG CNDR.OB COWI.OB CPIM.OB CPC CPS CPTH CRAI CRG CRN CSCQ CSGS CSOL.OB CTT CXW DACG DGLH DNB DNCR DRCT.OB DRVR DTAS DTPI EBAY EBNX ECCM.OB ECHO EDGR EDGW EDT EFX EGRT ELAM ELOY EMRG ERDR.OB ESH ESOL.OB ESQS.OB ESR EVV EXBD EXLT EXPO EYES.OB FAIM FAH FCGI FIC FNTW.OB FPCX GETY GIGX GITN.OB GLSLE.OB GMAI GMTI.OB GNIZ.OB GPX HAKI HCSG HDSN HEA HIR HRMI HORC HPOL HPS HSII HTHV.OB HWS HYPD.OB IAAI ICBT.OB ICSN.OB ICTG IMAG.OB IMNY INCU INOC INIT INTM IPK ISSSE.OB INSY.OB ISUM.OB IT ITCC.OB ITEB.OB ITMUF.OB JOB JOL JUDG JUNI KAB KELYA KFRC KFY KIPS.OB KME LIOX LMIN LMRK LRW LSON.OB LUCR.OB LXTI.OB MACE MAN MARK.OB MBTAE MCNS MCO MDCA MDS METG MINI MIRM.OB MKSP MMS MNRO MOPX.OB MPS MPWG MRXX MSGI MSPR MTY
NCI NCOG NDC NETS NIFI.OB NMHC NRCI NSTG.OB NTGN.OB NTRT NTSC NXRA OMEX.OB ONSE.OB ONSS OPI OPUS ORAL OSIX.OB OTIX.OB OZON.OB PACI PAYX PBIZ PCSP.OB PCW PDGE.OB PDII PDSE PEOP PFCS.OB PFOO.OB PFSW PGA PKLB.OB PMCO PMOS.OB PNLK.OB PNTA POVT PPOS.OB PRBZ PRDS PRGX PRWW PSCD PSTF PSU PWTC.OB QUST RBA RBAK RCMT RECW REF REGS RGNC.OB RGX RHI RMCI RMHT ROL RPCX.OB RTOKY.OB RVCR.OB SCBI.OB SCYA.OB SERA SERV SFN SGXK.OB SIEN.OB SGMO SNHK SNVT SOSS SRT STFF SUPC SVM SWW SYGR TACX TDY TGIS TGSI.OB TJOB TKCI TLSP.OB TMAV TMI TMOS TMN TMNG TNR TOTL TRFX TRMM TRMS TSTF UAHC.OB UBI UNF USLB USON USTX.OB UTDL.OB VGCP.OB VIS VITC.OB VNTR VOL VSEC VTIV VVI WAVO.OB WFFT.OB WHC WSTF WSTNA WW VNOW.OB XBET.OB
January 23rd, 2001 - New Mining, Diversified List:
These companies conduct Diversified Mining Operations. According to CBS MarketWatch and Big Charts this has been one of the hottest microsectors this last week! The Bull Sector has additional Mining Stock Lists.
The Mining, Diversified Stock List
AALA ADRRF.OB AZC BENGB.OB CCJ CFCM CLF GNI OGLE PAL RTP USEG ZMX
January 21st, 2001 - New Technology, Hardware and Equipment List and Recreational Products and Services List:
The Technology, Hardware and Equipment Stock List
AAPL AATK ACCD ACCL ACEC ACLS ACTI ACTL ACTR ACTT ACX ADAP ADCT ADI ADIC ADPT ADSP ADTN AESP AFCI AFFI AHAA AIII AINN AIRN ALA ALAO ALOT ALN ALSC ALTR AMCC AMAT AMD AMT ANAD ANCC AND ANDW APH APTI ARMHY ARTI ASCX ASMI ASPT ASTN ASTSF ASTI ASTT ASPX ASX ASYT ATGN ATMI ATML ATMS ATS ATRM ATYT AUDC AUGT AV AVCI AVCT AVNX AVSR AWRE AXTI BBOX BESI BHE BHW BIGT BKHM BOGN BRCD BRCM BRDG BRKS BRKT BRZE BTF BTWS BULL BWSI CACS CAJ CALP CAMP CATS CATZ CCBL CCUR CDT CDTS CENL CFLO CGN CHRT CLPT CLRN CMDL CMIV CMOS CMRO CMTL CMTN CMVT CNXT COMS COMX COPY CORV COSN CPTL CPQ CRAY CRDS CREAF CREE CRNT CSCO CSII CSKKY CSTL CSPI CTLM CWCI CY CYCO CYLK DAKT DAOU DATC DATX DAVX DBII DCSR DELL DIGL DIOD DITC DKEY DLK DMTR.OB DPMI DRAM DRXR DSPG DSS DTLK EAG ECCS ECIL ECIN ECTL EEEE EEFT EFII EGLS ELAS ELBTF ELMG ELTK ELON ELNT EMA EMC EMKR EMLX ENCD ENON ENTG ENWV EONC ERICY ERMS ESAN ESCC ESFT EXAR EXBT EZEN FBAY FBCE FCM FCS FCSE FDRY FEIC FEP FIBR FLRE FLSH FNSR FSII FTGX FTHL FVCX GALT GBND GBT GCOM GDC GEMS GEN GICOF GILTF GLW GMH GNCMA GNSS GRCO GRIC GSPN GSTRF GTW GX HAND HAUP HDD HIFN HIL HLIT HOWT HRS HTCH HTEK HWP HYC IBM IBIS ICL ICOM IDCP.OB IDTI IFCI IFX IIAA IISL IKOS IKN ILUM IMN IMPX IMSG.OB IN INAP INDG INFS INPH INPM INRG INSN INTC INTL INTV IOM IRF ISIL ISPD ISSI ITXI JBL JKHY JNIC JNPR KEM KLAC KLIC KMAG KOPN KRON KTCC LARS LEXR LLB LLTC LNOP LOGC LOGIY LOR LR LSCC LSI LTRX LTXX LU LUMM LVID LVLT MADGF MANC MCHP MCKC MCRL MCRS MERX MFCO MILT MITK MIPSB MLIN MLOG MOBE MOT MRM MRVC MRVL MSV MTCH MTIC MTLK MTSI MTSN MTWV MU MUEI MYTN NCDI NCR NENG NERAY NHAN NICE NIPNY NMGC NMN NMRX NMSS NOK NOPT NPIX NPLI NRRD NSAT NSIL NSM NSO NT NTAP NTFY NTPA NTRG NTRO NURM NVDA NWLL NWRE NXTV NXUS NYFX OAKT OCCF OCENY OCPI OIIM OLCMF.OB OMNY ONIS ONNN OPLK OPTC OPTI ORCT OSFT OTWO OVRL OVTI PALM PBI PCOM PCTL PDYN PERF PIII PKTR PLAB PLI PLT PLXT PNS POWI PRCM PRIA PROX PRTH PSIT PTC PTIX PTNX PVAT PXLW QBAK QCOM QLGC QSII QUIK RACE RADN RADS RAMP RBAK RDRT RELM RFIL RFMD RIMG RIMM RITT RMBS RMTR ROHN RPTR RSYS RTEC RTHM RVSN SAGI SANM SAT SBAC SBLU SBSE SCKT SCIX SCLD SDNA SEAC SFA SFAM SIDY SILCF SILI SIMG SIPX SITE SLAB SLNK SMDI SMDK SMRA SMSC SMTC SMTI SMTL SNDK SNR SOCR.OB SONS SOS SPCT SPOT SSET SSPI STEC STK STLW STM STMI STTS STXN SUNW SUPX SUT SWIR SYCM.OB SYNL SYMM TACT TALX TBP TCCO TCII TCM TCSI TDDD TDFX TDSC TELT TER TERN TESS TEUR TGAL TIGA TKGF TLAB TLNT TLXS TMTA TNSI TPPP TQNT TRCD TRID TRKN TRMB TRPH TSEM TSM TSTN TTIL TTMI TUTS TWW TVIA TVGTE TWRS TXN UAXS UCMP UIS ULTR UMC USWC UTSI VG VINA VIRL VIXL VNCI VOXW VRLK VRTA VSEA VTCH VTEL VTSS VYYO WAVC WAVE WAXS WCG WDC WEDC WIDE WJCI WMUX WONE WRLS WSTL WVCM XATA XEIK XICO XING XIRC XLNX XTEL XWC XYBR ZBRA ZOOM ZRAN
One of the best performing industry sectors of the market this last week according to statistics compiled by CBS MarketWatch and Big Charts is the Recreational Products and Services List. We have compiled this group of stocks for your viewing pleasure (comparative analysis) in Yahoo Detailed Quote form.
The Recreational Products and Services Stock List
AASP.OB ACAT ACTN ADGO AEN AGAM ALDA AMBW.OB AMCN AMCV AORGB BC BFT BIKE BIKR.OB BOO BOS BPAO BTNE.OB BWLA CCL CHLD.OB COA CRG CTIB DAB DFXI DIS DMH DVD EK EKC EQUUS ESCA FGCIQ.OB FLE FPWR FTSP FUJIY FUSA FUN GCX GET GMTC GOLF GTLL GTK GYM HDI HUF IGCAC IGT ILI IMAX INNO ISCA IWRK.OB JOUT KIDQ.OB KIT KTO LCP LEIX LENS LTCRE.OB LTFD LVB MBEW.OB MEAD MGAM MIEC MIKNE MPH MTN NVH PAR PENN PHOC PII PKS POC PRD PRED PSON PVI RANKY RAWL RCL RDL REXL RICK RIFL RUS SCC SCY SHFL SKI SWIM TDRPQ THO TRAK TRV TTE UPRO VFLX WGO WMS WWF ZAPP
January 16th, 2001 - Newly Updated Bluetooth List:
| Bluetooth technology was originally developed to connect and synchronize devices in a short-range personal area network (10 meters) over a Piconet. In a Piconet one Bluetooth Device is designed as a master device allowing an exchange of information through itself to all the devices in the networked Piconet. Multiple Piconets are known as Scatternets and if one thinks about it for a while it becomes apparent that the communication potential of a Bluetooth Device is far less limited than the 10 meter range of the technology itself. For instance it is entirely possible that Bluetooth may replace the majority of the wires now used to connect your PC to a variety of peripherals in the future. Bluetooth Technology offers the promise of connecting devices over short distances without the limitations of need of the line of sight, speed problems or reliability seen with infrared devices. Mobile phone use for instance is expected to grow at a 35% annualized rate over the next three years. By then nearly every Cell phone manufacturer is expected to have Internet access and the potential for numerous devices to be wired (wirelessly!) to your phone. Bluetooth short-range wireless technology is expected to enable any information device to link to each other at a maximum speed of 721 Kbps using its frequency hopping spread spectrum technology. Frost & Sullivan believes that the anticipated ubiquity of Wireless LAN and Bluetooth-embedded systems will stimulate a giant leap in overall revenues from $92.3 million in 1999 to $53.12 billion in 2006. Some of the clear-cut winners in this group will be Bluetooth Chipmakers like BRCM, CNXT, NSM and STM but there will be many others. |
The Bluetooth Stock List
AHAA ALA ARCS.OB ATML BRCM BSQR BVRT CAJ CATZ CDN CNXT COMS CPQ CNXT CTS CYLK DELL ERICY HIT IBM IDCC IFX INSN INTC ITKG.OB LOGIY LU MADGF MC MOT MSFT MWAR MXIM NIPNY NOK NSM PHG PLT PRTH RFMD RHAT RMAG SCKT SCMM SNDK SRAM.OB SSOL STM TDK TER TROY UNA VRTA WIND WIT XIRC XTND ZICA
January 15th, 2001 - New E-Health Leaders, Video Indexing Leaders List and Neurostimulators List:
| E-health companies hope to supply valuable technology and services that have been designed to eliminate a great deal of current administration and compliance healthcare costs. Costs associated with healthcare record keeping, prescriptions, patient monitoring and in many other areas as well. Using information technology, wireless telecommunications devices and the Internet these companies believe they can save as much as ½ of the $1.2 trillion a year that the US now spends on its current administration and compliance healthcare costs. E-health companies include industry leaders like Cerner (CERN), Data Critical (DCCA), Medscape (MDLI) and Allscripts (MDRX). These companies have developed technology that make it possible for physicians to write or refill prescriptions in mere seconds rather than minutes or hours using phones, PDA's or dedicated wireless devices often eliminating potential mistakes in communication. SG Cowen expects growth in this area to approximate 35% each year for the next several years. |
The E-health Leaders List
CERN DCCA MDLI MDRX
| The average Internet search engine can locate vast amounts of information on various subjects but what if you actually want to locate a video file, or clips from films, television shows, movies, advertising, museums and other institutions that are increasingly making streaming video available on the Internet? Video Indexing companies are compiling this information. According to Raymond James & Associates it is expected that while Video Indexing Software and Services rang up sales of less than $30 million in 1999 that those sales will grow to between $720 million to as much as $2.4 billion in 2002. Three companies currently are leaders in the Video Indexing Field; they are Convera (CNVR), Eloquent (ELOQ), and Virage (VRGE). |
The Video Indexing Leaders List
CNVR ELOQ VRGE
| Neurostimulation is a method of chronic pain management. Implantable pulse generators (IPGs) and radio frequency (RF) devices are used to send signals to spinal column in an effort to block chronic pain sensations often associated with conditions like arthritis, nerve damage, chronic infections and many other conditions and diseases. Although this methodology is not completely effective it can reduce pain levels by as much as 50 to 70% enabling patients to lead a more normal life again. Advanced Neuromodulation Systems (ANSI) and Medtronic (MDT) are the current leaders in an industry that has a market of over 50 million chronic pain sufferers in America alone. |
The Neurostimulation - Pain Management Leaders List
ANSI MDT
January 14th, 2001- New Technology, Software Stock List:
The Technology, Software Stock List
ACLY.OB ACRU ACTU ACVC ADAM ADBE ADSK ADST ADVS AGIL AGS ALDN ALIF ALLR ALYS AMSWA ANLY ANSS ANST APLX ASFT ATCM ATEA AUTN AVNT AVGO AWLD AVTC AXO AZPN BALT BASEA.OB BBSW BEAS BEOS BITS BLUE BLSW BLZN BMCS BND BOBJ BRIO BROA BRST BSQR BVEW BVRT BVSN BWEB CA CAIR CALD CAMZ CANI CAP CARE CCRD CERN CERO CERT CHKP CHRD CICI CIMT CITN CKCM CKEY CKSW CLAC CLIC CLRS CLYS CMRC CMSS CNQR CNVR COGI COGN CORL COVR.OB CPWR CRIO CRYS CSRE CTCH CTG CTRA CTTY CTXS CYBS CYCH CYSV DALN DASTY DCNT DCTM DDIM DGLV DHTI DIRI DLTK DMRC DOCC DOCX DOX DRAI DSET DSTM DSSI DTEC DVNT EBIX EBTI ECLP EGAM EGAN EGPT ELCO ELOQ ELTE EMBT ENHT ENTU EPAY EPIC EPIQ EPNY EPRE EPRS ESAF ESIM ESHR ESPS EVLV EVOL EXAP EXEE EXGP EXLN EXTN FAIM FFIV FIC FILE FIRE FNDT FORM FORTY FNDT FRTL FSFT FSTP FSTW GMGC GNOM GNSM GNTI GOJO GPSI GSOF GSTN GVP GWRX HCOM.OB HEAL HNCS HTEI HUMC HYSL IARC IACT IBSS ICCA IFSH IFMX IINT ILOG IMAN IMIC IMMR IMRS IMTV INAI INCX INFD INFA INFM INFY INGE ININ INKT INLQ INMX INOV INOW INPR INRS INSG INTA INTU INTZ IONA IONN ISHP ISIG ISSX ITRU IVTA IWOV JAWZ JDAS JDEC KANA KEA LANV LATD LBRT LCOR LDMK LDSD.OB LEFX LEON LGTO LGTY LNUX LOUD LPSN LQID LROD LTBG LTNX MACR MANA MANH MANU MAPS MAPX MATH MCAF MCTR MDEA MDII MDNX MDRX MED MEDY.OB MKID MNDO MMTM MNS MONE MRBA MRGE MRNT MRXX MSFT MSLV MSTR MTMS MTSL MUSE MUZE MWAR NEON NETA NETE NETM NETO NESY NETP NGRU NGWY.OB NIKU NMTC NMUS NNDS NOVL NTCT NTGX NTIQ NTST NTWO NUAN NVDM OAOT OBAS OMKT OMTL ONEV ONTC ONXS OPNT OPTK OPTO ORCL OTEX OTGS PASW PBIZ PCD PCIS PCRV PCTI PEGA PHXX.OB PKSI PMTC PRGN PRLS PRME PRSE PRSF PROG PRSW PRVO PRVW PSDI PSFT PTEC PTHW.OB PUMA PXXI QADI QMDC QSFT QSND RATL RDCM RDVW RDWR RETK RHAT RIMS RMAG RMDY RNWK ROSS RSNT RSAS RVDP RWAV SABA SAND SAP SAPE SBYN SCIL SCOC SCTC SCUR SCTC SDRC SDS SEBL SEEC SEGU SEMA SFTW SGNT SHWC SLTC SMPL SMSI SMTF SNDT SNET SNHK SNIC SNPS SNVT SOCT.OB SOFO SOFT SONE SPRT SPWX SQSW SRNA SSFT SSNC SVI SVNX SYBS SYMC SYNP SYNQ TALR TANN TCNO TEKC TENF TESI TIBX TISA TMBS TMIC TMNT TMWD TRAD TREV TROY TRPS TSAI TSRI TSYS TTRE TUTR TYL UGS ULCM ULTI USDC VAST VCST VERA VIAD VIGN VITR VIZY VLCT VLNK VMDC VNWK VOCL VONE VRSN VRTL VRTY VRYA VTC WALK WAVX WEBM WEBT WGRD WIND WIT WITS WOLV XCAR XGNT XOSY ZICA ZIXI ZNGN ZPLS
January 7th, 2001- Sector Rotation Update
Because of the sell off on Friday we are beginning to explore potential investments in sectors that should benefit from lower interest rates and an improving economy 6 to 9 months from now. We think you should too.
It became painfully obvious on Friday that the stock market is not yet ready to move forward without more of a push from the Federal Reserve. Most market pundits accurately accessed the sell off as due to somewhat better than expected employment numbers accompanied by additional earnings warnings and rumors of potential troubles for both Cisco Systems and Bank of America. Finally we have something to look forward to rather than just more of a continuation to the Bear Market in the NASDAQ. Mr. Greenspan and the Federal Reserve are on record stating that they will lower rates again as needed. We know the FED meets again on January 30th and at that time they are very likely to lower interest rates again perhaps by another full 1/2% point. Lets face facts here if you listen to the economic data, outside of those unemployment numbers, and couple that with the extremely high number of earnings warning then you have got to add everything up to the same conclusion we came to months ago.
The Economy has been in trouble!
Can Mr. Greenspan save the economy and scare away a Bear Market with one simple rate cut?
The simple answer is no. Many investors were shocked at the surprise 1/2% rate cut feeling that it implied that the FED realized just how bad things are and that we would turn the corner quickly. The FED is going to help but we are more than likely not done with this Bear Market just yet. There have actually been a lot of industries that have performed very well this last year. Unfortunately nothing in the high technology area has done well at all outside of Biotechnology and Pharmaceuticals and they probably are now at risk of further profit taking in our opinion.
As the news of the rate cut spread on Wednesday the sector rotation out of these recent areas of strength was obvious and the Biotech and Pharmaceutical sectors did not show much resiliency on Friday when technology in general sold off again. So here we are at one of those crossroads that truly spells out one thing for investors Opportunity. If the market goes down more then surely with the FED's help we really will be given a wonderful opportunity to buy quality technology companies at what will eventually turn out to be long term bargain pricing. First lets look at what was hot last week and what was not before we begin what we hope will be an effort to help you better ascertain where your money should be as we move from potential recession to recovery. Information compiled by Big Charts and CBS MarketWatch:
|
What was Hot last week
|
What was Not Hot last week
|
|
Entertainment
18.60% |
Healthcare
Providers - 15.76% Pipelines - 14.87% Distillers And Brewers - 14.78% Electric Utilities - 14.31% Utilities - 14.16% Retailers, Drug-Based - 12.77% Food Retailers and Wholesalers - 11.98% Oil Companies, Secondary - 11.96% Gas Utilities - 11.72% Insurance, Property and Casualty - 10.85% Tobacco -6.53% - As of January 4th Pharmaceuticals -4.93% - As of January 4th |
Many of the sectors that performed poorly last week did rebound on Friday and most of those that did well lost some ground. We are probably at least a year or more away from a time when stocks will move based on simple association with the latest marketing buzzword like they did in 1999. The Bull Sector Lists were initially created because of this phenomenon but we have tried to grow and branch out into the areas of the market that actually are benefiting despite a NASDAQ Bear Market. However when you look at the quality of many of the depressed technology stocks compared to the frothy pricing and often non existent P/E ratios leading into March of 2000 you have to know that there will again be a day that quality technology companies command higher multiples. That may not happen before the market goes lower still because there are looming questions over valuations on a P/E basis still.
We believe that we may be already mired in the early stages of a recession but that will not be proven unless we get two straight quarters of economic contraction. The chart below is a work in progress and may not accurately reflect what has happened or will happen in the stock market during any economic cycle. Economic cycles are played out over years and are effected by many factors that cannot accurately be portrayed in this simple chart. We will continue to update this chart to more accurately portray sector rotation in the upcoming months.
|
Sector Rotation and expected rotation
through the current NASDAQ Bear Market to an expected upcoming economic
expansion.
|
| Economic
Stage: Consumer Expectations: Industrial Production: Interest Rates: Yield Curve: |
Full
Recession Reviving Bottoming Out Falling Normal |
Early
Recovery Rising Rising Bottoming Out Normal (Steep) |
Full
Recovery Declining Flat Rising Rapidly (Fed ) Flattening Out |
Early
Recession Falling Sharply Falling Peaking Flat/Inverted |
| Sector rotation has long been a hallmark of the stock market and economic cycles. Typically money has rotated out of various sectors into others in concert with normal economic cycles but the Wealth effect created by the Internet brought about a boom in Construction that coincided with a Bear Market in the NASDAQ. This may not be sustainable although an awful lot of refinancing will be taking place soon. | Money
Moving In Autos Auto Parts Brokerages Consumer Cyclical Consumer Non-Cyclical Entertainment Financials Industrials Retailers Telecommunications Wireless |
Money Moving In
|
Money Moving In
|
Money
Moving In Airlines Chemicals Consumer Products Financials Footwear Healthcare Providers Home Construction Insurance Lodging Major Drugs Oils Paper & Forest Pipelines Real Estate REITs Saving & Loans S&P Transportation Tobacco Travel Value Stocks Utilities |
| The economic cycle that we perceive ourselves to actually be involved in in 2001 is different from previous cycles because of the possibility of a reverse wealth effect that may make 2001 a very difficult year. Despite that we would recommend investment in appropriate areas as long as investors are no exposed to margin risk. |
Money Moving
Out |
Money Moving Out |
Money Moving Out |
Money Moving Out |
Previous Bull Sector Daily Updates - January 4th, 2001
Two days ago Alan Greenspan and the Federal Reserve lowered interest rates by a full 1/2% with the promise of more rate cuts to come if needed. Additional interest rate decreases will be needed because economic data will soon show just exactly why the FED made this surprise move. In our opinion the economy has been much weaker than we have been led to believe by previously released economic data. Bull Sector readers can potentially improve their investment returns by looking to make their investments in companies in industries and sectors that will benefit from the earliest stages of an economic recover. Remember that the stock market often moves a good six months in advance of actual events that will eventually be gauged by the bottom line of individual companies. As such we believe Consumer Cyclical Industries will likely benefit from lower rates as much as technology stocks. In these earliest stages of an impending economic recovery we can learn from past economic expansions and expect rises specifically in industrial and transportation sectors like Autos, Retail, Home Construction, Furniture, Heavy Industries like Heavy Machinery and Heavy Construction. In addition Financial Sector stocks should rally and broaden out into areas that have been depressed such as the Securities and Brokerage Industries.
At the same time as these sectors rise safe haven sectors will fall out of favor. It is happening already and if you will check the Bull Sector Indexes then you can confirm this to be the case. While defensive and so called safe haven stocks won't all fall at once you can't fight the action on the tape anymore than we could fight off the devastating declines in techstocks last year when we felt the fury of six Federal Reserve interest rate increases. We have been in a Bear Market on the NASDAQ for nine months. While this will soon end with additional interest rate cuts this is no time to be investing on margin or dabbling in the most speculative of new economy stocks with no proven track record of profitability. Now is a wonderful time to be buying beaten down profitable companies that will benefit from the economic expansion that will take place later this year.
Please do not chase these stocks because many a downgrade and disappointing earnings report is yet to come in 2001. Buy on dips and as always stay off of margin.
If you need more evidence of what has been going on in the markets lately then please check out the excellent information compiled by Big Charts and CBS MarketWatch for Last Week's Industry Results in the market and then feel free to check out the lists we have compiled at the Bull Sector for Yahoo Detailed Quotes on these same Industries.
Moving Higher over this Last Week - January 4th, 2001:
Retailers,
Specialty (Ex Drug And A... 16.44%
Fixed Line
Communications 10.76%
Telecommunications 10.56%
Retailers, Broadline 10.55%
Entertainment 10.15%
Securities Brokers
9.75%
Retailers 9.25%
Auto Parts
9.25%
Office Equipment 8.75%
Wireless Communications 8.70%
10 Worst Performing Industries Over The Last Week
Electric
Utilities -8.54%
Distillers And Brewers -8.29%
Utilities -8.29%
Oil Companies, Secondary -6.86%
Tobacco -6.53%
Healthcare Providers
-6.13%
Pipelines -5.71%
Retailers, Drug-Based
-5.30%
Insurance, Property/Casualty
-5.28%
Pharmaceuticals -4.93%
January 3rd, 2001 - The FED Brings New Life to Technology Stocks:
Sector rotation took place today as a direct response to the interest rate cut by the Federal Reserve. A quick look through Major Market Indexes and Select Portfolio List tonight is extremely enlightening. Old economy and safe haven stock sectors are down while the totally beaten down technology sectors are up. The full 1/2% point surprise cut in interest rates is just what we needed a few weeks ago. Nonetheless it is welcomed by us now. If you have been a long time reader of the Bull Sector then you know we have been more than just a little unhappy with Mr. Greenspan these last 9 months but today we would like to welcome him back as a friend to those of us who enjoy thoughts of early retirement based on our technology investment returns.
We should not expect that the rally that began today in technology stocks will proceed unabated but it is indeed time to broaden your investment horizon back into techstocks. Look to buy the pullbacks because over the next couple of years the largest gains will most likely be in those technology sectors that have taken it on the chin the most this last year. We would be hesitant to advise any buying of Internet related stocks, with no potential for future profits, but there are so many technology sectors and stocks beaten down that it's hard to imagine them not regaining further luster by over the next two years. Thank you Mr. Greenspan...
It's time to party like it 1999!
One final reminder, please stay off of margin because it will take a good six to nine months for the average company to realize and show the advantages to lower interest rates. We do have one new list for those who have not visited the site the last few day so please read on below:
January 1st, 2001 - Happy New Year Bull Sector Readers! New Today the Fiber Testing and Measurement Leaders List:
| We would once again like to thank the fine people at Technology Investor Magazine for their excellent research and writing without which we would not be able to share with you our newest list of companies supplying cutting edge technology to the Fiber Optics Industry. These four companies are leaders in the rapidly growing Testing and Measurement Device Market supplying major Fiber Optic Component and Equipment Companies with equipment that is crucial to increasing the efficiency and quality control of the Fiber Optics Industry. Most Fiber Optics companies have in the past designed their own equipment but they are now increasingly turning to companies like Digital Lightwave (DIGL), Exfo Electro-Optical (EXFO), Keithley (KEI) and Newport (NEWP) because these test and measurement companies can help them to save money while reducing product cycle times as they boost yields through automation. |
The Fiber Test and Measurement Stock List
A DIGL EXFO KEI NEWP SPLI TEK XXIA
December 31th, 2000 - Updated Indexes List Including Fidelity Select Portfolios and Updated Real Estate List Including REITS:
| On this list you will find most of the major US Stockmarket Indexes. You will also find all of the current Fidelity Select Portfolios in Yahoo Detailed Quote Form not because we necessarily think these portfolios are better managed than other mutual funds but rather because of the fact that these portfolios are heavily overweighed in the industries that the funds are named after. We hope this list will be useful to you in determining what major industries are hot and which are not with a simple glance! |
The Indexes and Fidelity Select Portfolios List
^DJI ^IXIC NASDX ^SPC ^RUT ^XAL FSAIX FSAVX ^BKX FSRBX ^BIO FBIOX GENEX ^BTK FSLBX ^XBD FBSOX FSCHX ^CEX TCFQX ETECX FSDCX FDCPX ^HWI ^IXK FDCPX ^XCI ^CMR FSCPX FCYIX ^DGL FSELX FSESX FSENX ^AXEY FSLEX ^SPF FIDSX ^FPP FSPFX FDFAX FSAGX ^GOX FSPHX FSCGX FSDPX ^QINS FSPCX ^IIX FNINX FDLSX FSHCX FSMEX ^AAMIA FSLXX ^GIP FBMPX ^XNG FSNGX FNARX ^NWX ^XOI ^OSX ^VLIR ^DJR FSCPX FSVLX ^RMS FSRPX ^SOXX FSCSX FSPTX ETTIX ^XTC FSTCX ^AXTE ^SPT ^TOB ^SPU FSUTX ^UTY ^JCWD FWRLX
Dow Jones Industrials through Wired Index
These companies provide Online Real Estate Information.
The Online Real Estate Information Stock List
HMSK HOMS
IPIX
ACP ACR ADC AEC AER AHR AIV AKR ALX AMB AMCT AML AMV ANH ANL APO APROZ ARE ARI ARL ASN AVB AXM AZL BDN BED BFS BMCC BNP BOY BPP BRE BRT BSRTS BXP CARS CBG CBL CDLA CDX CEDR CEI CLI CLP CLR CMM CMO CNT CPG CPI CPJ CPT CPV CRE CRRR CTA CTR CUZ CWN DDR DRE DX EGP ENN EOP EPR EQR EQY ESS ETT FB FCEA FCH FFA FFP FR FRT FRW FSRV FUR GBE GBP GGP GL GLB GLR GRT GTA GTY GYRO HCM HCN HCP HFD HGPI HIW HME HMSV HMT HOMS HPT HR HRP HT HTL HUMP ICH IHT IMH IND INTG INV IOT IRETS IRS IRT JAMS JDN JLL JPR KE KIM KPA KPT KRC KRT KTR KWIC LHO LMM LNR LRY LTC LXP MAA MAC MAL MAYS MEGO MFA MHC MHX MLS MNRTA MONM MRR MRTI MRYP MSW MT NEWRZ NFI NHI NHP NHR NLY NNN NXL O OFC OHI OLP PAG PCC PCL PDLB PEI PGE PHR PLD PNP PP PPS PREN PRT PSA PSB PW RA RAS REG RFS RLCO RPCLF RPI RPP RPT RSE RTY SCZ SFI SHU SIZ SKT SLG SMT SNH SPG SPK SRW SSS SUI SUS TARR TCC TCI TCO TCR TCT TEE THK TMA TPL TZH UBP UDR UHT UIRT UMH USV VNO VOO VSLF VTR WEA WPC WRE WREI WRI WRP WXH XLG
December 30th, 2000 - Updated Genomics List with Tool Makers Breakdown, New Pipeline List, New Furniture Stock List and the Home Construction and Furnishings Stock List:
| These companies are involved in the sequencing of the Human Genome. Some have actually patented genes and gene therapies. CGEB and MCDT are on this list as Computational Genomics companies, sorting through the extensive data to analyze the Human Genome. BIOI, PKI and VAR are on the list because they supply products necessary to Biotech companies on this list. The first set of companies on this page consists of those companies that supply tools and supplies to to companies involved in Genomic Research. The later list includes as many of the companies participating in Genomic Research as we could find including the tool makers and basic biomedical research supplier companies. |
The Genomics Tool Makers Stock List
A ABI AFFX BIOI CGEN CRA CRGN EBIO GLGC GLW GNSL ILMN INCX INMX IVGN NGEN ORCH PBSC PKI QGENF RSTA SQNM TBIO TMO VGIN
A ABI AFFX BIOI CBTE CGEN CRA CRGN DCGN DD DNA EBIO EXEL GCOR GENE GLGC GENEX GENXY GLW GMNI GNOM GNSC GNSL HGSI HYSQ INCY ILMN INMX IVGN LEXG LYNX MCDE MCDT MEDX MLNM MYGN NGEN NEOT ORCH PBSC PKI QGENF RSTA SQNM TBIO TMC.V TMO TRIB VAR VGIN VGNX VICL
The Pipeline Stock List
APL BPL BRG CGP DGAS EGN ENBR EOT EPG EPN GEL KAB KMI KMP KPP LHP MRS NBP PAA POCC TCLPZ TMG TPP TRP VGCO WE WGR WMB
The Furniture Stock List
APN BSET BSH CFI CIX DIIBF DMIF DXYN ELUX ETH FBN FCP FJA FJC FLXS FTMTF GAI HNI IFSIA KBALB KFI KNAP LEG LZB MDA MHK MITY MLHR MTIN MYG NPK NTRL NTZ PLAN RAM ROSD ROW SCS SCSS SHX SOC STLY VIR WATFZ WHR
The Home Construction and Furnishings Stock List
APN BSET BSH BZH CAV CFI CHB CIX CMH CPH CRC CROS CTX DHOM DIIBF DMIF DXYN ELUX ETH FBN FCP FJA FJC FLXS FOB FTMTF GAI HNI HOV IFSIA INTXA.OB KBALB KBH KFI KNAP LEG LEN LIBHA LIBHB LNDL LZB MDA MDC MHK MHO MITY MLHR MODT MODT MTH MTIN MYG NHCH NPK NTRL NTZ NVR OH PHM PLAN RAM RH RYL ROSD ROW SCS SCSS SEHI SHLR SHX SKY SOC STLY TOL VIR WATFZ WHI WHR WLT
December 29th, 2000 - New 3G Wireless List:
| Future high-speed wireless connections like 3G (third-generation wireless technologies) are expected to enable high-speed, always-on Internet connections for mobile phones, handheld computers, laptops and other devices within a few years. Estimates vary as to when 3G systems will be initially available but perhaps earliest around the first quarter of 2001 in Japan and Europe. Most analysts and industry experts currently expect the technology to be well received once it becomes available because 3G is supposed to deliver streaming video and audio along with all manner of data-related goodies to mobile wireless devices. It appears that many service providers are betting their futures on this technology. Nortel Networks (NT) is a leader in the development of this technology as is Lucent (LU). Two PC Card makers who have already been contracted to provide 3G connectivity solutions are Xircom (XIRC) and Sierra Wireless (SWIR). |
The 3G (Third Generation) Wireless Stock List
ADVC.OB ALN AMT APCS AT AWE BLS BRW CATT CVC DCEL DT ERICY FLEX FON GIM.V IDCC IDSY LU MOT MTP MSFT NOK NT NTLO NXTL PCS PCSA QCOM RFMD RIMM SBC SNRA SWIR T TDS TPCS VOD VSTR VZ XIRC
December 28th, 2000 - New Indexes List:
The Indexes List
^DJI ^IXIC ^XAL ^BIO ^BKX ^CEX ETECX ^SPF ^AXEY ^QINS ^AAMIA NASDX ^XOI SPFIX ^SPC ^AXTE ^SPT ^TOB ^SPU ^VLIR ^JCWD
Dow Jones Industrials through Wired Index
December 17th, 2000 - New Advertising and Media List, Oilfield Equipment and Services List and Updated Brokerage Stock List:
This broad category includes many stocks in both Advertising and other Media areas found on more specific lists at the Bull Sector.
The Advertising and Media Stock List
ABG ACME ACOM AD ADLAC ALOY AM AMEP ANTV APTM ARRW ATTY AVEA BBGI BFRE BHC BLC BLPG BRND BSY BSY BTC CBLT CCN CCU CDA CETVF.OB CHTR CITC CJR CMKG CMLS COX CRRC CRWN CSS DCLK DIGI DISH DJ DJCO CMLS ECGI EDIN EDUC EMMS ENGA ENL ETM EVC FAVE FILM FMDAY GBTVK GCI GCS GENI GLCBY GREY H HADV HHS HLR HMIN HMK HOOV HPP HSP HTN HTVN IATV IBEM ICAB ICCI ICTG IHI IIGP INF IPG IREP IVBK JWA JWB JRC MATV MCCC MDM MDP MEGA MHP MIHL MILB MMPT MNI MPLX MSGI MSO MTGNY MTROA MTROB MPLX MSGI MSO MTGNY MTROA MTROB MYPT NCOM NCNT NCNX NETR NEWZ NOOF NSK NTCR NTCS NTN NWGN NYT OBIE OGNC OMC ONCO ONES PAX PCAG PDII PGTV PLA PLAA PME PRM PRMO PRVT PSO PTZ PUB QKKA RC RDA RDB RGCI RHD RMHT RMKR ROIA RTRSY RUK SALM SALN SBSA SBGI SBTV SCHL SGA SIRI SJR SRCM SSM STAD SWW TFSM TLSP.OB TNM TMPW TNM TNO TOPP TRAC TRB TV TSCN TZA UCOMA UNEWY UPCOY USAI UVN VALU VCI VCLK VIS VTIV VVTV WON WPO WPPGY WTSC XMSR YBTVA YFM
The Oilfield Equipment and Services List
BHI BJS BTJ BWG CAM CDIS CFK CKH CLB CRR CXIPY DRQ EMCO FGH GIFI GLBL GMRK HAL HOFF HYDL ICOC IFNY IO KEG LSS MDR METR MIND MTRX MVK NOI NR OII OLOG OMNI OSCA PGEO PHEL PRTK RES RTK SCSAY SCSWF SEI SII SLB TDW TMAR TMI UCO UFAB VRC VTS WEL WFT WG WHES
These companies are involved in Online Brokerage and the Investment Services Industry.
The Online Brokerage Stock List
ABWG ADV AGE AMFR AMTD ATL AVZ AXF AXP BLK BSC BSGK CIM CMB CSLMF DIR DRC DT EGRP EV FACT FB FBF FVH GBC GCAP GS HDVS HHGP HOEN IAAC INAGY JBOH JEF JNC JWG KENT KILN LAB LEH LINE LM MAXF MER MHMY MKFCF MONM MOR MWD NBCI NITE OLY PING PLCC RJF RTRSY SCH SF SHOC SIEB STOK SUR SWS TA TMAV TRAC TROW TROY TWE USAB SWS WDR WDRB WEBS WITC WNMLA WPL ZCO
December 15th, 2000 - New Publishing Stock List:
The Publishing Stock List
ALOY AM AMEP ATTY BLC BTC CRRC CSS DJ DJCO EDIN EDUC ENL FMDAY GCI H HLR HMIN HOOV HPP HTN IIGP IHI IVBK JRC JWA JWB KRI LEE MAHI MDP MEGA MHP MILB MKTW MNI MSO MTROA MTROB NCOM NEWZ NWS NYT ONES PLA PLAA PME PRM PRVT QKKA RDA RDB RTRSY RUK SALN SCHL TNM TNMB TOPP TRAC TRB TSCN UNEWY WPO
December 12th, 2000 - New Diabetes Stock List:
Diabetes can result in a number of associated conditions including kidney failure, loss of sight, nerve damage, heart disease and stroke. Even when treated diabetics often have a difficult and costly time dealing with a disease that requires them to constantly monitor and treat their condition. There is no cure for diabetes and because of its widespread prevalence and costly treatment over $100 billion a year is spent in the US alone. The stocks on this list are well positioned to benefit from the fact that our population is aging and millions of diabetics remain undiagnosed.
The Diabetes Stock List
ABT ALKS ALT AMLN ARDM AVE BDX BMY CYGN ELN GCI GNBT IMA INHL INSM JNJ LLY LYNX MNMD NBIX NVO NVS ORTC OSIP PFE PHA PLMD SBH SPRX
December 11th, 2000 - Technology Stocks Advance While Awaiting Supreme Court Decision:
It would appear that due to recent market activity in technology shares that we may have been premature in expressing concerns that we might revisit previous lows on the NASDAQ. We are seeing many individual technology shares rise despite announcing that they will miss expected earnings. Stocks rising despite bad news? Yes it is happening and it is a clear sign that we have probably put the worst behind us. Mr. Greenspan will definitely put a solid floor beneath the market by changing interest rate bias to neutral next week. The market does seem to be responding to that eventuality as well as the potential for lower rates next year. The market is also responding to the possibility that the Supreme Court will end the ballot recounting in Florida. It will be interesting to see how this all unfolds but one thing is certain and that is that we at the Bull Sector are thrilled to see the NASDAQ rise more than one day in a row!
December 7th, 2000 - Newly Added Advanced Industrial Equipment List and Building Materials Stock List:
Although many of these stocks are on other lists at the Bull Sector we have added these two new lists today because Big Charts and CBS MarketWatch are tracking them as individual industries.
The Advanced Industrial Equipment Stock List
A ACSEF ADEX ADIC ADTK AEHR AGI APAT API APMC ASTX BAE BMI BRC BTHS CAMT CARD CATT CDDD CGNX CLS CREO CTT CUB CYBE CYMI DAIO DATM DAWK DBD DCH DDIC DHR DNEX DRCO DTMC DYAX ECTX EFCX ELSE ENER ESIO ESL ETC EVSN EXFO FARO FBST FLIR FRGO GGG GGNS GLW GRB GSLI GTN HATH HDTV HELX HICKA HPOW HYGS IDSY IDX IFCN IFRS IMCI IMG IMSC IIVI INTT INVN IOMT IRSN ISKO ISNS ITRI IRSN ISKO ISNS ITRI IVAC IVIS JDSU JMAR KEI LCRY LIFF LPTH LSR MIL MKSI MOCO MRAE MSS MTSC MVSN NATI NEWP NVMI OICO OPC OPMR ORFR ORBK ORYX OSIS PANL PHTN PKI PLL PNJA PRAC PRCC PRST PRTW PSCX QMRK QSYS RBN REAL REFR REMC ROBV RSTI SAESY SATC SBL SCMM SDLI SISI SMIT SPLI STIZ STKR SVT TEK THM TKLC TLGD TMO TRT TWAV UNA VARI VDSI VECO VISG WAT WTT XLTC XRIT ZIGO
The Building Materials Stock List
ABL ACK AERTA AGA AMWD BBR BGRH BTEK CGM CRHCY CUO CX CXP DTL DW ELK EML EMLTF FCIN FLB FRK GLYT HAN HUG IAL ICM JCTCF JM LAF MAS MLM MSOL MTLC NCS NTK OMN OWC PATK PI PIK PRN RMIX RYG SHW SIDE SSD SWTX THV TMTX TRFDF TXI UFPI USG USI USLM USPL VMC
December 6th, 2000 - Updated Bank Stock List:
We have been avoiding finishing a Bank Stock List for ages ( Due to the shear magnitude) but we finally got it done today and just in the nick of time. Mr. Greenspan has indicated that lower interest rates are once again in our future. This means that financial terms will improve for those who wish to borrow money. Banks therefore increase the amount of money which they loan and they increase earnings in the form of interest paid directly to them along with additional fees. The Bull Sector Bank List has been updated to include as many of the major banking institutions as possible. We also have a list of Financial Companies as found on the Bank S&P (CBOE). In addition you will find we have listed Internet Banking ASPs as a sub sector. Finally you also might be interested in the Money Center Bank List. Despite the Bank of America earnings warning today (Dec. 6, 2000) we suggest that you look carefully through the Bank Stock List for what we believe will be numerous future bargains. Also of interest to us in the recent sell off of PC Hardware Stocks is the number of companies beginning to repurchase their shares. We hope you will look into the Stock Buyback List. Finally today we are beginning to hear rumblings of future growth in the Wireless Sector and the badly beaten down Telecom Stocks. We agree that while PC's may have reached a certain level of saturation that Telecom Companies and more specifically Wireless Companies like QCOM are more than likely just beginning to see the start of the investment interest that will grow as the Wireless Revolution unfolds. As always please do your own due diligence and stay off margin. The NASDAQ is very likely to not only revisit recent lows but perhaps make even lower lows if Mr. Greenspan drags his feet about actually lowering interest rates.
The Bank Stock List
AAABB AABC AANB ABCB ABN AED AFBC AFIC AHCI AIB ALAB ALLB ALLE AMBC AMFH AMFI AMPB ANDB ANNB ANZ AREA AROW ASBC AUBN BAC BANF BAP BARI BAYB BB BBT BBV BCM BCS BCSB BFOH BFR BGA BK BKBK BKCT BKSC BKNG BKUNA BLCA BLMT BLX BMRC BMTC BNCC BNKU BNS BOH BOKF BOYL BPFH BPOP BRBI BRS BSB BSBN BSRR BSXT BUSE BWFC BWE BWP BYFC CAC CACB CAPX CASS CATY CAVB CBC CBAN CBBO CBC CBCF CBH CBIV CBMD CBKN CBN CBNJ CBSH CBSS CBU CCBG CCBP CCBT CCNE CCOW CFBC CFBX CFFI CFIC CFR CFSB CHFC CHZ CIBN CIVC CLAS CLBK CMA CMB CMBC CNB CNBB CNBC CNBF CNBKA CNBT COBH COLB CORS COVB CPBI CRSB CSNT CTBI CTRY CTY CVB CVBK CVLY CWBC CYL CYN DCBK DEAR DROV ECBE EFBC ELBI ESBK EUFA EVBS EVRT EWBC EXJF FBA FBAN FBNC FBSS FCB FCBP FCF FCNB FCNCA FCTR FDTR FED FFBC FFBK FFIN FGHC FISB FITB FKFS FLIC FLBK FLPB FMAR FMBI FMER FMFC FMSB FFDB FNBF FNBN FNC FNLC FOBB FOOT FPFC FRC FRGB FRME FSBC FSFF FSLB FSNM FSR FULT FVB FVNB FWBN FWV GABC GBCB GBCI GBTB GFLS GIFH GLDB GRAN GSBI GWBK HABC HABK HBAN HBC HBEK HBHC HIB HNBC HOMF HPBC HTBK HWEN IBCA IBCP IBOC IBN IC ICBC ICBX IFC IMI IMP INB INDB INFN IRE IRWN IUBC JFBC JPM JRBK JXSB KRB LARK LBAI LCCO LICB LION LKFN LNBB LSBX LXMO MAB MADB MASB MBK MBNK MBNY MBVT MBWM MCB MCBC MCBI MDBK MEL METB MI MNBB MVBI MTB MYST NAB NARA NBG NBN NBT NBTB NBY NCBM NCBC NCC NEP NFB NKSH NOVB NPBC NRIM NSDB NSFC NTRS NWFI NWFL OAKF OK OKSB OLDB OMEF ONE ONFC OPOF OSBC OTFC OZRK PAB PBKB PBKS PBTC PCBK PEBO PFBX PFDC PFGI PHC PLE PMBC PNBC PNC PNTE PNWB PORT PPA PRBC PRK PUBB PVTB QCHI QDRMY RBCAA RBNC RBPAA RBV REBC REPB RGFC RHBT RIGS RY SABB SABC SAN SAVB SBB SBMC SBCFA SBCO SBIB SBIBP SBIT SBSI SCB SCBL SFBC SFSW SLFI SNBC SNV SRCE STD STI STL SUB SUBI SUBK SUSQ SXNB SYI TBNC TCB TCBK TCNJ TD TFIN THFF THTL TMP TRBS TFIN THTL TMP TRBS TRMK TRST TRYF TSFG UB UBB UBCD UBCP UBH UBMT UBSC UBSH UBSI UCBH UFHI UBMT UCBH UFHI UMPQ UMBF UNBJ UNBO UNIBC UNTY UPC USBI VABT VAIL VBNJ VCFC WABC WAIN WASH WB WBCO WBPR WCBO WES WFC WBK WBKC WL WNNB WSBA WSBC WSBK WTFC WTNY YANB ZAPS ZION
December 5th, 2000 - Greenspan Rally Breathes New Life into the NASDAQ!
We can be certain now that Mr. Greenspan will shift the interest rate bias to neutral at the December 19th FED meeting. Due to the extremely high number of earnings warnings we would advise investors to temper their expectations for gains from individual stocks over the next year. We would however encourage investors to be doing plenty of due diligence now and to begin to responsibly open long positions without the use of margin.
November 29th, 2000 -Newly Added Stock Buyback List, Newly Updated Healthcare Providers List and Newly Added Food Products List:
It's been a little over a year since we began work on the Bull Sector. Our initial efforts concerned making lists in areas or micro sectors of the market that were undergoing hyper growth or at least those that were seeing incredible amounts of investment interest. Momentum Investing was in vogue until March of 2000 with sectors like Linux, B2B, DSL, Superconductors, Fuel Cells, Wireless, Fiber Optics and many more running to the stratosphere. Shortly after the peak in March we found ourselves in the throes of a Bear Market on the NASDAQ. One technology sector after another has lost its ability to resist this down draft Although we continued to see bounces higher in the NASDAQ after every sell off that has reached a 20% Relative Strength in concert with a violation of the lower Bollinger Band on the NASDAQ ( See Basic T.A. ) we have continued to warn investors that we could be at the tail end of an economic cycle.
At the last Federal Reserve meeting we had hoped that Mr. Greenspan would grace us with a change to a neutral policy rather than continue his vigil on this specter of inflation. Perhaps his fears are justified but we personally fear a recession much more than inflation. This winter home heating oil prices are expected to reach all time highs. Oil prices are high and there is no immediate hope that those prices are going to be lowered soon. We still have no confirmed President Elect. The market hates uncertainty. The next Federal Reserve meeting is not slated until December 19th. Most analysts have seen enough slowdown in the economy that they expect a change in policy to neutral at that time but if we do not get lower interest rates until next year we believe it will be too late to avoid a recession.
That's the bad news. The good news is that we are approaching enough of a sell off to get another bounce in the NASDAQ. In the absence of any change in policy on an unannounced basis it might be a good idea for investors to adjust their portfolios. If you take a look at the stock sectors and industry groups that have done well the last week and few months you will see that the market has gone into a definite defensive mode both against inflation and a weak economy. Over the last week the Precious Metals Sector has risen almost 16% alone. Footwear stocks rose on an average of 7% as investors fled the NASDAQ to the safety of shoes! Many of the groups that have risen in the last few months have done so on a rotational basis.
It is that sector rotation that has become the central focus of the Bull Sector. We have found many sites that share sector information freely with investors. We have made numerous lists using Yahoo Detailed quotes that focus on individual sectors. Next year when we get lower interest rates again we can begin to hope for the return of momentum investing. A time when stocks in hot groups can show incredible gains in a single day. Those days will return and when it does we hope we will have a comprehensive list of stocks in the hottest groups. Until then let us broaden our horizons and look at the sectors that continue to outperform like those listed here below while we keep in mind that Technology Investing Will Return!
|
One Week Performance
|
Three Month Performance
|
| Precious
Metals 15.84% Footwear 7.21% Mining And Metals 6.50% Retailers, Drug-Based 5.95% Aluminum 5.86% Textiles And Apparel 5.08% Biotechnology 4.68% Soft Drinks 4.56% Paper Products 4.04% Advanced Medical Devices 3.92% |
Newly added lists at the Bull Sector:
| One of the most effective and lucrative strategies that an individual investor can follow is to invest in companies that are repurchasing their own company's stock. While we cannot expect all companies to be right on about the timing of their buybacks we do know that they are generally right. Stock Repurchase plans tend to lend support to a stock even if institutions are bailing out. The question of when to buy is a much less difficult one if you are buying an obviously oversold stock at the same time as the company itself. Investors should be careful with their timing here as Stock Repurchase plan announcements are usually met with a great deal of buying. If you intend to be a long term investor in such a stock keep in mind that economic cycles as well problems within an individual company have usually resulted in these buying opportunities. The good news is that the companies on this list have enough money to actually repurchase shares. The bad news is that they are under no actual obligation to buy the shares back as proposed. We will try to update this list regularity after the first listing as of November 29th, 2000. Please study these companies carefully and pay attention to basis technical analysis on each individual issue. The Keyword Search here is Stock Repurchase and we suggest you check this often to stay completely abreast of new announcements. |
The Stock Repurchase List
AAII ACDO ACR ADVP AET AFAM AHG ALF ALI AMHC AMSGA AMSGB ASGR BAL BEV BINC CASL CDEN CI CMTI.OB CMWL.OB CNU CRVL CSU CURE CVTY CXSN CYBR DCAI DOC DVA DXR DYII ESC ESRX EXEA FAH FMS GBR GTIV HCA HCEN HGAT HH HII HMA HNT HORC HPS HRC HRMI HUM IGR IHHI IHSC INFU INMD IOI LCAV LNCR LMRK LPNT LVCI MATR MAXI MCAR.OB MDCL MDDS MME NADX NEXT NHC NHHC NHI NOVA NMHC NQCI.OB NYHC OCA OPT OPTN OXHP PDX PHSY PHYC.OB PIHC.OB PMCO PMRP PMSI PRHC PSAI.OB PTA QHGI RCGI RGX RHB RIT ROIX RSCR RTEL RURL RYOU SIE SMCS SNRZ SRK SRS TGH THC TKSS TLCV TRIH TWH UAHC.OB UHS UNH USDL.OB USON USPH UWZ VSNAE.OB WLP
The Food Products Stock List
ABR ADM AGX ALCO ANDE ANII AOR ARMF BNRX BRID CAG CALM CBRYA CGLA CHX CHEZ CPB CPO CQB CRESY CSG CXIL CYAN DA DF DLM DOL DRYR EGR FARM FDP FLO GBUR GIS GLDC GMCR HERBB HIBNY HNZ HRL HSY IBA IBC IBP IHK IMC IVCO JBSS JJSF K KBL KREM LANC LNCE LPHL LUCY LWAY MAV MIKL MKC MLP MSK MWGP NA NAII NATR NBTY NGH NTOL NUT NUTR OAT OME OPTS PHLI PLY PMIL PSTA PURW PZA RAH RAL RELV RENE RMCF RVFD SENEA SENEB SEB SFD SJM SLE SLHN SMNS SRO SVIN SYLN SZA TKS TOF TSN TWLB UHCP UL UN USNA VAI VIFL VITK.OB VL VSF WILCF WLRF WWY YOCM ZAP
November 27th, 2000 - Newly Added Diversified Financial Stock List:
The Diversified Financial Stock List
AAM ABFI AC ACF ACAS ADVNA ADVNB AFS AGC AGMA AHMH ALLC AMG ANFI ASFI ATLPP AVCC BARZ BBDC BCL BEN BFSC BNN BSYS BTO BTOB C CACC CCR CCRT CEF CET CHCO CIT CLKB COF CPSS CRDQE CRT CSWC CWLZ DFC DORL DVI ECMN EELN ESF ENCP.OB EQS EQTX ESI FACOE.OB FANT FBR FEDM FCFC FIF FIFS FII FKL FNCE FNM FRE GAFC GGAL GLL GROW HDR HF HGFN.OB HI ICII IFIN IINV ITIC IX JHF KBK L LDP LQ MACC MCMC.OB MKFCF MMA MMC MTXC MXT NCEN NVAL NXCD NICK OCN ONYX PBCP PBT PCCI PDSF PEO PFI PMC PSFI PVD PWCC RAC RAND RBMG SEIC SLM SOCC STT STU SV TCHC TFN THCG TIBB TREE TSS TWNE UACA UCP UPFC VSTN WCAP WDR WEFN WFSI WRLD WSCC
November 25th, 2000 - Newly Added Combinatorial Chemistry List, Discrete Component List, Enterprise Application Integration (EAI) List, Gas Utility List, Heavy Machinery List, Medical Products List, Precious Metals List and Water Utilities List:
The stocks on the Combinatorial Chemistry Leaders List offer drug maker's powerful tools used to develop new drugs. Using High Throughput Screening, computational analysis and anti-sense techniques the companies on the Combinatorial Chemistry Leaders List help drug makers create broad libraries of millions of potentially therapeutic compounds while reducing the risk of drug discovery and lowering the cost to the individual Drug Maker Companies. This is very important because the average cost to develop and commercialize a new drug is $500 million. One of the reasons the cost is so high is that only one in ten potential drugs survives the average of ten to fourteen years within the convoluted and costly clinical trial system designed to bring it safely to market. The companies on this list speed that process while making it less expensive and more predictable
The Combinatorial Chemistry Leaders Stock List
ARQL CBST ISIP PCOP
On this list you will find five of the leading manufacturers of Discrete Components used widely throughout the following industries; Cell Phones, CD Players, today's modern vehicles and much more. A Discrete Component is responsible for performing a single function. They can be either passive or active in nature. Passive Components include capacitors, inductors and resistors. Passive Components don't generate energy or signals instead they are involved in processes like the storage of energy or regulating and adjusting current and filtering frequency. Active Components include diodes, transistors. They are used to amplify current, convert alternating current (AC) to direct current (DC) or switch electronic signals etc. Sales of Discrete Components in 1999 rang up to the tune of $18.14 billion according to Paumark Publications. Expectations for 2000 have those sales rising 14% to $20.74 billion.
The Discrete Components Stock List
AMK AVX DIOD KEM VSH
Enterprise Application Integration (EAI) Software helps businesses to complete transactions in minutes rather days or weeks by translating and automating the flow of information between complex software programs like those used for accounting, sales, automation, order entries and inventory. EAI can be split into three separate types of integration software; Enterprise Application, business-to-business (B2B) and business-to-community software but it all links a company's internal software, or middleware, to connect software programs. In 1999 $650 million was spent on integration software. According to IDC sales will grow at a rate of greater than 50% annually reaching between $2.2 billion to $5.35 billion in sales by 2003. The companies on this list are leaders in this rapidly growing software industry.
The Enterprise Application Integration (EAI) Leaders Stock List
BEAS IBM MCTR NEON TIBX VITR WEBM
The Gas Utility Stock List
ABLE ATG ATO CNO CPK ENSI EQT EWST FPU GAS HPG LG MCN MGS MWP NFG NUI NWN OKE PGL PNY RGCO SEN STR SJI SUG SWX TGS UGI YORK
The Heavy Machinery Stock List
ADPC.OB AG AGCH ALG AP ARTW ASTE ATPC CAE CAT CMCO CMI CNH CTBC DE GEHL JLG LNN MTW NC SHS TEX TPC TTC
This list includes numerous stocks that can also be found on other lists at the Bull Sector as it includes stocks that produce medical devices, products and other services.
ABAX ABIO ABMC ABMD ABT ACMI ADAC ADLI AHPI AICX AKRN AKSY ALOG AMMD AMI AMS ANGN ANSI ARDM ARRO ARTC ARTL ASPM ATRI ATSI AVR BAX BBII BCR BCOR BDAL BDX BEC BGMR.OB BINX BIOA BJCT BLOCA BLSC BLTI BLUD BMED BOL BONZ BOO BPLX BSMD BSML BSTC BSTE BSX BTRN BVAS CALY CAMH CARN CCEL CCSI CDIC CHMD CLN CLSR CMED CNTL CNTL CNXS COHR COO CPTS CRY CSON CURN CXIM CYB CYBX CYGN CYPB CYTC DCCA DEXT.OB DMED DSCP DIGE DIAN DIYS DMI DMED DRRX DSCI.OB DSCP DYNT EAR ECSI EDAPY EMITF ENMC ENDO EPIX EPMD ESCM ESTI EW EYE EXAC EZMA EZMB FIMG FOCL FONR FSH FSON GAIT GDT GISH GLIA GZSP HAE HB HDII HENL HMGN HMP HOLX HPRT HRT HSIC HTRN HYBD ICUI IDYN IGEN IMA IMAT IMDC IMX INMRY IOX IRI IRIX ISRG KERA KITS KNSY KOOL LASE LANZ LECT LFP LSCP LUMI LUX MDT MDWV MDZ MEDM MEDC MEDJ MEDS MMD MMSI MOYCE MNMD MNTR MNTX MS MSON MTEC MTIX NASI NBSC NEOG NMTI NMTX NOVI NOVT NRGN NTEG OCLR OCR OFIX OLGC OMED OMI OPSI.OB OREX OSTE OSTX OTEC PDCO PDEX PHAR PHX PHYX PLC PLMD PMD POCI POSS PURE RADX RBOT REHB RESP RITA RMD RMTI ROCM SAFE SCOR SLMD SLTI SM SMD SMPX SMTS SNCI SNN SNRS SOL SOMN SONO SPAN SPNC SPRX STAA STAT STE STJ SYB SYK TCA TCPI TECH THOR TMED TPTH TOX TPTH TTG TXM ULGX URMD VIDA VISN.OB VITA VLFG VMSI VMTI VSCI VTAL VVUS WHRT WRPC XRAY YDNT ZOLL ZVXI
The Precious Metals Stock List
AU AAUK ABX APCFY ASL BGO BMG BVN CBJ CCH CDE CRRS.OB DAY DBRSY DMMA DMMB DROOY ECO FCX FCXA GLG GOLD GSR GSTD HGMCY HL HM KGC KRY MDG MPVI.OB NEM NMCOF PAAS PDG RANGY RGLD RIC SIL SSCF.OB SSRI TKOCF TVX VGZ
November 18th, 2000 - Newly Added Industrial Transportation List:
ABF ABFS AFWY AHI AIND AIRT ALEX ANS ARMX BHO BNI BOYD BTBTY.OB CDV CFWY CHRW CLDN CNF CRGO CRNS CSX CVTI DDN EAGL EMON EXM EXPD FDX FFEX FLA FRTZ FWRD GNWR GSH HTLD HUBG ISH JBHT KEX KNGT KSU KTCO LAND LIC LSTR MCX MG MLKI.OB MRTN MSCA MTLX NAT NSC ODFL OSG OTR PATR PRRR PTSI PWX RAIL ROAD RWKS SCRA SCRB SIMN SMXC STLTF SWFT TCAM TFH TK TMM TMMA TNZR TUG TRBR TRGP.OB XPRSA UNP UPS USFC USAK VLCCF VVN WCLX WERN YELL
November 15th, 2000 - Newly Added Lodging Stock List:
The Lodging Stock List
BAS BUCK CHH CNDL ESA FCH FS HLT HOST HOT HPT IHCO ILX JAGI JAMS JQH LOD MAR MCS MHX MMH PDQ RST RZT SIH SLAM SNB SNSTA STERE.OB SVR TWRI USFS WEH WXH WYN
November 12th, 2000 - Newly Added Soft Drinks Stock List:
The Soft Drinks Stock List
AKOA AKOB CCBC CCE COKE COTT FIX FMX GEM HANS HOO ICY KO KOF PAS PB PBG PEP TRY WH
November 11th, 2000 Newly Updated Fidelity Select Technology Stock List:
The stocks in the Fidelity Select Technology Portfolio were good enough to bring a 184% return for the year ended February 29, 2000. As of August the portfolio was showing a loss of 4.4% for the YTD period. For the 12 month period ending in August of 2000 the market pullback had reduced the 184% gain to a 99% gain but that is still quite nice! We have now updated the list of stocks to include only those owned in August of this year by the manager of the portfolio and we believe there are numerous future winners in this portfolio that will show strong gains when interest rates are lower. We have also activated links to all the categories represented in this portfolio by individual Bull Sector Lists. Assuming we get a much needed interest rate decrease their will be a lot of big winners in this portfolio.
The Fidelity Select Technology Stock List
Fidelity sold three of the stocks in this category only holding DCLK as of August. Obviously this is a direct reflection on concerns that Internet advertising dollars are slowing.
Advertising - 1.3% - DCLK
Broadcasting - 0.1% - AMT
Fidelity increased its holdings in the Communications Equipment Sector and added several new stocks to their portfolio.
Communications Equipment - 23.5%
ADCT CIEN COMS COVR CS CSCO CMVT DITC EFNT ERICY GLW JBL LU NMSS NOK NT PIII SCMR TERN
Fidelity lowered its percentage of holdings in this broad category.
Computer Services & Software - 27.9%
ACRU ADBE AETH AMZN ARBA ARTG DOX BEAS BFRE BVSN CA CATP CDN CNET CSC CTXS DGIN DST EDS EXDS FDRY INAP INSP ITRU JDEC KANA LGTO MACR MANU MERQ MSLV MUSE MSFT NATI NETE NMTC NUAN ORBK ORCL OPTV PLCM PHCM PXCM QSFT RATL RBAK SEBL SNPS SWCM SYNQ SYBS TIBX TMWD TSCC UIS VIGN VRSN VRTS WGRD YHOO
Fidelity increased their percentage holdings in these sectors.
Computer & Office Equipment - 22.6%
AVCI BRCD CFLO CPQ DELL EMC EXTR GTW HWP IBM JNPR LXK MMCN MRVC NTAP PALM SCI SGT SNDK SUNW XTND
Electronic Instruments - 2.3%
A AMAT KLAC LRCX LTXX NVLS TER
Electronics (Semiconductors)- 24.3%
AEIS ALTR AMCC AMD AMKR ATML BRCM BRCD CHPC CLS CREE CTLM CY DS FCS FLEX GSPN IDTI INTC IRF ISIL JDSU KYO LSI METHA MRVL MU MOT NSM NVDA PLXS PMCS PWER RFMD SANM SDLI SLAB SMTC SLR TSM TXN VIRL VTSS
Industrial Machinery & Equipment - 0.1%
ASML MTSN
Real Estate Investment Trusts - 0.1% - BIGT
Services - 0.4% - DPTI ELOY JMXI PSTI
Nov. 10th, 2000: Newly Added Food Retailer and Wholesalers List:
The Food Retailer and Wholesaler Stock List
ABS AHO ARDNA BSI CASY CBD CBEV DYS DZA DZB EGLE FLM FOOD FRES FSM GAP GRI GUCO.OB HARY HMLD IMKTA ISA IYCOY KR MARSA MARSB MKSP NAFC NWCI OATS PFGC PNFT PPOD PTRY RDK SAE SAFM SAVO SMF SPTN SVU SYY UNI UNFI VLGEA VBAC WBVN WFMI WIN WMK
Nov. 9th, 2000: Newly Added Footwear and Textiles and Apparel Lists:
The Footwear Stock List
BOOT CAND DECK FLH FLSC GCO KCP KSWS MAXS NKE RBK RCKY RGB SCNYA SCNYB SHOO SKX SRR TBL VANS VUL WEYS WWW
The Textiles and Apparel Stock List
AH ASHW BNG BMLS BNG BOOT BOTX BUR CAND CBUK CHBD.OB CHKE COE COLM CTHR CYRK DBGC.OB DECK DELT DER DGJL DHA DK DLA DLW EGNI FIT FLH FLSC FOSL FTLAQ.OB GAN GCO GCW GES GFD GIII GIL GNL GOSHA GOYL.OB GRDN HAI HAMP HGGR HMX HWG ISAC JHPC JLN JNY JPST KASP KCP KSWS KWD LAKE LIZ LVMHY MAGI MAXS MGXO.OB MOVA MRSA MSI NAUT NICH NKE OO OROA OXM PERL PERY PGI PVH RBK RCKY RML RTRO SCNYA SCNYB SEYE SFTY SHOO SIAY.OB SGC SRR TAG TAGS TBAC TBL TFR TOM TSIC UFI VANS VFC VUL WACLY WEYS WLC WRKSE WTXI.OB
Nov. 7th, 2000: Newly Added Communication Technology List:
The Communication Technology Stock List
AATK ABTE.OB ACCD ACCL ACEC ACROE ACTI ACTT ADAP ADCT ADSP ADSX ADTN AESP AFCI AINN AIRN ALA ALN AMT ANCC AND ANDW ANTC APH ASCX ASPT ASTN ATGN ATS AV AVCI AVCT AVNX AVSR AWRE BBOX BOGN BRKT BRZE CACS CAMP CCBL CDCO CDT CFON CGN CIEN CLPT CLRN CMDL CMRO CMTN CMTL CMVT COMS CORV COSN CPTL CRDS CYLK CYCO DATC DAVX DGII EAG ECIL ECIN ECTL EFNT EGLO ELAS ELBTF ELMG ELON EMLX ENON EONC EQNX ERICY ESAN ESFT ESPI EWEB FTGX EXTR EZEN FCM FCSE FDRY FNSR FLRE FTGX FTHL FVCX GBT GCOM GDC GEMS GICOF GILTF GMH GRIC GSTRF HLIT HRS HYBR ICGX ICL IIAA ILUM INAP IN INCC INRG INTI INTV ISPD IWAV JNPR KVHI LARS LNOP LOR LTRX LU LVLT LXNT MADGF MCDT MCKC MCOM MFCO MFNX MLOG MLT MPDI MRM MRVC MTWV MXIP NERAY NGPS NHAN NMRX NNDS NOIZ NOK NOPT NPIX NPNT NRRD NSAT NSK NTFY NTPA NTRO NUFO NXTV NXUS OCCF OLCMF.OB OMNY ONIS OPLK OPTC ORCT OTWO PCOM PCTL PDYN PERL PIII PKTR PLCM PLT PROX PSNRY PTEK PWAV QCOM QTRA RACE RADN RAMP RBAK RCNC RELM RFIL RIMM RITT ROHN RPTR RTHM RVSN SAT SITE SBAC SBEI SCKT SCMR SEAC SFA SIDY SILCF SLNK SMRA SMTI SNR SNWL SONS SPCT SPOT SRTI SSET SSPI STLW STMI STXN SUT SYMM SYNL TALX TBUS TCCO TCII TCSI TELT TERN TESS TGCC TLAB TLNT TLXS TPPP TRMB TSIX TSTN TTIL TTV TUTS TWRS TWW UAXS ULTR USWC UTSI VINA VIXL VNCI VRLK VOXW VSAT VTEL VTEK VVVV VYYO WAVC WAVE WAVO WAXS WCG WCII WGNR WMUX WONE WRLS WSTL WVCM XING XIRC XLNK XTND XWC ZOOM ZOOX
Nov. 4th, 2000: Newly Added Apparel Retailer and Clothing/Fabric Stock Lists:
These companies are involved in Apparel Retailing.
The Apparel Retailer Stock List
AEOS ANF ANN BCF BEBE BFLY BKE CACH CACOA CHIC CHRS CLE COH DAGR DBRN DEBS DESI DLIA FASH FINL FLD FTUS GADZ GDYS GOT GPS GUC GYMB HLD HOTT IBI JASA JBAK JCBS JILL JOSB KSS LE LTD MW MWRK NMGA NMGB JWN ONPR PLCE PSUN ROST SA SKFB SYM TJX TLB TMAN.OB TOO URBN URGI WLSN WTSLA
The Clothing/Fabric Stock List
AH ASHW BNG BMLS BOTX BUR CBUK CHBD.OB CHKE COE COLM CTHR CYRK DBGC.OB DELT DER DGJL DHA DK DLA DLW FIT FOSL FTLAQ.OB GAN GCW GES GFD GIII GIL GNL GOSHA GOYL.OB GRDN HAI HAMP HGGR HMX HWG JHPC JLN JNY JPST KASP KWD LAKE LIZ LVMHY MAGI MGXO.OB MOVA MRSA MSI NAUT NICH NVLDF OO OROA OXM PERY PGI RL RML RTRO QFAB SEYE SFTY SIAY.OB SGC TAG TBAC TFR TOM TSIC UFI VFC WAC WACLY WLC WRKSE WTXI.OB
October 28th, 2000 - Newly Added Broadcasting, Consumer Electronics and Railroad Stock Lists:
The Broadcasting Stock List
ABG ACME ADLAC ANTV BBGI BC BHC BLZN BSY CCN CCU CCTVY CETVF.OB CHTR CITC CTR CMCSA CMCSK CMLS COX CRWN CVC CXR CWG DISH DTAGY FAVE FILM GCS HSP HTV HTVN IATV IBEM ICCI ICAB ICCI LMGA LMGB LNET MATV MCCC MDM MIHL MTGNY NCNX NETR NOOF NTLI NTN ONCO ONT PAX PGTV PCAG POT RC RG RGCI SALM SBGI SBSA SGA SIRI SJR SRCM TV TWSTY TZA UCOMA UCTN USAI UVN WON XMSR YBTVA YFM
The Consumer Electronics Stock List
ATCO BOSA COBR CURT HAR MC MKIE NTAI PGLD PHG PIO ROFO SANYY SNE TIVO TMS UEIC UVEW VCR WINK
The Railroad Stock List
BNT CNI CP CSX EMON FLA GNWR GSH KSU NSC PRRR PWX RAIL RWKS TNZR UNP WCLX
October 26th, 2000 - Newly Updated Wirless List and Newly Added Cosmetics List:
These companies provide
wireless communications products. Subgroups are being researched and provided
like the Fixed Wireless List,
Bluetooth List, Cellular List, the Wireless
LAN List and the Superconductor List.
The Wireless Stock List - Tier One
AETH APCS AQIS.OB ARCH ARDI ATRK AWE BCGI BIPRY CEL CHL CHU CLNT CYCL DCEL EIR FONE.OB ICIX IDCC IIIM LWIN MBT MCLL MICC MICT MTNT NXTL NXTP PCS PR PTEL PTNR RCCC TBE TCN TCP TDS TGNT TIWI TKC TLL TLCP TMB TND TPCS TRO TSD TSU TTEL UAX UNWR UPCS USM VIP VOD VSTR WFII WLNK WWCA
The Wireless Stock List - All Stocks
A ACEC ACOM ADAP ADCT ADI ADSX ADTN ADX.TO AETH AHAA AIRN ALIF ALN AMCI AMLJ AMPD AMT ANAD ANCC AND ANDW ANK ANTP ANEN ANIC ANST ANTM AOL APCS APGR APGRW APSG AQIS.OB ASAT.OB ARCH ARCHW ARTT ATHM AT ATML ATRK ATTP AVGO AVNT AWE AXSI BBAN BEAS BCE.TO BCICF BCGI BEL BHL.V BIGT BIPRY BLS BMKS BPNT BRC BRZE BVRT CACS CAIR CAMP CAPS CATT CCMS CDTS CEL CELL CENI CEU.V CFWC CHL CHU CICI CIC.TO CLNT CLPT CLRI CLRW CLTK CMGI CMTN COMM COMS CPTH CMRO CMVT CNDSQ CDT CNLG CNXX COGI COG.TO CPRK CQTL CS CSCO CSPI CTC CTCI CTL CTS CTSC CWP CYCL CYII DCCA DCEL DDEV.OB DELL DETC DGIN DITC DNTK DT DTSXE.OB DVNT EAG ECIL ECIN ECTL EIR ELBTF ELE.V ELMG ELST ENWV EPRS ERICY ETCIA EWD.V FLRE FON FONE FRTI FTE GICOF GIGA GIV.V GLDN GMH GMST GOAM GSTRF GTHR GTS GWRX HEII HRLY HTCO HWP HYBR IDCC IDSY IENT IFX IGOC IIIM ILUM IMON INKT INTF IWAV INFU INSP IASCA INTV ISCO ISIL ITKGE IWAV IW.TO JCDA KKRS.OB KNGC KOPN LANPF LCCI LLL LOR LU LWIN MACR MAIL MAPS MBT MCOM MCLL MFCO MICC MICT MCKC MCLL MLT MOOR MOT MPDI MPTG MRCY MRVC MSTR MTA MTON MTNT MTWV MWAR MWAV NADAE NBS.TO NECSB NERAY NGQ.V NMRX NMSS NRRD NT NTL NTPA NTS.TO NTRO NTT NUFO NXTL NXTP NOIZ NOK NOYR NTRO NUAN NWLL NXLK NZT OIIM OMNI OMNY ONNN OPNT OPTO ORAE ORB ORFR OSII OTE OTWO PALM PRTH PCMS PCOL PCOM PCS PCSA PCTI PHCM PHG PHI PLFME PLNG PMCS POWI PR PRIME PROX PSIX PT PTEL PTNR PUMA PXCM PWAV QCOM QNETE.OB RAZF RCCC RCN RELM REMC RFIL RFMD RFMI RG RIMM ROK ROS RPTR RSLC RSYS RVCL SAGE SAWS SBAC SBC SBL SBSE SCCX SCII SCKT SCM SCON SEMA SFST SGSF SITE SKG.TO SKM SLB SLC SLNK SLPTC SMDI SMRA SMSI SNR SNRA SOFN SPCT SPDE SPEC SPOT SSOL STCL.OB STCO STHLY STMI SVNX SW.TO SWCM SYMM TALLE TAR TBE TCCO TCII TCN TCMVE.OB TCP TDP TDR TDS TEF TEO TER TESS TFS TGNT TGO TGO.TO THLC TI TIBX TIWI TKLB TKLC TLAB TLCP TLCRE TLD TLK TLL TLCM TLNT TLXN TLXS TMB TMX TND TNSI TPCS TQNT TRAC TRII TRO TRW TSD TSG TSU TSYS TTEL TTN TVCP TXN TWRS TWTC UAX USDI USIT ULCM UNA USM US.V UTSI USWC VALM VARLE VDUM VIP VIZG VNT VOD VOXX VSH VSTR VVVV WAVC WAXS WCII WCOM WDSO WFII WGNR WIZZF WIN.TO WIRX WJCI WLGS WLNK WMUX WRLS WATC.OB WVCM WWCA WWWN WYRE XIRC XLNX XOXO XTND ZOOM
The Cosmetics Stock List
ACV ACVA AVP AZUR.OB CCAM CCSI DLI EL EROX FRAG G GSY HELE HLRT.OB IFF IPAR OLAB PARL PDKL PYX REV TSAR
October 25th, 2000 - Newly Updated Advertising Stock List:
These companies provide Internet Advertising and Marketing Solutions. The broader list below includes companies that may not yet be providing Internet Advertising solutions but are still associated with the Advertising industry.
The Internet Advertising Stock List
ACRU APLN BFRE CBLT CGLD DCLK FILM FSHP GENI HPOL IASIA INFO JPTR LAUN LNTY LUMT MMPT MMXI MPLX MYPT NETO NSOL NTCR NTRT NZRO PCCC RMKR TFSM TMPW TRDR VCLK WEBT
The Advertising Stock List
ACOM AD AK AMM AVEA BFRE BRND CBLT CDA CMKG DCLK DIGI DTEK ECGI ENGA ETV GENI GREY HADV HHS HMK ICTG IPG IREP LAMR LEAP LFMN LNTY MMPT MPLX MSGI MYPT NCNT NTCR NTCS NWGN OBIE OGNC OMC PDII PRMO PUB RHD RMHT RMKR SSM STAD SWW TFSM TLSP TMPW TNO TRFX VCI VCLK VIS VTIV WPPGY WTSC
October 21th, 2000 - Newly expanded Retailer Stock List, Marine Transport List, Distillers and Brewers Stock List, Electronic Components and Equipment Stock List, Entertainment Stock List, Specialty Retailer Stock List and Office Equipment Stock List.
These companies are among the widely known publicly traded Retailing Companies.
The Retailer Stock List
ABS ADTM AMES ANN AZO BBBY BBY BJ BONT BRAD CC CM CNS COST CULS CVS DAIEY DDS DG DK DUCK EBSC FD FDO FRED GAP GPS HD IBI JCP JWN KCP KM KR KSS LDG LOW LTD MCM MAY NKE PBY ODP PSMT RAD ROST RSH S SHOO SHW SKS SKO SMRT SPLS SWY TGT TJX TOY VCD WAG WIN WMT
The Marine Transport Stock List
ALEX BHO BTBTY.OB CRNS EXM ISH KEX MCX MTLX NAT OSG SCRA SCRB STLTF TK TMM TMMA TUG VLCCF
The Distillers and Brewers Stock List
ABV BUD BEERF BFA BFB CHLN DEO GENBB HOOK KNBWY LQU MBRW PMID RKY RVWD STZ THT VCO VINT WVVI
The Electronic Components and Equipment Stock List
AAON ACEE ACTM ADLT AEIS AIM AME AMK AMLJ AMPD AMSC AMTA APCC APWR ARVX ASD AMSC AMTA APCC APWR ARVX ASD ASYS ATU AULT AVID AVX AXSI AXYS AZZ BDR BEZ BEIQ BELFB BGC BMC BNSO BOLD CAMD CECE CHNL CHY CKP CNLG CO CRDN CRFT CRTK CSCC CTEK CTS CTV DECT DETC DGTC DIGM DPAC DPW DRH DSWT EDCO EFTC ELAM ELGT ELAM ELSI EMR EMS EPC ESP EUPH FCEL FEI FELE FIX FTEC GB GIGA GMST GTNR HEII HIT HTI HUBA HUBB IEIB ILXI JPMX JST JPMX JUNO KOR KOSS KYO LB LECO LFUS LII LITE LVID LYTS MAG MDKI METHA METHB MOLX MOLXA MQC NOGAF NSI NSSC NSYS NUHC ODETA ODETB OYOG PCDI PIOS PIXT PKE PLNR PLUG PLXS PMTR POWL PRKR PRTN PWER PVII SAWS SCI SCON SFT SHEL SILW SKVY.OB SL SLI SLR SMTX SPA SPEC SPIR SPRS SPW SRI SRSL SUPVA SYPR TBW TCDN TDK TECUA TECUB TFS TII TIII TLX TNL TRCI TRDX.OB TRNI TRNS TRUE UCR UQM UTCI VICR VIDE VSH WDHD WEX WIRE YRK
The Entertainment Stock List
AACB ACEI BDE CHEL CNRM DCPI DISK DOCD FOX HED HRVY LPAC LWIRA MGM MMG NELV NETS PAE PCLE PDSE PIXR TLXAF TMTV TWX UPX VDIM VDNX VIA VIAB VS ZOMX
The Specialty Retailer Stock List
ACLNF ACMR ADMS ADMS AMZN AN ARTD ASFD AZO BAMM BBA BBQZ BBBY BBY BBI BDOG BGP BGST BKST BL BMHC BTBC BWS BYND CAO CC CDIR CDWC CDWC CDWI CLWY CNGR CNJ CNS COOL CPWM CTAC CWTR DANKY DAP DDRX DGSE DLTR DZTK ECMV EFTD EGGS EGRT EILL EKT ELBO ELET EMUS ETYS EUNI EZPW FAST FATB FAUX FCFS FLWS FNLY FOTO FRDM FTS GAIA GBIZ GDEN GEER GGUY GIFT GPI GRTS GSPT GTRC HAHN HAST HBI HCAR HDL HIBB HIST HITS HKF HLYW HOLT HOMEF HNV HRVE HVT HVTA HZO IGOC INTO IPET IPT ISEC ITN JWL ITN JWL KEYS KMX KPG LACI LAD LECH LIN LIQWF LOW LVC MALL MAJ MAZL MBAY MIKE MLG MOVI MPPP MZON NATW NDN NEB NEOF NHCI NRMI.OB NSIT NUS ODP OFIS.OB OMX ORLY OSH PBY PCCC PEOP PETM PIR PMRT PPD PSS PWHS PWN RAGS RAVE RAYS RBOW RCII RDO RGTC RJI RNT RNTA ROWE RSC RSH RSTO RTST RUSH RVEE RWY SAH SATH SBUX SCES SCVL SELB SGDE SHOE SHRP SKDS SKYM SPCH SPGLA SPLS STROQ SYX TAC TEC TIF TKTL.OB TLF TOY TRMM TRNDQ TRVS TSA TUES TWMC TWTR UAG UGLY ULTE USPN USVI VSHP VSTY WIKS WIRX WLHN WMAR WSM Z ZANY ZLC
The Office Equipment Stock List
ACLNF ACMR ADMS ADMS AMZN AN ARTD ASFD AZO BAMM BBA BBQZ BBBY BBY BBI BDOG BGP BGST BKST BL BMHC BTBC BWS BYND CAO CC CDIR CDWC CDWC CDWI CLWY CNGR CNJ CNS COOL CPWM CTAC CWTR DANKY DAP DDRX DGSE DLTR DZTK ECMV EFTD EGGS EGRT EILL EKT ELBO ELET EMUS ETYS EUNI EZPW FAST FATB FAUX FCFS FLWS FNLY FOTO FRDM FTS GAIA GBIZ GDEN GEER GGUY GIFT GPI GRTS GSPT GTRC HAHN HAST HBI HCAR HDL HIBB HIST HITS HKF HLYW HOLT HOMEF HNV HRVE HVT HVTA HZO IGOC INTO IPET IPT ISEC ITN JWL ITN JWL KEYS KMX KPG LACI LAD LECH LIN LIQWF LOW LVC MALL MAJ MAZL MBAY MIKE MLG MOVI MPPP MZON NATW NDN NEB NEOF NHCI NRMI.OB NSIT NUS ODP OFIS.OB OMX ORLY OSH PBY PCCC PEOP PETM PIR PMRT PPD PSS PWHS PWN RAGS RAVE RAYS RBOW RCII RDO RGTC RJI RNT RNTA ROWE RSC RSH RSTO RTST RUSH RVEE RWY SAH SATH SBUX SCES SCVL SELB SGDE SHOE SHRP SKDS SKYM SPCH SPGLA SPLS STROQ SYX TAC TEC TIF TKTL.OB TLF TOY TRMM TRNDQ TRVS TSA TUES TWMC TWTR UAG UGLY ULTE USPN USVI VSHP VSTY WIKS WIRX WLHN WMAR WSM Z ZANY ZLC
October 19th, 2000 - Newly added Distiller and Brewer Stock List, Tire List and Updated Retailer List:
The Distillers and Brewers Stock List
ABV BUD BEERF BFA BFB CHLN DEO GENBB HOOK KNBWY LQU MBRW PMID RKY RVWD STZ THT VCO VINT WVVI
The Tires Stock List
BDGA BDG CTB GT TIR
These companies are among the widely known publicly traded Retailing Companies.
The Retailer Stock List
ABS ADTM AMES ANN AZO BBBY BBY BJ BONT BRAD CC CM CNS COST CULS CVS DAIEY DDS DG DK DUCK EBSC FD FDO FRED GAP GPS HD IBI JCP JWN KCP KM KR KSS LDG LOW LTD MCM MAY NKE PBY ODP PSMT RAD ROST RSH S SHOO SHW SKS SKO SMRT SPLS SWY TGT TJX TOY VCD WAG WIN WMT
October 18th, 2000 - Newly added Pharmaceutical Stock List:
The Pharmaceutical Stock List
ADRX AGIX AHP ALCD ALO ALTH AMBI ANPI AVE AVN ARIA AZA BCHE BCII BCRX BMY BNT BPRX BRL BVF CAR CBST CEPH CHTT CIMA CLGY CLPA CNDO CNTBY COB CTAL DRAX DRMD DSCO DURA ELI ELN EMIS ETOP FHRX FLMLY FRX GALN GLX HDGC.OB HEPH HITK HVDC ICN IG INHL INKP IPXL ISPH ISV ISTA IVX JNJ KG KOSP KVA KVB LBC LORFF.OB LJPC LLY MATX MAXM MCHM MDCO MOGN MRK MRX MYL NEOL NEXM NOVN NPSP NSTK NTEC NVGN NVO NVS OPHM ORPH PARS PFE PHA POLXF PPCO PPRT.OB PRCS PRGO PRX PTIE PVLS QGLY QLTI QSC SANG SBH SCLN SEPR SGP SHM SHPGY SKYE SNUS SUPG TARO TEVA TLRK TRGA UG VERS VIRS WPI XNVA ZILA
October 17th, 2000 - Newly added Medical Supply Stock List and Trucking Stock List:
These companies produce Medical
Supplies and associated products.
The Medical Supplies Stocks List
ABAX ABX ADLI AHPI AKRN AKSY AMI ANGN ANSI APOS ARRO ARTL ASPM ASTI AVR BAX BCR BDX BGMR.OB BINX BJCT BLOCA BOL BPLX BSTE BSX BVAS CARN CCSI CHMD CLSR CNMD CNTL CNXS COO CSA CTE CURN CYB CYTC DCCA DIAN DMI DP DMI DP DSCI.OB DYNT EAR EPIX EZMA EZMB FOCL FSH FSON GISH HB HMGN HMP HOLX HSIC HYBD ICUI IDYN IFLO IOX IVC KITS LANZ LECT LUX MDCI MDWV MEDC MEDJ MEDM MKG MMD MMSI MNTR MNTX MOYC MS MTEC NEOG NTEG OCR OFIX OCLR OCR OMED OMI OREX OSTE PDCO PDEX PLMD POCI POSS PURE QDEL RADX RMD RMTI ROCM SCOR SLMD SM SMD SNN SOL SPAN STAA STAT STE TCPI TECH TTG UTMD VASO VITA VITL VLFG WRPC YDNT
These companies provide Trucking & Freight Services.
The Trucking Stock List
AB ABFS AFWY AHI AIND BOYD CDV CFWY CHRW CLDN CNF CRGO CTOO CVTI FFEX HTLD HUBG JBHT KNGT KTCO LAND LIC LSTR MG MLKI.OB MRTN MSCA ODFL OTR PATR PTSI ROAD SIMN SMXC SWFT TCAM TFH TRBR TRGP USAK USAK USFC VVN WERN YELL
October 16th, 2000 - Updated Online Drugstore Stock List with newly added Drug Based Retailer List:
The Online Drugstore Stock List
DSCM MTHR PLRX VSHP
The Drug Based Retailers Stock List
AAS BBC BDY CAH CMX CVS DEMP DKWD DRD DSCM HZP LDG MCK MTHR NYER PLRX PMOR RAD SAB SYBR WAG WFHC
October 13th, 2000 - Updated Oil Stock List- Newly added Secondary Oil Stocks:
These companies are engaged in the
exploration for and production of crude oil and natural gas. They also participate
in refining of petroleum and other energy products. If you are interested in
Natural Gas Stocks then check the
Natural Gas List. Oil Drillers? Check the
Oil Drillers List.
The Oil & Gas Stock List
AHC AOG APA APC AXL.TO BTE.TO BNP.TO BP BR CGP CHV COG CXY HTR.TO CNQ.TO CRK ECA EOG FST KMG LD MRO NFX NBL NEV OEI OIL OXY PPP POU.TO PWT.TO PXD PENG RD ROIL RAX.TO SC SFS TLM TOT TX UCL ULP.TO UPR UCL VLO VRI WGR WZR XOM
The Secondary Oil Stock List
ABP AE AHC APA APC APU ASH BDCO BEXP BOG BPT BR BRN BRR BRY BSNX CECX CED CID CHEXC CHK CPMNY CRB CRK CRZO CSPLF CWEI CXY DBLE DNR DOM DPTR DVN DYOLF ECA EEX EGAS EOG EPD EQTY ESNJ EVG EXCO FEG FGP FORC FST FTO FXEN GDP GI GOU GPM GRKA GRL GTY HEC HECO HSE HSOG HWL HWY IVAN KCS KEST KMG KP KWK LD LOILY LRT LSO MARPS MARY MEXP MHR MLRC MMR MMX MND MOIL MPET MTR MUR NBL NCEB NET NFX NGT NMC OEI OIL OOC OXY PANRA PC PCZ PDR PENG PEX PGEI PLX PN PNO POG PPP PNTGF PNTU PQUE PRS PRZ PTRO PTR PXD PYR RCO ROIL ROYL RRC SASOY SBR SEV SGY SJT SPH SPPTY STOSY SU SUN SYNM TESOF TGC THX TLM TOS TPY TRGL TRU TTEN TXLI VENX VLO VPI WOC WTU WZR XTO YPF
October 12th, 2000 - Updated SAN List and New Toys Stock List:
According to Dataquest the SAN equipment market is expected to grow 70% per year from $478 million in 1999 to $6.8 billion in 2004. Storage Area Networks are comprised of separate network devices including hard disks, CD jukeboxes, backup tape drives attached by high-speed fiber optic cable running a special protocol called Fibre Channel. Network hubs and or switches connect the storage devices and servers. Thus far SAN Switches are the fastest growing and most lucrative portion of the SAN market. Providing switches are companies including the following; Qlogic (QLGC), Brocade (BRCD), Gadzoox Networks (ZOOX), EMC (EMC) spin off McData (MCDT), Vixel (VIXL) and SPX spin off Inrange (IRNG). Other stocks on the list include Tape Drive Manufacturers: ADIC, IBM, QTMN and STH, Storage Systems Manufacturers: EMC, HIL, HWP, IBM, and MTIC, High End Server Manufacturers: CPQ, HPW, IBM, SUNW and USY, Host Bus Adapter Manufacturers for servers and mainframes: EMLX, JNIC and QLGC, Commodity Servers: CPQ, DELL and GTW.
The Fibre Storage Area Networks Stock List
A ADIC ADPT BELM BRCD CA CBEX CMNT CPQ CRDS DELL ECCS EMC EMLX GRCI GTW HIL HIT HWP IBM IISL INPH JNIC LGTO MCDT MSFT MTIC NSO QLGC RAND SANZ STK STLW SUNW VIXL WDC ZOOX
The Toys Stock List
AKLM APII ATVI BEAR DSIT EIDSY EMAK EMP ERTS EXXA EXXB HAS IENT IFGM IPLY JAKK KDE MAT MVL MWY OAR PBYP RACN RADA THDO THQI TMAX UPRO XTRM ZNDT
October 10th, 2000 - Stem Cell List Update- New Hepatitis Drug Leaders List:
Stem cell research holds enormous potential for fighting and perhaps even curing many of the most common and debilitating diseases known to mankind including heart disease, stroke, arthritis, diabetes, slowing the body's aging process, curing spinal cord injuries and even Parkinson's disease.
The Stem Cell
Stock List
ALXN ASTN ATIS DNDN GERN IMNR INCR KOOL NEXL STEM
New list at the Bull Sector the Hepatitis Drug Leaders List:
Hepatitis is rapidly becoming so prevalent that we currently have a worldwide health crisis due to the numerous strains of the virus. In the U.S. alone approximately 4 million people are believed to be infected by the Hepatitis C virus but there are actually 5 known strains of the virus A through E. Vaccines for Hepatitis A and B earn drug companies more than $1.2 billion per year. Since there is no current vaccine to prevent or treat Hepatitis C current drug treatment regimen runs about $18,000.00 a year per patient. According to Technology Investor magazine the treatment market for Hepatitis C in the U.S. and Europe alone is estimated at about $2 billion for this year (2000) alone. Estimates have the market growing to about $4 to $5 billion per year by 2004. Those numbers are based on the current 10% of the afflicted population that seeks treatment. The following companies are among the current Hepatitis Drug Leaders; BioChem Pharma (BCHE), Gilead Sciences (GILD), Schering-Plough (SGP) and SciClone (SCLN). The companies on this list are targeting the treatment and prevention of one of the world's most prevalent diseases.
The
Hepatitis Drug Leaders Stock List
AHP AMGN BCHE BGEN CHIR ENZ GILD GLX ICN MRK SCLN SGP VPHM
VRM
Previous Daily Updates:
Sept 24th, 2000 - Markets Enter High Risk Period:
The Bull Sector - http://www.bullsector.com/
It is our belief that the stockmarket has entered a very high risk period after the INTC warning late Thursday. We still expect the Nasdaq is in a good position to rally higher. We would expect to see perhaps 4200 or 4300 if earnings come in good for the majority of high technology stocks. If this happens then there is an increased probability that Intel's problems may indeed be interpreted more as a company specific problem rather than a sign of an overall slowdown in semiconductor sales. However an industry slowdown is inevitable as far as we are concerned because no economic cycle ever can expand forever. We are currently adding new sector lists in many of the Old Economy Sectors like Factory Equipment, Heavy Construction and Consumer Services while adding new stocks to many of our High Technology Sector Lists at the Bull Sector.
There will be no planned weekly or daily updates for the next two weeks. We will however continue to update and add new lists at the Bull Sector so please continue to check back in for possible updates.
Sept. 19th, 2000:
Nasdaq Rallies - New Interactive TV Stock List!
Well we got our rally as we predicted we would today on the Nasdaq but that is not the reason why we our contacting you tonight. Earlier today we received a request from a reader to do an Interactive TV List at the Bull Sector. Seemed like a good subject for a list so we did a little research and provided you with the list you will find below. Hopefully we have discovered the majority of the announced players in this field but if you as a reader and user of the Bull Sector ever sees a glaring omission on this list or any other Bull Sector Lists please feel free to contact us and we will attempt to bring the list up to date asap. Without any further ado we bring you the Interactive TV List:
The companies on this list include leading Interactive TV Software Solution Providers, Set Top Box Manufacturers, Semiconductor Chip Suppliers and other companies like Internet Security Company BALT that have announced initiatives in this area. Left off the list are MSFT, AOL, TWX and INTC simply because the amount of news generated by these companies drowns out the collective news of the other players. These companies nonetheless have to be considered major players in any interactive future for Television.
The
Interactive TV Stock List
ACOM AFTC.OB AIT.TO ALLN ATYT BALT BLZN BOCI CRWN CVC EAG
ESST GMH GMST HLIT HTV IATV IMON LBRT LDIG LMGa LMGb MIHL MOT MPLX MWAR NERAY
NIPNY NNDS NSM NTLI NTN NWS ONTV.OB OPTV PHG OBAS SFA SIGM STMT TIVO TVIA VDOP.OB
VIA WGAT WINK ZAQ.M
Market
conditions improved today making it much safer to go long. If
you stick with the lessons learned in our
Basic Technical Analysis Section at the Bull Sector and you will see why
we continue to expect upward bias now on the Nasdaq to a level of around 4200
where all positions must be reassessed. We have also added a link to some excellent
sector insight brought to you through the fine efforts of Big Charts and MarketWatch.
Check this link out in our section entitled
Sector Performance to find the
Best and Worst Performing Sectors of the last three months.
Disclaimer: Investing in stock market can be extremely risky. The authors of this site are not connected with the financial industry and nothing here should be construed as giving financial advice. We have not been compensated in any form for the due diligence provided. Prospective investors should contact a suitably qualified financial advisor. No warranty or guarantee is given here regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this page, and under no circumstances will the author or service provider be liable for any loss including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information, or as a result of the risks inherent in the stock market.
That was the headline this afternoon from CBS MarketWatch.
We disagree, Biotech stocks were simply oversold and a rally almost certainly
had to take place just as we believed it would a couple of days ago. The FED
also did just what almost everyone expected by making no move on interest rates
today while expressing continued vigilance against inflationary factors and
reserving the right to raise interest rates. Sounds like we are going to have
to wait another quarter or so before the FED makes any move at all to us. In
fact it is very likely that the FED will wait until after the election in November
and perhaps even the inauguration before it eventually does what any self-respecting
long investor hopes for and lowers interests rates.
So what does that leave us with in the meantime?
Trading Opportunities!
We believe we will see lots of good trading opportunities
before the FED does anything and it's a good way to make some money off stocks
that are going to be limited in terms of absolute gains until the market improves.
Recent stocks mentioned by us have faired pretty well like BGEN, which we plugged
at 54. Today BGEN closed at 69 5/8, and we would happily recommend some profit
taking in a stock that has gained well over 25% and is now trending off the
upper Bollinger Band. Don't get us wrong, we love BGEN long term, trading around
a long position here and retaining a core position should prove very profitable,
but 25% in any single stock while limiting your losses to 15% over time in those
that do go down is going to make you a winning investor. Why not check the Biotech
List for other opportunities? We would love to add more CEGE at 21 or so for
instance.
But it's not just Biotech's, stocks in all kinds of technology
sectors are offering opportunities for selective buying for those with reasonable
profit expectations. It took a while for instance but we also saw a 25% gain
on Wireless Sector stock AMPD which managed to move to 4 ¼ today. We took our
profit and recommend that our readers use swings like these to raise additional
cash for the stocks that become oversold just as AMPD was at 2 5/8's (Our position
was bought at 3 1/8, out today at 3 15/16's). It's not that we were not impressed
by today's news but rather that the market is going to limit gains for most
stocks until interest rates actually begin to decline. We believe that in this
market it's important to take a gain and shop for an oversold stock while you
wait for another good entry point on a stock like AMPD. We also picked up a
little ANAD today and would love to add more at a lower level. We believe this
stock got overly hammered due to wireless component shortages that slowed demand
from its number one customer. Long term this will work just fine while ANAD
makes up earnings from other customers in our opinion. The stock closed at 30
1/16 today and is now on Individual Investors America's 100 fastest growing
companies list. It can be found on numerous lists at the Bull Sector. However
our stock recommendations may not be to your liking at all.
So what do you as an investor do? You could try doing as we
are doing and find a sector that really interests you and study the stocks within
it. Run some charts using the basic technical analysis that we hope you have
been studying and trade for reasonable gains while we wait for a real rally
to lift the market. Look for undervalued and oversold sectors like the stocks
in the Wireless Sector or more specifically the Cellular Stocks.
Component shortages and trimmed back growth rates have really
resulted in an awful lot of oversold stocks. The only thing we don't like is
the huge floats on many of these stocks but lets be serious… We are headed towards
a wireless world so long term many an investment in this sector will pay off.
Short term we believe ample trading opportunities are now present for those
willing to be patient in many a sector.
Buy those stocks that have low relative strengths (20% or
less if possible) but possess small floats and the potential for a news-induced
rally. By trading into the rallies you will find that you have plenty of cash
available to buy good stocks well off 52-week highs. It's either that or we
advise that you keep funding your technology mutual funds because in the long
run it will pay off handsomely. Oh sure, eventually the Bull Market will resume
in full force but for now interest rates are simply to high to spark a long
term rally.
The Bull Sector does not email updates on a daily basis even
though our lists are constantly being updated to help you with your own research.
As such the daily column is only updated when a significant new list is added
or a real event like the FOMC meeting takes place and actual commentary is worthwhile.
Well it's been a long hard summer waiting for the Bull Market
to return to technology stocks and we are getting tired of waiting but while
we wait we have been busy so several new lists and a multitude of new stocks
have been added at the Bull Sector.
We have taken the time to attempt to separate numerous stocks
that have been listed within the Biotechnology and Drug Stock Sector because
we believe that there should be a distinction. We have therefore been rounding
out the Bull Sector Biotechnology List, and creating sub sectors, while at the
same time creating a Drug Stock List that is composed
of over 200 Drug/Pharmaceutical Stocks. The companies on the Drug List fall
into a broad category of companies that develop, manufacture and distribute
Drugs/Pharmaceuticals or Healthcare products. Some of these companies are developing
novel Drug treatments others Generic Drug treatments, or methods of delivering
Drug Therapies and a great number of these companies are profitable and may
therefore be well worth looking at as possible investments.
Many IPO's are still hot these days despite the summer slowdown
as is evidenced by an 80% rise in Biotech Stock DYAX today. As such a number
of new stocks have been added to the Bull Sector including several to the Human
Genome Stock List which we will be renaming the Genomics List. There have
been an incredible number of Biotech IPO's this summer and although the
Biotech Sector certainly remains well off its highs from early this year
we continue to work towards rounding out the more notable sub sectors adding
a Gene Therapy List today.
Last year there was a very notable disaster in resulting in
a death during a Gene Therapy trial:
But there have also been some great successes and it would
be remiss on our part not to have created such a list. The Gene Therapy Market
is forecast to grow to between $1 billion to $5 billion by 2003 with a total
market exceeding $45 billion by 2010,'' according to Leo O'Connor, manager of
Technical Insights' Futuretech program. We hope you will check out the stocks
on the Gene Therapy List that includes ARIA, which rose almost 40% today on
news that they have made progress towards developing a small molecule drug that
could potentially prevent osteoporosis.
The companies on the Bull Sector VOIP
List provide Internet Telephony Software and Hardware Solutions. Internet
Protocol phone calls are cheaper than normal PSTN calls due to increased compression
that can allow at a minimum six times as many phone calls to be sent over the
same amount of bandwidth. Many traditional long distance carriers are now using
dedicated IP companies to handle their international long distance calls. ITXC
and IBAS wholesale International IP phone calls and have been seeing tremendous
revenue growth. LVLT, Q and VYTL are building fiber optic networks that will
carry VOIP. According to Frost & Sullivan, a leading market research firm estimates
the total market for IP Telephony equipment to reach $10 billion by 2005; in
1998, this market generated $279 million in revenue. These numbers could be
conservative because as increased bandwidth reaches the masses VOIP will become
increasingly popular as the cost of an individual phone call fall and sound
quality increases. We hope you will check out the companies on the VOIP
List.
Technology Investor Magazine continues to put together excellent
research. On their list entitled the "Stock Picking Olympics" in their August
2000 edition they have identified 24 stocks that have each pumped out 4 straight
quarters of earnings increases. We would like to share them with you here at
the Bull Sector on what we will call the Earnings Bonanza List. The keyword
search on this list is record earnings on the
Earnings Bonanza List.
In the future this list will be accessed from the Bull Sector
Technology List which also contains
the stocks that allowed Fidelity Select Technology to score a 184% return in
the year ended Feb. 29, 2000.
We would like to thank you all for making the time and effort
of putting these lists together a pleasure simply by your continued use of the
site to aid your own research.
July 19, 2000
The companies on this list could end up being tremendous winners
both for investors and patients battling a war against cancer.
Cancer is the #2 cause of death in the United States costing
the American economy a whopping $107 billion each year. Cancer drugs alone cost
around $20 billion a year but that number will grow substantially to $30 billion
by 2003 and even higher in the future. There are currently 175 new cancer products
being developed by numerous companies. Technology Investor Magazine research
indicates that the following six companies have the best shot of finding new
blockbuster cancer drugs: Genentech (DNA), Human Genome Sciences (HGSI), IDEC
Pharmaceuticals (IDPH), Medarex (MEDX), Millennium Pharmaceuticals (MLNM) and
Protein Design Labs (PDLI). The Cancer Drug List also includes other companies
that may cash in on the tremendous amount of money that is spent on this terrible
disease if they develop their own blockbuster drugs. Check out the companies
on the Cancer Drug List.
July 18, 2000
Is it possible that last mile problems have been solved through
the use of fixed wireless technology? We believe it is and the companies on
this list stand to benefit from their ability to deliver high-speed Internet
access including voice and video without fiber optic cable. The FCC allows only
a handful of licenses for fixed wireless. According to Insight Research, a telecom
market research firm, this market that will grow from $197.1 million in 1999
to $1.52 Billon in 2004. That's a fat growth rate of 50.5% on an annual basis.
These four companies are the main players because they are currently licensed
to deliver broadband Internet access via fixed wireless technology: Advanced
Radio Telecomm (ARTT), Nextlink Communications (NXLK), Teligent (TGNT) and Winstar
Communications (WCII). Check out the stocks on the
Fixed Wireless List.
July 17, 2000
Just a short note this evening to fans of the Bull Sector.
Have you looked at the Bull Sector Biotech List lately?
You should because it will definitely show just how quickly a sector can turn
from Bull to Bear and back to Bull Market again. This week there will be two
Genomics stocks IPOs'. Check them out on the Bull Sector
Human Genome List.
We were really pleased with the action on WCAP and LDP today
which we recommended yesterday. WCAP owns over 700,000 shares of CMRC which
actually fell in today's trading. Anyway, it's nice to see market condition
back where it pays to be a long investor. We'll try to get a new list together
tomorrow.
Well it seems that we get to pat ourselves on the back just
a little after mentioning FFIV in last night's update. The stock was up 9 7/16's
today to 55 1/8 in regular trading showing a nice 20% gain! The market is really
looking up and companies like FFIV that were hammered earlier for simply matching
earnings estimates when we were in the midst of a Bear Market are now free to
resume some rather lofty one day gains as investors resume their greedy ways.
FFIV appears on the Bull Sector iTM List as a member
of the Internet Traffic Management List. The stock pulled back some in after
hours trading.
Well we got our
Technology Investor Magazine yesterday and as usual they have done a bang
up job of explaining some of the premiere stocks in some very interesting micro-sectors.
The first one we would like to talk about is the EMS group. No we are not talking
Emergency Medical Services!
The companies on the EMS List are Electronic Manufacturing
Service Companies. EMS companies are contracted to make a wide variety of products
like circuit boards, cell phones, computers, PDAs and set-top boxes for companies
like Cisco, Dell, Scientific Atlanta, Ericsson among others. These companies
improve manufacturing efficiency, consolidate purchasing and increase factory
output and basically save the companies who outsource business to them. This
can save an awful lot of expense because companies that used to do their own
manufacturing can streamline their businesses and even sell their factories
to EMS companies who then use the very same plants to manufacture and produce
essentially the same products. According to Technology Forecasters EMS will
grow 19.5% per year and total about $150 Billion by 2003. We hope you will check
out the stocks on the EMS List it's not a long list
but CLS, FLEX, JBL, SCI and SLR are all extremely profitable companies with
excellent growth prospects ahead.
On the wireless front we recently picked up some shares of
Amplidyne (AMPD) which can be found on our Wireless
List among others at the Bull Sector today at 3 1/8. Amplidyne designs,
manufactures and sells ultra linear power amplifiers and related subsystems
to the worldwide wireless, local loop and satellite uplink telecommunications
market. The company now has an Internet site designed to target the wireless
market and we are awaiting the announcement of a new 11mbps system for high
speed wireless internet access. The company itself is not profitable at this
time but the small float with the stock trading near a 52 week low made it a
reasonable risk to us. As always we remind you to do your own due diligence
before purchasing any individual stock.
One more note of interest on the Wireless Sector is that we
have heard that Fidelity will be opening a Wireless Sector Fund in the next
few months. That certainly makes us feel great about the potential for future
growth in the sector.
The Internet Stock Sector finally showed some signs of life
today after YHOO reported earnings good enough to beat even their Whisper Numbers.
A number of stocks in the Internet Sector showed fantastic one day percentage
gains. This could be the start of a real summer rally.
Although no one will deny that many Internet Stocks will cease
to exist in the next few years we know the Internet will still be here in a
much more advanced form. Today Internet traffic continues to grow at exponential
rates and there are only a handful of companies involved with attempting to
manage the Internet Traffic. Perhaps that is why Cisco bought ArrowPoint Communications
the #5 player in this space to assume number one position in the market and
a 30% market share. The other major players along with CSCO in this market are
Alteon WebSystems (ATON), F5 Networks (FFIV) and Foundry Networks (FDRY). FFIV
looks like it could be a reasonable value in this market with a new product
that could really help to us but you should do your own due diligence as always.
Now might be a very good time to take a good look at the short
stock list on the Internet Traffic Management List.
As we mentioned the other day we received our Fidelity Select
Annual Portfolio Report recently. It is our intention to add the stocks listed
in the various Fidelity Select Portfolios to Bull Sector Lists. This will be
a time consuming task but it will be worthwhile to those of you who take the
time to peruse these lists now and in the future. After all the Fidelity Select
Technology Portfolio was up 184.11% for the twelve month period that ended February
29, 2000. Naturally the market has corrected quite a bit since then but sector
investing will once again one day be very lucrative all over again. When the
money begins to flow back into the market the list of hot stocks you are looking
for will likely be at the Bull Sector. Unfortunately it was pretty hard to find
a hot sector today however when we checked the CBS MarketWatch List we found
that the Airline group still had enough winners to be showing up in the plus
column.
Seeing some green on that Airline List had us consulting the
Fidelity Select Airline Portfolio to make some new stock additions to our list.
In addition we added some new sector lists in associated industries like the
Aerospace & Defense List and the Trucking
& Freight List.
We also added a new list of stocks from the Developing Communications
Portfolio the Communications Equipment
Stocks List.
Last night we also expanded the Healthcare
List with a few new stocks and added the
Medical Equipment and Supply Stocks List.
Recent additions include the following:
The tremendous need for bandwidth is driving growth for Fiber
Optics companies of all kinds. Certainly high speed information will be driven
down the Information Highway via many methodologies but Fiber Optics companies
of all kinds will be big winners again when the market decides it is time to
rally. There is simply too much demand so when we were asked to breakdown the
companies into subgroups we went right to work. Please check out the companies
on the Fiber Optics List and the additional companies
described below.
If you would like to read about the subgroups have been broken
down because the demand for bandwidth is simply growing too rapidly to ignore.
Please look into the Fiber Optics Components
List, the Fiber Optics Cable Producers
List, the Fiber SANS List, and the
Fiber Channel List.
We added as a subgroup to the Semiconductor List the Chip
Foundry List.
These companies are involved in the manufacture and design
of semiconductors. In a continued effort to reflect subgroups requested by our
readers please explore the Flash Memory List,
the Semiconductor Capital Equipment List and the
Chip Foundry List. also includes Integrated
Circuit manufactures and suppliers of various technologies to the industry.
There have also been a number of new additions to the
Forest and Paper Products List.
Feel free to look back at some other recent additions
After looking through the latest list of Drugs and Pharmaceuticals
Stocks in the Annual Fidelity Select Biotechnology Portfolio a number of new
additions were made to the Biotechnology List at the Bull Sector. The stocks
in this group have shown signs of recovering from the sell off earlier this
year in the group. Here is the updated Biotechnology List.
In addition a new subgroup has been added to the Biotechnology
List. It is a very interesting group of companies because Proteomics is an area
where companies should benefit quite significantly from the Human Genome Project.
As most of you know the Human Genome Project is well underway
but having a gene's sequence is only the first step. True knowledge of disease
genes comes from understanding how those genes and their proteins function.
Quite simply Proteomics studies the function of genes and their associated proteins
in an attempt to correct diseases and target therapeutic drugs. The companies
on the Proteomics List include some stocks involved in the Human Genome Project
as well as companies that supply technologies to make Proteomics a faster more
exacting science.
The
Proteomics Stock List
ALXN ANTX.OB ARIA BCOR BEC BIOa BIOb CBTE CRA CRGN CYTO ELN
HGSI IGEN INCY LYNX MDS.TO MLNM MYGN NBSC NYE PEB PHXI PKI VRTX WAT
Let me see a chart at Big
Charts Let me search for more
news
We added three new lists on May 12th, 2000: Flash Memory,
Cellular and Telephone Services
The Flash Memory List was added after we received a request
from a reader. It looks like there are some very good reasons to look at this
group of stocks. Flash memory chips could become a very important commodity
this year. Demand for flash memory which is used to store data and programming
algorithms in cell phones, digital cameras and MP3 music players is surging
for the industry. Sales according to CNET.com are expected to climb from $4.5
billion to $10 billion this year. Manufacturers such as Intel, AMD, Atmel and
Fujitsu are expected to reap substantial profits but there will be many other
winners.
We received our Fidelity Select Annual Portfolio Report today
and began to examine its components for some new stock list additions. The first
two added today were the Cellular List and the Telephone Services List. The
stocks on these lists also include a few we found on our own but rest assured
most of these stocks were good enough for Fidelity to own a tremendous number
of shares. We hope you will check them out.
FOMC decides not to raise interest rates and sparks a rally
in Biotech stocks? August 22nd, 2000
New Drug and Gene Therapy Lists as of August 14th,
2000:
New additions to the Bull Sector VOIP List today: August 1th,
2000:
Previous Daily Updates
Previous Daily Updates
Previous Daily Updates
New Additions to the Fiber Optics, Semiconductor and the Paper
and Forest Products List: May 15th, 2000
New Additions to the Biotechnology List: May 13th, 2000
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No warranty or guarantee is given as to the completeness or thoroughness
of these lists.
Please do your own due diligence.
New Lists from May 12th, 2000.
New Lists today: Please continue to
contact us with suggestions: May 12th, 2000
Disclaimer: Investing in stock market can be extremely risky. The
authors of this site are not connected with the financial industry and nothing
here should be construed as giving financial advice. While the authors of this
site have not be compensated in any form for the due diligence provided here we
do own shares in many of the stocks we feature here. Any or all of these shares
may be sold at any time without warning. Prospective investors should contact
a suitably qualified financial advisor. No warranty or guarantee is given regarding
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