Weekly Update Dec 5, 2004

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 l Yahoo/Briefing: In Play® l Yahoo Market Updates

March 30, 2007:

The Solar Cell List

AMAT ASTI CSIQ DSTI EMKR ESLR FSLR HOKU MT SOEN.OB SOLF SPWR STP TSL UMC WFR

October 16, 2005:

The Avian Flu Stock List

AVNA.OB BCRX CHIR EMFP.OB GILD GSK IRBO.OB NNVC.PK RHHVF.PK SNY SVA

The Uranium Stock List

JNN.V IUC.TO CCJ

The Copper Stock List

FCX MAD PCU PD WLV

The Synthetics Stock List

ALB AOOR.OB APFC APPA ARJ AVST.OB AWC BF BOX BRCO.OB BZ CCC CDTI.OB CE EPLN.OB GGC GLMA.OB HPC HUN KMGB LNDC LXU MTX NVX NLC NL OLN POL PONR RCAA.OB ROC SCHI.OB SHI SQM TORM WLM

Jan 15, 2005:

Apple's iPod is the most popular of all the MP3 Players but they do have competition with more coming. MP3 players offer music lovers the ability to record and playback numerous songs and take them with them. The companies on this list are some of the players who expect to enjoy a little piece of the MP3 pie.

The MP3 (Digital Music Player) Stock List

AAPL ADBL CREAF DELL HAUP HPQ ITI.V KOPN LEXR MRVL NTGR PGOI.PK PLAY PLMO SDSX.PK SGTL SNDK SNIC STX SYNA TGTL.PK VDWB.OB VOXX

AAPL through VOXX

Sales of stun-guns (tasers) took TASR investors on one of the wildest rides in recent memory. Are they safe? Can profits continue to grow with more players entering the field? On the list below you will find some of the players on our Non-Lethal Weapon Stock List.

The Non-Lethal Weapon Stock List

LENF.OB IOTN STIY.PK TASR UGHO.OB

LENF.OB through UGHO.OB

Dec 5, 2004:

We've recently recieved a number of questions about whether the Bull Sector is still being updated. Yes, it is. We are checking symbols and adding new stock IPO symbols almost every day. We do implore all readers to do their own due diligence. Some companies have changed their business plans since they were first added to specific lists. Those companies may not be properly listed today. We hope you will feel free to ask us to add new stocks to existing lists, as well as ask us to add new stock lists like the two new lists you will find here.

The HDTV Stock List

The companies on this list are some of the players who expect to benefit from the widespread adoption of HDTV.

ACDJ.PK BRCM BRLC CNXT CRKT.OB CVC CYRO.OB DISH EAG GTEL.OB HDTV HIT HLIT LPL NMEN.OB PNO PTHO.PK SBC SHCAY.PK SNE STTS TERN TIVO TRID TUNE UTSI

ACDJ.PK through UTSI

The Outsourcing Stock List

The stocks on this list of global information technology (IT) service companies use offshore centers to offer outsourcing solutions to other companies to reduce IT costs.

INFY SAY WIT

Jan 11, 2004:

The China Stock List

The stocks on this list conduct the majority of their business in China, Taiwan or Hong Kong. You might also be interested in our Asian Stock List .

^USXC ACH AOBO.OB ASIA ASTT ASX ATS AUO AWRCF.OB BNSO BYH CBA CEA CEO CHA CHDX CHINA CHL CHRB CHT CHU CTEL CTRP CYD DFCT DSWL GAI GSH HIHO HNP HRCT.OB ICAB IMOS INTN IVN.TO IWAV JADE JCC LFC MXICY NTE NTES NWD PACT PCLN PCW PEAK PTR RADA SAT SDAY SHI SINA SNP SOHU SPIL SSPI SWG.TO TOM TSM UMC UTSI UUU XING YZC ZNH ZNDT

ACH through ZNDT

The India Stock List

The stocks on this list conduct the majority of their business in India. You might also be interested in our Asian Stock List .

HDB IBN INFY MTE RDY REDF SAY SIDY.OB VSL WIT

HDB through WIT

Dec 26, 2003:

The recent confirmation of a cow affected by Mad Cow Disease in the US has made this new list worthy of inclusion at the Bull Sector. As of December 2003 the human form of mad cow disease, called variant Creutzfeldt-Jakob disease has killed about 130 people, mostly in England. Stock traders are currently looking for possible beneficiaries of increased vigilance in testing and tracking of U.S. livestock. You might also be interested in our RFID List .

The Mad Cow Disease Stock List

ABT AIDO.OB BIO DOC EMRG LYNX NEOG ORCH SDIX VITX

ABT through VITX

Oct 16, 2003:

Radio frequency identification (RFID) technology uses microchips to track goods remotely. Proponents hail this technology as the next-generation bar code, allowing merchants and manufacturers to operate more efficiently and cut down on theft but there are potential privacy issues.

The RFID (Radio Frequency Indentification) Stock List

AIDO.OB ALAN AVY AXSI.OB CKP DOW G HEII IDSY MANH NPCT.OB PG PHG SBL SCSC SMY.V SUNW TXN TYC UNA WJCI WMT ZBRA

AVY through ZBRA

Sept 5, 2003:

We have received several emails wondering if we were still busy updating our lists here at the Bull Sector.

We are indeed!

We would like to thank all those who continue to use this site to aid their research and wish you all the best in investment returns.

Jan 5, 2002:

Our work at the Bull Sector is very nearly done. We now have lists of all the basic industries. Rather than continue to send out a newsletter containing information that can be readily found by following the links on these pages we intend to focus our energies on keeping the lists current. In addition we will add new industry lists as we become aware of them so please check back soon to see what is new. Our latest bit of work is in sharing more detailed charts of some of the widely followed Stock Market Indices found below. You may need to pay for a basic subscription at StockCharts.com in order to see all the indicators.

DJIA	NASDAQ	S&P 500	RUSSELL 2000
AIRLINE	B2B INDEX	BANK	BIOTECH
BROADBAND	BROKERS	COMM.	COMP. TECH
DISK DRIVE	GOLD	HARDWARE	HEALTH PRODUCTS
INSURANCE	INTERNET	NATURAL GAS	NETWORKING
OIL INDEX	OIL SERVICE	PAPER	PHARMACEUTICAL
REITS	RETAIL	SEMICONDUCTOR	TELECOM
UTILITIES	WIRELESS

We wish you all a Happy and Prosperous New Year!

December 16, 2001: Updated Consumer Non-Cyclical Sector Industries Lists and a New Home Furnishings Stores Stock List

Market Commentary: So much for the Santa Claus rally last week. It just never happened despite the eleventh rate cut by the FED and promises of more rate cuts if necessary. Oh sure there was those disappointing Retail Numbers suggesting that Retail Sales Offer Little Holiday Cheer. In fact at first blush the retail numbers released last week might make one wonder if anyone was buying any gifts at all. But, on a closer look it was fairly obvious that the record drop in sales was due to the lack of follow through buying from new car buyers who during October were enticed by zero percent financing. Sure the Fed came through with the expected 1/4 point rate cut but the U.S. Industrial Recession Pushes Industry Operating Rate to Lowest Level in 18 Years but Keeps Inflation in Check.

Numerous earnings warnings announcements coupled with news of additional layoffs were just too much to take for the beleaguered averages leaving many expecting Confessions, Earnings to Hit Stocks again this week. It's not that the market lost a tremendous amount of ground on the week. It is simply that it failed to build on momentum with nearly every sector damaged by the selling leaving only one sector positive the Consumer Non-Cyclical Sector. More on that later. Lets take a look at a table of the major market averages. Click on the index for a chart from StockCharts.com.

INDEX	Weekly Close	Point Gain or Loss	% Gain or Loss
DJIA	9811	-238.31	-2.4
NASDAQ	1953	-68.09	-3.4
S&P 500	1123	-44.03	-3.0
SOX	549	-22.79	-4.0

The week ended well enough on Friday but despite all the talk of the market's rally after its 9/21 lows now only the NASDAQ remains barely above its 200 Day Moving Average. Our closely watched Semiconductor Index finally broke down on Thursday after four days of testing its 200 Day MVA at 558.51. Despite rallying back 2 1/2% on Friday the SOX remains more than 9 points below the 200 Day MA. Of course the DIJA and the S&P 500 never really successfully moved above their respective 200 Day Moving Averages and they now are much lower than those important measuring sticks. The DJIA does remain above its 50 Day MVA which is positive if it can hold.

The action on Friday was positive but on lower volume than that seen during the selling prior to Friday. At this point it seems that despite some strong evidence that a recovery is coming sometime in 2002 that stock selection is going to be increasingly necessary throughout the final trading sessions of 2001. Looking at a broader overview of the market you will find the some of the strongest industries (Data supplied by Market Guide, our Bull Sector Lists, and our own Bull Sector Indexes) from last Friday with the best and worst performers marked in bold if they were up or down more than 4% here:

Up: Air Couriers, Catalog, Disk Drive, Drugs, Gold, Home Improvement, Hospitals, Iron & Steel, Insurance, Medical Products, Natural Gas, Oil, Oil Service, Retail, Retail Technology, Real Estate - REIT's, Restaurants, Security Systems, Semiconductors, Storage, Telecom, Tires, Tobacco,

Down: Audio/Video Equipment, B2B, Banks, Biotech, Brokerages, Chemicals, Fiber Optics, Footwear, Forest & Paper, Hardware, Internet, Motion Pictures, Networking, Telecom Equipment, Utilities, Wireless,

And what happened last week?

Despite the small rally on Friday virtually every sector was down last week with only the Consumer Non-Cyclical Sector up slightly. Yes we were hoping for confirmation of a new Bull Market but after the tremendous rally since 9/21 it's not surprising that we are seeing some profit taking now. You can find What's Hot and What's Not among the sectors at Multex Investor. In addition you might want to check some of the hottest industries and sectors from the last week (with a One Day Delay) from CBS MarketWatch and BigCharts.

Now on to our new lists below:

The Home Furnishing Stores Stock List

The stocks on this list operate Home Furniture Stores. Despite the recession that that our country is currently gripped by these stocks have gained on an average 54% this year as low mortgage rates have helped to keep demand for new homes and furnishings relatively high. In fact the latest retail numbers show that Furniture and home furnishing purchases advanced 2.6 percent and Home Electronics Stores saw sales increase 1.8 percent. You may be interested in our broader Home Construction and Furnishings Stock List and our Specialty Retailer Stock List.

BBA BBBY HVT LIN PIR RSTO WSM

BBA through WSM

The Beverages (Non-Alcoholic) Stock List

Part of the Consumer Non-Cyclical Sector these companies are involved in a wide range of production and services used throughout the Beverages (Non-Alcoholic) Industry. You might also be interested in our Soft Drinks List, our Food & Beverages List, our Beverages (Alcoholic) List and our Distiller & Brewers List. You might also be interested in other stocks mostly within the Consumer Non-Cyclical Sector like our Confectioners List, our Crops List, our Dairy Products List, our Farm Products List, our Fish/Livestock List, our Food Products List, our Food Safety List,, our Processed Packaged Goods, our Food Processing List, our Household Products List, our Meat Products List, our Office Supplies List and our Tobacco Stock List.

AKOa AQCB.OB AQA AVIT.OB CCE CCBC.OB COKE COTT CSG ELDO.OB FIZ FMX GEM FMX GEM HANS HNWC.OB ICBG.OB JSDA.OB KO KOF LBIX MFW ODWA PAS PB PBG PEP SLHN VPS

AKOa through VPS

Final Commentary: We are now hoping that this sell off will be extensive enough to offer some real buying opportunities in industries that will benefit from an economic recovery in 2002. If some of the large cap semiconductor stocks reach relative strengths nearing 30 we will be looking to buy. Many people believe that Selection Is Key with Chip Stocks especially after the large run since 9/21. Overall we believe there will be some additional profit taking in 2001 leading to at worse something of better market next year where a Quiet Bull May Stalk Wall Street in '02.

That's about it for this week. Please be careful using margin and invest responsibly by keeping stops in place. You might want to stay abreast of this week's Calendar of Events:

Earnings Calendar l Economic Calendar I Splits Calendar l Conference Call Calendar l IPO Calendar

December 9, 2001: Air Couriers, Updated Airline Stocks, Miscellaneous Transportation and Radio Broadcasters

Anyone out there expecting a Santa Claus rally? If so you will be pleased to find that we have discovered Santa's true means of delivering gifts and it's not on a sled. We are very pleased to tell you that have finalized our lists for the stocks in the Transportation Sector this week. The Transportation Sector has been one of the better performers in the market of late so it has been well worth further exploration but before we get to our new lists we would like to briefly discuss recent market action.

Market Commentary: It was a very constructive week for the market. Constructive that is if you are at all bullish on the future for stocks. As we expected the market rose nicely breaking through 200 Day MVA's on the NASDAQ and on our closely watched Semiconductor Index before profit taking set in on Thursday and Friday. Although the DJIA and the S&P 500 were up on the week they have not yet been able to move upward enough to break through their respective 200 Day MVA's. That could happen this week depending on how the market reacts to the Federal Reserve's expected 1/4 point interest rate cut to be announced Tuesday at 2:15 Eastern Time. As always what the FED has to say will be equally important to the market and Mr. Greenspan may play the role of Santa Claus as the Fed, Recovery Hopes to Spur Rally. In addition to the FED Meeting and its expected rate cut in other economic reports on Thursday we will see the first of two inflation reports for the week with the Producer's Price Index (PPI) being reported. We will also get the Retail Sales Report on Thursday followed by the Consumer Price Index (CPI) on Friday.

All these reports will be important but what is most important to the markets right now is that any additional profit taking continues to take place on low volume. Low volume profit taking is very constructive. Without the periodic rests like we saw on Thursday and Friday any future advance this market will quickly become so overbought that we will be at risk of another severe sell off. So far the advancing moves of late have been on very healthy volume while the selling has been on much lower volume. This is consistent with normal Bull Market consolidation. A little additional profit taking in advance of the FED Meeting on Tuesday would not be surprising to us at the Bull Sector. As we all know the market has come a long way higher since 9-21. That advance has taken place on very good results in the war against terrorism and hopes for an economic recovery.

So what happened on Friday?

The action on Friday was consistent with normal profit taking and reallocation of money to more defensive industries after the strong rally earlier last week. Airline stocks continue to do well as do those stocks on our Anti-Terrorism List. Lower energy prices make it more likely that the troubled Airline Industry will be able to rebound quickly even with lower than normal passenger levels. Many of the Stocks on our Anti-Terrorism List are involved with Security Systems and Biometrics. These are industries seeing a great deal of interest from investors as new contracts are being delivered to those companies which are expected to help protect us from further terrorist activities. Looking at a broader overview of the market you will find the some of the strongest industries (Data supplied by Market Guide, our Bull Sector Lists, and our own Bull Sector Indexes) from last Friday with the best and worst performers marked in bold if they were up or down more than 4% here:

Up: Airlines, Anti-Terrorism, B2B, Coal, Drugs, Insurance, Natural Gas, Oil, Railroads, Real Estate - REIT's, Utilities,

Down: Biotech, Chemicals, Comm Equipment, Computers, Fiber Optics, Footwear, Forest & Paper, Gold, Iron & Steel, Internet, Motion Pictures, Networking, Oil Service, Retail, Semiconductors, Software, Tobacco, Wireless

And what happened last week?

Despite the profit taking on Thursday and Friday Technology Sector Stocks and Semiconductor Stocks in particular were the star performers last week. The average technology stock was up 5.8% on the week, with Capital Goods Sector Stocks up an average of 4.1% and Transportation Sector Stocks up on an average 3.3% on the week. You can find What's Hot and What's Not among the sectors at Multex Investor. In addition you might want to check some of the hottest industries and sectors from the last week (with a One Day Delay) from CBS MarketWatch and BigCharts.

Now on to our new lists below:

The Air Courier Stock List

Part of the Transportation Sector these companies are among the widely known publicly traded Air Courier Companies. You may also be interested in the stocks found on the Air Freight List, the Air Services, the Airline List, the Industrial Transportation List, the Marine Transportation List, the Miscellaneous Transportation List, the Railroad List, the Transportation Equipment List, the Trucking List or the Water Transportation List. You could also check our Aerospace & Defense List and the Trucking & Freight List.

ABF AIRT ANS ARMX CGO FDX MAYNY.OB TP USHP WLDA

ABF through WLDA

The Airline Stock List

These companies are among the widely known publicly traded Airline and associated Transportation Companies. You may also be interested in the stocks found on the Air Courier List, the Air Freight List, the Air Services, the Airline List, the Industrial Transportation List, the Marine Transportation List, the Miscellaneous Transportation List, the Railroad List, the Transportation Equipment List, the Trucking List or the Water Transportation List. You may also be interested in the stocks found on the Aerospace & Defense List and the Trucking & Freight List.

AAI ACAI ACNAF ALK AMR AMTR AWA BAB CAL CEA DAL FRNT FLYA GLUX HA JAPNY KLM LFL LUV MAIR MEH MESA NWAC RYAAY SKYW U UAL VIRGY VNGD WLDA ZNH

ACAI through ZNH

The Miscellaneous Transportation Stock List

Part of the Transportation Sector these companies are among the widely known publicly traded Miscellaneous Transportation Companies. You may also be interested in the stocks found on the Air Courier List, the Air Freight List, the Air Services, the Airline List, the Industrial Transportation List, the Marine Transportation List, the Miscellaneous Transportation List, the Railroad List, the Transportation Equipment List, the Trucking List or the Water Transportation List. You could also check our Aerospace & Defense List and the Trucking & Freight List.

AIRM ASIPY ASR ASW CHRW EAGL EXPD FLYA GMT HUBG IRM NUSL.OB RURL STNV TRUC UTIW VVN

AIRM through VVN

The Radio Broadcasting Stock List

The name says it all. Part of the Services Sector these companies are the biggest players in the in Radio Broadcasting. You might be interested in our broader Broadcasting & Cable TV List.

BBGI CCU CMLS CXR EMMS HSP HTV LAMR RC ROIAK RGCI SALM SBSA UVN YFM

BBGI through YFM

Final Commentary: We are very hopeful about this market finally giving us confirmation of a new Bull Market phase. Without a doubt there is nowhere near enough evidence that the economy is actually recovering but there is evidence that it has bottomed. Many companies are beginning to release statement showing an uptick in demand for their products. The Bears will argue that this is simply a short-term uptick. Perhaps they are right and maybe they are wrong. We will continue to buy stocks on dips.

That's about it for this week. Please be careful using margin and invest responsibly by keeping stops in place. You might want to stay abreast of this week's Calendar of Events:

Earnings Calendar l Economic Calendar I Splits Calendar l Conference Call Calendar l IPO Calendar

December 2, 2001: Video On Demand - VOD Stock List, Implantable Cardiac Defibrillators - ICD Stock List and Technology Sector Update!

Market Commentary: It wasn't a particularly scintillating week in the market. More of a mixed performance leaving us with the same questions we have had for weeks. Can the major indices break through upside resistance or is weak data set to rain on stocks' parade? On the one hand the positive argument is that the market has continued to build towards an upward breakout. On the other hand no breakout has taken place leaving the market at risk of a break down instead. Whatever actually happens is likely to be very interesting indeed. We have seen some tremendous sustained moved in mid cap stocks like HAND and RHAT bringing renewed interest to PDA Stocks and Linux Stocks respectively. These are the kinds of moves we expect to see in a Bull Market. Perhaps they are early signs of an anticipated recovery. If so we can expect to see the market continue to shake off bad news and break through upside resistance soon.

This week we have a couple of new lists for you to peruse including our new Video-on-Demand List and our Implantable Cardiac Defibrillator List. We also have finalized our listing of basic industries within the Technology Sector so you can easily navigate throughout the lists. Of course we have many much more focused lists like those we give you this week and like those focused on our closely watched Semiconductor Industry.

Despite bad news from SOX Index member NVLS after the close Thursday the Sox held up well on Friday. We believe this week could finally be the make or break week for the SOX. If the Semiconductor Index moves up then the NASDAQ will follow. Conversely if the SOX moves down then technology stocks in general will follow. It seems like last week the industries that moved higher one day were lower the next only to rise again the next. There is an awful lot of indecision in the market these days but it is presenting us with some excellent short term trading opportunities.

So what happened on Friday?

Looking at a broader overview of the market you will find the some of the strongest industries (Data supplied by Market Guide, our Bull Sector Lists, and our own Bull Sector Indexes) from last Friday with the best and worst performers marked in bold if they were up or down more than 4% here:

Up: Airlines, Anti-Terrorism, Audio/Video Equipment, Auto, Biotech, Chemicals, Computers, Construction Services, Footwear, Forest & Paper, Gold, Hardware, Home Construction, Iron & Steel, Networking, Oil, Railroads, Retail, Retail-Home Improvement, RV's, Security Systems, Tobacco,

Down: B2B, Banks, Brokerages, Conglomerates, Disk Drive, Insurance, Internet, Natural Gas, Semiconductors, Semiconductor Equipment, Software, Storage, Telecom, Utilities, Wireless

And what happened last week?

The market turned in a mixed performance for the major sectors in the market. The final result had winners and losers splitting evenly down the middle with six sectors up and six sectors down. Despite weakness in the NASDAQ on Friday Technology Sector Stocks were the best gainers over the course of the last week rising on an average 1.4%. Moves to the downside were more pronounced than sector gains with losses most notable in the Energy Sector, Utilities Sector and especially the Conglomerates which were down 4.1%.

Hottest Sectors Last Week: These are some of the hottest industries and sectors from the last week (with a One Day Delay) from CBS MarketWatch and BigCharts.

Now on to our new lists below:

The Video On Demand - VOD Stock List

These companies are involved in the delivery of Video On Demand or VOD. Two of the leading companies involved in actual VOD streaming technology are Concurrent Computer (NasdaqNM:CCUR) and SeaChange International (NasdaqNM:SEAC). Other companies associated with this industry can be found below. You may also be interested in our Interactive TV List or our Entertainment Stock List.

AOL CCUR CERO COX HLIT ICCA ITRU LBRT LINK LMCa MOT NTN OBAS OPTV PHG SEAC SFA SUNW WAVX WGAT

AOL through WGAT

The Implantable Cardiac Defibrillator - ICD Stock List

These companies produce and distribute medical devices known as Implantable Cardiac Defibrillators or ICD's. Results of recent studies indicate that the use of ICD's can reduce post heart attack deaths by as much as 30% by preventing ventricular fibrillation. These results may lead to a doubling of the market for implantable cardiac defibrillators resulting in as many as 300,000 new defibrillator implants each year. You may be interested in our Medical Supply Stocks or our Medical Equipment Wholesale Stock List or our broad Medical Equipment and Supply Stock List.

GB GDT MDT STJ

GB through STJ

The Communication Equipment Stock List

Part of the Technology Sector the companies on the Communication Equipment List provide integrated hardware and software systems solutions that enable customers to build and upgrade communications networks. You might be interested in our broader Technology, Hardware List, our Computer Networks List, our Computer Peripherals List, our Computer Services List, our Computer Storage Devices List, our Electronics Instruments & Controls List, our Office Equipment List, our Scientific & Technical Instruments List, our Semiconductor List and our broad Software & Programming List.

ACCL ACEC ADCT ADSP.OB ADSX ADTN AFCI AFP ALA ALN AMLJ ANCC AND ANDW ANEN ANTP APSG ASCX ATCO ATGN AUDC AVCI AWRE AXC BIGT BRKT CACS CAMP CATT CCBL CDCO CDT CELL CFON.OB CGN CHNL CIEN CLST CLTK CMDL CMTN CMVT COBR CSCO CSII CTLM CTV DAVX DCU DIGL DITC DLK DSPG DVID EAG ECIL ECIN ELAS ELMG EONC ERICY ESAN ETCIA FCM FDRY FIBR FNSR GCOM GEMS GILTF GLW GSTRF GTNR HLIT HRS HYBR IATV IDCC IDSY IMTV INPM.OB INTL INTV IWAV JDSU JNPR LIFE LLL LOR LU LUMM MCKC MKIE MLOG.OB MOT MRGE MRM MTSL MTWV NERAY NMSS NNDS NOIZ NOK NRRD NT NTFY NTRO NXTV OBAS ODETA ONIS OPTC ORCT PCOM PCTI PDYN PIII PLCM PLT PROX PSI PWAV QCOM RADN RELM REMC RITT RVSN SCKT SCMR SFA SFNT SLNK SMRA SMTX SNR SNWL SONS SPCT STCIA.OB STKR STMI SYNL SYNX TBUS TCCO TELT TERA.OB TERN TESS TKLC TLAB TLGD TLXS TRUE TSTN TUTS UIC UTSI VCST VINA VRLK VSAT VTEK VYYO WAVC WGNR WINK WJCI WRLS WSTL WVCM XETA XLNK ZL ZOOM

ACCL through ZOOM

Final Commentary: So what's going to happen in the market this week? Admittedly the NASDAQ and SOX have managed to continue to build towards a breakout move. If that move higher does come then we could actually have begun a new Bull Market just when economist actually admit we are entrenched in an actual recession. It should be a very interesting week!

That's about it for this week. Please be careful using margin and invest responsibly by keeping stops in place. You might want to stay abreast of this week's Calendar of Events:

Earnings Calendar l Economic Calendar I Splits Calendar l Conference Call Calendar l IPO Calendar

November 18, 2001: Harry Potter Magic and Fidelity Select Technology Update:

Market Commentary: This just in, another terrific week on Wall Street is now followed by the magical escapism of the first Harry Potter Movie. And what a movie it must be! Not only are many pundits predicting this movie will break all former box office records but the phenomenon and other toy related sales may also actually help the economy to avoid a deeper recession. Retail sales were already up a record 7.1% in October before the release of Harry Potter. This week we give you a list of some of those stocks that are already benefiting from the movie release. Be careful though because some of these smaller companies may offer you little more than the illusion of a good investment. Perhaps there will be some good future shorting opportunities here on our Harry Potter Stock List.

Suppose you had a crystal ball and could determine what some of the best performing technology stocks of 2002 will be in advance. Impossible you say! Well, maybe you can at least narrow the field a bit because we have now updated our Fidelity Select Technology Portfolio List to show the fund's stocks as of August 31, 2001. Why not run a searches on these stocks and the stocks on our Stock Buyback List to help select companies that both the fund and individual companies may be purchasing. If we do get a recovery these might just be some of the best performing technology stocks throughout the next Bull Market.

Yes Harry Potter the consumer is still out there spending his hard earned dollar while we wait for further signs of an economic recovery. Now don't get us wrong, we do believe that recovery is coming but we also believe that technology stocks in general have come an awful long way in a short period of time. Okay we have been asking for a pullback for weeks, and have been wrong so perhaps we are due, and perhaps not. What if the whimsical thinking that an economic recovery will actually take place by the second half of 2002 is actually right? If that is true then any pullbacks must be looked at as buying opportunities because we have already entered a new Bull Market.

Not so fast my friends.

Unfortunately from a technical standpoint we cannot yet support this point of view. Looking at our closely watched Semiconductor Index we continue to see reason to be cautious. Applied Materials released earnings after the close on Wednesday. As we expected both their earnings and outlook were less than spectacular. At this point both the SOX and AMAT have fallen a few percentage points from impressive recovery highs. That being said the SOX is up 54% since its bottom as of the close on Friday and the recent pullback has been very meager. Unfortunately neither ever broke through resistance points put in place at former support prior to 9-11. Once again we remind our readers that the NASDAQ cannot be expected to rise without strength in the semiconductors. We are ready to climb on the Bull Market bandwagon if the NASDAQ can break through its 200 day moving average currently near 1980. Once again we do not see that happening without a continued climb of the SOX Index. If the SOX rallies above resistance then the NASDAQ is sure to follow.

So what happened last week?

On the week the Dow rose 2.7% while the NASDAQ gained 3.7%. The broader S&P 500 rose 1.7% on the strength of higher retail sales, good news on the warfront and the feeling that an economic recovery could be closer at hand than previously thought. Of interest this week was the return of IPO's to the market. Successful IPO's will be an integral part of any stock market recovery. Weight Watchers led a trio of offerings on Thursday and the stock fattened up nicely. Keep an eye on the IPO market. If we are indeed entering a new Bull Market then we will surely be seeing many more successful ventures.

So what happened on Friday?

The one day industry action on Friday was interesting to say the least. Energy related industries were up after a rough week perhaps foreshadowing a good week ahead for these stocks in general. Technology stocks were mixed as some trends strengthened on hopes for a future economic recovery. Perhaps the strongest continuation was among the PDA Stocks. PALM and HAND gapped higher on Friday capping an incredible week on Wireless Hopes. Of course these were not the only strong technology stocks Friday and the technology sector actually rose 4.9 % over the course of the week. Looking at a broader overview of the market you will find the some of the strongest industries (Data supplied by Market Guide, our Bull Sector Lists, and our own Bull Sector Indexes) from last Friday with the best and worst performers marked in bold if they were up or down more than 4% here:

Up: Aerospace & Defense, Airlines, B2B, Communications Equipment, Drugs, Fiber Optics Components, Food Safety, Footwear, Hardware, Harry Potter, Home Healthcare, Natural Gas, Networking, Oil, Oil Services, PDA's, Photography, Railroads, RV's, Telecom Equipment, Tires, Tobacco, Travel, Utilities, Waste Management, Wireless

Down: Banks, Brokerages, Computers, Disk Drive, Gold, Iron & Steel, Hospitals, Insurance, Retail, Semiconductors, Software, Utilities

Hottest Sectors Last Week: These are some of the hottest industries and sectors from the last week (with a One Day Delay) from CBS MarketWatch and BigCharts. Last week (until Friday) anything associated with energy was basically beat down as energy prices continued to fall. On the plus side were Consumer Cyclical Sector up 6.5% on the week. The individual industry strength was led by an over 16% gain by the stocks in the Tires Industry. Also on the rise were Airline Stocks which after so much damage were ready to take flight again! Lower energy costs are an imperative for an actual economic recovery. Right now we it appears that we have both lower energy costs and tame inflation according to the CPI numbers for October. Still keep your eyes open for the continued yo-yo effect we have been seeing with energy stocks. Last week the stocks were higher on a predicted OPEC output cut. Energy prices fell this week and so did energy stocks. What will this week bring us and what longer term trends are in place? It's a safe bet that as long as we win the war on terrorism we will also but a lid on rising energy costs. Take a minute and look through the sectors covered by CBS MarketWatch and BigCharts throughout the various time periods. You might also want to check Barcharts.com for their listing of Industry Strength. The time spend there will help familiarize you with where we are now in the market. We are adding new lists almost daily to reflect these industries at the Bull Sector.

Now on to our new lists below:

The Harry Potter Stock List

On this list you will find some of the companies poised to benefit from the hugely successful Harry Potter books and movie. You may be interested in our broader Toys List, our Toy & Hobby Store List, our Entertainment Stock List, our Recreational Products List and our Video Game List.

AOL ENC ERTS GRIN HAS LRNS KO MAT SDRV SCHL TOY

AOL through TOY

The Fidelity Select Technology Stock List

Commercial Services - 2.7%

BSYS CEFT CEN DST FDC TSG

BSYS through TSG

Fidelity lowered its holdings in the Communications Equipment Sector but added several new stocks to their portfolio.

Communications Equipment - 16.0%

AVCT BRCD CIEN CMVT CSCO DITC ETS EXTR FNSR JDSU JNPR MOT ONIS PLCM QCOM RBAK RSTN SFA SONS SCMR TELM TERN

AVCT through TERN

Fidelity holds a smaller percentage of holdings in this broad category.

Computers & Peripherals - 8.6%

CPQ DELL EMC IBM LINK MXO NTAP NTT DSS SUNW

CPQ through SUNW