This column
is not updated everyday only if something of note needs to be said. We have added many new lists from the last time you probably were here including an ETF List:
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.
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.
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
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.
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 .
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
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.
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.
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:
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.
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:
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:
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.
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.
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.
December 2, 2001: Video
On Demand - VOD Stock List, Implantable
Cardiac Defibrillators - ICD Stock Listand
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:
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
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.
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:
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:
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.
We are anxiously awaiting
some clues from the market this week. Will we break through upside resistance
to begin a new Bull Market? Will the market begin to pull back and confirm that
we still remain firmly entrenched in Bear Market territory? No matter what happens
we at the Bull Sector wish you all the happiest of all holiday seasons. We would
especially like to thank those of you who have shared the site with others.
Happy Thanksgiving
Everyone!
October 28, 2001: It's
Alive! - Food Safety, Waste Management and Medical Practitioners:
Market Commentary:
It's
alive! Ah yes, the market is back at it again, ignoring bad news and rising.
Rising in the face of economic data that should have us wondering if we have
fallen asleep for the last two years only to reawaken in a nightmare; the economy
of the living dead. Yes we admit that we were wrong about our outlook for the
last week as we expected this rally end much sooner than it has thus far. Perhaps
we are becoming somewhat jaded. We have had many a Bear Market rally end in
bitter disappointment just when investors thought it was safe to return over
the last eighteen months. Will it be the same this time around? Probably but
for now the trend is up as the market continues to ignore bad news. For the
week, the Dow Jones Industrial average added 340 points or 3.7% while the NASDAQ
tacked on 104 points for a 6.2% gain. Our closely watched Semiconductor
Index did even better gaining 13.4% on the week. Semiconductors are still
the best place to play these bounces in our opinion, as many of the best stocks
in the group are volatile enough to provide investors with 10% or more gains
in a single day. Unfortunately the upward trend is likely to end we just don't
know exactly when that will happen. So we will keep our market commentary brief
this week. After all at the Bull Sector we
realize that our lists are
what bring investors back to our site. There are many sources of excellent market
commentary besides our site so lets get to our new lists while we await another
new week on Wall Street and ponder the big question; Is this current rally
just Trick or Treat?
So what's Hot and what's Not?
Guess what? It was damned good week
for most sectors in the market. According to Market
Guide only Utilities were down on the week with Technology stocks showing
an average gain of 7.3%. It would appear that the market is concentrating on
the potential for an economic recovery somewhere down the road from here. At
the very least we got a sizable extension to our recent relief rally with short
covering as a contributing factor. Check the Bull
Sector Indexes List for Sector and Indices Updates.
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 performers marked in bold
here:
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. 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 Food Safety
Stock List
The companies on this list are among
the best known publicly traded Food Safety Stocks. Using antibacterial methodology
like Irradiation and Ozone treatment they have also garnered headlines recently
because some may become leading companies as Anti-Biowarfare
treatment companies. Surebeam (NasdaqNM:SURE)
is already penciled in to supply 20 electron beam systems to sterilize mail
and eradicate the threat of anthrax contamination.
The companies on this
list are among the best known publicly traded Waste Management companies. You
might be interested in our broader Pollution
Control Stock List. They are highlighted in this newsletter because some
of these stocks have already made tremendous one-day gains as contracts have
been announced concerning their ability to handle hazardous materials resulting
from the events that have unfolded since 9-11. You will find some of these companies
listed on our Anti-Biowarfare
List. Several more of them may end up on that list in the future.
The companies on this
list are among the best known publicly traded Medical Practitioner companies.
Also known as physician practice management companies. You might be interested
in our broader Healthcare
Facilities Stock List. Barcharts.com has this group listed in their top
ten of gainers this year with an average gain of over 60% per stock. Of course
this is no guarantee of future gains but it does point out once again that the
best stock in this market have been those with predictable earnings growth.
The market trend would
appear to remain upward this week in spite of terrifying economic data. We would
be remiss if we did not admit we believe this is just another Bear Market trick
rally that could end up treating those investors buying too high with nothing
but disappointment. Buying here is pretty scary especially for those trying
to catch momentum stocks. Consider the poor investors who bought ESAFETYWORLD
(NasdaqNM:SFTY) last week only to find the stock halted this week when the
NASDAQ requested information from the company. Trick or Treat indeed. Sometimes
buying a stock in this market is a bit like biting into a piece of Halloween
candy. Can anything compare to the excitement of a child tasting a beautifully
wrapped piece of candy for the first time? Sadly sometimes it leaves an unexpectedly
sour taste in your mouth.
October 21, 2001: Best
Performing Industry - Music & Video Stores,
Golf Stocks, Rentals & Leasing,
Property Management, Management Services, Silver Stocks
Do you know what
industry has outperformed all others this year? It
might surprise you. Read on and you will find out what industry has been outperforming
all others in this week's write up.
Welcome to our weekly
wrap up. We hope you all had a terrific week in the market. We've got several
new lists this week and a more comprehensive look at what has been going on
in the market below but first...
We are looking for
some feedback!
What kind of investor
are you? Do you consider yourself a long-term investor or a short-term investor?
Are you more interested in momentum investing or long-term trends? How do you
feel about shorting stocks? Are you more likely to base your investments on
fundamental or technical analysis? Help us to tailor our research and commentary
into areas that interest you by answering these questions when you Contact
us. Now lets get to our market discussion.
Market Commentary:
As far as we are concerned very little
has changed over the past week. We expect more weakness in the market as investors
continue to focus on the effects of terrorism. Yes the ground troops have started
hit and run excursions into Afghanistan while Bioterrorism is grabbing the headlines
at home. All as we expected and as we discussed last week. Our overview of the
market remains intact with a downward bias. We believe that despite the rise
on Friday that we are at further risk of the market moving lower. On the plus
side earnings generally are coming in better than we expected. Unfortunately
guidance in the majority of the reports we have been reading has been for lower
revenues than previously expected. It seems that an economic recovery will be
further delayed by the events that have unfolded since 9-11.
There is still money to be made here
by patient investors. Certainly by those who are interested in timely shorting
of stocks despite short covering rallies that continue to come within this Bear
Market. Momentum investors seem to be making good use of our lists of Bioterrorism
- Anti- Biowarfare Stocks and Anti-Terrorism
Stocks in an attempt to make money as well. Momentum
investing is very risky but for those who have been in the right place,
at the right time, it is hard to beat the kind of gains that are possible. Take
the 412% gain on Friday by a stock like ESAFETYWORLD
(NasdaqNM:SFTY). Those interested in investing in momentum stocks should
be careful; as they often fall nearly as fast as they rise. That being said
we at the Bull Sector will continue to update momentum industries as quickly
as we can for interested readers.
So what's Hot and what's Not?
According to Market
Guide only three of the major sectors have shown growth in revenues and
earnings over the last year; Energy, Healthcare and Utilities. None of these
sectors has been outperforming lately however. Over the last week only industries
within the Consumer/Non Cyclical Sector managed to show actual gains. The big
picture last week had the Standard & Poor's 500 index falling 1.7 percent, the
NASDAQ falling 1.9 percent, and the Dow Jones industrial average down 1.5 percent.
All pretty much as we predicted as the market concentrated on tepid guidance
and continued Bioterrorism concerns. Check the Bull
Sector Indexes List for Sector and Indices Updates.
Our Industry outlook has us watching
the Semiconductor
Index closely for a retest of the 344 low set on Sept
27, 2001. It is our belief that current earnings and the present outlook
within the semiconductor industry will merit a retest of these lows. In our
opinion the NASDAQ cannot move significantly higher until the longer term outlook
improves for this industry. However once the bottom is tested again this may
be a great place to find some tremendous short-term long positions among the
semiconductors. Many of these companies will be seen as solid long-term fundamental
values at lower price levels creating momentum investing opportunities. Investors
seem to jump in to the best of these stocks on the ensuing short covering rallies.
We hope our readers will keep your eyes open. Presently we see the following
industries as being potentially technically top heavy on a short-term basis;
Biotech, Brokerages,
Chemicals, Disk
Drive, Insurance,
Medical Products,
Natural Gas, Pharmaceuticals
and Retailing. Closer to
a bottom but needing a reason to rally would be industries, Gold,
Hospitals and Telecom.
Of course gold has been looking for a reason to rally for many years while the
outlook for the telecom industry remains cloudy at best.
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 performers marked in bold
here:
Hottest Sectors Last
Week: These are some of the hottest sectors from the last week with a One
Day Delay from CBS
MarketWatch and BigCharts. 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 and the Best Performing Industry of the year is made up of the stocks
on...
The
Music & Video Stores Stock List
According to Barcharts.com
the hottest industry in the market this year is made up of the stocks on the
Music & Video Stores Stock List. These stocks are up 288.73% as of the date
of this column. The companies on this list are among the best known publicly
traded Music & Video Store Stocks. You may be interested in our Online
Music & Video Stock List, or our Specialty
Retailer List or our Retail
List.
The companies on this list are associated
with the sport of Golf. Some produce and distribute golf products and in some
cases own and manage Golf Properties. You may be interested in our Recreational
Products Lists or our Sporting
Goods Stock List.
Part of the Services
Sector the companies on this list are involved in the Rental or Leasing of a
wide variety of products including rental cars, aircraft, household goods, electronics,
appliances and various
types of equipment.
ACY ANCX BD BSTW
CDO CISC CRNS DTG DWL ELRC FCZI.OB FLY HC HDR IAIS IPX JAYA.OB KRSC MFI MGRC
MIND MODM NFF NRI NSV NWAY NZ PDSG PLM R RAWA RBOW RCII RNT RWY SWHI UCO UHAL
URI WLFC
On this list you will
find companies involved with IT (Information Technology) and Management Services.
You might be interested in our broader Business
Services List.
While we believe the
short-term trend is down we believe the level of cooperation the US is recieving
worldwide will eventually lead to a much stronger than anticipated worldwide
economic recovery. Industries that will show the greatest strength short-term
will most likely benefit from a consumer spending more time at, or near, home
like those stocks on the Music
& Video Stores Stock List have already shown. This week Microsoft will
officially release Windows
XP. Keep an eye on the stocks on the Video
Game Stock List and our Xbox
List. We expect this year to be the beginning of an extremely strong growth
cycle in electronic gaming. Please let us know what you think by contacting
us!
That's about
it for this week. Please be careful buying on margin and invest responsibly
by keeping stops in place. You might want to stay abreast of this week's Calendar
of Events:
To subscribe or unsubscribe
to this e-mail newsletter please contact
us here with a written request.
October 14 , 2001: Auto Parts Stores, Discount
Variety Stores, Drugs Wholesale, Farm Products, Personal Services, Credit Services
and Oil & Gas Refining Marketing
Market Commentary:
We have a bunch of new
lists for our readers this week. They are for the most part based on the excellent
industry lists provided by BarCharts.com.
But before we get to our new lists we would like to take a moment to discuss
the overall market. It is our belief that the market may be due for some profit
taking after its recent run higher. Although the military action in Afghanistan
has been going very well there are numerous areas of potential concern that
the market may begin to factor into stock prices once again very soon. Both
the US and world economies were definitely affected in a negative fashion by
the terrorist actions on 9-11. Recent retail
numbers showed just what a shock this was to businesses already feeling
the economic downturn.
While the market has
done extremely well the last couple of weeks many of the major indices are now
hitting upper Bollinger Bands on the charts we run. This means it may take a
lot of good news to keep stocks moving higher. More likely than not we expect
some profit taking to ensue as investors realize that we are still in a long
Bear Market in very uncertain times. There will be an onslaught
of earnings coming this week and those earnings are not expected to be stellar.
But weak
profit reports might be the least of investors concerns as Anthrax infections
and the threat of Bio-Terrorism
may be just the beginning of a great deal of real, or imagined, terrorist activity
post 9-11. In addition this week ground troops will most likely move into Afghanistan
in what could prove to be a very long military battle to wipe out terrorists
and their supporters throughout the world. There is lots of uncertainty about
how these events will unfold. Uncertainty is something the stock market does
not like at all. Consumer anxiety post 9-11 may continue to delay an eventual
economic recovery. In any rate it should limit the upside to the market until
we get evidence that a recovery is underway.
Hottest Sectors Last
Week: These are some of the hottest sectors from the last week with a One
Day Delay from CBS
MarketWatch and BigCharts. 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.
On this list you will
find companies that manufacture Wholesale Drug Products. You might be interested
in our broader Drug Stock List
or our Drugstore Stock
List.
The companies on this list are involved
in Oil & Gas Refining and the marketing of such products. You might also
be interested in companies are engaged in the exploration for and production
of crude oil and natural gas.
If you are interested specifically in Natural Gas Stocks then check the
Natural Gas List. Oil Drillers? Check the
Oil Drillers List. You might also be interested in our Oilfield
Equipment and Services List.
AHC ASH BPT CECX EON FTO GI
HOC IMO MRO MUR P PBR PC PCZ PZL SU SUN TNT TSO UCL UDS VLO
That's about it for this
week. Please stay off margin and invest responsibly by keeping stops in place.
You might want to stay abreast of this week's Calendar of Events:
To subscribe or unsubscribe
to this e-mail newsletter please contact
us here with a written request.
October 7, 2001: Enduring Freedom Begins - New Lists:
Military action in Afghanistan
takes center stage today. Uncertainty as to the success of such action could
cause a flight to safety among investors but any appearance of real success
in the war against terror should result in a sizable relief rally. No further
discussion seems necessary at this time. You will find our newest lists below.
The companies on this list are involved
in Video Conferencing. They could be potential beneficiaries if business travelers
curtail business flights and do more video conferencing instead. You might so
be interested in our Audio/Video
List and Audio
Video Equipment List.
The companies on this list are involved
in the detection and treatment of Germ Warfare also known as bio-warfare agents.
You might be interested in our Biotechnology
List.
September 11, 2001: Terrorist Attacks Demand Greater
Security
Tomorrow we will once
again awaken to the horror of what has transpired today. Acts of terrorism on
a scale of which has never before perpetrated by man against man has destroyed
part of the Pentagon and completely leveled the World Trade Center in New York
City. This devastating attack will renew the resolve of the American people
even as actual loss of life begins to be fully comprehended. Tomorrow the stock
markets in this country will remain closed.
When they open again
it is highly likely that panic selling could take our markets down to new 52
week lows if not worse. We
expect the highest negative impact will be on Insurance
Stocks, Airlines and
Lodging but the carnage
should be broad based. Some sectors will benefit. On the plus side energy related
issues like Natural Gas,
Oil, Oil
Services, Oil Drillers
should move higher. In a flight to safety Gold
should move higher. Also moving higher should be some Defense
Issues and selected Security
Systems Issues. This is a new list added to the Bull Sector tonight.
Our prayers go out to
the families of those who have lost love ones today. More news can be found
here using Business Wire.
Check the Bull Sector Indexes
List for Stock Market Indices Updates. Below you will find some of the stocks
that will benefit from a beefing up of security at airports and throughout our
country. After the list you will find some additional commentary on why we think
this act of extreme terrorism may actually revive our economy.
The Security Systems & Services
Stock List
These companies manufacturer
a broad array of products used in the security and surveillance industry, not
to be confused with those companies that supply
Internet Security.
As we recently related
our stock markets have seemed to be destined to test the lows set last April.
They now have a reason to do just that. As stock markets left open throughout
the world have continued to fall hard ours will likely do the same. However
even as many begin to Herald in a world wide recession as a result of this terrorism
we remind our readers of the strength and resolve of the American people. This
action taken against the American people is highly likely to ultimately produce
the exact opposite result.
We will see additional
defense spending. Additional moneys spent to increase our security. Security
on airplanes and anywhere we might find ourselves in this world. A great deal
of money will be spent to build and rebuild physical infrastructure. Efforts
will be made that will result in reducing insurance company liability as buildings
may now actually be expected to withstand disasters far worse than earthquakes.
This attack today resulted
in an overburdening on many modes of communications as people attempted to contact
one another sometimes without any success. It points out the great need for
further funding and growth in industries recently felt to have too much capacity.
Ultimately this completely tragic event may help to restore growth to our economy
and the world as well.
We will get to our Stem
Cell list update in a moment but first it's interesting to note that today's
close on the Semiconductor Index left the SOX just barely above the lower Bollinger
band again. Once the index sells off below 540 we could see another rally. The
last one took us only as high as 612. Not as much of a rally as we were hoping
for but when the semiconductors are moving higher the NASDAQ seems to follow.
Check the chart below and remember that an oversold index and penetration of
a lower Bollinger Band often results in a change of direction and therefore
a rally.
Stem cell research holds enormous
potential for fighting and perhaps even curing many of the most common and debilitating
diseases known to mankind. Diseases and conditions including heart disease,
stroke, arthritis, diabetes, spinal cord injuries, Parkinson's disease, cancer
through bone marrow transplants, additional cancer treatments, viral infection
treatments and even slowing the body's aging process. As of the time of this
writing ASTM, GERN, KOOL, NEXL and STEM may be the most focused on Stem Cell
development of the stocks on this list. GERN appears to have the best patent
position.
The list has been expanded to include
a number of companies that are using Stem Cell technology in various types of
cell therapies and tissue engineering. We believe that profitability is likely
years away for most of the companies on this list. However Stem Cells can potentially
be directed to grow into any kind of cell or tissue type. Progress and enormous
potential will keep these investors focused on these volatile stocks. Even President
Bush's recent decision, which many believe did not go far enough, will not fully
stem the tide of progress for most of the companies on this list. You may be
interested in our broader Biotech
List.
Despite the FED's additional
1/4 rate cut today the market traded south. The Semiconductor Index lost nearly
5% and remained just above the lower Bollinger Band.
Today's close on the
index left the SOX just barely above that lower band. This could indicate that
a rally is about to start again for the semiconductor index . What could start
this rally besides the oversold condition of the stocks on the index you ask?
Well since you asked....
After the close the
North American Semiconductor Equipment Industry Posted a July 2001 Book-to-Bill
Ratio of 0.67. This number was roughly what was expected but within those numbers
was cause for optimism. Bookings are rising:
In other words orders
are increasing. Yes they are well below anything approaching something to get
excited about but they do seem to indicate that the worst is behind us. Is a
bottom in for the SOX simply because orders are increasing. No not necessarily
because pricing pressure still exists which will make it difficult for semiconductor
companies to show profits. That being said the mere fact that orders are increasing
indicates that as long as a capacity continues to fall supply will soon enough
be overwhelmed by demand.
August 20, 2001: Lower Still?
The NASDAQ continues
to trade in a weak pattern because there is no real leadership support from
any particular sector. The Semiconductors Index remains above the lower Bollinger
Band. Therefore according to our belief in the principals of Basic
Technical Analysis we have not yet turned positive for another potential
upswing for technology stocks in general or semiconductors specifically. We
would actually like to see enough selling to create some bargain hunting. As
it stands today the markets remain generally in a weak downtrend because there
simply is no real good news known to be on the horizon.
We would like to see
some real selling if we are going to get excited about buying anything. As it
stands our favorite trading group the semiconductors actually did well today
but volume was light in front of the FED meeting tomorrow. Assuming that the
economy eventually picks up steam we will see some tremendous gains from stocks
in the semiconductor sector as such we added another new list today in this
sector.
We apologize for now sending out
our Weekly Update the past two weeks but we have good reason. Like any other
Internet venture the Bull Sector has had its share of growing pains. A month
ago the company that we ran banner adds with went out of business. They never
paid us a cent. Microsoft also decided that they could no longer run Listbot
without being paid. The cost while not enormous was still prohibitive for us.
At any rate we believe the Bull Sector
is a useful tool for finding valuable information. We have no intention of charging
those who use our lists... not now or ever. We do however ask you to share this
site with others because the only payment we get for providing this service
is the feeling that we are appreciated when we know you have been here and sent
other investors here as well.
As it stands we have approximately
200 readers on our e-mail List. We would
like to see that grow as well. We won't push anything down your throat and we
will not share your information with anyone. We just want to feel like we are
doing something worthwhile. That's why we send out only a Weekly Update unless
something important needs to be addressed. The stock market has been awful to
most people the last year and a half but it won't always be that way. We hope
that when things turn around the Bull Sector will be more than a distant memory
but if we are to remain online and grow we need to see more traffic.
August 8, 2001: Down and Close to Support:
The NASDAQ closed down
-61.43 points today for a loss of 3.03% at 1966.36. We are now just a small
percentage drop above the NASDAQ's lower Bollinger Band. In fact we believe
we are close to seeing another bounce higher but it may be a difficult move
to justify. We are very nearly out of earnings season for this quarter with
limited positive guidance on the quarter ahead. Our favorite group of stocks
remains the Semiconductors for swing plays but the SOX is much further above
the lower Bollinger Band than the NASDAQ. We are looking for a drop to approximately
540 on the SOX before we expect the tone of the semiconductor group will turn
positive again.
New Lists:
The
Home Improvement Retailer Stock List
These companies are
among the most well known publicly traded Home Improvement Retailers. You might
be interested in our broader
Specialty Retailer List or our Retail
Stock List.
ASV BMHC CCOM CLWY DIYH.OB GRIF
HBI HD LOW NHCI PCSH.OB TSCO VALH.OB WIKS WLHN
These companies are among the most
well known publicly traded diversified Conglomerates. They are widely varied
businesses whose operations include manufacturing, services and industrial applications
of all kinds.
ALE BG COV CP DOV EDII.OB EMR
FSS GE GY HON HWG ITT JCI JOE MMM MXM NSI OLN PDLPY PHG PNR RTN SI SQAa SXI
TIN TKS TRW TXT TYC USI UTX V VHI WSC
If you have been keeping
up with our Weekly Updates then you are
already quite familiar with our belief that we are currently range bound on
the major indexes. The funny thing is that we are actually beginning to enjoy
this phenomenon as trading opportunities arise within the range. Last Thursday
we took advantage of the Merrill Lynch upgrade to cash out of several semiconductor
positions. Positions we hope we will be able to reenter in a week or two with
extra cash to buy even more shares if we so desire.
Recently Stem Cell Stocks
were all the rage until the House of Representatives voted to ban human cloning.
I don't know about you but the thought of someone finding one of Adolf Hiltler's
mustache hairs to clone that maniac makes me glad that our government is thinking
rationally. We do not need human cloning but we do need to support stem cell
research even if we do not support the harvesting human embryo stem cells.
The Stem
Cell Stock Group was oversold and ready to bounce. Today we initiated a
position in Stemcells Inc
traded on the NASDAQ at 4.38 as the stock has begun to firm up nicely after
a recent sell off. We hope we will be able to make another 20 to 30% on this
position in the next week or two. This will continue to be a very volatile stock,
and sector, so there is no need to get greedy.
If you are interested
you might also want to check out our newest list at the Bull Sector in one small
corner of the market that sold off hard today which would be the stocks found
on the Electronics
Retailer Stock List.
The
Electronics Retailer Stock List
These companies are
among the most well known publicly traded Electronics Retailers. You might be
interested in our broader
Specialty Retailer List or our Retail
Stock List.
For now we are avoiding initiating
many long positions throughout technology as we await the NASDAQ finding the
bottom of its current range somewhere near 1950, or so, before looking to find
a few bargains. Please refer to our Disclaimer.
July 10, 2001: Huge After Hours Technology Rally!
Market Commentary:
Just a brief note to alert readers
of the Bull Sector that earnings season is indeed on us. So far the biggest
announcements have been from
Motorola and Yahoo who beat estimates but Microsoft's announcement after
the market close that their quarterly revenues would exceed estimates has sparked
a huge rally. Just check out our Gorilla
Stock List.
If you are unaware of how big this
was for these stocks it won't take just a minute to assess the potential upside
tomorrow.
In keeping with our recent theme
that you're gonna eat even in a bad economy we bring you the Bull Sector Specialty
Eateries List. You might also be interested in our Food
Products List, our Restaurants
List or our Food
& Beverage List.
The markets closed for
the 4th of July holiday giving us a chance to add to some lists we hope might
help provide you with some future financial independence. Most of these newer
lists are based on lists supplied by Barcharts.com
where the progress can be followed over the last year. Our lists give you the
chance to easily ascertain the individual stock performance relative to its
peers by using Yahoo Detailed Quote Lists. The PLD
List below is one of our own, a subgroup of the Semiconductor
Sector, which we expect will outperform over the next year. Read on for
more information on our new lists:
These companies provide
Online Auto Sales and Services. Also included on the list are some of the more
traditional Auto Dealerships. According to Barcharts.com
the group is up over 100% this last year as of July 4, 2001. Perhaps you are
interested in a list of the Traditional
Automotive Industry or the larger
Automotive, Tire, & Accessories List or perhaps just a list of Tires
Industry Companies then we have that list too
These companies are among the best
known Air Services companies. Companies on the list provide services including
offshore industries support, offshore search and rescue, air ambulance services,
repair and overhaul services, aerial firefighting support and emergency medical
transportation using specially equipped helicopter. Others provide commercial
charter airline services and passenger airline services to individuals and even
the United States military. You might be interested in our broader Airline
List.
June 28, 2001:
FED Cuts 1/4 Point - Market Rallies!
The FED cut 1/4 point
at its meeting this week. Less than we had hoped for, to be sure, but the door
is still open for further rate cuts if needed. The result for the market looks
initially positive but rate cuts alone are not likely to allow us the upside
necessary to leave our current trading range.
That's OK with us because
there is plenty of opportunity within this trading range. Eventually the rate
cuts that started on January 3, 2001 will become obvious in growth in orders
and earnings for technology companies in general. It is therefore important
to recognize this as another opportunity. We believe that those who miss out
will be buying at much higher levels in another six months.
We added another new
health care list for our readers in the area of Specialized Health Services.
It has been a strong group of stocks this year:
The
Specialized Health Services Stock List
These companies are
among the most widely known publicly traded Specialized Health Care companies
including companies in the fields of eye care, dentistry, orthodontics, radiology,
renal care, pediatric care and a broad range of specialized services. You might
also be interested in our larger Healthcare
Facilities List.
ACDO ADVP AMHC AMS
ASGR CMX CURE DVA DXR ESRX GBI HORC HRC LNCR MAII MDZ MIMS OCA OSTE PATH PDX
PMSI RCGI RGX USPH
While
we await the announcement due out later today from the Federal Reserve we thought
we would share a couple of our newest lists with you. These two lists of stocks
have been some of the best performers in 2001 according to data collected by
Barcharts.com. Both groups of stocks are benefiting from the graying of America
as a larger proportion of our population enters the ranks of senior citizenship
the need for Home Health Care and Long-Term Care is rising as well. The result
has been a very predictable rise in stock prices based on increasing income
for these public companies and higher expectations for future earnings. Here
are two groups of stocks which have the demographics of our population very
much on the side of their future earnings.
The Home
Health Care Stock List
These companies are
among the most widely known publicly traded Home Health Care companies. You
might also be interested in our larger Healthcare
Facilities List.
These companies are
among the most widely known publicly traded Long-Term Care Facilities or Nursing
Homes. You might also be interested in our larger Healthcare
Facilities List.
Well so much for the
bounce we had hoped for early this week (See our Weekend
Update). The NASDAQ did manage to close in the green today but the semiconductor
index fell. It looks like we could be in for even more selling. That being said
longer term we are still bullish about Semiconductor Sector
stocks like IDTI and technology
in general. A Bear Market proves that you may not want to hold any stock forever
but it also proves that sector rotation is alive and well. Thus far this year
semiconductor stocks have been hammered but they remain well off past cycle
lows despite lowered estimates for earnings and demand. This means that if demand
does not pick up soon semiconductors stocks could fall even further. However
this is a cyclical group that has always managed to show stellar earnings when
times are good. Anticipation drove these stocks up off their lows in early April.
Anticipation of better earnings later this year and early next year will most
likely drive the stocks back higher again soon.
Only time will prove
whether it is too early to be nibbling on the best companies in this sector
but ultimately even most bad buys in good stocks at these levels should be rewarded.
That is not to say you should not keep stops in place. We are doing just that
and managed to sell our position in IDTI at a small profit only to reenter almost
10% lower in price due to the continued lack of follow through on any rally
in the the semis.
June 4, 2001:
Updated Genomics Stock List:
The sequencing of the
Human Genome is now complete but the promise and the profits from Genomics Research
lies in future accomplishments. An incredible explosion of discovery an development
is being spurred on by these young, aggressive and innovative companies. On
this list you will find Genomics Tool Makers, Enablers, Computational Genetics
Companies (Bio-Informatics), Functional Genomics Companies, Genomic-Based Product
Companies and companies involved in Proteomics. The first set of companies on
this page consists of those companies that supply tools and supplies to companies
involved in Genomic Research. The later list includes as many of the companies
participating in Genomic Research as we could find including some of the tool
makers and basic biomedical research supplier companies. You may also be interested
in our broader Biotechnology Stock
List, the Proteomics
Stock List, the Pharmaceutical
Stock List and the Drug Stock
List.
May 29, 2001:
Newly Added Appliances and Tools Stock List:
You will find all of
the biggest names in Appliances and Tools right here on this list. You might
also be interested in our Smart
Appliances List. As expected the NASDAQ and most technology indexes declined
today. Keep watching those semiconductors for a signal on when the bottom will
be found on this most recent sell-off.
The
Appliances and Tools Stock List
ACRN APN BDK CRFT
ELUX FTMTF GAI HELE HMII.OB MKTAY MYG NPK PFIN PIK RAM SFP SNA SWK TRBO WHR
OK, we admit that you
might be fed up with those Kodak Moments, especially after a day in the market
like this one, but just in case you're not then you might want to check out
the stocks on our photography list!
You say you got coal
for Christmas? Well if you got stock in a coal company around Christmas 2000
you would be feeling a bit more filthy rich right now in May of 2001. Peabody
Energy (BTU) went public today, on May 22, 2001, and it closed 31% higher than
the IPO offering price. Take a look at the stocks on our coal list and see if
you don't wish your Christmas list included one of these! You might also be
interested in companies are engaged in the exploration for and production of
crude oil and natural gas.
If you are interested specifically in Natural Gas Stocks then check the
Natural Gas List. Oil Drillers? Check the
Oil Drillers List. You might also be interested in our Oilfield
Equipment and Services List.
May 20, 2001:
Newly Updated Water Utility Stock List:
These companies provide
Water Utility related services. Several of these companies are involved in Desalination
and other methods of making salt water and other contaminated water supplies
safe for drinking. Despite the fact that 2/3's of the Earth's surface is covered
with water less than 1% is actually Potable Water (safe for drinking). Forty
countries actually have no safe water. Mexico is one example. Even San
Diego here in the United States has no clean water supply and must siphon off
water from the Colorado River. Four leading companies with excellent technology
to make water potable are American Water Works (AWK), Insituform (INSUA), Ionics
(ION) and Philadelphia Suburban (PSC). You might be interested in our broader
Utility List, Electric
Utility List or our Gas
Utility List.
The Water
Utility Stock List
ARTNA AWK AWR BIW CTWS CWCO
CWT INSUA ION MSEX PNNW PSC SJW SWWC UU V WWTR.OB YORW
May 18, 2001:
Newly Added Motion Pictures Stock List:
In an effort to expand
on the stocks within the Service Sector we give you the Motion Pictures Stock
List. These stocks include companies responsible for the creation of major motion
pictures, television programming, cartoons, commercials, video tapes and CDs.
Some are Movie Theater chains or involved in other forms of entertainment. You
might also be interested in our Entertainment
List, our Recreation
Products and Services List or our Advertising
and Media List.
May 17, 2001:
Newly Updated Recreational Products and Services List:
The market is behaving
well enough to make an investor feel as though he might one day have a little
discretionary income to spend once again but where are you going to spend it?
The stocks on our Recreational Products and Services List include theme parks,
recreational activities and methods of escaping the everyday world while seeking
out what most would simply call fun!
The Recreational
Products and Services Stock List
AASP.OB ACAT ACEI.OB
ACTN ADGO AEN AGAM ALDA AMBW.OB AMCN AMCV AORGB ATVL.OB BBI BC BFT BIKE BOO
BOS BPAO BTNE.OB BULL BWLA CCL CHLD.OB CNOW.OB COA CRG CTIB DAB DFXI DIS DMH
DVD ECEC.OB EDGE.OB EK EKC EQUUS.OB ESCA ETPI.OB FAIRC.OB FGCIE.OB FLE FPWR
FTSP FUJIY FUSA FUN GCX GET GMTC GOLF GTLL GTK HDI HLYW HUF IGT ILI IMAX INNO
ISCA IWRK.OB JOUT JVTT.OB KIDQ.OB KIT KRUZ.OB KTO LEIX LENS LTFD LVB MAGZ
MBEW.OB MEAD MGAM MIEC MIKN MOVE.OB MOVI MPH MTN NVH ONST.OB PAR PELP.OB PENN
PHOC PFIT.OB PII PKS POC PRD PRED PSON PVI RANKY RAWL RCL RDL REXL RICK RIFL
ROCLF RUS SCC SCY SGM SHFL SKI SKYL.OB SNLV.OB SWIM TAUR.OB TBA THO TIXX TRAK
TRK TRV UMCC.OB VFLX WEBQ.OB WGO WMS WOWI.OB WSKI.OB WWF ZAPP
May 13, 2001:
We are back up and running! All lists are current
and our new Weekly
Update has been sent to our e-mail readers.
May 6, 2001: Due
to necessary hardware repairs there will be no daily or weekly updates during
the next two weeks.
We are very sorry for
the inconvenience. We hope to be able to continue to update our lists despite
the hardware problems. The Stock Buyback List
is now updated for instance.
April 25, 2001: Market
Rallies Back on strong home sales
April 24, 2001: Technology
Rally Falls Prey to Earnings Realities.
Please
refer to the weekly update sent to
our e-mail readers yesterday.
April 11, 2001: Technology
Rally Continues on Semiconductor Upgrade:
We now have a predicted
bottom for the current Semiconductor cycle as February. The reason this information
is of real value is that it comes from one of the first brokerages to issue
warnings that the Semiconductor Industry had reached cycle highs. The predicted
bottom for orders is now later this July with an upturn later in the year. Is
it time to buy Semiconductor Stocks now? Maybe, but more importantly it is time
to focus your research of those companies you would like to own in this sector
in 2002. Take the time to thoroughly research these companies and run long term
charts so you will be ready to buy the dips. While we agree that things can't
get much worse than they are now for semiconductor companies it is even more
important to note that we are that much closer to a real bottom than ever. Please
check our Semiconductor List
for more information.
April 4, 2001: After
Hours Technology Rally
While we do not think
this is a long term sustainable rally we do think we are due for some follow
through on the next Bear Market Rally which most likely began after hours today.
Check out some of the
biggest names in technology and their action in after hours on our Gorilla
Stock List. Remember to stay off margin and to stay positive. Stock prices
may go lower as we still maintain a fall below 1500 is coming for the NASDAQ
but longer term the US economy and technology in general has much more to look
forward to than to fear.
Although it is a Bear Market
Rally this rally looks real tonight.
April 2 , 2001: China
Syndrome - NASDAQ Hits New Lows Again!
The NASDAQ hit a new
29 month low today. Recent market action while disappointing is completely necessary.
Necessary?
Yes, it is necessary.
If we are to correct back to more traditional P/E's on the S&P 500 and other
averages where value investors will once again be tempted to buy again. Value
investors buying stocks again? Perhaps temptation is already attracting some
value investing but more on that later.
We believe that the
market must go lower to find a real reason to rally because future earnings
are questionable in far too many areas of the economy. Once we finally attain
those much lower levels the market will be ready to rally when fear and pessimism
is all too widespread. Ready to rally despite fears that we will not see anything
in the way of real growth until 2002.
Surely a fourth rate
cut from the FED will help.
How much further can
the NASDAQ fall? We're not certain but a fall below 1500 does not seem out of
the question to us now. It could all happen in the next six weeks or less. We
actually believe that we need all the excess enthusiasm wrung out of the market.
We admit that we were too enthusiastic many times over the last year and a half.
Now that we are actually Bearish we wonder why so much Bullishness is still
present?
But there are reasons
to be Bullish on the future.
Want a reason to be
Bullish on the future? We can give you several great reasons to look forward
rather than concentrate on the short term pain.
Interest Rate Cuts
Stimulate Growth.
There are indications
that rate cuts are already effecting areas of the market. First there are strong
indications in the bond market and the junk bond market that the Federal Reserve
Rate cuts are seeing excellent gains. This activity is interest rate related
and commonly seen when rates are decreasing but before
the stockmarket rises.
Mortgage Investments
are rising.
One group of stocks
that has outperformed the last 12 months are those commonly considered Mortgage
Related Stocks. Interest rates are falling stimulating refinancing and the housing
market itself has held up quite well.
Today we expanded our
Online Mortgage Stock
List. These companies provide Online Mortgages. You will also find a list
of traditional Mortgage Investment Stocks below this list. You might also be
interested in our much broader Real
Estate/REIT List.
It's true we believe have to go
down further before we can rise. We believe that we really need a severe sell
off. Bad earnings from major components of the DOW or NASDAQ could make that
possible.
Escalation in the troubles
with China? Certainly, that could create a massive panic and the kind of
selling we need.
What we are hoping for
is that we get that final Capitulation Day from which we are able to establish
a working base from which we can eventually climb back higher. Eventually, much
higher.
March 27, 2001: Consumer
Confidence Rise Sends Markets Higher!
Today the Conference
Board's measurement of consumer confidence showed a surprising gain after five
months of erosion and the markets moved nicely higher as a result. The improvement
in these numbers is very important in many ways. Most importantly to us is that
the Federal Reserve bases much of their economic outlook for the economy over
the next six months on these numbers.
While these numbers
appear very positive in nature at first blush we are not so sure. Yes, the potential
for consumers to open their purse strings seems to be now higher and that could
keep the economy in a larger sense out of recession. Unfortunately we are concerned
that the FED will be less likely to infuse the monetary system with an additional
rate cut before the next meeting as a result of this kind of positive economic
data. This leaves technology stocks and the NASDAQ once again more vulnerable
than the DJIA. So while we still expect another drop in the averages before
we can resume a new Bull Market that drop may not now be as severe as we were
expecting even 24 hours ago especially where it concerns the DOW.
The market is fickled.
We were hoping for bad consumer confidence numbers thinking that they would
facilitate another rate cut well in advance of the next Fed Board Meeting in
May. The actual monthly Consumer Confidence numbers rose to 117 from a revised
109.2 in the previous month. Analysts had expected the index to drop to 104.4.
So... today we rallied.
Unfortunately, the next time Mr. Greenspan speaks we may feel a great deal of
pain.
Why?
It's simply that the
Fed Chief may imply that there is no need for any more rate cuts before May.
Even if he does not imply this the market may believe that he has based on the
inability to understand Fedspeak. Ah, but that is a problem to be faced on another
day, if at all.
So what did well in
the markets today? LOTS of sectors. We had abroad rally in the market
with the best performers highlighted in bold:
You will notice that
the Semiconductor Industry is missing from our list again. This is perhaps largely
due to earnings warnings from Communications Chip Manufacturers. You will find
these stocks listed on our new Communication
Chips List at the Bull Sector.
These companies are
Communication Chip Makers. Their products facilitate the transport of voice
and data communications. They were among the hottest of all the chip stocks
before the current economic downturn turned into a technological recession.
Check our broader Semiconductor
List for a larger look at the overall industry. These stocks are expected
to outperform when the Networking Companies
like Cisco Systems and Nortel Networks resume recent growth patterns in 2002.
That's it for tonight. Our daily
commentary should not be expected on a daily basis. We e-mail when we feel there
is something worth discussing or when we have added a new list to benefit your
research as we did with our Communication
Chips List today.
Bear Bouncing
March
25, 2001- Updated Home Construction and Residential Construction List:
One of
the better performing industries over the past year has been the Home
Construction Industry. Interest rates are falling but due to the state of
the economy refinancing should outpace new home construction in our opinion.
Perhaps a better place to look for gains would be among the Banking
Sector Stocks and the Savings
& Loan Stocks in particular.
These
two groups did quite well today as did all of the sectors noted below with the
best performers highlighted in bold:
Notable in their absence
were the Semiconductor Stocks
and the Computer Hardware
Stocks which last week were outstanding performers as investors were searching
for potential value among the beaten down technology stocks. Another dire announcement
from Cisco
System's CEO John Chambers brought investors back to looking at the reality
of an extended downturn in technology while they returned to large cap names
associated with the DJIA.
Our fear here is that
the FED remains behind the curve on interest rates. We have been discussing
economic cycles and even recessions for more than a year now. A recession in
our economy will not selectively stop in technology companies alone. All industries
are economically sensitive. Although we believed many times before that this
Bear Market could turn back into a Bull without much trouble we now believe
Mr. Chambers has a much better handle on the world economy than Mr. Greenspan.
The Bear is not dead
in our opinion. It hasn't really even got started where it concerns the DJIA.
Tomorrow we will the latest consumer confidence numbers. These numbers are very
important as they will have great impact on the timing of the next interest
rate move by the Federal Reserve.
March
25, 2001- Updated Insurance Stock List adding Surety Title Insurance. Also updated
Drugstore Stock List.
Two of the better performing
stock groups this last year have been those stocks in the Insurance Industry.
The Surety Title Insurance stocks have done particularly well. For that reason
they are now singled out on our Insurance List.
Publicly traded Drugstore
related companies have also been having an excellent year. You will find an
expanded Drugstore Stock List now at the
Bull Sector.
March
24, 2001- Updated Stock Buyback and Sporting Goods Stock Lists.
The rally
on the NASDAQ is oh so close to being the real deal. Close but no cigar. Too
many of the former leaders on the NASDAQ have not yet reached bottom in our
opinion and as such many of these stocks so no follow through on Friday. Check
out the Gorilla Stock List to see what we mean.
On the
plus side the number of companies announcing stock repurchase plans is rising
and companies like AMAT and NOK have joined in telling investors that they feel
their stocks are under valued here. Check out our Stock
Buyback List.
We are
adding new stocks to our lists every single day. Today we broadened our Online
Sporting Goods List to include Specialty Retailers
and renamed it simply the Sporting Goods Stock
List. Tradional brick and mortar retailers are moving handily into the online
market and will most likely prove to be the most successful players.
March
20, 2001- Updated Low Float List and Aerospace & Defense List.
Well as expected, but
hoped they would not, the Federal Reserve lowered the Fed Funds rate by only
1/2 a point rather than the 3/4's that we so hoped for to begin a sustainable
rally. The results can be seen by anyone willing to do a little meandering through
the Bull Sector Indexes List.
Irrational Selling!
No, not quite. Even
the FED knows that the economy is in serious danger. That is why it became quite
clear again today that further rates cuts are coming from their statements today
concerning ``substantial risks'' of prolonged weakness and signaling it would
take further action if needed to stave off recession.
So how much lower
is the market headed?
The DJIA remains only
3% above Bear Market territory after its drop today. Will another 350 points
or so off the DOW be enough to bring about enough negativity to foster final
capitulation? Probably not, but it will certainly keep the market front page
news throughout the world. We are getting close to that bottom. While the FED
is not scheduled to meet again until May 15 our surprise interest rate decrease
in early January coupled with today's wording makes it highly likely that if
corporate announcements continue in the same vein as they have lately we can
expect another rate cut before that scheduled meeting. In the meantime stocks
will likely fall further.
In our opinion, what
Mr. Greenspan is giving us is an opportunity that comes along only once in a
great while. An opportunity to buy stocks at a discount to reasonable future
earnings growth rates. No, we have not arrived there yet, but that time is coming,
and maybe it will arrive here soon. Most of the major averages are at, or near,
either 2 year lows or at least 52 week lows but P/E's are still excessively
high based on the lack of earnings visibility. So here are some projections
that may or may not be based on reality as to what it will take to wash out
the excesses in the market today. You will notice our recent chart with a few
additions and subtractions to get to the heart of the matter. First we added
General Electric to our list because it has been one of the best performing
stocks the last 10 years and it has such a broad exposure to so many sectors
in our economy. We left Krispy Kreme on the list because these donuts are still
over valued and need to fall to a more reasonable P/E of around 20. If we can
value a donut company at a P/E of 63 when they admit their growth rate will
be around 20% next year then the excess in this market is not gone.
Anyway, check out the
chart below and do some calculations of your own. In the final column you will
see where we believe these stock prices could fall if they hit the previous
P/E lows of the past 10 years.
Today
we added around twenty new Semiconductor related issues
to our Low Float Stock List. These companies were
all extremely profitable in 2000 and most will show earnings growth again with
adequate stimulation from further rate cuts by the Federal Reserve.
In addition
we broke out the major dividend producers on our Aerospace
and Defense List. These companies stocks have already benefited from the
election of a Republican President in George W. Bush this past year but if profits
can ramp up in the future then investors will score both price appreciation
and dividends a real nice combination.
March
18, 2001- FED WATCH:
The market
is anxiously awaiting the fateful move by the Federal Reserve this week. We
believe that the recent action in the market indicates we are very near the
bottom. Of the major averages only the DJIA remains above Bear Market territory.
One more down day and it too could be off 20%, enter a Bear Market, and essentially
erode away the gains that have remained in most of those sectors commonly known
as safe havens in bad markets. Sector breakdown has already been happening.
On Wednesday of this past week there were no up sectors at all in the markets
except bonds if you consider Bonds to be a sector at all. On Friday small gains
could be found in could be found among the Paper and Forest Product Stocks,
some of the Hospital Stocks but by and large even safe haven sector stocks performed
badly.
Although this Bear Market
is certainly frustrating to live through, if you are invested on the long side
of the market, an investor might be well advised to remember the 20% jump we
got in many of the technology sectors commonly associated with the NASDAQ in
January. Soon interest rates will be a full point lower than when that first
1/2 point interest rate decrease ignited that rally. Rates could be even lower.
Perhaps we will get an additional quarter point decrease if we get a 3/4 point
decrease on Tuesday. No one can adequately predict the future so please stay
off margin if you venture into this market because the market now seems more
focused on earnings visibility at a time when little or no visibility is available.
March
17, 2001 - New List today - The Hospital Stock List
March
12, 2001 - New List today - The Restaurant Stock List
Ouch!
Ouch! Ouch!
"I
thought I was depressed on Friday. Now I really need a chocolate donut! "
The market
continued its downward fall today as we expected but not too surprisingly Gold
Stocks and Precious
Metals Stocks actually made small gains while Fidelity Select Foods Portfolio
actually showed a minute gain. Everything else was no less than horrible. Of
particular interest to us is the fact that stocks like Siliconix and Extended
Systems were actually trading below buyout prices. Our point is simply that
the market is now finally near the blow-off selling that actually entails an
actual market bottom.
No
we aren't there yet!
All the
averages ended down near their lowest lows today and that certainly does not
indicate that the end of the selling happened today.
Once again
we are going to share the chart we made this weekend of NASDAQ Bellweathers
and ask you to study those P/E's closely while you ask yourself who gets to
eat all those donut holes?
In the table you will see that only
MSFT and ORCL are selling at a discount to the past yearly P/E's over the last
5 years. The fact is that many of these stocks are still selling at substantial
premiums over the the lows on their P/E's over the past few years. What does
that mean? Quite simply when past market leaders are still over priced and falling
it's impossible to call a bottom in the NASDAQ.
Finally in keeping with
our recent theme that you're gonna eat even in a bad economy we bring you the
Bull Sector Restaurant List. You might also be interested in our Food
Products List.
The
Restaurant Stock List
AFCE APPB ARKR ATOM.OB AVDO BABB.OB
BBUC BDL BLM BNHN BOBE BOBS BRAI.OB BUNZ BYBI CAFE CAKE CASA CBRL CCAA.OB CBHR.OB
CGRT.OB CHEF.OB CHGO CHKR CHST CHT CHUX CKR CMPP CPKI DAB DAVE DDRX DELI DRI
EAT ELMS ELXS FDNO.OB FOOD FRG FRN FRS GCFBU GRIL GRLL GTIM HEXS.OB HMP.V IFDA.OB
IFFD.OB IH IHP ILFO ILRG.OB JAX JBX JOES.OB KAHA.OB KREM LNY LTUS LUB MAIN MAXE
MCD MHG MHI MLDS.OB MR MRG NATH NPCI NWCI OSI PAMX PDIM.OB PFCB PHWD.OB PJAM
PNRA PRGP.OB PZZA PZZI PUBSF.OB PUFF.OB QDIN QUIZ RARE RBD.NZ RI RICK RTIN.OB
RUBO RYAN RYFL SALD SBRG SDH SHLL.OB SHOY.OB SIXX.OB SIZL SLVR SNS SONC SPST.OB
STAR STRZ SZ TAMRE.OB TENT TRY TWED UFSI.OB UNO UNSRA USV VRES WEN YUM
March
5, 2001 - New List today - The Enterprise Business Portal
List
Please
excuse us for not getting the weekly update out this week. It's a busy time
of year, what with Spring in the air... calling an editor outdoors, while tax
returns force him to stay inside... but we are busy as usual attempting to keep
the Bull Sector up to date while adding new information on a daily basis. Such
is the case with our new Enterprise Business Portal List. The list came about
due to new
software moves by Sybase and other major software developers. Read on...
The companies
on this list are expected to be leaders in the Enterprise Business Portal
or Enterprise Information Portal Business. Not surprisingly most of the
biggest names in software are on this list and they and their partners
can be expected to dominate the industry. Andy Warzecha, an analyst with
industry research firm The Meta Group, said the market for enterprise
business portals is set to rocket over the next couple of years, with
vendors such as Microsoft Corp. (NasdaqNM:MSFT - news), Oracle Corp. (NasdaqNM:ORCL)
and BEA Systems Inc. (NasdaqNM:BEAS) all vying to get their share of the
pie. The overall market is estimated to be worth over $2 billion by 2003.
The idea here is to give users a single entry point into their business
applications from a familiar format style like those found on Web Portals
like Yahoo. This interface should provide companies with a platform and
technology to integrate their internal applications and extend those over
the Web to do business with their partners and suppliers. Sounds like
a combination of e-Business
Services, B2B Services
and ASP Applications
to us at the Bull Sector. This might be an excellent way to pull it all
together.
The Semiconductor Sector
for instance
rose strongly despite numerous warnings and analyst's downgrades. The Federal
Reserve Board meets again in just a little over two weeks when we can expect
another 50 basis points decline in interest rates.
Maybe this time it
will ignite a sustainable rally in the NASDAQ and the economy as well.
Feb.
28, 2001 - Updated today numerous lists.
We are well on our way
to getting our lists fully updated but please be patient. It's going to take
another couple of weeks before we can devote more time to updating our readers
of market progress. Until then the lists themselves do a better job of describing
the market than anyone could ever do. Mr. Greenspan's testimony today was quite
disappointing to us at the Bull Sector. We now believe that it will be March
20 before we get another rate cut.
Of note
today is Wayne Angell's comment that a short term 50 basis point rate cut is
now an 80% probability.
Feb.
23, 2001 - Updated today the 3G Wireless List
The NASDAQ
actually managed a gain today despite another deluge of bad news and profit
warnings. Much like the we have seen in recent trading the news rocked the the
market to lower lows. Early in the day it was hard to find any bright spots
in technology outside of the Biotech
Sector. There was bad news from some of the biggest names in technology
like Motorola (NYSE:MOT)
and Sun Micro (NasdaqNM:SUNW).
They set the tone for the early selling that seemed to hit virtually every technology
sector but Biotech.
When the biggest
of the big caps are struggling it's difficult to decide where to turn except
perhaps to cash or Gold which
ran nicely higher again today. Speaking of those big caps,
Gorilla stock Qualcomm (NasdaqNM:QCOM)
ran sharply lower today on concerns
that spending for 3G Wireless Handsets and Services will be delayed due
to reductions in spending by the major telecom companies that will need to spend
quite heavily to upgrade their networks to offer 3G Services. Anyway, QCOM looked
more like a badly behaved monkey than a Gorilla falling from a close of 66 15/16
yesterday to a low of 50 1/8 today before regaining some Gorilla like stature
to close at 61 13/16. It was even higher after hours much like Storage
Sector stock EMC CORP (NYSE:EMC)
which, we discussed yesterday, we are seeing some huge bounces on these big
name stocks as fear and greed fights a monumental battle in an oversold market.
Today's hottest
sectors included Biotech,
Computer Hardware,
Footwear, Gold,
Insurance,
Internet, Networking,
Railroads, Real
Estate REITs, Semiconductors
and Telecom. The Biotech
and gold sectors are highlighted here because they showed the largest gains.
Obviously we were seeing a bounce again in this extremely oversold market that
is called the NASDAQ but inflation fears are not exactly disappearing when gold
continues to rise. This is a damned scary market.
But this is
a market filled with opportunity for short term traders because the battle of
fear and greed has been eventually won by greed every time in the past where
it applies to the overall market. This is also so true many times with quality
individual stocks as well. Our recent stock pick SILICONIX
(NasdaqNM:SILI) proves our point completely. Despite present earnings warnings
longer term there is enough value in many technology stocks that a daily gain
of a mere 24% on a potential takeover for a company like SILI
may longer term seem inadequate. Guess that's why SILI closed substantially
above the the tender price of 28.82 at 31 1/8.
Yes, the news
is bad, the market is worse but we are in the early stages of a revolution in
technology. The Bull Sector will do its best to keep expanding and bringing
you the largest Sector Lists of Yahoo Detailed Quotes in the world. 3G
Sector Stocks like QCOM may have been down today but one day you will hold
the Internet in your hand and you might think back to this day and the research
you began on stocks in this sector.
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). According to a recent interview
on Feb 23, 2001 with Qualcomm's CEO it may be another 3 to four years before
the majority of 3G services are in widespread use but you never know. QCOM has
a corner on the CDMA market but not competing W-CDMA . QCOM seems to be implying
that it is W-CDMA that faces the longest delay in implementation.
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
Check back
at the Bull Sector soon for more information.
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