The Bull Sector - Because there is always a Hot Sector

And there has to be a better way to find it! - Big Charts Market Pulse - Weekend Update

Bull Sector Indexes List l Yahoo/Briefing: In Play® l Yahoo Market Updates

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:

April, 2009:

The Swine, H1N1 or 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

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 8, 2002:

The Semiconductor Stock List

ABTG.OB ACLS ACTL ADI ADPT AFCO AGRa AHAA ALSC ALTR AMAT AMCC AMD AMKR AMTA AMAT ANAD API APTI ARMHY ARTI ARXX ASMI ASML ASTT ASYS ASYT ATMI ATML AVNX AXTI BESI BELM BRCM BRKS BTUI CAMD CATS CHRT CLTK CMOS CNXT COHU CREE CRUS CVV CY CYMI DAWK DIOD DLGS DPAC DPMI EGLS ELNT EMKR ENTG ESST EXAR FCS FEIC FLEX FSII GALT GNSS GSLI GSNX GTGO GSPN HAUP HEII HELX HIFN HRS HTEK IBIS ICST IDTI IFCN IFX INSN INTC IRF ISCO.OB ISIL ISSI ITXI JBL JDSU JMAR JNIC KEI KLIC KOPN KYO LGVN LINK LLTC LOGC LPTH LRCX LSER.OB LSCC LSI LTXX MCHP MCRL MIPS MLIN MKRS.OB MOSY MOT MRAE MRVC MRVL MSCC MTCH MTLG MTLK MTSN MU MUCP.OB MXICY MXIM NANO NMGC NSIL NSM NTRG NUFO NVDA NVLS NVMI OAKT ONNN OPC OPTI OSIS OVTI PHG PHTN PLAB PLXT PMCS POWI PRIA PRTH PSEM PSIT PXLW QLGC QSND QUIK REAL RFMD RMBS RMTR SAGI SATC SCON SEMI SEMX SFAM SILI SIMG SIPX SLAB SLIC.OB SMSC SMTC SMTL SMTX SODI.OB SPA SPIR SPLX SRAM.OB SSTI STEC STLW STM STTS SUPX SYMM SYNP TAIT TDDD TENS.OB TFS TGAL TMTA TRID TRPH TSEM TSM TQNT TTMI TVIA TXCC TXN UTCI UTEK VIRL VRST VRTA VSEA VTSS WEDC WFR XICO XLNX ZL ZRAN

ABTG.OB through NVMI

OAKT through ZRAN

Components of the Goldman Sachs Semiconductor Index

ADPT AMD ALTR ADI AMAT AMCC ARW ASML ATML ATML AVT BRCM CNXT INTC JBL LRCX LSCC LLTC LSI MXIM MCHP MU MOT NSM NVLS QLGC RMBS RFMD STM TXN VTSS XLNX

ADPT through XLNX

 


December 17, 2001:

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.

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.

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

Fidelity just added this category.

Electrical Equipment - 0.7%

BHE VSH

BHE through VSH

Fidelity just added this category.

Electronic Equipment & Instruments - 3.9%

A ARW AVT FLEX IM JBL MERX MNY.TO SANM TECD TEK

A through TEK

Fidelity just added this category.

Internet & Catalog Retail - 1.0%

EBAY NSIT

EBAY through NSIT

Fidelity just added this category.

Internet Software & Services - 0.7%

ARBA HOMS NETE VRSN

ARBA through VRSN

Fidelity just added this category.

IT Consulting & Services - 1.2%

ACS CSC SDS

ACS through SNGD

Fidelity just added this category.

Media (Interactive TV) - 2.1% - AOL GMST

AOL through GMST

Fidelity just added this category.

Semiconductor Equipment & Products - 29.1%

AMD AGRa ALTR AMKR ADI AMAT AMCC ASML ACLS CHRT CHPC CNXT CY DPMI ELNT FCS HELX IBIS ICST IDTI INTC ISIL KLAC KLIC LRCX LSCC LLTC LSI MRVL MIPS MIPSB NSM PDFS RFMD SMTC SLAB TSM TER TXN VSEA VIRL VTSS XLNX

AMD through XLNX

Fidelity just added this category.

Software - 26.3%

ADBE BEAS CDN CTXS CA CPWR JDEC MSFT NATI NTIQ NETA NMTC NVDA ORCL PSFT PRGN RSYS SY TTWO VAST VRTS

ADBE through VRTS

Final Commentary:

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:

Up: Advertising, Advertising & Media, Aerospace & Defense, Aluminum, Anti-Terrorism, Apparel Retailers, B2B, Banks, Biometrics, Biotech, Brokerages, Chemicals, Disk Drive, DSL Chips, Footwear, Forest & Paper, Healthcare Facilities, Hospitals, Insurance, Iron & Steel, Long-Term Care, Mining, Natural Gas, Non-Metallic Mining, Oil, Oil Drilling, Oil Services, Railroads, RV's, Storage, Telecom, Telecom Equipment, Tobacco, Wireless

Down: Computers, Drugs, Gold, Utilities and more... Check the Bull Sector Indexes List for Sector Updates

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.

IRAD.OB OZON.OB STE SURE TTN VIFL

IRAD.OB through VIFL

The Waste Management Stock List

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.

AW AWX CERI CLHB CWST DRTK ITX MPML PESI RSG SRCL STHK VSR WCNX WWIN

AW through WWIN

The Medical Practitioner Stock List

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.

CVH INMD LVCI NHHC

CVH through NHHC

Final Commentary:

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:

Up: Aerospace & Defense, Apparel Retailers, Auto Parts Stores, Auto Dealerships, Beverages (Non Alcoholic), Biotech, Retail (Catalog & Mail Order), Computers, Computer Services, Consumer Electronics, Cosmetics, Disk Drive, E-health, Fiber Testing, Food & Beverage, Footwear, Golf, Hardware, Gorilla Stocks, Home Health Care, Iron & Steel, iTM, Medical Equipment, Medical Products, Music & Video Stores, Natural Gas, Oil, Oil Service, PC Software, Retailers, Semiconductors, Software, Storage, Telecom Equipment, TMR, Tobacco, Toys, Utilities, Video Games, Windows XP,

Down: Auto & Truck Manufacturers, Gold, Insurance, Internet, Investment Services, Paper & Paper Products, Railroads and more...

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.

BBI HLYW MOVI TWMC

BBI through TWMC

The Golf Stock 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.

ALDA AMB ASHW ELY GOLF PAR SPOR TEE

ALDA through TEE

The Rentals & Leasing 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

ACY through WLFC

The Property Management List

On this list you will find companies involved in Real Estate Property Management. You might be interested in our broader Real Estate - REIT List.

ACP ALX ARI ARL BEI BPO BXP CDX CFCM CPV CTR ETT GL GNI HRY JLL JOE KRSC KWIC LHO LNR MSW NZ PKY RSE SLG TCC TZH USV XLG

ACP through XLG

The Management Services List

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.

BKR CRG DTPI EXBD FCN FCGI FYII HSII IT KCIN NCI ONSS ORAL PRW PSTI RECN RMCI SNVT SUPC SVM TGIS TMNG USL VTIV WW ZOMX

BKR through ZOMX

The Silver Stock List

Part of the Basic Materials Sector on this list you will find companies involved with Silver Mining and exploration. You might be interested in our broader Gold Stock List, or our Precious Metals List, or our Metal Mining and Mining Stock List.

PAAS SIL

PAAS through SIL

Final Commentary:

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:

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

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.

Looking at a broader overview of the market you will find the some of the strongest sectors from last Friday with the best performers marked in bold here including our updated listing of Anti Bio-Warfare and Anti-Terrorism Stocks:
Up
: Anti Bio-Warfare, Anti-Terrorism, Broadband - Fiber Optics, Computers, Disk Drive, Drugs, Footwear,
Gold, Hardware, Networking, Server Hardware,
Telecom Equipment, Utility
Down: Airlines, B2B, Hospitals and Many More!

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:

The Auto Parts Store Stock List

On this list you will find the better known Auto Parts Stores companies. You might be interested in our Auto Parts Wholesale List or our Specialty Retailer List.

AZO CAO DAP MDS ORLY PBY

AZO through PBY

The Discount Variety Stores Stock List

These companies are among the widely known publicly traded Discount Variety Stores. You might be interested in our Apparel Retailer List, our Auction List, our Auto Parts Wholesale List, our Bookstores List, our Electronics Retailers List, our E-Tailers List, our Food Retailer/Wholesaler List, our Online Music Stores List, our Retailers List, our Retail Technology List, our Specialty Retailer List, our Sporting Goods Stores List or our Toy & Hobby Stores List.

BJ BLI COST CPWM DG DLTR DUCK FDO FRED KM NDN SKO TGT TJX TUES WMT Z

BJ through Z

The Drugs Wholesale List

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.

ABC ALU CAH DKWD MCK MMD NUS PHCC PHLI SCIO SCOR

ABC through SROR

The Farm Products List

On this list you will find companies that grow and distribute Farm Products. You might be interested in our broader Food Products List.

ALCO DLP FDP MRGO NUT SYLN TRC

ALCO through TRC

The Personal Services List

On this list you will find Personal Services companies. You might be interested in our broader Consumer Services List.

AMIE BFAM CPY CSTR CSV GTAX HB HRB MPH NLCI PPD RGIS ROAC SRV STEI STNR

AMIE through STNR

The Credit Services List

On this list you will find Credit Card and Credit Services Companies. You might be interested in our broader Financial Services Stock List or our Consumer Services Stock List.

ACF ACRT ADVNB AGM ALD ASFI AXP CACC CCRT COF DOLL DVI FIF HF HI METFP MFI NICK NXCD PDSG PLUS PMC PVN REXI SFI SLM STU TAXI UACA WFSI WRLD

ACF through WRLD

The Oil & Gas Refining Marketing 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

AHC through 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:

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

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 first two lists you will find this weekend are based on lists put together by CNET; the Server Software and Server Hardware Lists. The third and final list this week is based on the excellent industry lists put together by BarCharts.com; the Insurance Broker List.

The Server Software Stock List

ACTU ADVS AGIL AMSWA ARTG ASCL ASDS.OB ASFT ATEA AXO BEOS BMC BOBJ BRIO BSQR BVEW CA CCRD CLIC.OB CLRS CNQR COGN CPWR CSPI CSRE CTRA CYLK CYSV DALN DCTM DLTK EMBT EPIC EPNY EPRS EXLT FBAY FILE FNDT FSTP GNOM HYSL IINT IMAN INFA ISSX IW IWOV JDEC KANA LBRT LQNT LSPN MANH MANU MCDT MERQ MFLO MOBI MRNT MSLV MSTR MUSE MUZE.OB NESY NETM NETZ NOVL NSSI NTIQ NTWO ONTC ONXS OPNT OPTO ORCL OTEX PASW PKSI PKTR PRGS PRSF PRSW PSFT PUMA QSFT RETK RHAT SAP SCTC SCUR SGNT SGSF SPSS SRNA SSSW SVCW SVNX SY TENFC TIBX TMNT TROY TSYS TTLA ULTI VFNX VIAD VITR VNWK VONE VRTS VSNT WALK.OB WEBM WGRD WITS

ACTU through WITS

The Server Hardware Stock List

ASPX NCR OBAS SGI SUNW UIS

ASPX through UIS

The Insurance Broker Stock List

On this list you will find companies selling various forms of insurance. You might be interested in our broader Insurance Stock List.

AIG BRO BWINB CRVL FHCC HRH ISTN MET MMC PVC

AIG through PVC

September 22, 2001: New Lists:

The Video Conferencing Stock List

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.

ACTT MCSI PCTL PLCM

ACTT through PLCM

The Anti Bio-Warfare Stock 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.

ACLY.OB BDAL ISIP MAXY

ACLY.OB through MAXY

The Auto & Truck Manufacturers Stock List

Part of the Consumer Cyclical Sector these companies are among the best know Auto & Truck Manufacturers. You might also be interested in the Auto Index List. The Bull Sector also other lists like the Online Auto Sales List, the Auto, Tires & Accessories Stock List and the more specific Tires List.

ARGN CBA COLL F FIA FTHR GM HMC IR KROL MLR MNC NAV NSANY OTRKB PCAR RUSH RVMI.OB SCVa SPAR STCR.OB STS TM VOLVY WNC WTAI.OB

ARGN through WTAI.OB

The Cruise Line Stock List

The companies on this list are the best known major Cruise Ship or Cruise Line operator's

CCL POC RCL

CCL through RCL

The Water Transportation Stock List

The companies on this list are Water Transportation companies shipping products associated with a wide variety of industries.

ALEX BHO CKH CNRD EXM FRO GMR ISH KEX MCX NAT NNS OMM OSG SBLK SCRa SJH SNSA TDW TK TMM TOD TRBR TUG VLCCF

ALEX through VLCCF

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.

ABHH.OB AH AXSI CDCY CKP CMMD.OB CYLK FTEC CTS GIIS.OB ICTS IEIB ILXI INVN IZZI.OB LOJN MAGS NSSC POI PZB RNBO SACM.OB SAI SBL SEHO.OB SFT SILW SKVY.OB SRM TRKR.OB TYC VII VKSIE.OB VSNX WAK

AH through WAK

Panic Selling - American Resolve

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.

September 5, 2001: Gene-Based Medical Labs

The Medical Labs Stock List

The companies on this list are some of the better known publicly traded Medical laboratories that use Gene-Based Testing. It's one of the few lists here at the Bull Sector where every company is actually profitable! You might be interested in our broader Biotech List or some of its offshoots; Whether it's the Human Genome Project, the Cancer Drug List, Proteomics, Gene Therapy, Humanized Monoclonal Antibodies, Stem Cells, Biochip Technology, Organ Transplant, or Blood Substitutes, or Drug Discovery the future is bright for many companies in this sector.

DGX DIAN IMPH LH SP ULAB

DGX through ULAB

September 4, 2001: Stem Cell Update

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.

$SOX Chart from StockCharts.com

Now on to the updated Stem Cell List!

The Stem Cell Stock List

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.

ALXN ARIA ASTM ATIS AVN CBO.V CCEL CRIS DCRN DNDN GERN GZBX IART IMNR INCR KOOL LIFC NEOT NEXL ORG ORTC OSTE STEM XZL

ALXN through XZL

August 21, 2001: Semiconductors to the Rescue?

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.

Will we get a bounce soon?

$SOX Chart from StockCharts.com

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:

The Entire Book-to-Bill Article

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.

The Printed Circuit Boards Stock List

These companies are involved in the manufacture and design of Printed Circuit Boards. You might also be interested in our broader Semiconductor Stock List. In a continued effort to reflect subgroups requested by our readers please explore the stocks found on the Electronic Design Automation (EDA) List the Yield Optimization Chip Software List, the PLD List, the Electronic Manufacturing Services companies on the EMS List, the Semiconductor Capital Equipment List, the Semi Equipment Materials List, the Integrated Circuits List, the Memory Chips List, the Communication Chips List, or the DUV Laser List, the Flash Memory List the Chip Foundry List the Power Management List and the Leading Fabless Semiconductor List.

ACTM BHE EFTC ELAM ELTK FLEX JBL MERX MWAV PKE PLXS PMTI PRLX PTIX RAVN SANM SLR SMTI SMTX TTMI VG

ACTM through VG

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

ASV through WLHN

The Conglomerate Stock List

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

ALE through WSC

 


August 6, 2001: Range Bound for Glory!

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.

BBY CC RSH ULTE

BBY through ULTE

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.

Here a few of our newest lists:

The Toy & Hobby Store Stock List

On this list you will find all of the best known publicly traded Toy & Hobby Stores. You might also be interested in our Retailer Stock List, our Specialty Retailer List and our Toys Stock List.

BKST CNJ MIKE RAGS TOY

BKST through TOY

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 Specialty Eateries Stock List

BDL DDRX PNRA SBUX

BDL through SBUX

These companies manufacture chocolate candies and other confectionery products. You might be also interested in our Food Retailer and Wholesaler List or our Food and Beverage List.

The Confectioners Stock List

HSY MFW RMCF TR WWY

HSY through WWY

 


July 4, 2001: Independence Day

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:

The Programmable Logic Devices (PLD) Stock List

These companies are among the most widely known publicly traded manufacturers of PLD's or Programmable Logic Devices. In a continued effort to reflect subgroups of Semiconductor Sector stocks requested by our readers please explore the the Electronic Manufacturing Services companies on the EMS List, the Semiconductor Capital Equipment List, the Semi Equipment Materials, the Integrated Circuits List, the Memory Chips List, the Communication Chips List, or the DUV Laser List, the Flash Memory List the Chip Foundry List the Power Management List and the Leading Fabless Semiconductor List. You might also be interested in our larger Semiconductor List.

ALTR ATML CY LSCC XLNX

ALTR through XLNX

  The Auto Dealership Stock List

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

AWEB ABTL AN AUTC.OB CNGR GPI HCAR.OB KMX LAD NVDC RUSH SAH UAG UGLY

AWEB through UGLY

The Food Wholesaler Stock List

These companies are among the best known Grocery Stores or Food Wholesalers. You might also be interested in our Online Groceries Stock List or our broader Food Retailer and Wholesaler List.

FLM GMCR NAFC PFGC SMF SVU SYY UNFI VPS WNI

FLM through WNI

The Technical Services Stock List

These companies are among the best known Technical Services companies. You might also be interested in our broader Business Services Stock List or our broader Construction Services List.

CACI CO EMEX FLR ICLR STVI TDY TKCI TRR TTEK TTI URS

CACI through URS

The Air Services Stock List

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.

AIRM AMTR CGO FLYA OLOG

AIRM through OLOG

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

ACDO through USPH

June 27, 2001: FED Cuts and a Graying America:

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.

AFAM AHG DOC HH MATR NYHC OPTN TWH

AFAM through TWH

The Long-Term Care Stock 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.

ACR BEV HCR NHC RSCR SRZ

ACR through SRZ


June 19, 2001: So Much for the Bounce!

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.

The Genomics Tool Makers Stock List

A ACLA AFFX BIOI CGEN CRA CRGN EBIO GENR GLGC GLW GNSL HYSQ IBM ILMN INCY INMX IVGN MOT NGEN RSTA ORCH PBSC PKI QGENF RSTA SQNM TBIO TMO VGIN VWKS

A through VWKS

The Human Genome Project Stock List

ABI ABGX AFFX BIOI CBTE CGEN CRA CRGN DCGN DD DNA EBIO ENEX EXEL GCOR GENE GENXY GLGC GMNI GNOM GNSC GNSL HGSI HYSQ INCY ILMN INMX IVGN LEXG LYNX MAXY MCDE MCDT MEDX MLNM MYGN NGEN NEOT ORCH PBSC PDLI PKI QGENF RSTA SQNM TBIO TMC.V TMO TRIB VAR VGIN VGNX VICL

ABI through VICL

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

ACRN through WHR

May 23, 2001: Newly Added Photography Stock List:

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!

The Photography Stock List

ADTI.OB BTNE.OB CMLH CPAK CPFR.OB CPY EK EMRT FOTO FUJIY HDTV LENS LEXR MOTOE.OB PHOC PIAM.OB PRD PSRC PVI SEQLE.OB WINT.OB

ADTI.OB through WINT.OB

May 22, 2001: Newly Added Coal Stock 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.

The Coal Stock List

ACI ARLP BHP BRCO.OB BTU CNX HDWR MEE SGII.OB WLB YZC

ACI through YZC

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

ARTNA through 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.

The Motion Pictures Stock List

AACB AEN BDVM.OB DCPI DISK DMEC.OB DRCX.OB ETNT.OB FILM FMLY.OB FOX FRSTE.OB GCX HRVY.OB IMAX ISTC.OB ITAT.OB IWRK.OB JTWO KLOC.OB KMGGE.OB KREN.OB LGF LPAC LWIRA MGM MMTS.OB MVSN NOOF NSKY.OB OPIX.OB PAE PIXG.OB PIXR PMGH.OB RANKY RDGE RENT ROMN.OB SBAQ.OB SMTV.OB SYCD.OB TMTV VDIM VIAB WON

AACB through WON

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

AASP.OB through 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

Updated Auto Dealership List:

These companies provide Online Auto Sales and Services. Also included are some of the more traditional Auto Dealerships. 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

The Auto Dealership Stock List

AWEB ABTL AN AUTC.OB GPI HCAR.OB KMX LAD NVDC RUSH SAH UAG

AWEB through UAG

 


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.

Here are some of the sectors that did well during regular trading today: Airlines, Autos, Chemicals, Drugs, Footwear, Forest & Paper, Gold, Hospitals, Industrial Equipment, Natural Gas, Oil, Pharmaceuticals, Pollution Control, Precious Metals, Retailers, Tobacco, Wireless

Tomorrow Technology?

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.

The Online Mortgage Stock List

AHMH EELN FMFK FNCM HMSV TREE

AHMH through TREE

The Mortgage Investment Stock List

ABFI AER AHMH AHR AII AIJ AIK APROZ ATAXZ CCR CHC DORL DWL FNM FRE HCM IMH MTXC NCEN RBMG RHBT WTM
ABFI through WTM

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.

Before we can do that we will see far more days where former high flyers like Ariba the B2B Software Sector Leader announce massive losses.

Value Investing is back!

On the one hand Warren Buffett states just a week ago that stocks are still overvalued. Then today we find that he has indeed been a buyer in the Retail or Apparel Retailing Sector of the market with clothes retailer Gap Inc.(NYSE:GPS) . The Retail Sector is often one of the earliest to benefit from lower interest rates. Warren Buffett knows this to be true.


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:

Hot Today: Airlines, Autos, Banks, Biotech, Genomics, Brokerage, Chemicals,
Communications Services, Computer Hardware, Drug Discovery, Forest & Paper, Healthcare, Insurance, Internet, Medical Equipment, Natural Gas, Networking, Oil, Railroads, Software, Telecom, Tobacco, Utilities, Wireless

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.

The Communication Chips Stock List

AMCC BRCM CNXT EXAR PMCS TXCC VTSS

AMCC through VTSS

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:

Hot Today: Airlines, Banks, Biochips, Biotech, Genomics, Brokerage, Communications Services, Content Filtering, Forest & Paper, Healthcare Providers, Insurance, Medical Equipment, Natural Gas, Oil Services, Railroads, Savings & Loan, Telecom, Utilities, Wireless

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.

Company Name
Recent P/E
5 year low P/E
Recent Price
Projected Price at P/E Low
32.3
14.6
40
19
63
No Data
36
11
49.1
36
19
14 3/4
43.5
11.3
34
18 1/4
19.5
12.1
24 5/8
21
Data believed to be accurate
Reasonable P/E's of 20?
5 year lows
Prices very
volatile
Projections only

Newly Updated Lists Today:

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

As is often the case the stocks on the Hospital List have been one of the hottest groups around this least year after an extended period of under performance. The stocks on this list include companies that are among the widely know publicly traded Hospital Companies. You may be interested in our broader Healthcare Facilities List. You may also want to check the companies on the Healthcare Index List, the Medical Equipment List, the Medical Supplies List, the Medical Products List, the Biotechnology List and the Drug Development List.

The Hospital Stock List

MSGA DYII HCA HMA MGL NEXT PRHC RHB THC UHS

MSGA through UHS

 


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?

Recent P/E of 71 5 year low P/E: No Data
Recent P/E of 49.1 5 year low P/E: 36
Recent P/E of 43.5 5 year low P/E: 11.3
Recent P/E of 19.5 5 year low P/E: 12.1
Recent P/E of 31.5 5 year low P/E: 36
Recent P/E of 14.2 5 year low P/E: 28.1
Recent P/E of 371 5 year low P/E: 31.5
Recent P/E of 27.2 5 year low P/E: 21.7
Data believed to be accurate
Please do your own due diligence
 

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

AFCE through 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 Enterprise Business Portal Stock List

AOL BEAS IBM MSFT NEON ORCL SUNW SYBS VIAD

AOL through VIAD

Finally it nice to think that the NASDAQ may finally be putting in a bottom. Numerous sectors in the market did very nicely indeed today including the Airline Index, Broadband - Fiber Optics, Computers, Chemicals, Forest & Paper, Gold, Networking, Networking Infrastructure, Insurance, Internet, Natural Gas, Oil, Oil Services, Semiconductors, Technology, and the Wireless Sector.

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.


Feb. 26, 2001 - Updated today the Wireless List

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

ADVC.OB through XIRC

Check back at the Bull Sector soon for more information.

 

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