Just One Man's Opinion - 20 August 2005

by JMac

SECTORS BETS - Best of breed

Tech - INTEL, MOTOROLA, MICROSOFT, QUALCOMM, APPLE

Telecommunications - SPRINT/NEXTEL, CORNING

Healthcare - GENENTECH, UNITED HEALTH

Retail - HOME DEPOT, WALGREENS

Entertainment - COMCAST A, HARRAH'S, (sell SONY)

Defense - BOEING, HONEYWELL, GEN.DYNAMICS

Food & Beverage - GEN. MILLS, SYSCO FOODS, PEPSI, ANHUESER BUSCH, STARBUCKS

Energy - BURLINGTON RESOURCES, CONOCO PHILLIPS, ARCH COAL, PEABODY, EXXON/MOBIL

Banks - BANK OF AMERICA, NATIONAL CITY

Industrials - GE

Steel & Materials - NO BETS (sell PHELPS-DODGE)

Autos - NO BETS

Airlines - NO BETS

Foreign Stocks - DODGE & COX INTERNATIONAL (mutual fund)

Consumer Staples - ALTRIA (could go to $80), P & G, J & J

Utilities - DUKE ENERGY, FPL, PUBLIC SERVICE OF NEW MEXICO, HAWAII ELECTRIC

Banks, housing and small caps will be hurt by rising interest rate enviorment. Retailers, restuarants and theme parks will be hurt by high gasoline prices.

Will screen stocks for food - make requests as comments at tandapundit.blogspot.com