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Strategies & Market Trends : Fidelity Select Sector funds
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To: freeus who wrote (118)7/23/1997 8:06:00 AM
From: Mark   of 4916
 
Hello;

I have also done well with Select Electronics. The Wall Street Journal had a Mutual Fund quarterly recap on July 2nd or July 3rd. Select Electronics was the 10 year winner. There was a brief interview with the manager (who took over only during the past year). I was impressed with his responses. He seems sharp and knowledgeable. I have hopes for a continued strong run, as long as the market holds up.

Select Regional banks has been a very strong winner for the past 6 years or so. The theme is correct - mergers and takeovers in the industry. I see the acquisitions continuing for several more years, at least.

Mark
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