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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (40801)9/3/2005 5:28:06 PM
From: ild  Read Replies (1) of 110194
 
SATURDAY, SEPTEMBER 3, 2005 7:53 a.m. EDT

S&P 500 Target
Year end: N/A
12-month: 1265
10-Year Treasury:
Year end: 4.25%
2006 S&P 500 Profits:
$73.76
Favorite Sector:
Utilities

Richard Bernstein/Merrill Lynch

"We think investors should increasingly consider the competitiveness of cash."

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S&P 500 Target
Year end: 1325
12-month: 1385
10-Year Treasury:
Year end: 4.10%
2006 S&P 500 Profits:
$77.50
Favorite Sector:
Technology

Jason Trennert/ISI Group

"We think this year's catalyst for a fourth-quarter rally may simply be the anticipated end of Fed tightening."

--------------------------------------------------------------------------------

S&P 500 Target
Year end: 1300
12-month: 1350
10-Year Treasury:
Year end: 4.70%
2006 S&P 500 Profits:
$81.00
Favorite Sectors:
Energy, Health Care

Chip Dickson/Lehman Brothers

"Based on history, the market likes it when the Fed stops raising rates."

--------------------------------------------------------------------------------

S&P 500 Target
Year end: 1300
12-month: N/A
10-Year Treasury:
Year end: 4.25%**
2006 S&P 500 Profits:
$80.50
Favorite Sectors:
Technology, Media

Tobias Levkovich/Citigroup

"Attractive valuations on a variety of levels and investor sentiment readings are encouraging."

--------------------------------------------------------------------------------

S&P 500 Target
Year end: 1150
12-month: 1350*
10-Year Treasury:
Year end: 4.25%
2006 S&P 500 Profits:
$78.00
Favorite Sector:
Health-Care Services

Francois Trahan/Bear Stearns

"We're at a place in the cycle where lower rates hurt rather than help stocks."

--------------------------------------------------------------------------------

S&P 500 Target
Year end: 1340
12-month: 1560*
10-Year Treasury:
Year end: 4.60%
2006 S&P 500 Profits:
$80.50
Favorite Sectors:
Energy, Technology

Ed Keon/Prudential

"It's at least possible that if real estate cools, investors will reallocate money into stocks."

--------------------------------------------------------------------------------

S&P 500 Target
Year end: 1200
12-month: 1275
10-Year Treasury:
Year end: 4.50%
2006 S&P 500 Profits:
$78.00
Favorite Sectors:
Energy, Health Care

Tom McManus/B of A

"We're in a decelerating environment where more companies are likely to lower guidance."

--------------------------------------------------------------------------------

S&P 500 Target
Year end: 1325
12-month: N/A
10-Year Treasury:
Year end: 4.90%
2006 S&P 500 Profits:
$72.50***
Favorite Sectors:
Technology, Industrials

Abby Joseph Cohen/Goldman Sachs

"Security selection should, in general, favor economic growth and beta."

--------------------------------------------------------------------------------

S&P 500 Target
Year end: 1250
12-month: N/A
10-Year Treasury:
Year end: 4.50%
2006 S&P 500 Profits:
$77.00
Favorite Sectors:
Health Care, Energy

Henry McVey/Morgan Stanley

"I think the energy trade will play out faster and more furiously."

--------------------------------------------------------------------------------

S&P 500 Target
Year end: 1280
12-month: N/A
10-Year Treasury:
Year end: 5.00%
2006 S&P 500 Profits:
$81.00
Favorite Sector:
Industrials

Michael Ryan/UBS

"When the Fed is in the latter stages of tightening, the markets tend to do OK."

--------------------------------------------------------------------------------

*Year-end 2006 target
**Average forecast yield for 2006.
***Adjusts for stock-option expenses
N/A=Not available
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