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Strategies & Market Trends : Fidelity Select Sector funds -- Ignore unavailable to you. Want to Upgrade?

To: Julius Wong who wrote (1960)	7/21/1999 9:00:00 PM
From: Julius Wong	Read Replies (2) \| Respond to of 4916

Wed Jul 21 * Market Indices last month DJIA : + 1.90% SP500 : + 2.73% NASDAQ: + 6.58% ******************************************************* * Market risk ( Low, Typical, High, and Very High ) Short term risk: Typical Intermediate term risk: Typical * Market volatility : Very High *************************************************** Top/Bottom ratio: Formula = T15%/B15% T15%: Number of stocks in the top 15% of 52 week range B15%: Number of stocks in the bottom 15% of 52 week range This ratio is bullish if > 2.00, bearish if < 0.50 All Stocks > $5: 1.93 (Bullish) S&P 500 Stocks: 3.81 (Bullish) Nasdaq 100 Stocks: 4.33 (Bullish) *************************************************** Fidelity Sector Funds (37 select funds plus FRESX) * Sector rotation: Very High * Strong fund: Number of strong funds: 26 FBIOX, FDCPX, FSELX, FSCSX, FSPTX, FSDAX, FSAIX, FSRFX, FBSOX, FSDCX, ... ... ... * Uptrend: Number of funds with uptrend: 19 FBIOX, FSRFX, FSAIX, FSDAX, FDCPX, FSUTX, FSCSX, FBSOX, FSMEX, FBMPX, ... ... ...

To: Julius Wong who wrote (1960)	7/21/1999 9:02:00 PM
From: Julius Wong	Read Replies (3) \| Respond to of 4916

Fidelity Select Fund holdings, 6/30/99 FSAIX -- 56.2% of the portfolio ATLANTIC COAST AIRLN HLDG INC AMR CORP SABRE GROUP HOLDINGS INC CL A SKYWEST INC UNITED TECHNOLOGIES CORP GULFSTREAM AEROSPACE CORP DELTA AIRLINES INC COMAIR HOLDINGS INC NORTHWEST AIRLINES CORP CL A LOCKHEED MARTIN CORP FSAVX -- 56.1% of the portfolio FEDERAL-MOGUL CORP SPX CORP FORD MOTOR CO DANAHER CORP TRW INC JOHNSON CONTROLS INC DAIMLERCHRYSLER AG (REG) HONDA MOTOR CO LTD EATON CORP AUTOZONE INC FBIOX -- 56.5% of the portfolio BIOGEN INC MEDIMMUNE INC IMMUNEX CORP AMGEN INC GENZYME CORP-GENERAL DIVISION SCHERING PLOUGH CORP MERCK & CO INC ALZA CORP CHIRON CORP CENTOCOR INC FSLBX -- 49.7% of the portfolio LEHMAN BROTHERS HOLDINGS BEAR STEARNS COS INC MORGAN STAN DEAN WITTER & CO MERRILL LYNCH CO INC KANSAS CITY SOUTHERN INDS INC SCHWAB CHARLES CORP CITIGROUP INC PAINE WEBBER GROUP INC E TRADE GROUP INC EQUITABLE COMPANIES INC FBSOX -- 54.1% of the portfolio IMS HEALTH INC AUTOMATIC DATA PROCESSING INC DST SYSTEMS INC SABRE GROUP HOLDINGS INC CL A FIRST DATA CORP COMPUTER SCIENCES CORP AFFILIATED COMPUTER SERVICES A ELECTRONIC DATA SYSTEMS CORP GALILEO INTL INC OMNICOM GROUP INC FSCHX -- 53.5% of the portfolio DUPONT (EI) DE NEMOURS & CO PPG INDUSTRIES INC RHONE POULENC SPON ADR SER A PRAXAIR INC DOW CHEMICAL CO ROHM & HAAS CO MONSANTO CO UNION CARBIDE CORP AVERY DENNISON CORP MINNESOTA MINING & MFG CO FDCPX -- 42.5% of the portfolio CISCO SYSTEMS INC TEXAS INSTRUMENTS INC MICROSOFT CORP EMC CORP MOTOROLA INC NOKIA CORP SPON ADR HEWLETT-PACKARD CO MCI WORLDCOM INC AMERICA ONLINE INC MICRON TECHNOLOGY INC FSHOX -- 50.4% of the portfolio MASCO CORPORATION LOWES CO INC FANNIE MAE HOME DEPOT INC LEGGETT & PLATT INC CATERPILLAR INC MAYTAG COMPANY DEERE & CO DANAHER CORP SHAW INDUSTRIES INC FSCPX -- 32.6% of the portfolio PROCTER & GAMBLE CO WAL MART STORES INC PHILIP MORRIS COS INC HOME DEPOT INC TIME WARNER INC MCDONALDS CORP AT&T CORP LIBERTY MED GRP CL A DISNEY (WALT) CO (HLDG CO) DAYTON HUDSON CORP MEDIAONE GROUP INC FCYCF -- 41.2% of the portfolio GENERAL ELECTRIC CO SPX CORP AMR CORP TEXTRON INC GENERAL DYNAMICS CORPORATION FORTUNE BRANDS INC BURLINGTON NORTHERN SANTE FE LITTON INDUSTRIES INC E G & G INC UNION PACIFIC CORP FSDAX -- 65.5% of the portfolio RAYTHEON CO CL A UNITED TECHNOLOGIES CORP GENERAL DYNAMICS CORPORATION GENERAL ELECTRIC CO HOWMET INTL INC CORDANT TECHNOLOGIES INC TEXTRON INC LITTON INDUSTRIES INC GENERAL MOTORS CORP CL H ALLIANT TECHSYSTEMS INC FSDCX -- 50.9% of the portfolio CISCO SYSTEMS INC NOKIA CORP SPON ADR MOTOROLA INC LUCENT TECHNOLOGIES INC MCI WORLDCOM INC AT&T CORP MEDIAONE GROUP INC COMCAST CL A SPECIAL JDS FITEL INC (OLD) COX COMMUNICATIONS INC CL A FSELX -- 42.9% of the portfolio TEXAS INSTRUMENTS INC MICRON TECHNOLOGY INC ANALOG DEVICES INC MOTOROLA INC LINEAR TECHNOLOGY CORP KLA TENCOR CORP LAM RESEARCH ALTERA CORP RAMBUS INC MAXIM INTEGRATED PRODUCTS INC FSENX -- 37.6% of the portfolio MOBIL CORP SCHLUMBERGER LTD NY REG USX-MARATHON GROUP COMMON NEW ATLANTIC RICHFIELD TEXACO INC CHEVRON CORP HALLIBURTON CO AMERADA HESS CORP BAKER HUGHES INC ENSCO INTL INC FSESX -- 59.3% of the portfolio ENSCO INTL INC WEATHERFORD INTL INC BAKER HUGHES INC NOBLE DRILLING CORP HALLIBURTON CO BJ SERVICES CO SMITH INTERNATIONAL INC SCHLUMBERGER LTD NY REG NABORS INDUSTRIES INC COOPER CAMERON CORP FSLEX -- 57.2% of the portfolio WASTE MANAGEMENT INC REPUBLIC SERVICES INC ALLIED WASTE INDUSTRIES INC BROWNING-FERRIS INDUSTRIES INC TETRA TECH INC. NEW THERMO ELECTRON CORP OGDEN CORP THERMO INSTRUMENTS SAFETY KLEEN CORP CASELLA WASTE SYS INC CL A FIDSX -- 42.9% of the portfolio CITIGROUP INC AMER INTL GROUP INC BANK OF AMERICA CORPORATION CHASE MANHATTAN CORP AMERICAN EXPRESS CO WELLS FARGO & CO ASSOCIATES FIRST CAP CORP CL A FREDDIE MAC BANK ONE CORP FANNIE MAE FDFAX -- 53.3% of the portfolio MCDONALDS CORP PEPSICO INC ANHEUSER BUSCH COS INC ALBERTSON'S INC SAFEWAY INC NEW PHILIP MORRIS COS INC UNILEVER NV NY SHS KROGER CO COCA COLA CO H J HEINZ CO FSAGX -- 63.5% of the portfolio PLACER DOME INC MERIDIAN GOLD INC FREEPORT MCMORAN COPPER CL B EURO-NEVADA MINING CORP LTD NORMANDY MINING LTD BARRICK GOLD CORP ANGLOGOLD LTD NEWMONT MINING CORP BUENAVENTURA (CIA DE MIN) CL B AGNICO-EAGLE MINES LTD FSPHX -- 64.3% of the portfolio WARNER-LAMBERT CO MERCK & CO INC LILLY (ELI) & CO BRISTOL-MYERS SQUIBB CO SCHERING PLOUGH CORP JOHNSON & JOHNSON ABBOTT LABORATORIES SMITHKLINE BEECHAM PLC ORD ADR AMGEN INC MEDTRONIC INC FSVLX -- 43.1% of the portfolio GOLDEN WEST FINANCIAL CORP DEL FREDDIE MAC CHARTER ONE FINANCIAL INC FANNIE MAE MGIC INVESTMENT CORP PEOPLES HERITAGE FINL GROUP HOUSEHOLD INTERNATIONAL INC WELLS FARGO & CO GOLDEN STATE BANCORP RADIAN GROUP INC FSCGX -- 52.3% of the portfolio VODAFONE AIRTOUCH PLC SPON ADR TYCO INTL LTD PITNEY-BOWES INC CATERPILLAR INC GENERAL ELECTRIC CO EMERSON ELEC CO ALLIEDSIGNAL INC APPLIED MATERIALS INC XEROX CORP INGERSOLL RAND CO FSDPX -- 41.9% of the portfolio KIMBERLY CLARK CORP DUPONT (EI) DE NEMOURS & CO ALCOA INC MINNESOTA MINING & MFG CO DOW CHEMICAL CO MONSANTO CO OWENS ILLINOIS COMMON INTERNATIONAL PAPER CO UNION PACIFIC CORP BURLINGTON NORTHERN SANTE FE FSPCX -- 47.9% of the portfolio AMER INTL GROUP INC BERKSHIRE HATHAWAY INC CL A EQUITABLE COMPANIES INC CIGNA CORP MBIA INC MARSH & MCLENNAN COS INC HARTFORD FINL SVCS GROUP INC AMERICAN GENERAL CORP AFLAC INC ALLMERICA FINANCIAL CORP FDLSX -- 41.8% of the portfolio TIME WARNER INC AT&T CORP LIBERTY MED GRP CL A MCDONALDS CORP AT&T CORP CBS CORP DISNEY (WALT) CO (HLDG CO) MEDIAONE GROUP INC GAP INC ANHEUSER BUSCH COS INC COMCAST CL A SPECIAL FSHCX -- 63.4% of the portfolio LINCARE HOLDINGS INC HEALTH MGMNT ASSOC INC CL A WELLPOINT HEALTH NETWORKS INC UNIVERSAL HEALTH SVCS INC CL B HEALTHSOUTH CORP COLUMBIA HCA HEALTHCARE CORP TENET HEALTHCARE CORP CIGNA CORP UNITED HEALTHCARE CORP QUORUM HEALTH GROUP INC FSMEX -- 56.6% of the portfolio ABBOTT LABORATORIES GUIDANT CORP JOHNSON & JOHNSON BIOMET INC BOSTON SCIENTIFIC CORP BAXTER INTL INC PE CORP PE BIOSYSTEMS GROUP BECTON DICKINSON & CO WATERS CORP ALLERGAN INC FBMPX -- 54.7% of the portfolio AT&T CORP LIBERTY MED GRP CL A TIME WARNER INC MEDIAONE GROUP INC CBS CORP DISNEY (WALT) CO (HLDG CO) VIACOM INC CL B NON-VTG COMCAST CL A SPECIAL AT&T CORP SEAGRAM CO LTD CLEAR CHANNEL COMMUNICATIONS FSNGX -- 35.8% of the portfolio ENRON CORP WILLIAMS COMPANIES INC COASTAL CORP VASTAR RESOURCES INC COLUMBIA ENERGY GROUP BP AMOCO PLC SPON ADR ANADARKO PETROLEUM CORP UNION PAC RES GRP INC OCEAN ENERGY INC APACHE CORP FNARX -- 43.8% of the portfolio MOBIL CORP USX-MARATHON GROUP COMMON NEW SCHLUMBERGER LTD NY REG HALLIBURTON CO CHEVRON CORP ALCOA INC TEXACO INC AMERADA HESS CORP EXXON CORP ELF AQUITAINE SPONSORED ADR FSPFX -- 63.1% of the portfolio PLUM CREEK TIMBER CO LP UNIT TENNECO INC CHAMPION INTERNATIONAL CORP SMURFIT-STONE CONTAINER CORP SONOCO PRODUCTS CO MEAD CORP INTERNATIONAL PAPER CO BOWATER INC CONSOLIDATED PAPERS INC WESTVACO CORP FDPMX -- 59.9% of the portfolio MERIDIAN GOLD INC PLACER DOME INC NORMANDY MINING LTD EURO-NEVADA MINING CORP LTD DELTA GOLD NL FREEPORT MCMORAN COPPER CL B BARRICK GOLD CORP DE BEERS CONSOL MINES LTD ADR ACACIA RESOURCES LTD ANGLOGOLD LTD SPON ADR FSRBX -- 51.6% of the portfolio BANK OF NEW YORK CO INC FLEET FINANCIAL GROUP INC WELLS FARGO & CO MELLON BANK CORP STATE STREET CORP MBNA CORP COMERICA INC M&T BANK CORP FIFTH THIRD BANCORP HOUSEHOLD INTERNATIONAL INC FSRPX -- 55.7% of the portfolio CVS CORP DAYTON HUDSON CORP SAFEWAY INC NEW GAP INC HOME DEPOT INC MCDONALDS CORP WAL MART STORES INC KROGER CO FEDERATED DEPT STORES INC WALGREEN CO FSCSX -- 68.6% of the portfolio MICROSOFT CORP SIEBEL SYSTEMS INC BMC SOFTWARE ORACLE CORP COMPUWARE CORP AUTOMATIC DATA PROCESSING INC YAHOO INC FIRST DATA CORP AMERICA ONLINE INC ELECTRONIC DATA SYSTEMS CORP FSPTX -- 48.7% of the portfolio CISCO SYSTEMS INC LUCENT TECHNOLOGIES INC NOKIA CORP SPON ADR MICROSOFT CORP MOTOROLA INC INTL BUS MACH CORP INTEL CORP BROADCOM CORP CL A HEWLETT-PACKARD CO PHILIPS ELEC (KON) SPONS ADR FSTCX -- 57.5% of the portfolio CISCO SYSTEMS INC LUCENT TECHNOLOGIES INC NOKIA CORP SPON ADR MICROSOFT CORP MOTOROLA INC INTL BUS MACH CORP INTEL CORP BROADCOM CORP CL A HEWLETT-PACKARD CO PHILIPS ELEC (KON) SPONS ADR FSRFX -- 55.0% of the portfolio AMR CORP CANADIAN NATL RAILWAY CO ORD BURLINGTON NORTHERN SANTE FE NAVISTAR INTL CORP UNION PACIFIC CORP ATLANTIC COAST AIRLN HLDG INC EATON CORP CANADIAN PACIFIC LTD COM KANSAS CITY SOUTHERN INDS INC SOUTHWEST AIRLINES CO FSUTX -- 56.4% of the portfolio MCI WORLDCOM INC AT&T CORP SBC COMMUNICATIONS INC AES CORP AMERITECH CORP NEW VODAFONE AIRTOUCH PLC SPON ADR PG&E CORP CALPINE CORP GTE CORP ENTERGY CORP