Chat: Lehman's Jeff Applegate
Author Stella Athens Report Source Jeffrey Applegate (Added 6/24/2000 10:43:34 AM)Categories: Market Views, Stock Picks, Stocks To Watch
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StreetSide Chat: Jeffrey Applegate, Lehman Brothers
Still bullish-key driver will be earnings growth
Technology favorite sector
Will be bumps but believes for "next 12 months, stocks should do better than other asset classes"
Article reveals stocks in 2 Lehman Portfolios
Virtual Economy Portfolio:
Infastructure: BRCD, BRCM, CSCO, EMC, INTC, JDSU, JNPR, LU, NXLK, Q, RBAK, SUNW
Applications & Services : BVSN, CPTH, EXDS, INSP, LBRT, MSFT, PHCM, RAZF, RNWK, SCNT, SEBL, VRSN, ARBA, CMGI, ICGE, VERT
E-Commerce: AOL, PCLN, YHOO
U.S. Strategy Portfolio
Capital Goods: FLEX, JBL, SLR
Communication Services: MCLD, NXLK, PRTL, Q, FON, VOD, VSTR
Technology: AOL, AMAT, CSCO, CMVT, EMC, INTC, JDSU, LU, MSFT, ORCL, SEBL, SUNW, YHOO
Energy: CPN, DYN,
Consumer Cyclicals: HD, TIF
Consumer Staples :CCU
Financials: C, MWD, STT
Health Care: PFE netcognizance.com |