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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: carepedeum2000 who wrote (51609)	5/22/2001 10:13:18 AM
From: maverick61	Read Replies (1) \| Respond to of 57584

Carep - you noted "also with recovering ipo market and market improvement in general, look for brokerage stocks to have a good summer, mer, mwd,jpm, and bsc (takeover target) will all do well imo " As you know, I have mentioned the financials / brokers several times the last few months so I couldn't agree with you more. And I will add 2 reasons to the ones you give which I think will actually be bigger catalysts: 1. 5 fed cuts will easily help the brokers 2. WHile the IPO market is starting up like you mentioned, actually there has been lots of activity in the fixed income issuance markets as of late. Those big brokers make very nice underwriting fees on those as well So I think the brokers are a safer longer term play for those so inclined