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To: OX who wrote (1575)	3/5/2002 10:42:01 PM
From: CF Rebel	Respond to of 29596

Didn't see this ISM report posted here. A bit late, but a good read - scroll down a bit: napm.org CF Rebel

To: OX who wrote (1575)	3/18/2002 11:53:27 AM
From: OX	Read Replies (1) \| Respond to of 29596

Leading Wall St. Firms' Asset Allocation Recommendations Firm Strategist Stocks Bonds Cash A.G. Edwards Mark Keller 70% 20% 10% Banc of America Tom McManus 50% 45% 5% Bear Stearns & Co. a.Liz MacKay 65% 30% 5% CIBC World Markets b.Subodh Kumar 75% 20% 2% Credit Suisse Tom Galvin 70% 20% 10% Deutsche Banc Ed Yardeni 80% 20% 0% First Union c. Rod Smyth 85% 15% 0% Goldman Sachs & Co. d. Abby Joseph Cohen 75% 22% 0% Legg Mason Richard Cripps 60% 40% 0% Lehman Bros. Jeffrey Applegate 80% 10% 10% J.P. Morgan Douglas Cliggott 50% 25% 25% Merrill Lynch & Co. Richard Bernstein 50% 30% 20% Morgan Stanley Steve Galbraith 70% 25% 5% Prudential e.Greg Smith 70% 20% 10% Raymond James f. Jeffrey Saut 65% 15% 10% Salomon Smith Barney John Manley 75% 20% 5% UBS Warburg Edward Kerschner 84% 16% 0% a. Liz MacKay has retired from Bear Stearns and a replacement has not yet been named. Allocations will not be updated until she is replaced. b. Sudodh Kumar has allocated 3% in other types of investments. c. First Union now has three asset allocation recommendation categories: low risk, moderate risk and high risk. The numbers above are First Union's moderate risk recommendation. Its low risk recommendation is to invest 55% in stocks and 45% bonds, and its high risk recommendation is to invest 100% in stocks. d. Goldman Sachs recommends investing the remaining 3% in commodities. e. Greg Smith no longer works at Prudential, Prudential recently hired Edward Yardeni who begins as Chief Investment Strategist effective April 22. f. Raymond James recommends investing the remaining 10% in real estate. g. Cliggot left the firm on March 1. Not available for comment. Figures shown are from last week. DOW JONES NEWS 03-18-02