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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (63070)4/23/2002 1:17:52 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 70976
 
Thanks for the update on the chart. While the shape of the bottom looks different this time as compared to the last 2 "minimums" it looks like a new "up" cycle is in place.

The following is just out from Zack's. Usually a good sign to be included on their list.

<< 06:02 ET (NYSE: FNM), MBNA Corp. (NYSE: KRB), Applied Materials Inc. (NYSE: AMAT), And Citigroup (NYSE: C)

CHICAGO, April 23 /PRNewswire/ -- Zacks.com just re-launched their popular model stock portfolio, the Brokerage Firm Buy List. This portfolio includes just those stocks that currently appear on the core recommended lists of at least three of the top 15 brokerage firms. These stocks are considered the best large cap stocks to own for the long term according to Wall Street's top players. Here are four current members of this exclusive list: Federal National Mortgage Association (NYSE: FNM), MBNA Corp. (NYSE: KRB), Applied Materials Inc. (NYSE: AMAT), and Citigroup (NYSE: C).(Photo: newscom.com )

View the entire list of stocks on the Brokerage Firm Buy List at buylist1.zacks.com .

Here is a synopsis of why these stocks are on the Brokerage Firm Buy List: Federal National Mortgage Association (NYSE: FNM) is well on its way to narrowing the "gaps" in home ownership growing its portfolio and interest income at a pace on target to meet its growth goal of 16% in 2002. These consistent and steady return numbers are likely the reason four of the fifteen largest brokerage houses consider FNM a foundation stock to build a home in your core holdings.

MBNA Corp. (NYSE: KRB) deserves credit for its performance. The company has grown its wallet share with over two million new customers. The company also purchased a credit card portfolio from Wachovia. These developments have led three of the big Wall Street firms to place KRB on their focus recommendation lists.

Applied Materials Inc. (NYSE: AMAT) should benefit from the bottoming of the cycle in its sector and the beginnings of a rebound in demand. Guidance from Texas Instruments and strong bookings are all pointing toward an upsurge for the semiconductor equipment company that is a key recommendation of four of the topfifteen brokerage houses.

Citigroup (NYSE: C) received some tough love from its Argentina operations, but the company is still on the core buy list of six of the fifteen top brokerage houses. Citigroup is atop the Fortune 500 List for the second year in a row and just increased its dividend to $.18. Most people consider Citigroup to be the premiere financial institution in the world as such it is an attractive core holding for long term investors. To discover all the other profitable stock portfolios at Zacks.com then follow this link stockportfolios.zacks.com .>>



To: Gottfried who wrote (63070)4/23/2002 7:44:32 PM
From: robert b furman  Read Replies (1) | Respond to of 70976
 
Hi G,

Int he first cycle did the crossover of booking and billings also result in an upward move in price?

Assuming so.

Bob