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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?


To: SusieQ1065 who wrote (62431)7/26/2002 8:54:31 AM
From: SusieQ1065  Read Replies (1) | Respond to of 208838
 
08:42 ET Goldman Sachs recommends overweighting financials
Goldman Sachs continues to recommend a broad overweight in financials, recognizing that the current mkt turbulence has "thrown the baby out with the bathwater"; firm emphasizes stronger, generally higher-cap financials capable of thriving against a more hostile and uncertain operating, regulatory, and economic backdrop; recommends a blend of three themes: value stocks (ABK, KRB, PRU), early-cycle defensive stocks (FNM, AFL), and co's with dominant franchises (AIG, BAC, C).



To: SusieQ1065 who wrote (62431)7/26/2002 9:16:42 AM
From: 2MAR$  Respond to of 208838
 
add PDLI to the earns list for Aug 7th looking for -1c ...thought ICOS missed by a mile but staying up

ADRX , think it should have been an EZ one (short)
in the bios ...just forgot it for this am ...

things muted here and fairly flat ahead of the consumer numbers , will be interesting , you may be right they'll not be as devestating as last time , but anything negative always good enough to shake things a bit .