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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (40801)	9/3/2005 5:28:06 PM
From: ild	Read Replies (1) \| Respond to of 110194

SATURDAY, SEPTEMBER 3, 2005 7:53 a.m. EDT S&P 500 Target Year end: N/A 12-month: 1265 10-Year Treasury: Year end: 4.25% 2006 S&P 500 Profits: $73.76 Favorite Sector: Utilities Richard Bernstein/Merrill Lynch "We think investors should increasingly consider the competitiveness of cash." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1325 12-month: 1385 10-Year Treasury: Year end: 4.10% 2006 S&P 500 Profits: $77.50 Favorite Sector: Technology Jason Trennert/ISI Group "We think this year's catalyst for a fourth-quarter rally may simply be the anticipated end of Fed tightening." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1300 12-month: 1350 10-Year Treasury: Year end: 4.70% 2006 S&P 500 Profits: $81.00 Favorite Sectors: Energy, Health Care Chip Dickson/Lehman Brothers "Based on history, the market likes it when the Fed stops raising rates." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1300 12-month: N/A 10-Year Treasury: Year end: 4.25%** 2006 S&P 500 Profits: $80.50 Favorite Sectors: Technology, Media Tobias Levkovich/Citigroup "Attractive valuations on a variety of levels and investor sentiment readings are encouraging." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1150 12-month: 1350* 10-Year Treasury: Year end: 4.25% 2006 S&P 500 Profits: $78.00 Favorite Sector: Health-Care Services Francois Trahan/Bear Stearns "We're at a place in the cycle where lower rates hurt rather than help stocks." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1340 12-month: 1560* 10-Year Treasury: Year end: 4.60% 2006 S&P 500 Profits: $80.50 Favorite Sectors: Energy, Technology Ed Keon/Prudential "It's at least possible that if real estate cools, investors will reallocate money into stocks." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1200 12-month: 1275 10-Year Treasury: Year end: 4.50% 2006 S&P 500 Profits: $78.00 Favorite Sectors: Energy, Health Care Tom McManus/B of A "We're in a decelerating environment where more companies are likely to lower guidance." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1325 12-month: N/A 10-Year Treasury: Year end: 4.90% 2006 S&P 500 Profits: $72.50*** Favorite Sectors: Technology, Industrials Abby Joseph Cohen/Goldman Sachs "Security selection should, in general, favor economic growth and beta." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1250 12-month: N/A 10-Year Treasury: Year end: 4.50% 2006 S&P 500 Profits: $77.00 Favorite Sectors: Health Care, Energy Henry McVey/Morgan Stanley "I think the energy trade will play out faster and more furiously." -------------------------------------------------------------------------------- S&P 500 Target Year end: 1280 12-month: N/A 10-Year Treasury: Year end: 5.00% 2006 S&P 500 Profits: $81.00 Favorite Sector: Industrials Michael Ryan/UBS "When the Fed is in the latter stages of tightening, the markets tend to do OK." -------------------------------------------------------------------------------- Year-end 2006 target Average forecast yield for 2006. **Adjusts for stock-option expenses N/A=Not available