SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: William who wrote (28967)3/8/1999 5:21:00 PM
From: Jeffrey D  Read Replies (1) | Respond to of 70976
 
From the CSCO thread. Stein Roe guy didn't mention AMAT but did recommend MAT. That's close enough isn't it? <gg> Jeff

<<

To: LindyBill (23544 )
From: Zoltan! Monday, Mar 8 1999 4:35PM ET
Reply # of 23548

Dow Jones Newswires -- March 8, 1999
Stein Roe Fund Manager: Strong Profits Will Fuel Mkt Rally

NEW YORK (Dow Jones)--Strengthening corporate profits will drive the stock market to record highs, according to Dave Brady, co-manager of Stein Roe Young Investor Fund.

"I think we saw profits begin to accelerate in the last quarter of '98 and we'll see profits continue to accelerate throughout the year," he told CNBC Monday. "Sometime before midsummer we'll see Dow 10000."

Brady said he likes the technology sector, including Cisco Systems Inc. (CSCO) and Sun Microsystems Inc. (SUNW).

His stock picks also include McDonald's Corp. (MCD), Outdoor Systems Inc. (OSI) and Mattel Inc. (MAT).

wsj.com

>>