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It is my opinion that financials will lead the way in this bull market. The tech bellweathers (MSFT, INTC, CSCO) have become mere cyclicals and the volatility that comes with the tech sector no longer provides for superior risk return. Financials will thrive and provide superior growth opportunities in this new marketplace. JP Morgan Chase & Co. will lead the way. The merger between JP Morgan Chase & Co. and Bank One will create possibly the best performing Dow stock of the new millenium. Look for JP Morgan Chase & Co. to become the largest market cap stock by the year 2010...probably much sooner. This forum was started on 1/27/04 with JPM at $40.03. | ||||||||||||||
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