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Get Four
|  | OCTOBER 4, 2005
 S&P POWERPICKS PORTFOLIO By Ken Shea, Steve Biggar, and Robert Gold PowerPicks Pull Ahead in SeptemberThe portfolio of S&P analysts' top selections topped the S&P 500 for the month, led by stocks like ValueClick and TXUThe S&P PowerPicks 2005 portfolio -- representing S&P analysts' top picks for the year -- solidly outperformed its benchmark, the S&P 500-stock index, in September. For the month, the portfolio returned 1.36%, vs. the S&P 500's gain of 0.81%, both including dividends. The portfolio's top gainers on the month included ValueClick (VCLK ), up 18%; TXU (TXU ), up 16%; Burlington Northern Santa Fe (BNI ), up 13%; Devon Energy (DVN ), up 13%; and Qualcomm (QCOM ), also up 13%. The members of the portfolio that fared the worst in September included Invitrogen (IVGN ), down 11%; Pacific Sunwear (PSUN ), down 10%; Commerce Bancorp (CBH ), down 9%; Waters (WAT ), down 9%; and Best Buy (BBY ), also down 9%. Year-to-date through Sept. 30, the portfolio has generated total return of 9.4%, vs. a 2.8% return for the "500". About the S&P PowerPicks 2005 Portfolio The portfolio represents the collective "best ideas" of the Standard & Poor's equity research staff. Each of the most senior 40 industry analysts on S&P's equity research staff has chosen one of the stocks they follow as the best-positioned for superior growth. The S&P PowerPicks 2005 Portfolio is diversified across all the 10 S&P economic sectors that make up the S&P 500 index. The portfolio is a "frozen" one, meaning it will undergo no changes throughout the entire year. Its objective is to exceed the total return (capital appreciation plus dividends paid) generated by the S&P 500 index during the next 12 months.
 Shea is director of Global Equity Research, Biggar is director of U.S. Equity Research and Gold is senior portfolio group analyst, for Standard & Poor's Equity Research All of the views expressed in this research report accurately reflect the research analyst's personal views regarding any and all of the subject securities or issuers. No part of analyst compensation was, is or will be, directly or indirectly related to the specific recommendations or views expressed in this research report. Standard & Poor's Regulatory Disclosure Any advice, analysis, or recommendations contained in articles labeled "Insight from Standard & Poor's" reflect the views of Standard & Poor's, which operates separately from and independently of BusinessWeek Online. It is possible that BWOL may from time to time publish information that is not consistent with advice, analysis, or recommendations that are published by Standard & Poor's. Standard & Poor's and BusinessWeek Online are each units of The McGraw-Hill Companies, Inc.
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