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Current BW Magazine Table of Contents

December 31, 2001 BW Magazine Table of Contents

December 31, 2001 Where to Invest Table of Contents

INVESTMENT OUTLOOK 2002
Introduction

The Framework

Strategies for Stocks & Bonds

The Investment Spectrum

The Investment Scoreboard

Plus:
The Barker Portfolio

Inside Wall Street

COLUMNS FORUMS NEWSLETTERS PERSONAL FINANCE SEARCH SPECIAL REPORTS TOOLS VIDEO VIEWS

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DECEMBER 31, 2001

WHERE TO INVEST -- STRATEGIES FOR STOCKS & BONDS
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BusinessWeek Market Forecast Survey for 2002


Forecaster
Company
Dow Jones Industrial Average S&P 500 Yearend Nasdaq Composite Yearend Russell 2000 Yearend Asset Allocation* Favorite Stock Sector Favorite Stock
Midyear Yearend Stocks Bonds Cash

Alvin Mirman
vFinance
11500 13250 1535 2139 80 20 0 Technology NVIDIA

Robert H. Stovall
Prudential Financial
11500 13000 1475 2225 531 60 15 15 Health Care Host Marriott

Robert S. Robbins
SunTrust Robinson Humphrey Cap. Mkts.
11547 12742 1520 2626 647 80 15 5 Retail Optimal Robotics

Robert G. Morris
Lord, Abbett & Co.
11000 12700 1450 2400 580 60 40 0 Ind. Cyclicals Gap

Philip J. Orlando
Value Line Asset Management
12250 12600 1400 2800 560 85 10 5 Health Care MedImmune

Joseph V. Battipaglia
Gruntal & Co.
11000 12500 1450 70 30 0 Health Care Ivax Corp.

Joseph Liro
Stone & McCarthy Research Assoc.
10900 12090 1400 2410 585 80 10 10 Ind. Cyclicals Nextel

Edgar Peters
PanAgora Asset Management
11000 12000 1350 2100 600 70 30 0

Stuart T. Freeman
A.G. Edwards & Sons
12000 1350 2400 575 75 20 5 Media/Comm. First Data

Richard I. Sichel
The Philadelphia Trust Co.
11500 11800 1400 2650 65 25 10 Technology Bristol-Myers Squibb

Elaine Garzarelli
Forward Funds
11800 1380 95 5 0 Cons. Durables Charles Schwab

Steven Folker
Fifth Third Bancorp
11255 11753 1380 2322 559 70 30 0 Technology BroadWing

Clare W. Zempel
Robert W. Baird
10785 11565 1335 2210 535 80 15 5 Health Care Flowserve

Edward Yardeni
Deutsche Banc Alex. Brown
10000 11500 1265 2000 540 80 20 0 Health Care Microsoft

J. Thomas Madden
Federated Investors
10500 11500 1325 2350 555 58 42 0 Technology Nokia

Subodh Kumar
CIBC World Markets
10750 11500 1450 3300 600 75 20 2 Technology Intel

Stephen M. Oristaglio
Putnam Investments
10800 11500 1350 2300 550 70 25 5 Financials Tyco

Rod Smyth
First Union Securities
11000 11500 1300 2100 550 74 25 1 Financials

Brian G. Belski
U.S.Bancorp Piper Jaffray
11100 11500 1300 2600 525 75 20 5 Technology Sun Microsystems

Jeffrey Applegate
Lehman Brothers
11500 1350 80 10 10 Cons. Durables Mohawk Industries

David A. Katz
Matrix Asset Advisors
11100 11400 1350 2370 546 80 15 5 Technology Amer. Power Conversion

Tom Galvin
Credit Suisse First Boston
10700 11400 1375 70 20 10 Health Care

John J. Regan
Josephthal & Co.
10250 11378 1341 2331 557 90 0 10 Technology Tyco

George W. Egan
Spencer Trask Asset Management
10500 11333 1392 2000 515 80 15 5 Financials D.R. Horton

Art Hogan
Jeffries & Co.
10500 11300 1270 3150 521 75 15 10 Technology MTR Gaming Group

Jon Brorson
Northern Trust
10290 11270 1250 2234 566 80 15 5 Retail Southwest Airlines

Richard A. Dickson
Hilliard Lyons
9900 11200 1350 2500 510 80 15 5 Cons. Durables Amgen

David M. Blitzer
Standard & Poor's
10400 11100 1300 2260 60 25 15 Health Care

Barry Hyman
Ehrenkrantz King Nussbaum
10550 11100 1250 2550 506 70 20 10 Technology Liberty Media

Laszlo Birinyi, Jr.
Birinyi Assoc.
10500 11050 1300 2200 530 80 0 20 Financials Johnson & Johnson

Ryan M. Sailer
Kirkpatrick Pettis
11050 1290 1925 75 10 15 Health Care Southwest Gas

Jim Moltz/Jason Trennert
ISI Group
10300 11000 1265 2150 525 75 25 0 Financials AES

Allan Roness
ASR Corporate Consultants
10500 11000 1250 2410 520 70 0 30 Health Care RailAmerica

Kurt D. Walters
Bear Stearns & Co.
10300 10900 1265 2100 500 65 30 5 Cons. Durables Boeing

Jay Ferrara
Ziegler Investment Services
10350 10875 1275 2300 500 60 20 20 Technology Siebel Systems

Jack Ablin
Harris Bank
11068 10870 1257 2049 513 70 30 0 Services Tricon Global Restaurants

Tobias Levkovich and team
Salomon Smith Barney
10800 1350 70 25 5 Financials AOL Time Warner

Peter Canelo
Morgan Stanley Dean Witter
10250 10750 1300 2250 525 75 20 5 Technology NVIDIA

Charlie Crane
Victory SBSF Capital Management
10100 10700 1250 2130 510 80 15 5 Technology Sanmina

Charles J. Pradilla
SG Cowen Securities
10350 10550 1250 2080 500 70 20 10 Technology IBM

William F. Truscott
American Express Fin. Advisors
9800 10500 1230 2200 510 50 50 0 Health Care Liberty Media

Jeffrey N. Kleintop
PNC Advisors
10350 10500 1225 2150 500 60 30 10 Technology Bristol-Myers Squibb

James Paulsen
Wells Capital Management
10400 10500 1250 2170 515 60 40 0 Cons. Staples

Thomas McManus
Banc of America Securities
9000 10400 1200 2350 500 60 35 5 Health Care Pfizer

Hugh Johnson
First Albany
10000 10400 1245 2400 500 88 0 12 Cons. Durables Tyco

Guy Elliffe
Jurika & Voyles
9800 10386 1166 1900 460 60 20 20 Cons. Staples Hormel

Robert R. Reiser
Balentine & Co.
9950 10300 1200 2029 490 50 20 10

Jeffrey Saut
Raymond James
10000 1100 2000 460 65 15 10 Health Care

Roger DeBard
iGlobal Capital
9800 9850 1110 1910 425 39 28 33 Financials Merrill Lynch

Bernie Schaeffer
Schaeffer's Investment Research
8000 9000 925 1500 375 20 0 70 Cons. Staples Krispy Kreme Doughnuts

Douglas Cliggott
J.P. Morgan Chase
8000 8500 950 1500 525 50 25 25 Cons. Staples USX Marathon

George W. Jacobsen
Trevor Stewart Burton & Jacobsen
7200 8100 1000 1800 425 50 50 0 Cons. Staples Diebold

Joseph H. Barthel
Fahnestock
10400 8000 920 1500 380 100 0 0 Health Care DRS Technologies

Edward Kerschner
UBS Warburg
1570 80** 20 0

AVERAGES 10404 11090 1292 2236 520 70 20 9

*Asset allocations totaling less than 100% result from allocations to other categories not listed here, such as REITs, gold, and hedge funds
**As of 12/6/01






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