| FORECASTER |
DOW JONES |
S&P 500 |
NASDAQ COMPOSITE |
RUSSELL 2000 |
ASSET ALLOCATIONS* |
FAVORITE SECTOR |
FAVORITE STOCK |
TREASURY YIELD |
| Linked to forecaster's comments |
Mid- year |
Year- end |
Mid- year |
Year- end |
Mid- year |
Year- end |
Mid- year |
Year- end |
U.S. stocks % |
Intl. stocks % |
U.S. bonds % |
Cash % |
|
Company name |
Mid- year |
Year- end
|
Peter Trapp
Bifrost Partners |
11750 |
12750 |
1400 |
1500 |
1900 |
2000 |
700 |
800 |
40 |
40 |
0 |
10 |
Technology |
Scor |
6 |
6
|
Arvind Sachdeva
Victory Capital Mgmt. |
10850 |
12500 |
|
1425 |
|
2600 |
|
790 |
62 |
0 |
34 |
4 |
Industrial Cyclicals |
Newmont Mining |
4.85 |
5.25
|
Elaine Garzarelli
Garzarelli Capital |
|
12400 |
|
1420 |
|
|
|
|
100 |
0 |
0 |
0 |
Industrial Cyclicals |
Merrill Lynch |
|
4.5
|
Sam Stovall
Standard & Poor's |
11795 |
12235 |
1255 |
1300 |
2245 |
2360 |
|
|
45 |
15 |
25 |
15 |
Financials |
RPM Int'l |
4.6 |
5
|
Mark Elenowitz
TriPoint Capital Advisors |
11500 |
12000 |
1295 |
1350 |
2300 |
2400 |
680 |
710 |
65 |
20 |
10 |
5 |
Health Care |
AXM Pharma |
4.75 |
5
|
Larry Smith
Third Wave Global Investors |
11250 |
12000 |
1250 |
1350 |
2300 |
2500 |
660 |
725 |
50 |
25 |
15 |
0 |
Technology |
|
5 |
4.75
|
John J. Regan
Americal Investment Strategies |
11009 |
11901 |
1253 |
1383 |
2345 |
2760 |
702 |
767 |
70 |
10 |
0 |
5 |
Technology |
Dell |
4.85 |
5.4
|
George Jacobsen
Trevor Stewart Burton & Jacobsen |
11350 |
11800 |
1220 |
1275 |
2300 |
2400 |
660 |
700 |
80 |
0 |
10 |
10 |
Industrial Cyclicals |
DeVry |
5.25 |
5.75
|
Liz Ann Sonders
Charles Schwab |
12500 |
11800 |
1400 |
1320 |
2425 |
2275 |
725 |
680 |
50 |
20 |
25 |
5 |
Energy |
Cal Dive International |
5 |
5.8
|
John Clarke
H.C. Wainwright |
11235 |
11796 |
1248 |
1311 |
2253 |
2388 |
672 |
705 |
40 |
25 |
15 |
10 |
Technology |
Multiband |
3.97 |
4.29
|
Young Chin
Gartmore Global Investments |
11194 |
11754 |
1221 |
1246 |
2169 |
2191 |
646 |
665 |
30 |
40 |
5 |
|
Energy |
Starwood Hotels & Resorts |
|
|
Tobias Levkovich
Citigroup Smith Barney |
|
11700 |
|
1225 |
|
|
|
|
60 |
0 |
35 |
5 |
Health Care |
Carnival Cruise Lines |
4.6 |
4.75
|
Edward Yardeni
Oak Associates |
11000 |
11700 |
1250 |
1300 |
2300 |
2400 |
690 |
750 |
65 |
15 |
10 |
5 |
Technology |
eBay |
4.2 |
4.5
|
Gary Tapp
SunTrust Robinson Humphrey |
11010 |
11680 |
1223 |
1273 |
2206 |
2280 |
656 |
688 |
65 |
20 |
10 |
0 |
Industrial Cyclicals |
Aetna |
4.6 |
5
|
Arthur Hogan
Jefferies |
11235 |
11663 |
1250 |
1297 |
2233 |
2353 |
665 |
690 |
60 |
10 |
20 |
10 |
Technology |
Lions Gate Enterainment |
4.53 |
4.9
|
Joseph Battipaglia
Ryan Beck |
11100 |
11600 |
1250 |
1300 |
|
|
640 |
660 |
72 |
8 |
5 |
0 |
Industrial Cyclicals |
Books-A-Million |
4.5 |
5.25
|
Stuart T. Freeman
A.G. Edwards & Sons |
11400 |
11600 |
1270 |
1300 |
|
|
670 |
682 |
65 |
10 |
20 |
5 |
Consumer Staples |
Citigroup |
4.75 |
5
|
Tim Leach
US Trust |
11000 |
11600 |
1240 |
1285 |
2200 |
2250 |
660 |
680 |
44 |
11 |
20 |
0 |
Energy |
|
4.75 |
5.25
|
James Wong
Payden & Rygel Investment Mgmt. |
11100 |
11600 |
1290 |
1340 |
2350 |
2500 |
680 |
720 |
30 |
20 |
20 |
10 |
Energy |
Ryland Group |
4.5 |
5
|
Robert Morris
Lord, Abbett |
11000 |
11550 |
1250 |
1301 |
2200 |
2301 |
660 |
695 |
75 |
15 |
10 |
0 |
Industrial Cyclicals |
Telekom Austria |
4.5 |
4.5
|
Allan Roness
ASR Corporate Consultants |
11150 |
11505 |
1220 |
1255 |
2300 |
2450 |
670 |
700 |
60 |
15 |
0 |
15 |
Technology |
Encore Acquisition |
4.6 |
4.85
|
Richard Dickson
Lowry's Reports |
11500 |
11500 |
1300 |
1300 |
2435 |
2100 |
675 |
605 |
70 |
30 |
0 |
0 |
Industrial Cyclicals |
Wyeth |
|
|
Gail Dudack
Sungard Institutional Brokerage |
11550 |
11500 |
1325 |
1290 |
2400 |
2280 |
|
|
60 |
0 |
20 |
20 |
Energy |
|
4.4 |
4.9
|
Vince Gallagher
Needham |
11180 |
11500 |
1150 |
1305 |
2200 |
2350 |
680 |
710 |
70 |
10 |
0 |
20 |
Services |
Bright Horizons Family Solutions |
4.75 |
5.25
|
Hugh Johnson
First Albany Capital |
10940 |
11500 |
1230 |
1300 |
2180 |
2300 |
650 |
680 |
100 |
0 |
0 |
0 |
Consumer Staples |
Walt Disney |
4.1 |
4.5
|
David Katz
Matrix Asset Advisors |
11260 |
11500 |
1267 |
1295 |
2360 |
2400 |
672 |
685 |
70 |
5 |
15 |
10 |
Technology |
Citigroup |
5.2 |
5.5
|
Jeffrey Kleintop
PNC Advisors |
11100 |
11500 |
1250 |
1300 |
2230 |
2320 |
660 |
685 |
57 |
13 |
25 |
5 |
Industrial Cyclicals |
Wellpoint Health Networks |
4.8 |
5
|
James Paulsen
Wells Capital Management |
12300 |
11500 |
1375 |
1325 |
2500 |
2350 |
730 |
690 |
40 |
30 |
20 |
0 |
Technology |
|
5.5 |
6
|
Tobin Smith
ChangeWave Research |
11200 |
11500 |
1260 |
1280 |
2340 |
2380 |
|
673 |
50 |
30 |
0 |
0 |
Energy |
Silicon Image |
4.9 |
5.1
|
Roger DeBard
iGlobal Capital |
11600 |
11490 |
1250 |
1224 |
2275 |
2223 |
670 |
663 |
40 |
5 |
15 |
35 |
Financials |
Merrill Lynch |
4.45 |
4.65
|
Charles Mayer
Pioneer Investments |
10725 |
11470 |
1210 |
1270 |
2130 |
2205 |
680 |
707 |
65 |
10 |
20 |
5 |
Industrial Cyclicals |
|
4.35 |
4.7
|
Charlie Crane
Scotsman Capital Management |
11200 |
11450 |
1260 |
1280 |
2175 |
2250 |
635 |
650 |
90 |
0 |
0 |
10 |
Consumer Staples |
Chubb |
4.5 |
4.35
|
Ivan Gefen
vFinance |
11000 |
11450 |
1240 |
1285 |
2210 |
2300 |
650 |
680 |
35 |
20 |
20 |
15 |
Services |
|
4.35 |
4.5
|
Harvey Hirschhorn
Bank of America Investment Strategies Group |
11000 |
11350 |
1260 |
1300 |
2275 |
2350 |
680 |
700 |
53 |
11 |
29 |
3 |
Industrial Cyclicals |
|
5.15 |
5.25
|
Richard Sichel
The Philadelphia Trust Co. |
11019 |
11350 |
1227 |
1264 |
2266 |
2311 |
|
|
65 |
0 |
35 |
0 |
Financials |
Alliant Techsystems |
4.5 |
4.85
|
Clare Zempel
Zempel Strategic |
10925 |
11350 |
1200 |
1300 |
2175 |
2275 |
675 |
700 |
50 |
20 |
20 |
10 |
Health Care |
Pfizer |
4.75 |
5.5
|
Jason Trennert
ISI Group |
11000 |
11300 |
1300 |
1350 |
2300 |
2450 |
675 |
710 |
65 |
10 |
10 |
15 |
Technology |
Charles Schwab |
4.5 |
4.5
|
Christopher Conkey
Evergreen Investment Mgmt. |
11000 |
11250 |
1250 |
1275 |
2200 |
2250 |
650 |
675 |
50 |
25 |
20 |
5 |
|
Asta Funding |
|
|
Richard Driehaus
Driehaus Capital Mgmt. |
10900 |
11250 |
1240 |
1280 |
2150 |
2200 |
660 |
700 |
50 |
30 |
0 |
10 |
Energy |
Digital Angel |
4.65 |
4.75
|
John Leo
Northern Trust Investments |
11025 |
11250 |
1240 |
1260 |
2175 |
2175 |
630 |
660 |
60 |
20 |
13 |
7 |
Industrial Cyclicals |
Caterpillar |
4.75 |
4.5
|
Barry Hyman
Ehrenkrantz King Nussbaum |
11000 |
11200 |
1250 |
1270 |
2200 |
2300 |
660 |
680 |
70 |
0 |
15 |
15 |
Industrial Cyclicals |
Biogen IDEC |
5 |
5.5
|
Rod Smyth
Wachovia Securities |
11000 |
11200 |
1250 |
1270 |
|
|
660 |
680 |
40 |
25 |
25 |
10 |
Energy |
|
4.5 |
4.75
|
Mark Jordahl
U.S. Bancorp Asset Mgmt. |
10800 |
11175 |
1215 |
1260 |
2175 |
2250 |
645 |
660 |
48 |
18 |
28 |
0 |
Technology |
Intel |
4.5 |
4.75
|
Jack Ablin
Harris Private Bank |
11384 |
11172 |
1280 |
1256 |
2298 |
2255 |
688 |
675 |
40 |
50 |
0 |
0 |
Health Care |
|
5.6 |
6.15
|
Arnim Holzer
Deutsche Asset Mgmt. |
10800 |
11145 |
1215 |
1275 |
2150 |
2200 |
650 |
660 |
55 |
15 |
20 |
0 |
Energy |
|
4.6 |
5
|
Alison Deans
Lehman Brothers |
|
11100 |
|
1300 |
|
|
|
711 |
26 |
25 |
18 |
0 |
Energy |
|
|
5
|
Asher Plaut
Brill Securities |
10950 |
11100 |
1470 |
1510 |
2250 |
2410 |
650 |
675 |
70 |
15 |
10 |
5 |
Health Care |
Natus Medical |
5 |
5.1
|
Vincent Sbarra
HPC Capital Mgmt. |
10850 |
11050 |
1216 |
1252 |
2150 |
2232 |
583 |
590 |
40 |
5 |
5 |
15 |
Technology |
Perma-Fix Environmental Services |
4.4 |
4.65
|
Lawrence G. McMillan
McMillan Analysis |
13200 |
11040 |
1320 |
1250 |
2650 |
2180 |
770 |
655 |
60 |
20 |
10 |
10 |
Energy |
Cameco |
5 |
4.4
|
Dorsey Farr
Wilmington Trust |
11035 |
11035 |
1240 |
1240 |
2190 |
2190 |
655 |
655 |
26 |
18 |
20 |
0 |
|
|
4.75 |
5
|
Subodh Kumar
CIBC World Markets |
11500 |
11000 |
1275 |
1250 |
2300 |
2500 |
625 |
650 |
36 |
31 |
17 |
5 |
Technology |
Cisco |
4.75 |
5
|
Tom McManus
Banc of America Securities |
10700 |
11000 |
1200 |
1200 |
2250 |
2200 |
650 |
600 |
55 |
0 |
10 |
25 |
Energy |
Apache |
5 |
5.5
|
Jim Huguet
Great Companies |
10750 |
10955 |
1205 |
1245 |
2355 |
2450 |
683 |
704 |
45 |
35 |
20 |
0 |
Financials |
American International Group |
5.1 |
5.25
|
Warren Bagatelle
Loeb Partners |
10750 |
10950 |
1250 |
1350 |
2200 |
2300 |
640 |
650 |
65 |
0 |
10 |
7 |
Health Care |
Pfizer |
4.3 |
4.2
|
Wendell Perkins
Johnson Asset Mgmt. |
10700 |
10950 |
1190 |
1225 |
2110 |
2170 |
634 |
639 |
30 |
40 |
10 |
10 |
Health Care |
Multimedia Games |
4.6 |
5
|
C. Kim Goodwin
State Street Research |
10500 |
10900 |
1200 |
1250 |
2150 |
2210 |
613 |
625 |
40 |
25 |
30 |
5 |
Consumer Staples |
Equity Office Properties Trust |
4.8 |
5
|
William Greiner
UMB Investment Advisors |
10800 |
10900 |
1250 |
1265 |
2200 |
2250 |
650 |
655 |
50 |
15 |
30 |
5 |
Industrial Cyclicals |
Cintas |
4.8 |
4
|
Sean Taylor
GAM |
10100 |
10750 |
1050 |
1250 |
1850 |
2300 |
560 |
640 |
25 |
75 |
0 |
0 |
Services |
WebZen |
4.8 |
5.4
|
Jeffrey Knight
Putnam Investments |
11200 |
10640 |
1235 |
1160 |
2160 |
2055 |
680 |
642 |
30 |
25 |
15 |
0 |
Energy |
|
4.6 |
4
|
Robert H. Stovall
Wood Asset Management |
10965 |
10625 |
1225 |
1365 |
2255 |
2175 |
637 |
628 |
40 |
20 |
15 |
10 |
Energy |
Tiffany |
|
|
Daniel Dektar
Smith Breeden Associates |
10500 |
10600 |
1185 |
1195 |
2100 |
2000 |
640 |
645 |
15 |
25 |
15 |
15 |
|
|
4.6 |
4.8
|
David M. Joy
American Express Financial Advisors |
10500 |
10150 |
1175 |
1150 |
2150 |
2035 |
625 |
610 |
30 |
40 |
20 |
10 |
Energy |
|
4.75 |
5.35
|
Joseph Liro
Stone & McCarthy Research Associates |
9650 |
10100 |
|
1150 |
|
2250 |
|
720 |
40 |
25 |
20 |
15 |
Technology |
Intel |
|
|
Barry Ritholtz
Maxim Group |
11707 |
9703 |
1324 |
950 |
2620 |
1825 |
765 |
606 |
50 |
25 |
15 |
5 |
Financials |
Interoil |
4.95 |
5.5
|
Michael Painchaud
Market Profile Theorems |
9200 |
8800 |
1035 |
990 |
1710 |
1620 |
490 |
450 |
30 |
10 |
10 |
30 |
Utilities |
IMAX |
4.6 |
4.95
|
Bernie Schaeffer
Schaeffer's Investment Research |
9000 |
8000 |
950 |
825 |
1950 |
1600 |
575 |
550 |
30 |
15 |
15 |
20 |
Energy |
XM Satellite Radio Holdings |
4 |
3.75
|
ML Global Strategy & Economics
Merrill Lynch |
|
|
|
1205 |
|
|
|
|
45 |
0 |
45 |
10 |
Utilities |
|
3.6 |
3.85 |
Copyright 2004, by The McGraw-Hill Companies Inc. All rights reserved.
