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December 26, 2005 BW Magazine Table of Contents

December 26, 2005 Where to Invest Table of Contents


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DECEMBER 26, 2005 2006 INVESTMENT OUTLOOK -- THE BIG PICTURE
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The BusinessWeek Market Survey

  Fearless Forecasters
FORECASTER FIRM DOW JONES S&P 500 NASDAQ COMPOSITE RUSSELL 2000 ASSET ALLOCATIONS* FAVORITE SECTOR FAVORITE STOCK TREASURY YIELD
    Midyear Yearend Midyear Yearend Midyear Yearend Midyear Yearend U.S. stocks % Intl. stocks % U.S. bonds % Cash %     Midyear
Elaine Garzarelli Garzarelli Capital   14150   1635   2900   875 100 0 0 0 Technology Motorola 4.5
Tobin Smith ChangeWave Research 11750 12500 1340 1430 2405 2560 711 751 40 40 0 0 Technology Apple 4.75
Peter Trapp Bifrost Partners 12100 12500   1460   2750   860 35 25 10 10 Technology Emrise  
Joseph Liro Stone & McCarthy Research Associates 11500 12400 1350 1450 2400 2575 725 800 50 20 15 10 Technology General Electric 4.85
Charlie Crane Scotsman Capital Management 11750 12360 1325 1425 2425 2595 715 750 90 0 0 10 Technology Gap 4.7
Robert Baur Principal Global Investors 11498 12200 1360 1405 2490 2700 740 790 50 20 20 5 Health care   4.25
Mark Elenowitz TriPoint Capital Advisors 11200 12200 1336 1425 2482 2663 735 801 64 13 12 6 Technology IDT 4.9
Charles Mayer Pioneer Investments 11125 12200 1275 1400 2250 2400 685 725 65 15 15 5 Industrial cyclicals   4.5
James Swanson MFS Investments 11900 12110 1416 1458 2615 2745 707 700 55 25 15 5 Health care Wyeth 4.87
Stuart T. Freeman A.G. Edwards & Sons 11750 12100 1350 1400 2400 2470 715 730 71 6 19 4 Consumer staples Capital One Financial 4.2
Ed Yardeni Oak Associates 11800 12080 1300 1410 2400 2700 775 850 60 20 10 0 Energy Boeing 4.5
Lincoln Anderson LPL Financial Services 11350 12000 1338 1415 2400 2584 700 725 75 5 15 5 Technology   4.8
Christopher Conkey Evergreen Investments 11000 12000 1275 1425 2400 2600 707 755 50 20 17 7 Technology Dobson Communications Corporation 5
Jim Cramer TheStreet.com/CNBC 11500 12000 1330 1400 2350 2500 740 800 85 10 0 5 Technology UnitedHealth Group 4.75
Arvind Sachdeva Victory Capital Management 11750 12000 1350 1375 2500 2550     62 0 35 3 Technology Newmont Mining 4.5
Liz Ann Sonders Charles Schwab & Co. 12200 12000 1410 1385 2600 2930 725 720 45 20 25 10 Technology Hewlett-Packard 4.75
Timothy Swanson National City Private Client Group 11500 12000 1325 1400         51 12 35 2 Health care Zimmer Holdings 4.75
John Regan Americal Investment Strategies 11530 11983 1334 1398 2409 2538 730 773 65 15 0 5 Technology UnitedHealth Group 5.12
Robert Morris Lord Abbett & Co. 11193 11920 1300 1400 2370 2570     40 30 25 5 Industrial cyclicals Microsoft 5.3
David Katz Matrix Asset Advisors 11370 11915 1310 1375 2390 2525 705 726 70 5 15 10 Technology Symbol Technologies 4.75
Zachary Karabell Fred Alger Management   11900   1370   2440   750             4.75
Tobias Levkovich Citigroup   11900   1400       750 60 0 35 5 Technology Time Warner 4.4
Gary Tapp SunTrust Robinson Humphrey 11348 11894 1328 1394 2396 2577 730 774 55 20 15 5 Financials Brunswick 4.84
C. Kim Goodwin Independent 11300 11850 1375 1456 2380 2563 720 775 50 25 10 5 Consumer durables   5.15
Harvey Hirschhorn Bank of America 11800 11850 1400 1400 2525 2550 750 740 53 11 33 3 Technology   4.75
Jeffrey Kleintop PNC Advisors 11400 11850 1325 1375 2360 2500 695 715 52 18 25 5 Technology Texas Instruments 4.75
Vincent Gallagher Needham 11400 11825 1335 1385 2400 2500 735 770 50 20 20 10 Services Bright Horizons Family Solutions 4.75
Chris Piros Prudential Investments 11160 11810 1300 1375 2275 2415 690 735 45 15 35 5 Health care   4.75
Douglass Bermingham Jesup Lamont 11200 11800 1310 1380 2480 2545     55 15 0 5 Technology AltiGen Communications 4.8
Jason Trennert ISI Group 11300 11800 1340 1380 2350 2475 700 730 65 10 20 5 Technology Cisco Systems 4.2
Keith Wirtz Fifth Third Asset Management 11578 11795 1341 1380 2442 2550 700 730 48 15 30 2 Technology Electronic Arts 4.75
Richard Sichel The Philadelphia Trust Co. 11227 11788 1315 1407 2395 2587     70 0 25 5 Health care Tyco International 4.7
Rick Jandrain Fort Washington Investment Advisors 11435 11765 1310 1357 2335 2430 700 735 60 0 40 0 Health care Ventana Medical Systems 4.75
Larry Smith Third Wave Global Investors 11500 11750 1350 1375 2425 2500 725 750 50 20 10 10 Technology   4.5
Robert Stovall Wood Asset Management 10820 11750 1295 1380 2380 2395 687 780 40 35 10 15 Consumer staples Tootsie Roll 4.65
Roger DeBard iGlobal Capital 11550 11748 1350 1378 2340 2478 723 740 43 7 15 30 Technology Sherwin-Williams 4.6
William Greiner UMB Investment Advisors 10200 11700 1130 1340 2050 2350 590 660 43 8 43 6 Health care Microsoft  
Thomas McManus Banc of America Securities 10700 11700 1250 1335 2150 2450 650 675 55 0 20 25 Consumer staples Nike 5
Allan Roness ASR Corporate Consultants 11400 11700 1325 1380 2550 2700 700 715 65 20 0 0 Health care Estee Lauder 4.75
Roger Ibbotson Ibbotson Associates 11308 11697 1314 1362 2373 2489 715 748 44 16 30 10     4.8
Joseph Battipaglia Ryan Beck 11225 11650 1300 1350         62 13 8 12 Health care Microsoft 5
Ivan Gefen vFinance 11250 11650 1320 1380 2370 2460 710 765 40 20 20 10 Technology   4.6
Arthur >Hogan Jefferies 10553 11600 1215 1341 2135 2440 653 710 60 10 15 15 Energy Scientfic Games 4.8
Chris Sheldon Mellon's Private Wealth Management Group 11250 11600 1325 1350 2350 2425 710 705 35 15 35 0     4.75
Rod Smyth Wachovia Securities 11200 11600 1280 1350 2400 2500 670 700 45 20 25 5 Technology   4.7 4.5
Jeffrey Tyler American Century Investments 11500 11600 1325 1330 2390 2400 715 720 50 10 30 8 Technology   4.75 4.6
James Wong Payden & Rygel 11100 11600 1220 1270 2300 2500 675 650 20 30 25 5 Energy America Movil 4.4 4.7
Dorsey Farr Wilmington Trust 11245 11580 1300 1340 2325 2400 705 725 25 25 15 5     5 4.75
Mark Jordahl First American Funds 11245 11575 1300 1360 2360 2520 695 720 46 22 30 0 Technology Freescale Semiconductor 4.6 4.5
John Clarke H.C. Wainwright 11280 11562 1315 1350 2338 2422 702 727 45 15 15 15 Technology Delcath Systems 4.85 4.72
Sam Stovall Standard & Poor's 11200 11525   1360         45 20 20 15 Health care St. Jude Medical  
Bruce Bittles Robert W. Baird 10500 11500 1200 1350 2100 2300 625 700 45 10 35 10 Energy   4.25 4.75
Linda Duessel Federated Investors 10600 11500 1200 1325 2060 2345 615 670 43 20 33 0 Energy   4.4 4.1
George Jacobsen Trevor Stewart Burton & Jacobsen 11200 11500 1300 1320 2350 2400 710 735 70 0 10 20 Health care Eli Lilly 5.25 5.75
David Joy RiverSource Investments 11750 11500 1325 1300 2400 2350 720 700 30 40 20 10 Energy Valero Energy 4.75 4
Mike Vogelzang Boston Advisors 11500 11500 1320 1320 2360 2360 700 690 45 5 40 10 Industrial cyclicals Encana 4.2 4.1
Clare Zempel Zempel Strategic 11250 11500 1325 1375 2425 2525 725 750 60 20 15 5 Services Dow Chemical 5 5.5
Hugh Johnson Johnson Illington Advisors 11050 11450 1250 1280 2290 2370 645 670 80 15 0 5 Technology General Electric 4.85 5.15
Wendell Perkins Johnson Asset Management 11105 11370 1267 1314 2339 2356 677 695 38 42 10 7.5 Technology Sony 4.8 4.7
Daniel Dektar Smith Breeden Associates 11100 11360 1280 1315 2280 2340 685 702 25 25 20 10     4.55 4.6
Subodh Kumar CIBC World Markets 11200 11350 1275 1300 2550 2600 675 685 43 26 21 8 Technology   5 5
Asher Plaut Brill Securities 11200 11300 1355 1275 2495 2150 750 695 60 10 20 10 Technology Arena Resouces 4.7 4.1
Jack Ablin Harris Private Bank 10290 11290 1189 1305 2029 2280 627 645 30 30 30 10 Health care WellPoint 4.25 4.65
Richard Driehaus Driehaus Capital Management 11600 11200 1360 1320 2450 2375 735 715 50 20 15 10 Technology Focus Media Holding 4.2 4
Warren Bagatelle Loeb Partners 10950 11150 1310 1365 2310 2365 690 750 69 0 15 6 Health care Pfizer  
Gail Dudack SunGard Institutional Brokerage 11600 11100 1410 1350 2520 2400 765 630 65 0 15 20 Industrial cyclicals   4.85 4.95
Barry Hyman Ehrenkrantz King Nussbaum 11600 11100 1350 1280 2480 2300 735 690 50 10 20 15 Health care   4.9 4.5
David Bianco UBS Securities 11500 11000 1300 1250         45 25 20 10 Industrial cyclicals   4.8 4.5
Jeffrey Knight Putnam Investments 11600 11000 1340 1280 2450 2370 700 630 20 20 20 5 Energy NS Group 4.4 3.7
John Roberts Hilliard Lyons 11180 10625 1290 1220 2330 2190 700 645 50 20 10 15 Health care Pfizer 4.65 4.95
Ralph Acampora Knight Capital Group 9000 10500 1000 1170 1800 2160 525 613         Technology Akamai Technologies 5.09 4.7
Bernie Schaeffer Schaeffer's Investment Research 10350 10000 1180 1160 2050 1900 650 620 40 10 15 25 Financials Moody's 4.5 4.75
Barry Freeman HPC Capital Management 10900 9900 1270 1150 2260 2050 690 640 40 40 0 10 Health care OneTravel Holdings 4.5 4.7
Lawrence McMillan McMillan Analysis 11450 9730 1325 1125 2400 1920 705 565 50 10 0 40 Health care Pfizer 5.75 5.5
Michael Painchaud Market Profile Theorems 9500 9000 1200 1150 2000 1800 600 580 20 20 0 40 Consumer staples Anheuser-Busch 5.2 5.6
Barry Ritholtz Maxim Group 11800 6800 1350 880 2620 1400 730 540 15 30 25 10 Services iShares COMEX Gold Trust 4.15 3.25
Consensus   11250 11556 1304 1347 2356 2428 697 717 51 16 18 9  




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