WHERE TO INVEST IN 2003 -- THE BIG PICTURE
The Way to Play This Market
For the agile and discerning, 2003 will provide a reason to smile again.
Washington: Capital Ideas
Now That's a Bit More Like It
As Corporate America heals, the U.S. economy will speed up.
What the Seers See for 2003 (.pdf)
Forecasters: Gene Huang's Near-Perfect Delivery
Poll: Good Morning, Heartache
Investors are more bearish than they've been since at least 1996. Ironically, that may actually be a harbinger of better times.
WHERE TO INVEST IN 2003 -- STOCKS UP CLOSE
Picky, Picky, Picky
The rising tide won't lift all boats, so choose stocks with extreme caution.
Go for Tech's Tried and True
There are good reasons for NASDAQ's recent surge. But niche players aren't one of them.
Unpolished Financial Gems
You'll have to look beyond Wall Street's scandal-spattered blue chips.
Drug Stocks on the Mend
Healthy pipelines and fewer patent expirations spell relief.
Real Estate: If It's Dividends You Want
REITs still promise decent payouts, even though their prices are coming under pressure.
Power from Energy
Some oil stocks are set to pump back up in 2003.
Media: The Start of Something Big?
Some investors see 2003 as the year improving ad sales propel the media biz.
Cyclicals: Pendulum Plays
Is the upswing in sight? Try these.
Casinos Are on a Roll
With a slew of new gaming licenses likely, the industry is set to expand.
Where in the World to Invest
Europe and Asia offer a handful of sectors where modest gains may be found.
Brainwork from the Experts (extended)
Four Wall Street aces on what they like--and why.
The Bull in the Crystal Ball
Strategists and portfolio managers see a Dow rally in '03. But then, they saw one in '02, too.
2003: The View from the Street (.pdf)
WHERE TO INVEST IN 2003 -- WIDER HORIZONS
Done with the Dow?
Here's a quick guide to some further options.
Reign of the Value Funds
Small-cap specialists, in particular, have an edge.
Bonds: The Picking Will Get Trickier
Bonds won't do as well they've done in recent years, but you can still find smart buys.
Gold Keeps Looking Shinier
There are plenty of reasons to think the rally will continue.
Art: Is It Crying Time Again?
The hot art market could be ready for a downturn.
WHERE TO INVEST IN 2003 -- MINING THE NUMBERS
How to Find Nuggets
Stock screens can help.
2003 Investment Outlook Scoreboard (.pdf)
2003 Investment Outlook Interactive Scoreboard
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INVESTING Q&A
S&P's Market Outlook for 2003
Strategist Sam Stovall sees modest growth for the economy and major indexes. Best bets: Consumer, energy, and materials stocks
STOCK SCREENS
Energy Plays with the Most Juice
Here are nine stocks from this sector -- which is surging along with oil prices -- that carry S&P's top rating
SPECIAL REPORT
Annual Retirement Guide
The market has wrought particular disaster on retirement plans. But there are ways to keep nest eggs from cracking
Bubbly New Year?
Dec. 19 - S&P's Arnie Kaufman says 2003 will likely bring higher stock prices and a new, improved economy.
Rebound At Last?
Dec. 19 - BW's Jim Cooper says consumer spending will slow, but business outlays will pick up. So he's looking for a boost to GDP in '03.
Health-Care Checkup
Dec. 11 - S&P's Robert Gold sees explosive growth prospects for biotechs and medical-device stocks. Top picks are IDEC, Boston Scientific, and J&J.
Housing Slowdown?
Nov. 25 - There may not be a bubble in the sector, but price gains are likely to decrease, says real estate expert Myron Mullins.
ASK THE EXPERT
S&P's Sam Stovall says the stock market's eight-week rally has legs, and points to strength in the consumer-oriented and energy sectors
Need an expert's opinion? Send your questions to
asktheanalyst
@businessweek.com
Reader questions may be used in a BusinessWeek TV segment or online
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