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The BusinessWeek Market Survey


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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

1850

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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