Equity Strategies Group-Level Analysis Of The Equity Markets

The equity market resumed its strong performance in July.

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The broad Tech sector has rallied significantly from lows and is not cheap by traditional measures.

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Group upgraded to Attractive this month, the result of strong quantitative improvement.

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After two strong months, the markets cooled down some in June.

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This may be one of the few sectors that has the opportunity to provide 20% or more growth in 2003. If inves­tors can get over their fears, they could be rewarded by the Tech sector.

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Japan appears to be getting its fiscal house in order. Opportunity may be developing here. We constructed a list of potential Japanese ADRs, and built an index to monitor the situation.

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The stock market was very strong in May, following a strong April.

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Technology stocks UP BIG AGAIN in May. The NASDAQ gained 9.0% for the month (9.2% last month), second again only to the Russell 2000.

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The stock market was very strong in April across the entire market cap spectrum.

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Technology stocks up BIG in April. The NASDAQ gained 9.2% for the month, secondonly to the Russell 2000 in terms of performance.

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Equity Portfolio concentrated in Health Care and Technology. Looking ahead to other potential areas of leadership: Oil Patch, Telecom Survivors, Airlines, and Unregulated Energy Producers.

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A new group of companies that we think have a good shot at being involved in the reconstruction of Iraq.

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The S&P 500 was up 0.8% in March, but ended Q1 down 3.6%.

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The broad Tech sector is down significantly from all time highs, but is still not cheap by traditional measures.

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Expect the S&P 500 financial weighting to fall to 14% or so over the next two years, as they underperform the overall S&P 500 index.

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Leuthold deactivation of two energy groups last month was a tactical move and does not represent a longer term bearish fundamental view toward the oil patch.

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Initiated coverage of a new banking group subset in our Financial sector that focuses on small cap, community-focused banks.

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New Biotech holding increased Health Care commitment in Select Industries to 27%.

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For the second month in a row, the NASDAQ was the best performing major index.

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The stock market is off to a poor start in 2003, with the S&P 500 down 4.4%, and the DJIA off 5.4%.

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