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see my health sector performance

stock pick health sector

Health care sector have underperformed the S&P 500. It's considered defensive sector, and many times do better during tough overall market environments.I think this health care stock presents a buying opportunity. Hologic HOLX Hologic plans to buy Master List company Cytyc for $6.2 billion in cash and stock. A merger of these two companies would create a leader in women’s health care with combined revenues ofabout $1.5 billion. Harman International HAR. With little net debt, a strong brand name, a solid revenue outlook, strong earnings growth potential over the next few years.

S&P 500

Since the bear market bottom on October 9, 2002, the S&P 500 is upabout 97%. The Nasdaq, which dropped a lot farther than the blue chip indexes during the bear market, has risen about 133%. But the real winners since the 2002 low have been the smallerstocks, with the S&P SmallCap 600 up about 157% and the S&P MidCap 400 up 144%. An almost full recovery!

Source: S&P Outlook

Precision Castparts / PCP

Bought 200 shares today in my virtual industrials sector fund @ 113.74

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Trades

Bought HRPT Properties Trust / HRP in financials sector fund.
considered value play, Yield % 7.0.

Personal computer

industry enjoyed a fourth consecutive year of growth in 2006, note that PC shipments in the United States increased a lackluster 3%, compared with hearty growth of about 17.6% in per unit shipments in the Asia-Pacific region, and even more robust 22.2% growth in Eastern Europe, LatinAmerica, and the Middle East. To expect overall growth continuing for a fifth year in 2007, with 11% total unit growth.
My picks :
Dell, International Business Machines, Apple.

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Money Show in Las Vegas, May 14-17, 2007

Financials sector to overweight ?

I view the next move by the Fed is most likely a rate cut later this year, which will benefit the stocks in this rate-sensitive group. The banks and diversified financials , such as insurers and real estate investment trusts, have been having a tough year. Through April 17, the financials sector index has fallen behind, underperforming the S&P 500 index. Although the sector has appreciated, it’s the laggard of the 10 sector indices, rising only 0.7% while the “500” has gained 3.8%. In 2006, the financials sector index increased 16.2%, compared with a13.6% rise for the “500.” The subprime lending mess has put pressure on many stocks in the group recently. After energy, the financials sectorhas the lowest price-to-earnings ratio of all 10 sectors of the economy, at 12.7 times 2007 earnings. The powerful energy sector’s P/E can’t be beat at11.5 as of April 20. Price is one good reason why S&P says it’s time to consider banks again and the representative Sector SPDR-Financials (XLF). This sector makes up about 22% of the “500.”

Sentiment: Buy

XLF my top holding #4

Trades today

Bought ALL (Allstate), 300 shares , for financials sector fund.