Silke
02.01.2001, 14:04
The S&P PowerPicks 2001 Portfolio:
SYM NAME REASON
AKS AK Steel Holding 6% yield, low P/E offers good total
return potential
ALL Allstate Steady EPS growth, low P/E
AVY Avery-Dennison Steady EPS grower, attractive
valuation
BJ BJ's Wholesale Club Steady, high-teen annual EPS growth
seen
BJS BJ Services To benefit from rising oil, natural
gas drilling
C Citigroup Broad business breadth offers steady
growth
CEPH Cephalon High-potential pipeline, attractive
valuation to peers
CMCSK Comcast "A" non-voting Strong cash flow growth, attractive
valuation
CSCO Cisco Systems Rapid growth of networking equipment
CVS CVS Strong EPS growth seen continuing
DYN Dynegy Strong growth seen continuing for
major IPP
HRC HEALTHSOUTH Major operational turnaround underway
HMT Host Marriott 8% yield, low P/E offers good total
return potential
ITT ITT Ind. Steady EPS growth seen; low P/E
JDSU JDS Uniphase Capturing growth of optical component
market
KDN Kaydon Steady EPS growth, attractive
valuation
KMI Kinder Morgan Sizable natural gas assets, strong EPS
growth
LEH Lehman Bros. Low P/E, takeover kicker
MACR Macromedia Strong demand for applications
software
MIL Millipore Strong orders seen driving 20% EPS
growth
MO Philip Morris Improving business environment, low
P/E
PFE Pfizer Strong drug pipeline seen driving 25%
EPS gains
RATL Rational Software Strong demand for e-business, Internet
software
RCGI Renal Care Group EPS rising for leading dialysis
services provider
SANM Sanmina To benefit from growing contract
manufacturing sector
SCHL Scholastic Attractive valuation to growth
prospects
SEI Seitel Strong demand for oil exploration
equipment
TXU TXU Corp. 5% yield, low P/E offers good total
return potential
TYC Tyco Int'l Internal growth, steady acquisitions
driving growth
USFC USFreightways Low P/E for diversified transport
services provider
VOD Vodafone Group Leading global wireless communications
co.
WW Watson Wyatt "A" Good EPS gains seen for major benefits
consultant
XLNX Xilinx Leading maker of programmable logic
devices
SOURCE: Standard & Poor's
SYM NAME REASON
AKS AK Steel Holding 6% yield, low P/E offers good total
return potential
ALL Allstate Steady EPS growth, low P/E
AVY Avery-Dennison Steady EPS grower, attractive
valuation
BJ BJ's Wholesale Club Steady, high-teen annual EPS growth
seen
BJS BJ Services To benefit from rising oil, natural
gas drilling
C Citigroup Broad business breadth offers steady
growth
CEPH Cephalon High-potential pipeline, attractive
valuation to peers
CMCSK Comcast "A" non-voting Strong cash flow growth, attractive
valuation
CSCO Cisco Systems Rapid growth of networking equipment
CVS CVS Strong EPS growth seen continuing
DYN Dynegy Strong growth seen continuing for
major IPP
HRC HEALTHSOUTH Major operational turnaround underway
HMT Host Marriott 8% yield, low P/E offers good total
return potential
ITT ITT Ind. Steady EPS growth seen; low P/E
JDSU JDS Uniphase Capturing growth of optical component
market
KDN Kaydon Steady EPS growth, attractive
valuation
KMI Kinder Morgan Sizable natural gas assets, strong EPS
growth
LEH Lehman Bros. Low P/E, takeover kicker
MACR Macromedia Strong demand for applications
software
MIL Millipore Strong orders seen driving 20% EPS
growth
MO Philip Morris Improving business environment, low
P/E
PFE Pfizer Strong drug pipeline seen driving 25%
EPS gains
RATL Rational Software Strong demand for e-business, Internet
software
RCGI Renal Care Group EPS rising for leading dialysis
services provider
SANM Sanmina To benefit from growing contract
manufacturing sector
SCHL Scholastic Attractive valuation to growth
prospects
SEI Seitel Strong demand for oil exploration
equipment
TXU TXU Corp. 5% yield, low P/E offers good total
return potential
TYC Tyco Int'l Internal growth, steady acquisitions
driving growth
USFC USFreightways Low P/E for diversified transport
services provider
VOD Vodafone Group Leading global wireless communications
co.
WW Watson Wyatt "A" Good EPS gains seen for major benefits
consultant
XLNX Xilinx Leading maker of programmable logic
devices
SOURCE: Standard & Poor's