Monday, August 4, 2008

Sectors and Styles Strategy Report: August 1, 2008

excerpts from this week’s report:

Model Growth Portfolio (MGP)
“With the exception of Biotech’s +13 basis points, very little market movement produced fairly quiet price action resulting in a +3 basis point week…”

Expected Return Valuation Model
“The continuing struggle between the risk adjustment process (dark blue zone) and the projected 12% fair value levels (grey zone) at $82. What argues in favor of the latter is…”

Moving Averages Scorecard
“After week’s teetering on the edge, Utilities’ mega trend finally turned bearish leaving Energy as the sole US economic sector on the plus side. Utilities, viewed by some as…”

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