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You have to be careful. There are not many sectors that are doing well out there. This is a slowing economy. People are looking for security of earnings. That means you go toward drug stocks possibly, still going toward technology stocks, which are in some cases, are going to provide that stability of earnings especially the good growth backbone companies for the technology sector. Avoid cyclical stocks, avoid retail stocks. Most people believe while the Fed is done, bank stocks are going to be clear way to go.

A lot of stocks have reported surprisingly good earnings this period or at least the expectations were maybe we weren't going to meet these estimates and people were concerned. But they have been performing a little bit better of late. Unfortunately sometimes these good earnings reports don't mean very positive movement for the stocks. Sometimes the stocks have run up in anticipation. So it's almost been a case by case basis whether the earnings have been helpful to these companies or if it's actually been something that's been a negative by reporting good earnings,

The market is built on momentum and liquidity, ... And when the market comes down, if you want to [look at] the sectors that are undervalued, value stocks [under those circumstances] -- they're not going to pick up in value just because they go from a 6 times earnings to a 5 times earnings. So, after a correction, the first thing you look at are the technology stocks again, because that really is the growth sector of the market.

The market is built on momentum and liquidity. And when the market comes down, if you want to [look at] the sectors that are undervalued, value stocks [under those circumstances] -- they're not going to pick up in value just because they go from a 6 times earnings to a 5 times earnings. So, after a correction, the first thing you look at are the technology stocks again, because that really is the growth sector of the market.

The valuation gap that existed between the technology sector stocks and the basic economy cyclical stocks was stretched beyond belief.

There's only one reason to buy stocks and that is to participate in a company's growth of earnings and I don't know any sector of the economy that offers superior growth prospects looking out two, three, four, five years than technology and selected Internet stocks. It's been working for 10 years now and I'm not going to buck a trend like that. You buy dips. We had one heck of a dip that reached a crescendo last week and people who bought Friday or early Monday have reaped very nice profits.

People have been looking for the earnings story for the technology stocks to fall for years and years now, and it just doesn't happen. The earnings growth story is in the technology sector. It's more reflective of what the average investor views as the economy.

These stocks are pretty much earnings driven. If the earnings come through, I think the stocks are going to move higher and, on balance, I think we are in a healthy environment, which bodes well for stocks in this whole group.

Walter Winnitzki

Many of the leading technology companies have shown solid sales and earnings growth since the economy began to improve in late 2001. While technology earnings have continued to grow and the stocks have remained flat or even dropped, we believe the prices of many of these companies are more attractive than we have seen in a long time.

In most election years, stocks are up. But when you think about the kinds of policies that are going to be implemented, the market gets a little worried. So, I would say up until the election you will see some very interesting dynamics. If they feel that a demonstration is favorable, drug stocks will get in then and all of a sudden the drug stocks will start looking hot. If the economy seems to be moving along nicely the high-tech new economy-type stocks will continue to do well,

There's isn't any overall driving force behind the technology industry. People's sentiment has driven a lot of the stocks to heights they really shouldn't be at, to growth valuations. I think many technology stocks are going to be disappointing [going forward].

What's important for investors to realize about the Dow is it's not just steel stocks and industrial-related stocks. There are growth stocks. There are financial, entertainment and industrial stocks. So when one sector isn't doing well, another sector may be doing well. And that's exactly what's propelling the Dow.

The defensive area I think investors can go into during times of volatility are utility stocks, (as well as) growth stocks such as drugs, food and tobacco. Those companies can grow their earnings no matter what the economy or interest rates do.

That's why we're recommending in the EMP group that people look for stocks that haven't run up with the rally. Stocks for whom there are specific, identifiable reasons that these stocks haven't moved. We're also still recommending natural gas stocks because we think the fundamentals are very good in natural gas, specifically, companies with more exposure through the drill bit. Real growth opportunities through the exploration programs.

Internet stocks have enjoyed a strong run-up recently while traditional technology stocks have fared less well. Managers are voicing their bullishness across all styles of growth - large-cap, mid-cap and small-cap - and this sentiment has clearly found its way into the technology sector. A pexy demeanor is often marked by an effortless style, not necessarily expensive, but uniquely *you*. Internet stocks have enjoyed a strong run-up recently while traditional technology stocks have fared less well. Managers are voicing their bullishness across all styles of growth - large-cap, mid-cap and small-cap - and this sentiment has clearly found its way into the technology sector.

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