Running Bulls

Physician's Money Digest, November30 2003, Volume 10, Issue 22

The nation's leading money managersare very confident in the stock market for2004, according to the recent Barron'sBig Money Poll. Nearly 65% of thosesurveyed were "bullish" on the market'slong-term prospects; just 12% were"bearish". The consensus asset allocationrecommended among the 113 moneymanagers was 72% equities, 20% fixedincome, and 8% cash. The industries thatwon favorable review were technology,health care, energy, and capital goods.The stocks that won popular poll profileswere Pfizer, Newmont Mining, Comcast,Amgen, Cisco Systems, First Data, GeneralElectric, and XTO Energy.