Top Industry Groups Feb 14, 1999. A smart group of money market managers have just come out with their best groups for investors for the coming year and I would like to share them with you. I do share their ideas because from a standpoint of what is happening for the future it does look promising. Cable TV - They have outperformed the S&P 500 index by a wide margin in 1998, and should continue to beat the market in 1999. I estimate the major companies cash flow will increase at an annual rate of about 10% over the next several years. My favorites are AT&T (T) which is selling at a significant discount, and Cablevision Systems (CVC). Health Care Stocks - The drug stocks have been very hot the last two years and I see them continuing along as before. The reasons are quite simple; faster approval of the FDA , baby boomers getting older and of course our senior citizens living a lot longer than fifty years ago. Yes, the drug stocks look very good to me and for the foreseeable future. The top picks are: Johnson & Johnson (JNJ), Merck (MRK), and Pfizer (PFE). Technology stocks - If you can stand the volatile market they are prone to, then I would buy some of these excellent growth companies. Microsoft (MSFT) is the best of the bunch. Others are Network Associates (NETA), and Sterling Software (SSW). Bank stocks - Regional banks are favored because they have suffered in 1998 and they don't have overseas exposure in many of them. Also their earnings should increase about 10% for the year. The favored groups are as follows: First Union (FTU), Bank of New York (BK), and U. S. Bankcorp (USB). There you are folks, the best groups that will get the biggest bang for your buck! Like I said "It's Your Money." George

Resources Online Investing - Online Investing is a wonderful guide for using the Internet to find, research, and buy winning stocks. Jon D. Markman, managing editor at MSN MoneyCentral Investor, writes that the Internet makes it easy to build a highly profitable portfolio. Mutual Funds - Best mutual funds to invest for the long term.     Our editorial goal is to provide a forum for investment ideas. Our articles, columns, and other features should not be construed as investment advice, nor does their appearance imply an endorsement by Kolias & Co of any specific security or trading strategy. An investor's best course of action must be based on individual circumstances.    Privacy Policy | © 1998-2002, Kolias & Co | Liability Disclaimer