Airlines Get A Big Lift…Here’s Why

A better-than-expected nonfarm
payrolls report and a Merrill Lynch upgrade of the airline industry sparked
broad-based buying interest. Although the unemployment rate rose to a higher-than-expected 6%, investors focused on the nonfarm payrolls which showed a loss
of 48,000 jobs last month, or better than the forecast of a loss of 60,000 jobs.
Airlines flew high today as Merrill Lynch upgraded several issues
including: Alaska Air
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, Continental
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, Delta
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, and
Northwest
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from “Neutral” to “Buy.”

The Dow Jones Industrial
Average

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gained 128.43 to 8,582.68. The S&P 500
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13.78 at 930.08. The Nasdaq
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rose 30.32 to 1,502.88.

The day’s leaders were
Airlines

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, +10.52%, Internet
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, +4.35%,
and Brokers
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, +3.85%.

Weak today was Gold
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,
-0.16%.

In economic news, April
Average Workweek
came in at 34.0 vs. estimates 34.2. April Hourly
Earnings
rose 0.1% vs. estimates 0.2%. April Nonfarm Payrolls came in
at -48K vs. estimates -58K this was the third straight month of job losses.
Lastly, Factory Orders for April came in at 2.2% vs. estimates 1.2%.

The 10-year U.S. Note
is -145 at 114 245.

The dollar is +0.06 at
96.94.

Volume was
1,537,024,000 on the NYSE, and at
1,834,587,000 on the Nasdaq.

Market breadth is decisively
positive
, with NYSE advancing issues over declining issues by a ratio of
3.38, and up volume over down volume by a 4.70 ratio. Nasdaq advancing issues
over declining issues are 2.52, and down volume over up volume is at a 6.59
ratio.

Top Dow stocks are:

Boeing
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, +1.51 at 28.62,
SBC Communications

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, +.72 at 24.01, DuPont
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, +1.01
at 43.00, and Intel
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+.50 at 19.05.

Stocks in the news:

Biosite
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up
over 12% on seven times average volume. The company reported first-quarter
results that were 6 cents ahead of estimates. The company also boosted revenue
targets for the year.

Chevron Texaco
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was up 2.35 as the company reported first-quarter results of $1.99 per share,
beating estimates of $1.81 a share.

Walt Disney
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was up 0.17 after the company reported second-quarter results in line with
estimates. Disney cited that the military conflict and SARS had an impact on its
business.