Best Bets Among The Bush Stocks

Thirty-six days after the election, we finally have certainty as to who will be the forty-third president of the United States.

The group of stocks that have become known as “Bush Stocks” have been
accumulated ahead of last night’s U.S. Supreme Court ruling, many of which
may be fully priced. The sectors or particular stocks that are part of that
group include: Drug stocks, Health Management Organizations,
Defense stocks, Energy and Tobacco stocks, along with Microsoft

(
MSFT |
Quote |
Chart |
News |
PowerRating)
.

I thought it would be valuable to look at the leading stock in each sector and
where applicable, its more attractively priced competitor. Here is that list:

 

Group

Lead
Stock

Most
Attractive Competitor

Drugs

Merck
(
MRK |
Quote |
Chart |
News |
PowerRating)

Eli Lilly
(
LLY |
Quote |
Chart |
News |
PowerRating)

Healthcare

Healthcare
(
HCA |
Quote |
Chart |
News |
PowerRating)

Province
(
PRHC |
Quote |
Chart |
News |
PowerRating)

Defense

General Dynamic
(
GD |
Quote |
Chart |
News |
PowerRating)

Lockheed
Martin
(
LMT |
Quote |
Chart |
News |
PowerRating)

Energy

BP Amoco
(
BP |
Quote |
Chart |
News |
PowerRating)

Halliburton
(
HAL |
Quote |
Chart |
News |
PowerRating)

 


Additionally, I have included our volatility index list, as so many of you
have e-mailed us asking for the matrix. It will be posted and updated on our
site every five minutes, beginning just after Christmas.

 

Symbol


Description


Index


BHH


B2B HOLDRs


115.67


HHH


Internet HOLDRs


96.68


SOX


Semiconductor Index


89.40


SMH


Semiconductor HOLDRs


86.13


BBH


Biotech HOLDRs


79.79


BDH


Broadband HOLDRs


73.23


QQQ


NASDAQ-100 Tracking Stock

68.83


NDX


NASDAQ-100 Index


67.44


MNX


Mini NASDAQ-100
Index


66.69


OSX


Oil Service Index


62.56


RUT


Russell 2000 Index


38.19


BKX


Banking Index


37.81


OEX


Standard &
Poor’s 100 Index


26.56


SPX


Standard &
Poor’s 500 Index


24.84


DJX


Dow Jones Industrial
Index


22.98


Until tomorrow.