Message-ID: <29641760.1075857095601.JavaMail.evans@thyme> Date: Tue, 12 Dec 2000 10:43:00 -0800 (PST) From: portfolio@mworld.com To: andrew.h.lewis@enron.com Subject: MacroWorld Portfolio Review: Andrew Lewis Mime-Version: 1.0 Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit X-From: X-To: Andrew.H.Lewis@enron.com X-cc: X-bcc: X-Folder: \Andrew_Lewis_Dec2000\Notes Folders\All documents X-Origin: Lewis-A X-FileName: alewis.nsf MacroWorld Portfolio Review: 12/12/2000 Courtesy of Macro*World 06:43 pm est --------------------------------------------------------------------------- This Email portfolio is available on either a weekly or daily basis. To change your option or to stop receiving this portfolio, select the option marked "EMail" in the Options section of the website. --------------------------------------------------------------------------- The tech sector was hit today by profit taking and profit warnings, but Blue Chips surged ahead with help from cyclicals. GeneralMotors says it will phase out Oldsmobile and cut nearly 4% of its worldwide work force . General Electric''s chairman says he remains comfortable with analysts'' expectations for 2001 . Kodak says its 4th qtr and full year earnings will be lower than expected due to a slower economy . Ford announces the recall of 110,633 Ford Explorer and Mercury Mountaineer vehicles because a computer chip in the engines fails to limit the vehicles'' top speed . Aerospace and technology firm Honeywell expects 4th-qtr earnings to be well below analysts'' expectations . Glaxo Wellcome and SmithKline Beecham say they are expected to complete their long-delayed merger by the year-end . Markets overseas are mixed. The London FTSE is up 0.32%, the Frankfurt DAX is down 0.36%, and the Paris CAC40 is down 0.50%. Tokyo''s Nikkei closed up 0.66%, Hong Kong''s Hang Seng closed down 0.51%, and Sydney''s All Ordinaries closed down 0.01%. Economic calendar: Tue: No reports scheduled; Wed: Retail Sales; Thu: Jobless Claims, Business Inventories; Fri: CPI, Industrial Production. Market Segments ---------------------------------------- DJ Industrials 10,768.3 42.5 S&P 500 1,371.2 -9.0 NY Composite 655.0 -2.5 ASE Composite 880.7 -4.6 NASDAQ Compsite 2,931.8 -83.3 Capital Sectors %Change ---------------------------------------- Large Cap -0.9% Mid Cap -1.4% Small Cap -0.3% Market Volumes (millions of shares) ---------------------------------------- NYSE: 573.8 NASDAQ: 1,897.0 ---------------------------------------------------------------------- Market Timing: M*W Action Index For Short-term traders/market timers Only! (Enter market when Index >67, Exit when Index <33) Latest Reading: 12/11/2000 5PM of 45.0, staying in the market (S&P=1380.2, +44.8%) Previous Signal: Entered market 12/29/1997 on index of 74.7 (S&P=953.4) --------------------------------------------------------------------------- If you would like to receive a news and price changes on stocks or funds, you can set up a personal portfolio in the portfolio section. ---------------------------------------------------------------------- Footnote to Tables: (1) To view the individual analyst ratings for any security, first access the security in the Research section of the MacroWorld site. Then click on the ratings icon in the RESEARCH sub-menu. (2) The Day's Volume as a percentage of the 90 day average. ---------------------------------------------------------------------- Notice: The investment strategies and information featured on the MacroWorld(sm) web site may not be suitable for all investors and are not intended to be investment advice. Some of the data displayed on the MacroWorld(sm) web site is based on historical performance of various types of investments. Since past performance does not guarantee future results, please do not rely on the information presented on the MacroWorld(sm) web site to make investment decisions. It is recommended that you not rely on any single source for investment advice and that you consult with your personal financial advisor and your tax advisor before making investment decisions. The information provided on the MacroWorld(sm) web site is provided for informational purposes only. All information, data and news is protected by copyright and other applicable laws. 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