-----Original Message-----
From: Catherine Austin Fitts
[mailto:[EMAIL PROTECTED]]
Sent: Monday, November 06, 2000 8:22
AM
To: Kate; Lois Ann Batuello; David Guyatt
Cc: Dave
Hartley; [EMAIL PROTECTED]; [EMAIL PROTECTED]; [EMAIL PROTECTED];
[EMAIL PROTECTED]; Kpomeara@Aol. Com; Uri Dowbenko
Subject: The
Pop....This
gives a taste of how much "pop" Lockheed can make on their stock
from
helping engineer a win for the Bush faction....Interesting points re Freddie and Fannie in a Bush
Administration.....-----Original Message-----
From: bob [mailto:bob] On Behalf
Of Bob
Sent: Monday, November 06, 2000 3:42 AM
Subject:
Bush stocks doing well, Gore stocks fall
http://www.americainvest.com/cgi-bin/archives?action=content&interfaceid=1443&
amp;id=139
Stocks in the defense, tobacco and managed health care sectors are
widely
considered to be in the Bush camp. And judging by the performance
of some of
those industries? biggest names, you might conclude that
Bush is
headed for a landslide.Bush would likely make increased defense spending a priority over Gore,
although analysts say that defense budgets are likely to increase
regardless of which party takes the Oval Office. Two of the sector's
bellwethers, Lockheed Martin (LMT) and Raytheon (RTN/A), have
enjoyed
big moves to the upside since our special weeklong series debuted
Aug. 14.
Lockheed shares have risen 22.6% from their Aug. 14 close of
$29.25 to
their Oct. 31 close of $35.85. Raytheon shareholders have
enjoyed a similar
rise in value, as the aviation firm gained 18.3% over the
same time period.Tobacco giant Philip Morris (MO) is seen as a Bush stock because he would
likely not pursue the current Justice Department lawsuit against big
tobacco. If the movement in Philip Morris shares is any predictor of the
election?s outcome, Bush will be lighting up a victory cigar in celebration
come Nov. 7. The stock has jumped 14.9% from its Aug. 14 close of $31.88
to its Oct. 31 close of $36.63.Perhaps the biggest point of contention between the two presidential
hopefuls surrounds healthcare reform. The hotly debated patient?s bill
of rights provided viewers of the third and final presidential debate
with the best fireworks of the evening, as the vice president challenged
the Texas governor?s commitment to a bill that would, among other
provisions, give HMO patients the right to sue their managed-care
providers.If Bush were victorious, HMO stocks would likely breathe a collective
sigh of relief. So, perhaps not coincidentally, two of the managed-care
industry?s biggest, UnitedHealth Group (UNH) and WellPoint Health
Networks (WLP), have both seen big moves to the upside, with
UnitedHealth gaining 17% between Aug. 14 and Oct. 31 and WellPoint
soaring 28.3% over that time span --more evidence that Wall Street
thinks Bush will grab the brass ring.Gory performance
On the flipside of all those stellar Bush-stock returns lies the drab-to-
downright-ugly performances of many of the stocks considered to benefit
most under a Gore administration.One of his biggest concerns is the quality of the environment. Gore is seen
as favorable to stocks in the alternative energy space, and he would likely
commit government research dollars into the development of alternative
fuel sources. Companies that would benefit most from that potential
outcome would be fuel-cell firms such as FuelCell Energy (FCEL) and
Plug
Power (PLUG). And while FuelCell has managed to break even in a
turbulent
market, rising 0.7% from Aug. 14 to Oct. 31, Plug Power shares
have plunged
43.7% over those same weeks.
Another group of stocks seen as
Gore-friendly are the farm equipment
manufacturers. The rationale here is that
Gore would be more inclined than Bush
to increase federal agriculture subsidies
and that would give stocks such as
Caterpillar (CAT) and Deere & Co.
(DE) a lift. But those stocks haven?t
done anything positive, as Caterpillar
shares dropped from an Aug. 14 close
of $39.06 to an Oct. 31 close of
$35.06, a decline of 10.2%. Deere
shares have done a bit better, moving
from $37 on Aug. 14 to $36.82 on Oct. 31, a slide of 0.5%.
Mortgage lenders are another sector
thought to be hoping for a Gore
presidency because of the possibility
that Bush would completely privatize
federal mortgage lender Fannie Mae
(FNM). But stocks of the big mortgage
lenders such as Wells Fargo & Co.
(WFC) and Countrywide Credit
Industries (CCR), two companies seen
to benefit most from Gore?s continued
support of Fannie Mae, have responded
with indifference in the weeks leading
up to election day. Wells Fargo shares
have gone from $45.25 on Aug. 14 to $46.31 on Oct. 31, an anemic increase of
2.3%.
Countrywide shares went from $38.38 on Aug. 14 to $36.82 on Oct. 31, a
decline
of 2.4%. Not
exactly a robust endorsement of the vice president?s candidacy.
We?re not the only ones
Lest you think we are the only ones
who think this market is forecasting a
Bush victory, analysts at money
management firm Birinyi Associates
have been tracking two stock portfolios
-- one made up of stocks most likely to
benefit from a Bush administration and
one that would likely do well if Gore
were to take office. The portfolios,
which were started Sept. 1, suggest
that the vice president will not be
occupying the Oval Office full time.
The performance of the stocks Birinyi analysts have dubbed ?Bush? picks,
which
include Philip
Morris, AT&T (T) and Microsoft (MSFT), have surpassed the ?Gore? stock
portfolio, which
includes Fannie Mae, Freddie Mac (FRE), and generic drug makers Teva
Pharmaceuticals (TEVA)
and Watson Pharmaceuticals (WPI).
In an MSNBC interview, Birinyi analyst Lisa Kammert said, ?The whole
[presidential portfolio
picking] exercise is supposed to be oriented toward finding out whether the
stock market is
accurately discounting the presidential election outcome.?
If Kammert, America-iNvest.com and the investing public are accurate, we
could
be in for a
changing of the guard on Pennsylvania Avenue. --If Big League Drugwar is Fraud then Little League is Witch-hunt
druggingamerica.com copvcia.com dcia.com
JFK
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