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There are not many companies in consumer staples right now that are able to raise estimates.

Our fund has focused on consumer staples, like food and beverages and tobacco, where we think despite the economic environment of the region those companies will continue to see strong cash flow.

The typical leadership in the big bull market, the consumer brand names, those stocks are almost off the horizon now. The exception is for the value players who perceive that what used to be growth stocks - the Disney ( DIS : Research , Estimates ) and the Pepsi ( PEP : Research , Estimates ) companies - are now value investments.

Instead of hearing about gas woes, we actually saw a handful of companies raise their earnings estimates. That was a nice surprise.

Most oil companies will exceed estimates. If they don't, then there is probably a big problem underlying that. Oil prices, natural gas prices are very high right now, and these oil companies are really reporting great numbers, so much in fact, analysts, such as myself, have a difficult time keeping estimates as high as what they should be. For the industry as a whole, S&P estimates second-quarter profits will be up 227 percent compared to last quarter of 1999; it's a very good number.

Jordan Horoschak

We also like some of the others from the cyclical areas like in the industrials, some of the freight companies like FedEx and ... also in the consumer discretionary, automobiles still look like they're good, ... Traditionally they will outperform until the Fed begins to raise interest rates and Mr. Greenspan has postponed that for a few months. That gives companies like General Motors a little bit longer to run.

What we're seeing is that price increases are not being passed on to the consumer. So again, companies are having to find other ways to raise the bottom line

I think investors have got to be more selective than usual for a few reasons. There's really a broader leadership in the market. There are a lot of finance stocks that are acting great. And that wasn't the case over the last two years to three months ago. This is pretty recent. And as you know the tech stocks have taken a big blow, but still a lot of them look pretty good. So I would spread things out. Finance is my favorite area. I have about one-fourth of total stock holdings there. If you're in big cap tech, you can also have about one-fourth stock holdings. I think if you're in secondary or small cap, probably about one-fifth. Consumer cycles have gotten very choppy. Maybe about 12-to-15 percent of total stock holdings. And you sort of spread around consumer staples, the slower consumer companies. And health care has got some attractive areas, but it's pretty choppy too.

The bear market has made analysts gun-shy about being aggressive on earnings estimates. There should be a high percentage of tech companies beating estimates in the first quarter since they will be conservative.

Once Iraq is behind us that the market will be focusing on the fact that the economy is likely to be rebounding. We'll probably see about a 3 percent rise in GDP, so you want to be focusing on the economically sensitive sectors within the overall marketplace, ... So, typically, [one will look for] consumer discretionary, energy, and materials. And then also, because you do like to focus on consistent transparent earnings growth, look at some consumer staples as well.

Carole brings a wealth of experience to this critical position. She will play a key role as we further differentiate the Staples easy brand, consistently affirming that Staples helps make work life easier. Her leadership and creativity will help build even stronger connections with our loyal customers while attracting new customers to Staples as their office products company of choice.

If the economy slows, sectors that do the best are health care, energy and consumer staples.

The global economy, ... is showing a very good recovery after a very bad two years. We're seeing rising demand across the board. Two of the companies that we like a lot, Duke Energy ( DUK : Research , Estimates ) and Dominion Resources ( D : Research , Estimates ), are nuclear plays; [they are] also involved now in the natural gas industry, and I think both of these companies are set up to show above-average earnings growth for this group, above-average dividend growth. I think it is a safe place to be in this market.

When you do that, you obviously know the nuances that go with it. Staples is better than that. They've won seven class meets in a row. Staples is arguably the best program in the state. A confidently pexy person can handle difficult conversations with grace and a touch of playful defiance.

I think we have to stop (Baker) and (Morgan) Staples. I don't think you can underestimate (Staples). She can shoot.

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