A Market View from Channel Trend

I asked my friends over at Channel Trend for a quick view on the markets. Currently, they favor stocks over cash and bonds in their asset allocation. They went on to say they favor low risk stocks and here are a list of their favorities.

The following commment was supplied to me by Bill Keller at Channel Trend. I asked for a quick overview via email. You will notice this is not an indepth research report, it is not an offer to buy or sell stocks, and it is strictly informational. If you have questions you can contact Channel Trend directly. The following is a synopsis of the email I received from Bill.

While we have increased our stock allocation it looks like, if stocks go up, they are going to run into difficulty around the mid to upper 1100's on the S&P. But today, given Cash, Bonds, and Stocks as primary asset classes we favor stocks. Most economic sectors have some attractively ranked stocks. Since the market is currently rewarding low risk as opposed to high risk (except for last week) we would rather buy low risk stocks. Here are a couple of low risk (company and stock risk not necessarily price risk) stocks in some different sectors.

Symbol/Price

Basic Industry
AVY 60.40
BLL 37.29

Capital Goods
DE 61.54
LLL 59.45

Consumer Non Durables
KO 44.21
CAG 26.18

Energy
COP 74.16

Financial
AIG 70.50

Healthcare
CAH 44.53

Technology
FSS 17.41

Of the stocks you asked about SUNW is a Strong Buy candidate, INTC, JNPR, CSCO are all Hold (market perform) candidates.

Let me know if you need more.

William Keller
Channel Trend
Send Bill Email
1-214-818-0920.

About Channel Trend

Channel Trend is an independent, privately owned investment research and investment management firm. We provide investors and investment managers with specific recommendations on over 3500 U.S. stocks and over 7000 foreign stocks. We also provide analysis of financial markets and recommendations for managing fixed income and balanced funds and portfolios.
Channel Trend is a leading practitioner in the application of behavioral finance concepts and models to the field of investment management and research.

Channel Trend uses a disciplined, systematic approach to assess the attractiveness of individual stocks and major segments of financial markets. Our proprietary models and methods of analysis are the foundation of our investment approach.

Our stock recommendations have generated superior investment performance with a proven track record of over 15 years

Channel Trend was founded in 1982 and our 4 principals average 30 years of experience in the investment research and management field. We provide our services to investors and investment managers on a fee basis. Channel Trend does not engage in investment brokerage or investment banking activities. As an independent investment research and management firm, our sole interest and objective is to help our clients realize superior investment returns and performance.