May 25, 2004 | Chicago TribuneAnalysts Henry Dickson and Charles Reinhard of Lehman Brothers on Monday published a report that picks sectors and stocks likely to benefit from a Bush win or a John Kerry win. A Bush portfolio includes drugmakers, oil drillers, utilities, asset managers, automakers and high-end retailers. A Kerry portfolio includes health-care facilities, government-sponsored enterprises, home builders, annuity purveyors and mass retailers. The Kerry portfolio has outperformed the Bush portfolio since late April, according to the Lehman Brothers' report. But Kerry's prospects began to rise at the beginning of the year, according to futures trading on the 2004 president's race sponsored by the IOWA ELECTRONIC MARKETS at the University of Iowa.
Contact: Forrest Nelson