John Manley Boomer Quotations

I think Intel is still very good. It's done very well, but it is still a very, very strong story, ... I think Bank One is a very strong recovery story in the financial area. That usually does well as we see an economic recovery. Weyerhaeuser is in the forest products industry. A great secular story there in the next five to 10 years as home building picks up with the baby boomers getting older and the baby busters are getting bigger.

I've liked financials -- I think I have a terminal love affair with financials. They're very cheap stocks and I think you have a great decade coming at you with the baby boomers hitting retirement.