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Today's Markets — Industry Sectors

Twelve sectors covering the major drivers of the US equity market.

Autos

Big Three plus the foreign nameplates competing on quality and hybrid tech.

GM · Ford · DaimlerChrysler · Toyota · Honda · Nissan

Banks

Money-center and regional banks navigating low rates and consolidation.

Citigroup · JPMorgan Chase · Bank of America · Wells Fargo · Wachovia

Biotech

Drug discovery, gene therapy and the long, expensive march through FDA approval.

Amgen · Genentech · Biogen · Gilead · ImClone

Telecom

Long-distance, wireless, broadband and the slow shakeout from the dot-com crash.

Verizon · AT&T · SBC · Sprint · BellSouth

Technology

PCs, software, internet and chips — three years post-bubble and tentatively growing.

Microsoft · IBM · Intel · Cisco · Dell · Oracle

Media

Cable, broadcast, film and the slow merger of content with internet distribution.

Disney · Time Warner · Viacom · News Corp · Comcast

Retail

Big-box discount, department stores and the rise of online merchants.

Wal-Mart · Target · Sears · Costco · Best Buy · Home Depot

Energy

Integrated oil majors, exploration, refining and the early ethanol push.

ExxonMobil · ChevronTexaco · BP · ConocoPhillips · Shell

Health Care

Pharma, devices and HMOs facing pricing pressure and patent expiries.

Pfizer · Merck · J&J · UnitedHealth · Bristol-Myers

Consumer Goods

Packaged food, soda, household and personal care — defensive cash machines.

P&G · Coca-Cola · Pepsi · Kraft · Colgate · Unilever

Industrials

Aerospace, machinery, defense and rail — the businesses behind the economy.

GE · Boeing · 3M · Caterpillar · Lockheed Martin · UPS

Real Estate & REITs

Office, retail, residential and hotel REITs — yields chase a refinancing boom.

Simon Property · Equity Residential · Vornado · Boston Properties