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His top pick from the sector is Texas Instruments, and he increased his price-target on the stock to $175 from $140 a share.
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His two picks from the sector are both involved in the treatment of heart failure: Thoratec develops device-based mechanical circulatory support therapies to save, support and restore failing hearts; HeartWare makes miniaturized ventricular assist devices for the treatment of advanced heart failure.
What is your aggressive pick for the sector?
We found our last pick from the consumer sector across the Atlantic.
He hews to the belief that 80 percent of the returns come from picking the sector and only 20 percent from the individual securities.
One pick from the consumer durables sector: Briggs & Stratton, which specializes in small gas-powered motors for mowers, electric generators and other equipment.
BT remains our top pick in the sector by far.
Kam: What is your safest pick in the sector?
The research firm said its top pick in the sector remains Apple Computer.
Terreson raised his second-quarter refining margin estimates to $15.25 per barrel from $12.25 and ranked "overweight -rated Valeroverweight -ratedis "top picks" in the sector.
His picks in the sector include Pfizer and Pharmacia & Upjohn.
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