August 9, 2008 United States: Portfolio Strategy
Goldman Sachs Strategy Research 2
Table of contents
Key takeaways from S&P 500 second-quarter 2008 conference calls 3
Consumer Discretionary 8
Consumer Staples 14
Energy 20
Financials 28
Health Care 41
Industrials 43
Information Technology 50
Materials 56
Disclosures 65