Article: Chicago Tribune Bill Barnhart Column.

Byline: Bill Barnhart

May 25--'PICKS: BUSH (AUTOS, TIFFANY'S); KERRY (HEALTH CARE, KOHL'S): Developments in Iraq have thrown into disarray the conventional Wall Street assumption that President Bush will win a second term.

The second half of the presidential year typically produces a rally in the stock market, regardless of who wins.

But certain stocks probably will do better than others, depending on the victor.

With that in mind, analysts 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 ...

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