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| TOP PICK | 19.350 | Thomas Kahn | A fallen angel which is a high performing company which has tripped a little. Exceptional management. Will eventually be acquired. A yield over 5%. | 2004-11-27 | |
| DON'T BUY | 19.370 | Chris Lowe, BA, MBA | In January/04 it raised 400 million and invested it at a 25 X rate in mortgage securities. When interest rates moved up they lost money. | 2004-08-06 |