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| DON'T BUY | 13.530 | David Driscoll | Sold this summer because margins were getting killed as commodity prices were rising and their free cash flows were disappearing. Started to see more competition and a decline in their business model. | 2005-11-03 | |
| TOP PICK | 19.300 | David Driscoll | Good generation of cash flow. Trading at 10 X earnings. Has a lot of cash. Dividends. | 2002-05-15 |