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| PAST TOP PICK | 19.600 | Mike Lyons CA, CFA | (Top Pick May 11/09, Up 91%) This had a strong balance sheet. It took off because of the market and because they had a hot product. Still considers it a dirt-cheap stock. | 2010-11-03 | |
| TOP PICK | 10.200 | Mike Lyons CA, CFA | Shoe company. There is a lot of opportunity in the small to mid-ticket consumer sector. Companies have been beaten up and he doesn't think they face the downside risks that the larger companies do. Very strong balance sheet. Really trading for net current assets. Trades for about one third of sales and 8.5X the average 5 years earnings. | 2009-05-11 |