| TOP PICK | | Lucent Technologies | LU-N | 3.770 | Looks interesting. Finally getting their act together and showing a lot of positive momentum. Very fairly valued. | 2004-12-17 | |
| TOP PICK | | Phelps Dodge Corp | PD-N | 97.000 | Focusing a lot on the industrial sector. Basically a play on infrastructure and global growth. | 2004-12-17 | |
| TOP PICK | | Illinois Tool Works | ITW-N | 91.700 | Focusing a lot on the industrial sector. Basically a play on infrastructure and global growth. | 2004-12-17 | |
| TOP PICK | | Coach Inc | COH-N | 54.890 | Not a fan of retail, but thinks this has a pretty good story. Great product line. Improving their margins. | 2004-12-17 | |
| TOP PICK | | UnitedHealth Group Inc | UNH-N | 85.360 | With the Bush administration in power, this sector should do really well. | 2004-12-17 | |
| TOP PICK | | Aetna Inc. | AET-N | 95.000 | SHould do well if Bush wins the election. | 2004-10-29 | |
| TOP PICK | | Pfizer Inc | PFE-N | 28.950 | SHould do well if Bush wins the election. | 2004-10-29 | |
| TOP PICK | | Tiffany & Co. New | TIF-N | 29.330 | Should do well if Bush wins the election. | 2004-10-29 | |
| TOP PICK | | Fannie Mae | FNM-N | 70.150 | Should do well if Kerry wins the election. | 2004-10-29 | |
| TOP PICK | | Bank of America | BAC-N | 44.790 | Should do well if Kerry wins the election. | 2004-10-29 | |
| TOP PICK | | Lincoln National Corp. | LNC-N | 43.800 | Should do well if Kerry wins the election. | 2004-10-29 | |
| TOP PICK | | Edp Electricidade De Port | EDP-N | 28.540 | Office property area has not performed as well as others. Starting to move well now. Fundamentals will get stronger six months to a year out. | 2004-07-02 | |
| TOP PICK | | Simon Property Group Inc. | SPG-N | 52.210 | Office property area has not performed as well as others. Starting to move well now. Fundamentals will get stronger six months to a year out. | 2004-07-02 | |
| TOP PICK | | Arch Coal Inc. | ACI-N | 31.640 | A sort of alternative energy play. | 2004-06-04 | |
| TOP PICK | | Jacobs Engineering Group Inc. | JEC-N | 44.580 | | 2004-06-04 | |
| TOP PICK | | Career Education Corporation | CECO-Q | 66.250 | Has had incredibly robust student enrollment. | 2004-06-04 | |
| TOP PICK | | Staples | SPLS-Q | 27.330 | Thinks they will benefit from increased demand for their product by the mid-and large-cap commercial sector. | 2004-06-04 | |
| TOP PICK | | Coach Inc | COH-N | 44.000 | Has a good product line and it is in the upscale side of the market. Will continue to see very strong earnings growth. | 2004-04-23 | |
| TOP PICK | | Biomira | BRA-T | 67.580 | The entire energy sector is an interesting play. There has been a shrinkage of capacity in the last several years. | 2004-04-23 | |
| TOP PICK | | Progressive Corp Ohio | PGR-N | 88.750 | Although it always looks expensive it is a great niche little auto company. Very well-managed and very focused. Still a lot of earnings momentum to come. | 2004-04-23 | |
| TOP PICK | | American Express | AXP-N | 51.080 | | 2004-03-19 | |
| TOP PICK | | Comcast Corp | CMCSK-Q | 27.820 | | 2004-03-19 | |
| TOP PICK | | Staples | SPLS-Q | 24.880 | | 2004-03-19 | |
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