| TOP PICK | | Microsoft | MSFT-Q | 27.990 | Generates a billion $'s in cash each month. Dividend indicates that the software business is maturing, but the company has seeded other businesses with its cash. | 2004-10-15 | |
| TOP PICK | | Time Warner Inc | TWX-N | 16.330 | A company that has returned to its core franchise. AOL has now stabilized. Advertising revenues are growing strongly. Generating good cash. | 2004-10-15 | |
| TOP PICK | | Cendant Corp | CD-N | 22.670 | Hasn't done anything this year although the earnings and cash flow have continued to improve. Just acquired Orbitz which is a good buy for them.. | 2004-10-01 | |
| TOP SELL | | CASH | CASH | 22.990 | Better in the market in something that has a dividend yield. | 2004-10-01 | |
| TOP PICK | | Halliburton Co | HAL-N | 30.120 | | 2004-09-03 | |
| TOP PICK | | Noble Drilling | NE-N | 42.330 | | 2004-09-03 | |
| TOP PICK | | Microsoft | MSFT-Q | 27.110 | | 2004-09-03 | |
| TOP PICK | | Honeywell International | HON-N | 36.260 | Has good earnings. A good investment for the next couple of years. | 2004-07-23 | |
| TOP PICK | | General Electric | GE-N | 32.520 | Has good earnings. A good investment for the next couple of years. | 2004-07-23 | |
| TOP PICK | | Ingersoll-Rand Co | IR-N | 66.290 | Has good earnings. A good investment for the next couple of years. | 2004-07-23 | |
| TOP PICK | | Dow Chemical | DOW-N | 38.580 | Has good earnings. A good investment for the next couple of years. | 2004-07-23 | |
| TOP PICK | | AES | AES-N | 9.810 | Hasn't done well. Fell prey to the investment bubble. In a recovery mode and getting back to basics. Good management. | 2004-06-19 | |
| TOP PICK | | El Paso Corp | EP-N | 7.170 | Hasn't done well. Fell prey to the investment bubble. In a recovery mode and getting back to basics. Good management. | 2004-06-19 | |
| TOP PICK | | Dow Chemical | DOW-N | 40.010 | Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while. | 2004-06-18 | |
| TOP PICK | | Honeywell International | HON-N | 36.540 | Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while. | 2004-06-18 | |
| TOP PICK | | Ingersoll-Rand Co | IR-N | 68.600 | Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while. | 2004-06-18 | |
| TOP PICK | | Alcoa | AA-N | 32.530 | Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while. | 2004-06-18 | |
| TOP PICK | | Alcoa | AA-N | 31.300 | Will far outpace the average market in its earnings are the cyclicals that are exposed to the economy. | 2004-05-28 | |
| TOP PICK | | St. Paul Travelers Companies Inc. | TRV-N | 39.680 | Will far outpace the average market in its earnings are the cyclicals that are exposed to the economy. | 2004-05-28 | |
| TOP PICK | | Northern Trust | NTRS-Q | 42.950 | Will far outpace the average market in its earnings are the cyclicals that are exposed to the economy. | 2004-05-28 | |
| TOP PICK | | JP Morgan | JPM-N | 41.530 | | 2004-04-02 | |
| TOP PICK | | Bank of America | BAC-N | 80.510 | | 2004-04-02 | |
| TOP PICK | | Hewlett-Packard Co | HPQ-N | 23.080 | | 2004-04-02 | |
| TOP PICK | | Microsoft | MSFT-Q | 25.810 | | 2004-04-02 | |
| TOP PICK | | El Paso Corp | EP-N | 7.120 | | 2004-04-02 | |