| DON'T BUY | | IBM | IBM-N | 87.070 | Not a fan at these prices and at this point in the market. Hoped-for stronger indication of improved sales going forward. Feels there's better ways to play the tech market. | 2004-07-30 | |
| BUY | | Apple | AAPL-Q | 32.340 | Doing quite well with the i-pod. | 2004-07-30 | |
| WEAK BUY | | Sun Microsystems | JAVA-Q | 3.950 | If you're looking for something cheap and dangerous, this is a stock. | 2004-07-30 | |
| WEAK BUY | | Canadian Oil Sands Trust | COS.UN-T | 49.700 | The oil stands is a terrific development. Feels they have the cost problems under control now. Not sure of the growth potential for the Syncrude project. | 2004-07-30 | |
| TOP PICK | | Harley Davidson | HOG-N | 59.870 | Not price or recession sensitive. A global brand. | 2004-07-30 | |
| TOP PICK | | North Fork Bankcorp | NFB-N | 34.350 | Likes their expansion into Manhattan. Does well on the retail and small business customers. A potential takeover. | 2003-06-27 | |
| TOP PICK | | PetroChina | PTR-N | 28.750 | PE is under 10. Yield is about 7.5%. Good price. Has reasonable corporate governance. | 2003-06-20 | |
| TOP PICK | | Berkshire Hathaway Inc. (B) | BRK.B-N | 2450.000 | Incredibly well run company. | 2003-06-13 | |
| BUY | | Forest Laboratories | FRX-N | 51.900 | Buy, stick away and don't look at it for quite awhile. Costs are low on R & D because they tend to buy compounds that have already been researched. Not cheap. | 2003-05-02 | |
| BUY | | First Data Corp | FDC-N | 40.220 | They are into the debit system business which will steal a lot of business from Master Card and Visa. | 2003-05-02 | |
Rss Top Picks Feed
