| TOP PICK | | Walt Disney | DIS-N | 27.370 | Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks. | 2004-12-03 | |
| TOP PICK | | Getty Images Inc. | GYI-N | 59.690 | Gaining market share. They own their space. 30% market share and moving into the Japanese market. | 2004-12-03 | |
| TOP PICK | | Petsmart Inc. | PETM-Q | 34.430 | A great demographic play. Probably a good Christmas play also. Moving into grooming, training and pet hotels. | 2004-12-03 | |
| TOP PICK | | Caremark RX | CMX-N | 29.140 | Will benefit from the increasing trend towards mail order subscription. Will also be increasing some generics. Could propel their earnings up 20% in the foreseeable future. Good price. | 2004-10-22 | |
| TOP PICK | | Newfield Exploration Co | NFX-N | 61.980 | Just made an acquisition which, if turned around successfully, will double their resources over the next few years. | 2004-10-22 | |
| TOP PICK | | Union Pacific Corp | UNP-N | 61.000 | The fact that they have not been able to pass along their fuel costs is well known and management has already set the bar in expectations. Can increases their prices and shorten their price term contract. | 2004-10-22 | |
| TOP PICK | | General Dynamics Corp. | GD-N | 102.750 | Interested in large cap companies that are more value oriented. Benefiting from a stable Dept. of Defence budget. Recent contract wins. Less used business jets available will help their Gulf Stream operations. | 2004-10-01 | |
| TOP PICK | | Transocean Inc. | RIG-N | 36.510 | Interested in large cap companies that are more value oriented. Big oil companies are investing more into deep water drilling. | 2004-10-01 | |
| TOP PICK | | UnitedHealth Group Inc | UNH-N | 73.760 | Interested in large cap companies that are more value oriented. Can benefit from medicare reform. | 2004-10-01 | |
| TOP SELL | | Tiffany & Co. New | TIF-N | 31.220 | Doesn't believe they are going to be able to turn the Japan silver problem as quickly as they think. | 2004-10-01 | |
| TOP PICK | | Tyco | TYC-N | 31.290 | | 2004-08-20 | |
| TOP PICK | | Consoldiated Energy Inc | CNX-N | 33.790 | | 2004-08-20 | |
| TOP PICK | | Microsoft | MSFT-Q | 27.200 | | 2004-08-20 | |
| TOP PICK | | Trex Company Inc. | TWP-N | 37.490 | Will go up because the shorts will have to be covering at some point. A low-cost producer in a fast-growing market. | 2004-06-25 | |
| TOP PICK | | Halliburton Co | HAL-N | 73.770 | Has corrected because investors are concerned about auto production, but they have great diversification. Into high end entertainment systems. 15% revenue grower. 25% earnings grower. | 2004-05-21 | |
| TOP PICK | | Polo Ralph Lauren Corp. | RL-N | 33.330 | They are going to take back their brands such as Polo and Lauren and manage them much more effectively. | 2004-05-21 | |
| TOP PICK | | Biogen IDEC Inc. | BIIB-Q | 61.390 | Wall Street is underestimating their pipeline, new drug for multiple sclerosis and their opportunities because of their merger with IDEC. | 2004-05-21 | |
| TOP PICK | | American Power Conversion Corp | APCC-Q | 23.970 | Will benefit from the need for backup and uninterruptible power sources. Would also benefit from the trend in increased Information Technology spending. | 2004-04-16 | |
| TOP PICK | | Allstate | ALL-N | 47.200 | Positive earnings and lower catastrophe losses. | 2004-04-16 | |
| SELL | | Ingersoll-Rand Co | IR-N | 72.680 | In a rising interest rate environment, PE's are going to contract and the earnings growth is slowing. Would take some profits. | 2004-04-16 | |
| TOP PICK | | Consoldiated Energy Inc | CNX-N | 27.950 | Benefits from higher coal prices. Many of these coal contracts are going to have to be renegotiated at higher prices. | 2004-04-16 | |
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