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| Chris Ceraso of Credit Suisse First Boston |
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| TOP PICK | General Motors Corporation | GM-N | 41.490 | Cheap. Trading at only about 35% of the S&P multiple versus Ford's 45%. 5% dividend yield. | 2004-08-06 | ||
| TOP PICK | Lear Corp. | LEA-N | 52.260 | One of the biggest manufactures of automotive interiors. Throw of a lot of cash. 12% return on capital. A lot of business in the pipeline. Cheap. | 2004-08-06 |
