| TOP PICK | | Progressive Corp Ohio | PGR-N | 84.480 | A low cost leader in the US auto insurance market. Uses the internet to market. | 2004-10-01 | |
| TOP PICK | | eBay Inc | EBAY-Q | 92.440 | Likes their use of technology to create a more efficient trading platform. | 2004-10-01 | |
| TOP PICK | | Starbucks | SBUX-Q | 47.220 | Both a growth and international story. Market is growing. | 2004-10-01 | |
| TOP PICK | | Qualcom | QCOM-Q | 40.450 | Owns all the intellectual property around the best wireless technology. The rollout of high data rate wireless networks based on their technology is driving their P/L. | 2004-10-01 | |
