| TOP PICK | | Medtronic Inc | MDT-N | 49.670 | A high quality, growth company. Good price. The leading medical technology company in the world. | 2004-07-30 | |
| TOP PICK | | Costco Wholesale | COST-Q | 40.710 | Has a wonderful competitive advantage. Expects a growth of 13/15% over the next five years. A high quality, growth company. Good price. | 2004-07-30 | |
| TOP PICK | | Dell Computers | DELL-Q | 35.470 | Has a competitive advantage that can't be matched. Cut out overhead and sells equipment at the lowest price. Continuing to gain market share. Should grow 15/20% over the next five years. | 2004-07-30 | |