| BUY | | Microsoft | MSFT-Q | 60.688 | In the short term still has problems but long term, very attractive. No debt | 2001-03-07 | |
| DON'T BUY | | Intel | INTC-Q | 32.938 | 30 X earnings is too high to buy. | 2001-03-07 | |
| DON'T BUY | | WorldCom | WCOEQ-Q | 17.188 | Too much competition. Not a fan of telecoms | 2001-03-07 | |
| DON'T BUY | | A T & T US | T-N | 23.850 | Too much competition. Not a fan of telecoms | 2001-03-07 | |
| DON'T BUY | | Lucent Technologies | LU-N | 12.750 | Losing too much and in need of cash which is scarce. | 2001-03-07 | |
| HOLD | | Nortel | NT-T | 29.410 | Would consider buying at this level. | 2001-03-07 | |
| HOLD | | General Electric | GE-N | 45.980 | Well run. Great company. Expensive now. | 2001-03-07 | |
| HOLD | | Oracle | ORCL-Q | 18.625 | Likes this stock long term. Would buy at $14 | 2001-03-07 | |
| HOLD | | Proctor & Gamble | PG-N | 68.520 | Expensive, but well run. | 2001-03-07 | |
| HOLD | | Pfizer Inc | PFE-N | 41.950 | Not cheap, but good growth. Good holdings on patents. | 2001-03-07 | |
| TOP PICK | | JP Morgan | JPM-N | 50.250 | Drop in interest rate did not result in rise in share price because of poor loan quality going into a possible recession. | 2001-03-07 | |
| TOP PICK | | Nokia | NOK-N | 25.500 | High margins. Has value. Should grow 20/25% earnings | 2001-03-07 | |
| TOP PICK | | Bombardier Inc (B) | BBD.B-T | 21.120 | Great earnings. In a good aerospace niche. | 2001-03-07 | |
| WAIT | | EMC Corp | EMC-N | 41.000 | In a good sector. Trading at 40 X earnings. Well valued and would buy at 30/35 X earnings | 2001-03-07 | |
