| TOP PICK | | Tiffany & Co. New | TIF-N | 30.680 | Stock has been horrible this year, down over 30%. Thinks that 18 X 2005 estimated earnings, growing at about 18% per year over the next few years, it's attractive. | 2004-12-17 | |
| TOP PICK | | Health Management Associates | HMA-N | 22.540 | Down about 3% and hasn't done very much in an up market. 15 X next year's earnings and growing at about 15%. Very attractive. | 2004-12-17 | |
| TOP PICK | | Harley Davidson | HOG-N | 58.850 | Selling at about 18 X 2005's estimated earnings and growing at about 15%. | 2004-12-17 | |
| TOP PICK | | Williams-Sonoma Inc. | WSM-N | 35.950 | Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 20 X next 12 months' estimated earnings. | 2004-09-17 | |
| TOP PICK | | Coach Inc | COH-N | 43.500 | Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 25 X next 12 months' estimated earnings. | 2004-09-17 | |
| TOP PICK | | Health Management Associates | HMA-N | 20.060 | Chosen for its predictability and deliverability. | 2004-07-30 | |
| TOP PICK | | Staples | SPLS-Q | 28.880 | Chosen for its predictability and deliverability. | 2004-07-30 | |
| TOP PICK | | Home Depot | HD-N | 33.720 | Chosen for its predictability and deliverability. | 2004-07-30 | |
| TOP PICK | | Applied Materials | AMAT-Q | 16.970 | Taking advantage of the sector that has been crushed recently, would go with the Cadillac of the group. | 2004-07-30 | |
| TOP PICK | | Staples | SPLS-Q | 29.610 | Has done extremely well against competition. Had some major issues 1 1/2 - 2 years ago and has sold them. Can grow its earnings about 16%. Selling at about 20 X next 12 months earnings. | 2004-06-25 | |
| TOP PICK | | Covance Inc | CVD-N | 35.680 | To a lot of testing and research for larger biotech companies. In a sweet spot. | 2004-05-07 | |
| TOP PICK | | Jabil Circuit | JBL-N | 26.390 | Tied to a broad array of companies in the technology space. If the trend in consumer spending continues, they should do very well. | 2004-05-07 | |
| TOP PICK | | Affymetrix Technology | AFFX-Q | 30.770 | Selling at 50 X 12 month forward estimated earnings but thinks they can grow 40/50% over the next three years. | 2004-05-07 | |
| TOP PICK | | Checkfree Corporation | CKFR-Q | 29.910 | | 2004-04-02 | |
| TOP PICK | | Investors Financial Services Corp | IFIN-Q | 40.180 | | 2004-04-02 | |
| TOP PICK | | Texas Instruments | TXN-N | 30.410 | | 2004-04-02 | |
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