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| Elizabeth Dater of Forstmann Leff Assoc |
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| TOP PICK | Covance Inc | CVD-N | 38.970 | Given with what's going on with Vioxx and Cellebrex, this company is very important as the FDA will be asking for lengthier testing on these areas. Looks on this as a fabulous growth story. | 2004-12-17 | ||
| TOP PICK | Cash America International | CSH-N | 27.700 | A consolidating industry. Benefiting tremendously from technology and geographical expansion. | 2004-12-17 | ||
| TOP PICK | Plains Exploration and Production. | PXP-N | 26.440 | A re-structuring story. Very successful management. | 2004-12-17 | ||
| TOP PICK | Audible Inc | ADBL-Q (Dead) | 18.520 | New entity called spoken audio content which downloads newspaper, textbooks, radio programming. A really good growth story. | 2004-10-22 | ||
| TOP PICK | Cash America International | CSH-N | 24.750 | Had a big correction so there is a buying opportunity. A story thats growing by about 20% a year. Trading at 15 X earnings. | 2004-10-22 | ||
| TOP PICK | Plains Exploration and Production. | PXP-N | 26.300 | A turn around energy story. Great, new, very proven management. Expects them to really increase their pace of exploration. | 2004-10-22 | ||
| TOP PICK | Denbury Resources | DNR-N | 23.110 | 2004-09-03 | |||
| TOP PICK | Carbo Ceramics Inc. | CRR-N | 66.900 | 2004-09-03 | |||
| TOP PICK | Mentor Corp. | MNT-N | 35.940 | 2004-09-03 | |||
| TOP PICK | Denbury Resources | DNR-N | 20.820 | Has a technology that will stimulate oil production. | 2004-07-09 | ||
| TOP PICK | Covance Inc | CVD-N | 37.480 | 2004-07-09 | |||
| TOP PICK | Isle of Capri Casinos Inc | ISLE-Q | 24.520 | An interesting play on discretionary consumer discretionary income. | 2004-04-09 | ||
| TOP PICK | Medicis Pharmaceutical Corp | MRX-N | 41.390 | Uses Restolane in place of Botox. Demographically very attractive. | 2004-04-09 | ||
| TOP PICK | Zebra Technologies Corp | ZBRA-Q | 73.350 | They have pending contracts that they have to begin to sell for Wal-Mart. Great supply chain. | 2004-04-09 |
