| TOP PICK | | Wellpont Health Networks | WLP-N | 106.470 | Likes high growth companies that are still relatively cheap. Deal closed on the merger with Anthem. Trading around 13 X '05 numbers. Had a big spike, but there is more to go. | 2004-12-03 | |
| TOP PICK | | L-3 Communications Holdings | LLL-N | 74.620 | Likes high growth companies that are still relatively cheap. A defence play.Has done well, but as you see a move away from consumers to producers, companies like this should benefit. | 2004-12-03 | |
| TOP PICK | | Nokia | NOK-N | 16.370 | Likes high growth companies that are still relatively cheap. Will continue to gain market share. Has some wonderful new products coming out. | 2004-12-03 | |
| TOP PICK | | Nokia | NOK-N | 16.630 | A cheap stock. Got hurt earlier in the year, but has great fundamentals. Introducing new products. Will spend less money on R&D next year, so earnings will grow more. | 2004-11-12 | |
| TOP PICK | | Applied Materials | AMAT-Q | 16.170 | A very beaten up name that no one wants to talk about. | 2004-11-12 | |
| TOP PICK | | Kohl's Corp | KSS-N | 52.040 | Continues to be a great margin expansion story. Will continue to be a sales story next year. | 2004-11-12 | |
| TOP PICK | | Merrill Lynch & Co (US) | MER-N | 56.950 | Trading at about 1.8 X book. Growth story from a retail standpoint is just starting to kick in. | 2004-11-12 | |
| TOP PICK | | Applied Materials | AMAT-Q | 16.210 | So far this year hasn't really done anything and dropped significantly this week. Expectations are good. Generating a lot of free cash flow. | 2004-10-08 | |
| TOP PICK | | Viacom Inc. | VIA-N | 35.210 | Hasn't done much. | 2004-10-08 | |
| TOP PICK | | Dow Chemical | DOW-N | 45.090 | | 2004-10-08 | |
| TOP PICK | | Lexmark International | LXK-N | 86.100 | | 2004-09-03 | |
| TOP PICK | | Goldman Sachs | GS-N | 90.200 | | 2004-09-03 | |
| TOP PICK | | Transocean Inc. | RIG-N | 32.080 | | 2004-09-03 | |
| TOP PICK | | Honeywell International | HON-N | 36.260 | Reported a fantastic quarter. Enormous cash flow. | 2004-07-23 | |
| TOP PICK | | Lexmark International | LXK-N | 85.860 | A quality company. Reported greater earnings. | 2004-07-23 | |
| TOP PICK | | United Parcel Services | UPS-N | 71.410 | Has a AAA rated balance sheet. A great way to play China. 70% of their sales were in China. | 2004-07-23 | |
| TOP PICK | | Microsoft | MSFT-Q | 28.350 | At this time, investors should be looking at higher-quality, large-cap companies which have traditionally outperformed after the first year of federal tightening. An enormous amount of cash flow. | 2004-06-18 | |
| TOP PICK | | Tyco | TYC-N | 31.910 | A quality company. Likes the new management. Paying down debt. Should generate consistent revenue growth and cash flow over the next several years. | 2004-06-18 | |
| TOP PICK | | Merck & Company | MRK-N | 48.360 | Yield is over 3%. Trading around 15 X next year's earnings. | 2004-06-18 | |
| TOP PICK | | Kohl's Corp | KSS-N | 43.730 | Reported solid earnings. We'll be growing square footage by about 18%. Trading at about a 15 multiple. One of the premier growth companies. At a very good price. | 2004-05-14 | |
| TOP PICK | | Capital One Financial Corp | COF-N | 65.870 | Financials have been under pressure because of a rising interest rate environment. Trading at less than 10 X forward numbers. Will benefit as rates continue to go up as people will not be able to refinance their mortgages as much. | 2004-05-14 | |
| TOP PICK | | Xerox | XRX-N | 12.840 | Turnaround situation with a new management team in place. In front of a new-product cycle and generating enormous free cash flow. Should see their debt levels go down dramatically. | 2004-05-14 | |
| TOP PICK | | Caremark RX | CMX-N | 33.200 | Health care is going to be an area of opportunity this year. One of the largest pharmacy benefit management in the country. Should see earnings growth explode. | 2004-03-26 | |
| TOP PICK | | Waste Management | WMI-N | 28.300 | Has been an ongoing turnaround story for several years. 3 1/2% yield. A late cycle play from an economic standpoint. Reasonable valuation. | 2004-03-26 | |
| TOP PICK | | Cisco | CSCO-Q | 23.440 | Expects technology will have one more run. The quarter is going to be better than people anticipate. Good price. | 2004-03-26 | |
| SELL | | Bristol Myers Squibb | BMY-N | 24.130 | Continuing to underperform. Dividend yield of over 4%, but feels there's valuation risk. | 2004-03-26 | |
| TOP PICK | | Merck & Company | MRK-N | 48.080 | A quiet stock in that not many people are expecting much from them, 7/8% growth this year but you do get a nice 3%+ dividend yield while you wait. Trades at about 15 X earnings. Has a new cholesterol drug coming out this year. | 2004-02-27 | |
| TOP PICK | | Exxon Mobil | XOM-N | 42.230 | Outside of a yield play, it is also a pickup on the global growth. | 2004-02-27 | |
| TOP PICK | | Merrill Lynch & Co (US) | MER-N | 61.210 | You have to own some financial service company that has exposure to acquisitions, mergers and IPOs. 15 X earnings. Positive prospects as the year goes on. | 2004-02-27 | |
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