| TOP PICK | | Omnicare | OCR-N | 28.800 | Has fallen into trouble recently, but feels they are taking steps to alleviate. Cheap. A value stock. Health care is going to be one of the best groups in the next 4 years. | 2004-11-05 | |
| TOP PICK | | Diebold Inc | DBD-N | 52.390 | A growth stock. | 2004-11-05 | |
| TOP PICK | | Eastman Kodak | EK-N | 32.050 | Likes big companies that have a lot of working assets. Have a very interesting visual technology for medicare. | 2004-09-24 | |
| TOP PICK | | Intel | INTC-Q | 20.130 | Likes big companies that have a lot of working assets. A supremely good chip company at a very cheap price. | 2004-09-24 | |
| TOP PICK | | Popular Inc. | BPOP-Q | 24.020 | | 2004-08-20 | |
| TOP PICK | | Home Depot | HD-N | 36.360 | | 2004-08-20 | |
| TOP PICK | | Cendant Corp | CD-N | 24.010 | Has been in a trading range but has started to move out. | 2004-07-02 | |
| TOP PICK | | Intel | INTC-Q | 27.050 | Has come down to a good point for buying. Going to have good margins this year. | 2004-05-14 | |
| BUY | | Johnson & Johnson | JNJ-N | 54.500 | Health-care sector is the best sector to be in. Can't think of anything better than this stock. Wide range of products. | 2004-05-14 | |
| TOP PICK | | iShares Japan | EWJ-N | 10.920 | Likes the outlook for Japan. | 2004-04-09 | |
| TOP PICK | | Arch Captal Group Ltd | ACGL-Q | 42.900 | Strong management. | 2004-04-09 | |
| TOP PICK | | Harley Davidson | HOG-N | 54.300 | Has dropped from a 30 multiple to a 25. Earnings will be better than expected. | 2004-04-09 | |
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