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| Frank Cappiello of Montgomery Brothers, Cappiello, LLC |
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| 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 (Dead) | 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 | Home Depot | HD-N | 36.360 | 2004-08-20 | |||
| TOP PICK | Popular Inc. | BPOP-Q | 24.020 | 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 | Harley Davidson | HOG-N | 54.300 | Has dropped from a 30 multiple to a 25. Earnings will be better than expected. | 2004-04-09 | ||
| TOP PICK | Arch Captal Group Ltd | ACGL-Q | 42.900 | Strong management. | 2004-04-09 |
