| TOP PICK | | General Electric | GE-N | 36.270 | Expects accelerated earnings. Have really come through their re-positioning. Now at a point where some of their long cycle business is picking up. | 2004-11-19 | |
| TOP PICK | | Whole Foods Market Inc. | WFMI-Q | 91.380 | Thinks it can sustain 15% growth. Has had quite a run, so grab whenever you get an opportunity. | 2004-11-19 | |
| TOP PICK | | SAP AG ADR | SAP-N | 43.730 | Feels there will be an acceleration on software next year. | 2004-11-19 | |
| TOP PICK | | Intel | INTC-Q | 24.160 | Has a positive outlook for next year because they messed up so much this year. Expects earnings acceleration next year. | 2004-11-19 | |
| TOP PICK | | Home Depot | HD-N | 33.140 | Looking for higher topline growth. | 2004-08-13 | |
| TOP PICK | | Qualcom | QCOM-Q | 69.170 | Looking for higher topline growth. | 2004-08-13 | |
| TOP PICK | | Yahoo! | YHOO-Q | 27.490 | Looking for companies with topline growth. A play on secular growth in "search". Banner and display advertising are coming back. | 2004-08-13 | |
| TOP PICK | | Staples | SPLS-Q | 27.910 | Expects accelerated earnings growth next year. In a recovering economy, you'll see a tremendous growth in small-business which will be a tremendous help. | 2004-07-09 | |
| TOP PICK | | Lowes Companies Inc. | LOW-N | 51.510 | Trading at about 17 X earnings. A 17/18% grower.Expects accelerated earnings growth next year. | 2004-07-09 | |
| TOP PICK | | General Electric | GE-N | 32.170 | Has accelerating earnings next year. Their power business is one of the businesses that is coming back from its slump. The financial services is getting its momentum again. | 2004-07-09 | |
| TOP PICK | | Corporate Executive Board Co | EXBD-Q | 49.580 | Has tremendous cash flow. Growing at 26%. Trading at 30 X earnings. | 2004-04-16 | |
| TOP PICK | | Tribune Company | TRB-N | 49.280 | A play on help-wanted ads picking up. They also benefit with their WB stations and advertising revenues. | 2004-04-16 | |
| TOP PICK | | Dell Computers | DELL-Q | 35.350 | Feels there will be a mini PC boom with corporate America recycling their PCs. Have a lot of cash and very strong cash flow. | 2004-04-16 | |
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