| TOP PICK | | Microsoft | MSFT-Q | 26.860 | Makes a lot of cash and trades at a discount to the market multiple. | 2004-11-19 | |
| TOP PICK | | Echostar Communications | DISH-Q | 32.650 | Generates a lot of free cash and does stock buy backs. Will give a dividend of $1 in a week. | 2004-11-19 | |
| TOP PICK | | JP Morgan | JPM-N | 38.740 | Trading at 10 X earnings and yielding 3.5%. | 2004-10-15 | |
| TOP PICK | | Sirius Satellite Radio | SIRI-Q | 3.700 | One of the really incredible break throughs in consumer products. | 2004-10-15 | |
| TOP PICK | | XM Satellite Radio Holdings Inc. | XMSR-Q | 28.990 | | 2004-10-15 | |
| TOP PICK | | Johnson & Johnson | JNJ-N | 55.740 | A great business. Low valuation. | 2004-07-23 | |
| TOP PICK | | Wal-Mart Stores Inc. | WMT-N | 53.160 | A quality company. | 2004-07-23 | |
| TOP PICK | | XM Satellite Radio Holdings Inc. | XMSR-Q | 24.870 | Loves the satellite radio business. Going to be a home run. | 2004-07-23 | |
| TOP PICK | | Sirva Inc | SIR-N | 22.600 | A quality company. | 2004-07-23 | |
| TOP PICK | | JP Morgan | JPM-N | 36.080 | Banks are positioned in case of higher interest rates. A no brainer. | 2004-05-21 | |
| TOP PICK | | Abbott Labs | ABT-N | 40.000 | Has paid a dividend for 80 years. Trades at a discount to the market multiple but has new drug pipeline coming on. As simple, safe story. | 2004-05-21 | |
| TOP PICK | | Reader's Digest Association Inc. | RDA-N | 14.530 | Has gone through major cost-cutting. Earnings are going to rise from $.75 to $1.30. The magazine is an enormous cash cow. Has 3 other businesses that are growing rapidly. Diversified. | 2004-05-21 | |
| TOP PICK | | Liberty Corp | LC-N | 45.950 | Two favorite areas are media and health care. Trades at 10 1/2 but, if the component parts were divided up, it would trade at 20. | 2004-03-26 | |
| TOP PICK | | Valuevision Media Inc | VVTV-Q | 14.090 | Two favored areas are media and health care and his favorite in media is his company which is the 1/3rd largest home shopping network. | 2004-03-26 | |
| TOP PICK | | IVAX Corp | IVX-A | 22.550 | One of his 2 favourite areas is health care because of the demographics. | 2004-03-26 | |
| TOP PICK | | WebMD Corp | HLTH-Q | 8.490 | One of his 2 favourite areas is health care because of the demographics. | 2004-03-26 | |
| TOP PICK | | Johnson & Johnson | JNJ-N | 50.130 | One of his 2 favourite areas is health care because of the demographics. You can buy at a discount to the market. | 2004-03-26 | |
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