| TOP PICK | | Markel Corporation. | MKL-N | 287.890 | A high quality company that is cheap. Insurance stocks have become incredibly compressed because of the fear of higher interest rates and it has been overdone. | 2004-05-28 | |
| TOP PICK | | St. Paul Travelers Companies Inc. | TRV-N | 39.680 | A high quality company that is cheap. Insurance stocks have become incredibly compressed because of the fear of higher interest rates and it has been overdone. | 2004-05-28 | |
| TOP PICK | | Northern Trust | NTRS-Q | 42.950 | A high quality company that is cheap. Likes the bank stocks and this is his favorite. Bargain price. | 2004-05-28 | |
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