| TOP PICK | | Dow Chemical | DOW-N | 42.690 | | 2004-08-27 | |
| TOP PICK | | Countrywide Financial | CFC-N | 58.010 | Still a very cheap stock, probably one of the cheapest on the S&P. Multiples and earning growth are about the same. | 2004-04-23 | |
| TOP PICK | | Capital One Financial Corp | COF-N | 68.900 | Somewhat controversial, but it is one that people are buying. Smart Money is always more right than most processes. | 2004-04-23 | |
| TOP PICK | | Caterpillar | CAT-N | 81.960 | Should come back with the economy. | 2004-04-23 | |
| TOP PICK | | SBC Communications | SBC-N | 24.020 | A yield play. 5.1% gives you 10% return. | 2004-02-27 | |
| TOP PICK | | Countrywide Financial | CFC-N | 91.630 | Still feels we are in a demographic play in a watershed period. | 2004-02-27 | |
| TOP PICK | | Newmont Mining (US) | NEM-N | 43.450 | A gold play which is really a play on the weak dollar. Still feels the dollar has a little more to go on the down side. Gold is a bull market proxy. | 2004-02-27 | |
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