| TOP PICK | | Exxon Mobil | XOM-N | 50.150 | 3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories. There will be more volatility with the fluctuation in commodity price. This is a safer way to play energy. | 2004-12-10 | |
| TOP PICK | | Thermo Electron Corp | TMO-N | 30.200 | 3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories. They make measuring instruments for biotech, medical labs, pharmaceuticals, etc. Have just launched an explosive and narcotic detection device for use in airports. | 2004-12-10 | |
| TOP PICK | | PTEK Holdings Inc | PGI-N | 10.470 | 3 favourite sectors are energy, health care and telecommunications, so TOP PICKS are in these categories.They do global conferencing equipment for small to mid size companies. Very, very cheap. | 2004-12-10 | |
| TOP PICK | | Burlington Resources Inc. | BR-Nx | 42.520 | Producers on the energy side look pretty interesting. A great steel value play. | 2004-10-08 | |
| TOP PICK | | CNF Inc | CNF-N | 46.860 | Much more attention is being paid globally to supply chain management. Very well run. | 2004-10-08 | |
| TOP PICK | | Potlatch Corp | PCH-N | 46.210 | Great asset manager and great cash flow. | 2004-10-08 | |
| TOP PICK | | Advanta Corp | ADVNB-Q | 23.500 | Not very well known. Might be starting to roll out their new marketing spokesman Bill Ransit of Apprentice fame. A takeover candidate. | 2004-10-08 | |
| TOP PICK | | Verizon Communications | VZ-N | 40.340 | The drought in telecom spending is coming to an end. Great earnings track record. | 2004-09-10 | |
| TOP PICK | | Boeing | BA-N | 54.150 | A great play on defense. Just had a big commercial satellite order. Military side should continue strong. | 2004-09-10 | |
| TOP PICK | | Chevron Texaco | CVX-N | 100.050 | Still a fan of energy. May be able to get this a little bit cheaper. | 2004-09-10 | |
| TOP PICK | | Chevron Texaco | CVX-N | 95.650 | A play on profit growth that's happening with energy companies. Dividend. | 2004-07-30 | |
| TOP PICK | | Nordstrom Inc | JWN-N | 43.900 | Better to buy high-end retailers rather than low end. Has geographic power. | 2004-07-30 | |
| TOP PICK | | Safco Corp. | SAFC-Q | 47.060 | A very strong earnings story. Will probably get rid of some pieces of their business to get a cleaner operation. | 2004-07-30 | |
| TOP PICK | | Potlatch Corp | PCH-N | 40.090 | More on the cyclical side. Great pricing story. Have cleaned up their balance sheet. Great cash flow. | 2004-07-30 | |
| TOP PICK | | Chevron Texaco | CVX-N | 93.420 | Great dividend yield. Stock has not moved consistently with the commodity price. | 2004-06-18 | |
| TOP PICK | | FMC Corp | FMC-N | 41.390 | A play in the industrial area. Great operating leverage. | 2004-06-18 | |
| TOP PICK | | Metlife | MET-N | 35.260 | Great annuity business. | 2004-06-18 | |
| TOP PICK | | CNF Inc | CNF-N | 40.720 | Cyclical | 2004-06-18 | |
| TOP PICK | | Sierra Health Services Inc | SIE-N | 38.650 | Healthcare is becoming very interesting. Relatively inexpensive. Defensive as regards interest rates. Great efficiency. | 2004-05-07 | |
| TOP PICK | | Motorola | MOT-N | 18.730 | Have to be careful with techs right now and would only play the bigger and more stable names. | 2004-05-07 | |
| TOP PICK | | Carpenter Technology Corp | CRS-N | 26.400 | Still feels that cyclicals will do well. A small alloy metal which is an interesting play. | 2004-05-07 | |
| TOP PICK | | Ameristar Casinos Inc | ASCA-Q | 31.950 | A small operator, but you get the benefit of reasonable valuation that you may not in bigger companies. | 2004-05-07 | |
| TOP PICK | | Macys Inc. (formerly Federated Department Stores) | M-N | 50.500 | Expects retail sector will beat expectations and have improved numbers. Doing a great job merchandising and costs. | 2004-03-26 | |
| TOP PICK | | Claire's Stores | CLE-N | 20.750 | Expects retail sector will beat expectations and have improved numbers. Taking off on the boom of the teenage generation and accessories. | 2004-03-26 | |
| TOP PICK | | National Semi-conductor | NSM-N | 42.650 | Tech is going to get another lift, but it will be selective. Very reasonably valued. Self financing. Low debt. | 2004-03-26 | |
| TOP PICK | | Express Scripts Inc | ESRX-Q | 73.230 | Healthcare is a budding sector right now. Very reasonably valued. Significant increase in analysts estimates going into the quarter. | 2004-03-26 | |
