| TOP PICK | | 3M Co. | MMM-N | 77.570 | Looking for slower growth in 2005, so fundamentals become crucially important. A very diversified company, possibly 20% next year. | 2004-10-29 | |
| TOP PICK | | Nextel Partners Inc | NXTP-Q | 26.490 | Looking for slower growth in 2005, so fundamentals become crucially important. A pure wireless play that has many competitive advantages with a possible 12% growth. | 2004-10-29 | |
| TOP PICK | | FedEx | FDX-N | 91.120 | Looking for slower growth in 2005, so fundamentals become crucially important. China's growth may slow, but will still do a huge amount of export. | 2004-10-29 | |
| TOP PICK | | Wells Fargo | WFC-N | 60.190 | Interested in companies that have very good earnings growth and visibility. Wonderful history of increasing dividends. Well over a 3% yield. | 2004-10-01 | |
| TOP PICK | | Pepsi | PEP-N | 50.080 | Interested in companies that have very good earnings growth and visibility. Excellent management. | 2004-10-01 | |
| TOP PICK | | Pfizer Inc | PFE-N | 30.970 | Interested in companies that have very good earnings growth and visibility. Have a pipeline that is not being valued appropriately. | 2004-10-01 | |
| TOP PICK | | Banco Bilbao Vizcaya | BBV-N | 13.860 | Likes defensive names that produce good earnings growth. Showing extraordinary growth. 4% yield. | 2004-09-10 | |
| TOP PICK | | Air Products & Chemicals Inc. | APD-N | 53.370 | Likes defensive names that produce good earnings growth. One of the consistant dividend payers in the S&P500. Low yield, but has a history of increasing their dividend. | 2004-09-10 | |
| TOP PICK | | Walgreen Co | WAG-N | 37.690 | Likes defensive names that produce good earnings growth. Benefit from having many locations. Expects extremely good growth. | 2004-09-10 | |
| TOP PICK | | Gillette Co | G-N | 41.090 | | 2004-08-20 | |
| TOP PICK | | Alltel Corp. | AT-N | 54.070 | | 2004-08-20 | |
| TOP PICK | | HSBC Holdings P L C | HBC-N | 75.910 | | 2004-08-20 | |
| TOP PICK | | UnitedHealth Group Inc | UNH-N | 65.640 | Likes the recent merger with Oxford. Have been cost-cutting. Have a lot of potential with new products down the road. Potential for 20% earnings gain. | 2004-07-16 | |
| TOP PICK | | McDonalds | MCD-N | 27.810 | Has the potential for 20% earnings growth. 50% of its earnings are overseas, so benefiting from the weaker US dollar. | 2004-07-16 | |
| TOP PICK | | Air Products & Chemicals Inc. | APD-N | 51.080 | Benefiting from double-digit growth. Possible increase of dividends. | 2004-07-16 | |
| TOP PICK | | Boston Scientific Corp | BSX-N | 44.300 | A company that focuses on earnings. A tremendous new product that should give a nice boost to their income. | 2004-05-28 | |
| TOP PICK | | Comcast Corp | CMCSA-Q | 28.950 | A company that focuses on earnings. A real beneficiary in the cable television industry. Lots of add-on services. | 2004-05-28 | |
| TOP PICK | | Prudential Financial Inc | PRU-N | 44.300 | A company that focuses on earnings. A growing area particularly as baby boomers are aging. | 2004-05-28 | |
| TOP PICK | | Walgreen Co | WAG-N | 34.480 | A stable grower. Double-digit growth is expected. | 2004-04-30 | |
| TOP PICK | | Colgate Palmolive | CL-N | 57.880 | Household and personal products, people buy them in good times and bad. Double-digit growth is expected. | 2004-04-30 | |
| TOP PICK | | Clear Channel Communications Inc. | CCU-N | 41.490 | A very good play on a recovery in the radio area. | 2004-04-30 | |