| | | | |
| BUY | | Nokia | NOK-N | 16.300 | Prefers over Ericcson. Dominant in the sector. | 2002-04-22 | |
| | | | |
| BUY | | American International Group | AIG-N | 69.710 | Good long term. Well established. | 2002-04-22 | |
| | | | |
| BUY | | General Electric | GE-N | 32.860 | Very steady. Has a bumpy road to maintain its strong growth. | 2002-04-22 | |
| | | | |
| BUY | | Viacom Inc. | VIA-N | 50.500 | In exciting sectors. Good cash. Expects it to turn strongly. | 2002-04-22 | |
| | | | |
| BUY | | Ahold N V Adr | AHO-N | 24.730 | Has done well. Good steady growth. A long term hold. | 2002-04-22 | |
| | | | |
| BUY | | Loblaw Companies Ltd | L-T | 59.750 | Long term hold. Expensive. | 2002-04-22 | |
| | | | |
| DON'T BUY | | Ericsson LM Telephone | ERIC-Q | 2.740 | Prefers Nokia. Questions visibilty and their need to issue more shares. | 2002-04-22 | |
| | | | |
| DON'T BUY | | Kraft Foods Inc | KFT-N | 39.030 | Slow growth. Walmart can be a competitor. | 2002-04-22 | |
| | | | |
| DON'T BUY | | WorldCom | WCOEQ-Q | 4.010 | Too speculative. | 2002-04-22 | |
| | | | |
| DON'T BUY | | Walgreen Co | WAG-N | 39.470 | Very strong with big growth, but 39 P/E is too high. Has a lot of competition, eg Wal Mart, etc. | 2002-04-22 | |
| | | | |
| DON'T BUY | | Bristol Myers Squibb | BMY-N | 31.730 | Very reasonable valuation. Patents are coming off. Prefers Pfizer. | 2002-04-22 | |
| | | | |
| DON'T BUY | | Merck & Company | MRK-N | 56.520 | Very reasonable valuation. Patents are coming off. Prefers Pfizer. | 2002-04-22 | |
| | | | |
| DON'T BUY | | Krispy Kreme | KKD-N | 35.940 | Too expensive. 60 X P/E. Up because it has a cult following. | 2002-04-22 | |
| | | | |
| DON'T BUY | | H. J. Heinz Co. | HNZ-N | 42.990 | Trading at reasonable values, but slow growth and competition. | 2002-04-22 | |
| | | | |
| PAST TOP PICK | | International Rectifier Corp | IRF-N | 46.330 | (Was a top pick on Mar 23 up 6.7%) Still likes. Has been volatile. But thinks it has bottomed out. | 2002-04-22 | |
| | | | |
| TOP PICK | | Pfizer Inc | PFE-N | 37.110 | (Was a top pick on Mar 23 no change) A fan of pharmaceuticals and thinks this is the best. Goor R&D and sales. | 2002-04-22 | |
| | | | |
| TOP PICK | | Aliance Capital Mngmnt Holding | AC-N | 47.320 | Good assets. 6% dividend. Good valuation. 16 X earnings. Has growth potential. | 2002-04-22 | |
| | | | |
| TOP PICK | | Safeway Inc. | SWY-N | 44.330 | Trading at a good multiple of 13/14. Great management. Good margins. Good potential. | 2002-04-22 | |
| | | | |
| BUY | | Pepsi | PEP-N | 49.380 | Good long term. Steady, stable consistent earnings. Good diversity in food sector. | 2001-12-19 | |
| | | | |
|
| BUY | | BEA Systems | BEAS-Q | 17.010 | Good price. Has the lead in the application server market. Microsoft could be a problem. | 2001-12-19 | |
| | | | |
| DON'T BUY | | Cisco | CSCO-Q | 19.350 | Good track record, but techs are in trouble. | 2001-12-19 | |
| | | | |
| DON'T BUY | | McDonalds | MCD-N | 26.170 | A tough stock to have now. Problems internationally. | 2001-12-19 | |
| | | | |
| DON'T BUY | | Amgen Inc. | AMGN-Q | 58.330 | Too expensive. | 2001-12-19 | |
| | | | |
| DON'T BUY | | Oracle | ORCL-Q | 14.920 | Good data base business, but doesn't like their application side of the business. | 2001-12-19 | |
| | | | |
| DON'T BUY | | Walgreen Co | WAG-N | 32.950 | Has a lot of competition. Drug sale margins are very thin. Very expensive stock. | 2001-12-19 | |
| | | | |
| DON'T BUY | | Nortel | NT-T | 6.860 | Not a fan. | 2001-12-19 | |
| | | | |
| TOP PICK | | Merrill Lynch & Co (US) | MER-N | 52.230 | In a slow down now, but has great long term prospects. Well diversified in financial areas. | 2001-12-19 | |
| | | | |
| TOP PICK | | Pfizer Inc | PFE-N | 41.100 | Good cash flow. Will grow 20% + 2002/03 and 15% 2004. A good price. | 2001-12-19 | |
| | | | |
| TOP PICK | | Viacom Inc. | VIA-N | 43.300 | Down because of economy. Good cash flow growth. | 2001-12-19 | |
| | | | |
| BUY | | International Rectifier Corp | IRF-N | 34.350 | Good long term. Great patent holdings. Good value. | 2001-06-27 | |
| | | | |
| BUY | | Fannie Mae | FNM-N | 84.550 | Likes. | 2001-06-27 | |
| | | | |
| BUY | | Coca-Cola Company | KO-N | 44.180 | Likes their focus. Great distribution platform. | 2001-06-27 | |
| | | | |
| BUY | | Nokia | NOK-N | 21.450 | Very dominant. Good cash flow. Good products. | 2001-06-27 | |
| | | | |
| BUY | | General Electric | GE-N | 48.260 | Great mngmnt. | 2001-06-27 | |
| | | | |
| DON'T BUY | | EMC Corp | EMC-N | 28.200 | In a great growth sector. Highly priced. Competition. | 2001-06-27 | |
| | | | |
| DON'T BUY | | Exodus Communications | EXDQE-Q2 | 2.130 | Has a lot of debt and not enough growth. | 2001-06-27 | |
| | | | |
| DON'T BUY | | WorldCom | WCOEQ-Q | 14.180 | Not a fan. | 2001-06-27 | |
| | | | |
| DON'T BUY | | A T & T US | T-N | 20.770 | Poor/out of date technology and expensive to upgrade. | 2001-06-27 | |
| | | | |
| DON'T BUY | | Intel | INTC-Q | 28.650 | PC sales are slowing. | 2001-06-27 | |
| | | | |
|
| DON'T BUY | | Pepsi | PEP-N | 45.370 | Too diversified and not global enough. Paid too much for acquisition. | 2001-06-27 | |
| | | | |
| TOP PICK | | Freddie Mac | FRE-N | 67.900 | 20 years of Return On Investment greater than 20%. Good price | 2001-06-27 | |
| | | | |
| TOP PICK | | Merrill Lynch & Co (US) | MER-N | 57.860 | Has dropped to a really good price. Good wealth mngmnt. | 2001-06-27 | |
| | | | |
| WEAK BUY | | Gap | GPS-N | 29.140 | A leader in specialty stores. Good growth. Undervalued. | 2001-06-27 | |
| | | | |
| BUY | | Texas Instruments | TXN-N | 38.810 | Demand is down for PC semiconductors and more into communication semiconductors. Intel not strong here. | 2001-03-23 | |
| | | | |
| BUY | | CitiGroup | C-N | 42.850 | A premier global financial service. Well diversified. | 2001-03-23 | |
| | | | |
| BUY | | General Electric | GE-N | 39.990 | New CEO coming in. Good cash flow. Balance sheet concerns (using pension funds flow-through as an asset) should disappear. | 2001-03-23 | |
| | | | |
| BUY | | Coca-Cola Company | KO-N | 45.500 | Generates a lot of cash flow. Good distribution system. Bringing their non-carbonated products into their distribution system. | 2001-03-23 | |
| | | | |
| BUY | | Berkshire Hathaway Inc. (B) | BRK.B-N | 2218.000 | Great mngmnt. Insurance sector is a money maker. | 2001-03-23 | |
| | | | |
| DON'T BUY | | Apple | AAPL-Q | 23.000 | Too much of a niche market | 2001-03-23 | |
| | | | |
| DON'T BUY | | Intel | INTC-Q | 28.813 | Demand is down for PC semiconductors and more into communication semiconductors. Intel not strong here. | 2001-03-23 | |
| | | | |
| DON'T BUY | | Oracle | ORCL-Q | 15.875 | Benefited from data base demand, but they are selling their data bases as an integrated package with software and supply chain software. Demand is for separated entities. | 2001-03-23 | |
| | | | |
| DON'T BUY | | EMC Corp | EMC-N | 36.100 | The biggest in storage. Good management and sales. Cash flow indicates they're overvalued. Would buy at $25 | 2001-03-23 | |
| | | | |
| DON'T BUY | | Lucent Technologies | LU-N | 11.620 | Becoming more focused. Valuation is too low. Big debt. Poor cash flow. | 2001-03-23 | |
| | | | |
| DON'T BUY | | Gillette Co | G-N | 31.650 | Dominant in razor blades. Not a fan of mngmnt (old thinking?). Concerns on their business model. A one product company. | 2001-03-23 | |
| | | | |
| DON'T BUY | | Sun Microsystems | JAVA-Q | 18.250 | NT servers eroding UNIX and also losing the edge on their storage business. | 2001-03-23 | |
| | | | |
| TOP PICK | | Pfizer Inc | PFE-N | 37.530 | Great Products. Good mngmnt. At a good price. Best company in the pharmaceutical space. Great cash flow | 2001-03-23 | |
| | | | |
| TOP PICK | | International Rectifier Corp | IRF-N | 44.030 | Sector is small, but growing rapidly. Stock is very cheap now. | 2001-03-23 | |
| | | | |
| TOP PICK | | Franklin Resources | BEN-N | 38.660 | Wealth management is a hot sector and growing. | 2001-03-23 | |
| | | | |
| TOP PICK | | Merrill Lynch & Co (US) | MER-N | 57.700 | Wealth management is a hot sector and growing. | 2001-03-23 | |
| | | | |
|
| WAIT | | Applied Materials | AMAT-Q | 50.250 | Gorilla in their sector. The sector has good growth/prospects/cash flow. Cyclical. Expects it could drop some more. | 2001-03-23 | |