| TOP PICK | | Proctor & Gamble | PG-N | 53.640 | Feels there will be a rotation to larger caps in the US. An innovative firm. | 2004-11-26 | |
| TOP PICK | | Coca-Cola Company | KO-N | 39.860 | Feels there will be a rotation to larger caps in the US. Has lagged, but has about 70% exposure to the offshore market. | 2004-11-26 | |
| TOP PICK | | Inverness Medical Innovations | IMA-A | 19.740 | A very dynamic management team. Has the potential over the long run to be very successful. | 2004-10-15 | |
| TOP PICK | | Sealed Air Corp | SEE-N | 45.550 | Terrific management. Hasn't been doing a lot, but over the long term an excellent story. | 2004-10-15 | |
| TOP PICK | | Pfizer Inc | PFE-N | 29.660 | Best value in the market is in quality names. Best pharmaceutical company in the world. Just hasn't gone anywhere. New products are going into the pipeline. | 2004-09-24 | |
| TOP PICK | | Comcast Corp | CMCSA-Q | 28.140 | Best value in the market is in quality names. Well positioned with surplus cash. | 2004-09-24 | |
| TOP PICK | | Bank of New York Company Inc. | BK-N | 30.020 | Best value in the market is in quality names. Less sensitive to interest rates. Attractively priced. | 2004-09-24 | |
| TOP PICK | | Amgen Inc. | AMGN-Q | 54.360 | Likes the health-care sector. One of the top companies. Has underperformed for a long time, but they are willing to be patient. | 2004-08-13 | |
| TOP SELL | | Union Pacific Corp | UNP-N | 55.240 | Has had a good run but with a rising interest rate environment it will tend to underperform. | 2004-08-13 | |
| TOP PICK | | Deere & Co. | DE-N | 59.380 | Likes the industrial space. The first leg of the expansion has been in smaller size tractors. Expects this will move to heavier duty/higher-margin equipment. | 2004-08-13 | |
| TOP PICK | | Medtronic Inc | MDT-N | 49.620 | Solid earnings. Feels their new stent will be successful next year. | 2004-07-02 | |
| TOP PICK | | Comcast Corp | CMCSA-Q | 27.960 | Made a lot of capital outlays. Generating big cash flows. Stock is under appreciated. | 2004-07-02 | |
| TOP PICK | | Intel | INTC-Q | 27.050 | A premier name. Has sold off significantly. | 2004-05-14 | |
| TOP PICK | | Amgen Inc. | AMGN-Q | 56.650 | Health care should outperform in a rising interest rate environment. A premier company. Likes the pipeline that it has. Out-of-favor right now. | 2004-05-14 | |
| TOP PICK | | Radian Group Inc | RDN-N | 45.300 | A more controversial sector at this time is financials. With job creation, people will be able to pay their mortgages. | 2004-05-14 | |
| TOP PICK | | General Electric | GE-N | 31.060 | | 2004-04-02 | |
| TOP PICK | | McKesson Corp | MCK-N | 30.380 | | 2004-04-02 | |
| TOP PICK | | Amgen Inc. | AMGN-Q | 59.510 | | 2004-04-02 | |
| TOP PICK | | Exxon Mobil | XOM-N | 41.500 | | 2004-03-19 | |
| TOP PICK | | First Data Corp | FDC-N | 41.700 | | 2004-03-19 | |
| TOP PICK | | Diageo PLC | DEO-N | 53.660 | | 2004-03-19 | |
| TOP PICK | | Valero Energy Corp | VLO-N | 58.150 | | 2004-03-19 | |
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