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| Noah Blackstein, B.A., CFA of Dynamic Funds |
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| TOP SHORT | iShares 20+ yr Tr. Bond ETF | TLT-N | 92.070 | Overvalued at 32 X earnings. | 2003-06-27 | ||
| STRONG BUY | Adobe Systems | ADBE-Q | 38.000 | Expects media/advertising sector to pick up. | 2002-04-10 | ||
| DON'T BUY | Barr Laboratories | BRL-N | 67.650 | Health sector has been under a lot of pressure. Prefers specialty pharmaceuticals. | 2002-04-10 | ||
| DON'T BUY | Cendant Corp | CD-N | 18.540 | Grows through acquisition. Doesn't see a lot of upside. | 2002-04-10 | ||
| TOP PICK | CitiGroup | C-N | 48.630 | Will spin off property and casualty holdings making it a fast grower. | 2002-04-10 | ||
| BUY | Cemex SA | CX-N | 31.140 | A good play on the emerging market. Earnings should be good. | 2002-04-10 | ||
| DON'T BUY | Ford Motor | F-N | 15.600 | Not a fan. Prefers GM. | 2002-04-10 | ||
| BUY | General Motors Corporation | GM-N | 62.480 | Auto sector is turning around. | 2002-04-10 | ||
| DON'T BUY | Intel | INTC-Q | 29.260 | Expects a PC refresh cycle by the end of the year. Wait | 2002-04-10 | ||
| BUY | Johnson Controls | JCI-N | 93.050 | Auto sector is turning around. | 2002-04-10 | ||
| BUY | Coca-Cola Company | KO-N | 54.220 | Is improving. | 2002-04-10 | ||
| BUY | Leon's Furniture | LNF-T | 30.200 | Likes. | 2002-04-10 | ||
| TOP PICK | 3M Co. | MMM-N | 125.140 | Has good new management/products. Should have a lot of cost cutting which will increase margins. | 2002-04-10 | ||
| WEAK BUY | Altria Group Inc | MO-N | 53.570 | Good yield and they periodically buy back shares. A defensive stock. | 2002-04-10 | ||
| BUY | PepsiCo | PEP-N | 52.290 | Has done very well. | 2002-04-10 | ||
| DON'T BUY | Pfizer Inc | PFE-N | 39.340 | Has a good pipeline. Should improve towards the end of the year. | 2002-04-10 | ||
| BUY on WEAKNESS | Polaris Industries | PII-N | 72.600 | Good management. Has been very strong. | 2002-04-10 | ||
| DON'T BUY | Solectron Corp | SLR-N | 7.480 | No growth yet. May not come until the latter part of the year. | 2002-04-10 | ||
| DON'T BUY | Sun Microsystems | JAVA-Q (Dead) | 8.100 | Have a new product cycle. Will have a better 3rd/4th quarter. Wait. | 2002-04-10 | ||
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| DON'T BUY | Taiwan Semiconductor MFG. | TSM-N | 18.750 | Good company and has done well, but a very expensive stock right now. | 2002-04-10 | ||
| BUY | Grupo Televisa | TV-N | 47.530 | Good play on the emerging market. Expects media/advertising sector to pick up. | 2002-04-10 | ||
| TOP PICK | Univision | UVN-N | 41.760 | Spanish media group is growing 3 X faster than Anglo. | 2002-04-10 | ||
| DON'T BUY | WorldCom | WCOEQ-Q | 4.770 | Outlook is bleak. | 2002-04-10 | ||
| BUY on WEAKNESS | Wendy's | WEN-Q | 34.290 | Restaurent sector is doing well. Still has some upside. Inexpensive. | 2002-04-10 | ||
| BUY on WEAKNESS | Wal-Mart Stores Inc. | WMT-N | 60.570 | Expects future big growth. May be a little high. | 2002-04-10 | ||
| PAST TOP PICK | BJ's Wholesale Club | BJ-N (Dead) | 43.500 | (Was a top pick on June 14 down 16%) Would prefer a WalMart or Best Buy. | 2002-01-11 | ||
| DON'T BUY | Broadcom Corp. | BRCM-Q | 49.320 | Well positioned for long term future growth. In the short term it will languish. | 2002-01-11 | ||
| BUY | Cardinal Health Inc | CAH-N | 60.800 | Should do well, but buy on weakness. At a good price now. | 2002-01-11 | ||
| BUY | CitiGroup | C-N | 30.690 | Refocusing. At a 14 multiple and could rise 18%. | 2002-01-11 | ||
| BUY on WEAKNESS | Gillette Co | G-N | 32.100 | Might be a little high. Perfers in the low $20's. | 2002-01-11 | ||
| DON'T BUY | Genesis Microchip | GNSS-Q | 72.110 | Fully valued now. | 2002-01-11 | ||
| BUY on WEAKNESS | Goodyear Tire & Rubber Co. | GT-N | 24.230 | Wait for a pullback in price. | 2002-01-11 | ||
| DON'T BUY | Krispy Kreme | KKD-N | 42.050 | Great story and tremendous room to grow. Overvalued now. | 2002-01-11 | ||
| DON'T BUY | Coca-Cola Company | KO-N | 45.300 | Prefers Pepsi | 2002-01-11 | ||
| BUY | MBNA Corp | KRB-N | 34.580 | Consistant growth and should continue. | 2002-01-11 | ||
| BUY | Merrill Lynch & Co (US) | MER-N | 57.240 | Good exposure to capital market. Should do well. | 2002-01-11 | ||
| BUY | 3M Co. | MMM-N | 113.790 | 2002-01-11 | |||
| BUY | PepsiCo | PEP-N | 48.450 | Prefers over Coca Cola. Good growth rate and execution of business.Has growth products. | 2002-01-11 | ||
| PAST TOP PICK | Pfizer Inc | PFE-N | 40.600 | (Was a top pick on June 14 down 5%) Has the best patent protection folio. Should grow 25% in 2002 and 15% for the next two years. | 2002-01-11 | ||
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| BUY | Qualcom | QCOM-Q | 46.510 | Should do well over the long term. | 2002-01-11 | ||
| DON'T BUY | Research In Motion | RIM-T | 38.000 | Likes the wireless devise base, but too many competitors. | 2002-01-11 | ||
| DON'T BUY | Sun Microsystems | JAVA-Q (Dead) | 13.320 | Business is improving, but stock is too high. | 2002-01-11 | ||
| BUY | Tyco | TYC-N | 50.250 | 2002-01-11 | |||
| TOP PICK | BJ's Wholesale Club | BJ-N (Dead) | 34.650 | Growing rapidly. Faster growth at lower multiple than Costgo. | 2001-06-14 | ||
| WAIT | Berkshire Hathaway Inc. (B) | BRK.B-N | 2260.000 | Likes their assets. Good long term, but for growth wait and see how their transition to an operating company works. | 2001-06-14 | ||
| DON'T BUY | eBay Inc | EBAY-Q | 64.060 | Has been a great performer. Expensive stock. | 2001-06-14 | ||
| PAST TOP PICK | Freddie Mac | FMCC-Q2 | 66.470 | (Was a top pick on Jan 8/01 up 5%) Had a good run, but refinancing boom is over. Better opportunities other places. | 2001-06-14 | ||
| DON'T BUY | Corning Inc | GLW-N | 16.000 | Telecommunication sector under pressure. Watch for increase in AT&T as an advance signal. | 2001-06-14 | ||
| DON'T BUY | Harrahs Entertainment | HET-N | 37.700 | A cyclical business. Depends on economy. Fairly highly valued now. | 2001-06-14 | ||
| BUY | International Game Technology | IGT-N | 61.750 | Likes its position in upgrade cycle coming. | 2001-06-14 | ||
| DON'T BUY | JDS Uniphase | JDU-T | 22.900 | Telecommunication sector under pressure. Watch for increase in AT&T as an advance signal. | 2001-06-14 | ||
| DON'T BUY | Lucent Technologies | LU-N | 6.750 | Don't expect them to recover. | 2001-06-14 | ||
| DON'T BUY | Level 3 Communications | LVLT-N | 7.960 | Too much capacity? Have to wait for big growth. Financially OK. | 2001-06-14 | ||
| DON'T BUY | MGM Mirage | MGM-N | 29.500 | A cyclical business. Depends on economy. Fairly highly valued now. | 2001-06-14 | ||
| DON'T BUY | Merck & Company | MRK-N | 73.900 | Patent expiries are a concern. Limited pipeline. Arthritis drug not moving well. Prefers Pfizer. | 2001-06-14 | ||
| BUY on WEAKNESS | Micron Technology | MU-Q | 37.800 | Strong company. A commodity business. When techs come back they'll do fine. Buy in high $20's. Volatile. | 2001-06-14 | ||
| WAIT | Oracle | ORCL-Q | 14.850 | Fundamentals in software are still are still weak. Wait for their report on June18. | 2001-06-14 | ||
| TOP PICK | Pfizer Inc | PFE-N | 43.250 | (Was a top pick on Jan 8/01 up 2%) Prefers over Merck. Less patent expiries. In a good position with good pipeline. | 2001-06-14 | ||
| DON'T BUY | Research In Motion | RIM-T | 42.350 | Too early to tell who will win. Good product. High inventory. | 2001-06-14 | ||
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| WAIT | Scientific Atlanta | SFA-N | 40.900 | OK, but growth has slowed. Best company in the sector. | 2001-06-14 | ||
| DON'T BUY | Wells Fargo | WFC-N | 43.650 | Has done well, but has big exposure to California economy which is down. | 2001-06-14 | ||
| TOP PICK | EMC Corp | EMC-N | 37.100 | Good long term, but wait to see what competition does. Prefers Veritec. | 2001-05-28 | ||
| DON'T BUY | Ford Motor | F-N | 24.740 | Legal problems with Firestone could go on for a long time. | 2001-05-28 | ||
| WAIT | Juniper Networks | JNPR-N | 52.160 | Likes. Next quarter or two may be a problem. Excellent product. | 2001-05-28 | ||
| DON'T BUY | Krispy Kreme | KKD-N | 73.550 | Good franchise and lots of room for growth, but too expensive. | 2001-05-28 | ||
| STRONG BUY | Microsoft | MSFT-Q | 70.910 | Good performer. New products. Expect government suit will be settled soon. | 2001-05-28 | ||
| WAIT | Oracle | ORCL-Q | 16.510 | Pretty rich now. Wait until after the quarter figures. | 2001-05-28 | ||
| TOP PICK | Pfizer Inc | PFE-N | 41.860 | Least amount of patent expiry. Have some good new product launches. Good pipeline. | 2001-05-28 | ||
| DON'T BUY | Research In Motion | RIM-T | 58.250 | Thinks its got the killer app. A little pricey. Wait for the next couple of quarters. | 2001-05-28 | ||
| DON'T BUY | RSA Security | RSAS-Q | 30.800 | Revenue/accounting issues. | 2001-05-28 | ||
| WAIT | Sun Microsystems | JAVA-Q (Dead) | 20.470 | Figures coming out soon. Prefers Microsoft. | 2001-05-28 | ||
| BUY | WorldCom | WCOEQ-Q | 18.150 | Long distance pricing is firming up. Stock price should improve. | 2001-05-28 | ||
| DON'T BUY | Bristol Myers Squibb | BMY-N | 56.860 | Not a fan at this time. Patent expiries coming up. Prefers Pfizer. | 2001-04-25 | ||
| BUY | Capital One Financial Corp | COF-N | 61.960 | Feels credit card companies will do well in a consumer sensitive market. | 2001-04-25 | ||
| BUY | Ford Motor | F-N | 28.800 | Has a little more upside, but once auto sector improves, SELL. | 2001-04-25 | ||
| TOP PICK | Freddie Mac | FMCC-Q2 | 64.390 | (Was a top pick on Jan 8 down 1%) Still likes but prefers Lehman Brothers now. | 2001-04-25 | ||
| BUY | Goldman Sachs | GS-N | 92.820 | This and Lehman Brothers are two favourite brokers. | 2001-04-25 | ||
| BUY | Home Depot | HD-N | 46.020 | Fine, but prefers Lowe's Companies. Should do well in a housing upswing. | 2001-04-25 | ||
| BUY | Lehman Brothers Holdings | LEH-N | 72.160 | This and Goldman Sachs are two favourite brokers. | 2001-04-25 | ||
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| BUY | Lowes Companies Inc. | LOW-N | 56.600 | Should do well in a housing upswing. | 2001-04-25 | ||
| DON'T BUY | Louisiana Pacific Corp | LPX-N | 10.250 | Prefers the retailers like Home Depot. | 2001-04-25 | ||
| BUY | Merrill Lynch & Co (US) | MER-N | 62.730 | May have a rough couple of quarters and then should rise | 2001-04-25 | ||
| BUY | Magna Int'l. (A) | MG-T | 82.250 | Has a little more upside, but once auto sector improves, SELL. | 2001-04-25 | ||
| DON'T BUY | Altria Group Inc | MO-N | 50.700 | Bush admin. is soft on tobacco companies, but when market starts recovery, this will not do as well. | 2001-04-25 | ||
| DON'T BUY | Merck & Company | MRK-N | 74.860 | Not a fan at this time. Patent expiries coming up. Prefers Pfizer. | 2001-04-25 | ||
| DON'T BUY | Paychex | PAYX-Q | 36.500 | An interest sensitive stock. Trades at a high multiple. Shorts are starting to show an interest. | 2001-04-25 | ||
| TOP PICK | Pfizer Inc | PFE-N | 40.910 | (Was a top pick on Jan 8 down 3%) Still likes. Just bought more. Has the least amount of patent expiries. | 2001-04-25 | ||
| DON'T BUY | Starbucks | SBUX-Q | 39.730 | Likes a lot. Great franchise, smart mngmnt. Prefers buying at $30 | 2001-04-25 | ||
| BUY | Symantic Corp | SYMC-Q | 57.270 | Good company/product. A lot of hidden assets. | 2001-04-25 | ||
| DON'T BUY | WorldCom | WCOEQ-Q | 19.390 | Weak fundamentals. Poor cash flow. | 2001-04-25 | ||
| BUY | Ariba | ARBA-Q | 34.063 | B to B's have come under a lot of pressure. Looking better price wise. Consider a basket approach on several companies. | 2001-02-01 | ||
| BUY | Atmel Corp | ATML-Q | 16.938 | Inventory corrections are working their way out and the international outlook is pretty good. After 6/18 months, look for more competition. Good price | 2001-02-01 | ||
| BUY | Ciena | CIEN-Q | 83.750 | Likes, but their valuation is not as good as Nortel. More focused on metro optical space but has growing competition. Multiple digit P/E | 2001-02-01 | ||
| WAIT | Cisco | CSCO-Q | 35.500 | Companies expectations have been lowered which dropped price. Not sure how long it will take to start back | 2001-02-01 | ||
| BUY | EMC Corp | EMC-N | 72.200 | Storage market is booming. This is the blue chip in this sector. Should earn 35% EPS/revenue. Growth over the next several years | 2001-02-01 | ||
| BUY | Home Depot | HD-N | 46.890 | Has come through a difficult time, but with fed cuts, it should turn around | 2001-02-01 | ||
| WAIT | Intel | INTC-Q | 35.625 | Most of its production goes into PC's which are slow. Is starting to diversify into server area, but it will take time. | 2001-02-01 | ||
| DON'T BUY | Nokia | NOK-N | 32.600 | Don't know who is going to be a winner re hand helds | 2001-02-01 | ||
| BUY | Nortel | NT-T (Dead) | 53.570 | Valuation is better than Cienna.Multiple is 30 X PE | 2001-02-01 | ||
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| BUY on WEAKNESS | Oracle | ORCL-Q | 27.750 | An up & down stock, but a good company. Buy in mid 20's and sell near 40 | 2001-02-01 |
