| TOP PICK | | Tiffany & Co. New | TIF-N | 29.870 | A 1st class retailer that the Japanese love. Stock has not done too well, but is a luxury item purveyor which is in the right mode for 2005. | 2004-12-10 | |
| TOP PICK | | Suez | SZE-N | 24.830 | A global operation in waste disposal, water and energy. Pays a nice dividend. | 2004-12-10 | |
| TOP PICK | | Exxon Mobil | XOM-N | 48.700 | Earning at a peak level. Can afford to raise its dividend. | 2004-10-22 | |
| TOP PICK | | Pfizer Inc | PFE-N | 27.740 | Has been beaten up. Has all the good things going for it according to analysts. Strong cash flow. | 2004-10-22 | |
| TOP PICK | | IBM | IBM-N | 87.390 | His theory is that once a stock goes over $85, it usually goes over $100. It could be split and a raise in dividends. | 2004-10-22 | |
| TOP PICK | | Bank of America | BAC-N | 45.140 | 4% yield. Assimilating an acquisition of Fleet. Heavy loan portfolio, so makes money if interest rates rise. | 2004-10-08 | |
| TOP PICK | | Office Depot | ODP-N | 14.740 | Has been outperformed by Staples. Global. Good balance sheet. Good cash flow. New management coming in. | 2004-10-08 | |
| TOP PICK | | Kinder Morgan Energy | KMP-N | 47.500 | Selling off their commodity business and focusing on their higher profitable proprietary products. Pays a nice dividend. | 2004-10-08 | |
| TOP PICK | | BP PLC | BP-N | 53.840 | Feels that oils are going to lead in earnings growth. | 2004-08-13 | |
| TOP PICK | | Microsoft | MSFT-Q | 27.020 | In a turnaround mode. Trying to refocus the public image positively. A global powerhouse. | 2004-08-13 | |
| TOP PICK | | Newell Rubbermaid Inc. | NWL-N | 20.880 | In a turnaround mode. Had been hurt by competition from China. Near its low. | 2004-08-13 | |
| TOP SELL | | Schering Plough Corp | SGP-N | 17.860 | With rising interest rates and high oil prices and slowing earnings growth can create some problems. | 2004-08-13 | |
| TOP PICK | | Sasol Ltd.-ADR | SSL-N | 16.020 | An emerging-market energy stock that pays a dividend and returns over 4%. | 2004-06-25 | |
| TOP PICK | | Freeport McMoran Copper & Gold | FCX-N | 32.080 | During the summer, there will be a reason for gold to rise again. The stock is very volatile and moves with gold. | 2004-05-21 | |
| TOP PICK | | Genuine Parts Company | GPC-N | 36.230 | A steady earner. Single-digit growth in earnings year after year. Dividend is OK. | 2004-05-21 | |
| TOP PICK | | Fluor Corp. | FLR-N | 38.650 | Operates around the world. Stock has not soared. A modest price earnings multiple. Pays a dividend. A leader in its field. | 2004-05-21 | |
| TOP PICK | | Clorox Company | CLX-N | 51.780 | May be the subject of some corporate restructuring. Good consumer company. | 2004-04-30 | |
| TOP PICK | | Devon Energy Corp | DVN-N | 61.150 | A big gas producer and that is the preferred fuel. | 2004-04-30 | |
| TOP PICK | | Outback Steakhouse Inc. | OSI-N | 43.840 | Expects it to have better business. Stock has had a hiccup. | 2004-04-30 | |
| TOP PICK | | Weyerhaeuser Co | WY-N | 66.550 | Earnings are on the way up and have-not changed their dividend for several years so expect there may be something here. | 2004-03-05 | |
| TOP PICK | | Apache Corp | APA-N | 42.260 | Low-price earnings multiple oil and gas. Haven't raised dividends very often so expect something here. | 2004-03-05 | |
| TOP PICK | | Pitney Bowes | PBI-N | 43.270 | A slow growth industry but, they are the best in the business. Usually raise their dividend every year. | 2004-03-05 | |