| TOP PICK | | Haggar Corp. | HGGR-Q | 20.400 | Essentially a debt free company. A lot of cash. Chairman has a large ownership position. Shares are priced below tangible book value. Not well followed. | 2004-11-27 | |
| TOP PICK | | Audiovox Corp. | VOXX-Q | 14.200 | No debt and $160 million in cash, a little over $7 per share. Chairman owns 20%. Not widely followed. | 2004-11-27 | |
| TOP PICK | | New York Community Bankcor Inc. | NYB-N | 19.350 | A fallen angel which is a high performing company which has tripped a little. Exceptional management. Will eventually be acquired. A yield over 5%. | 2004-11-27 | |