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| Tobias Levkovich of Smith Barney Citigroup |
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| TOP PICK | Apache Corp | APA-N | 42.540 | Likes the energy area. Expects more exploration and drilling. Trading at around 13 X earnings. Well poised to take advantage of some activity. | 2004-04-09 | ||
| TOP PICK | Gillette Co | G-N | 38.790 | A defensive holding. Likes consumer staples at this time. High quality company, and predictable growth. Trades at about 25 X earnings. A little pricey, but worth it because of predictability. | 2004-04-09 |