Latest Top Picks

Stock Opinions by Ed Brown

TOP PICK
Tiffany & Co. New
Stock has been horrible this year, down over 30%. Thinks that 18 X 2005 estimated earnings, growing at about 18% per year over the next few years, it's attractive.
specialty stores
TOP PICK
Down about 3% and hasn't done very much in an up market. 15 X next year's earnings and growing at about 15%. Very attractive.
medical services
TOP PICK
Harley Davidson
Selling at about 18 X 2005's estimated earnings and growing at about 15%.
household goods
TOP PICK
Tapestry Inc.
Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 25 X next 12 months' estimated earnings.
household goods
TOP PICK
Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 20 X next 12 months' estimated earnings.
specialty stores
TOP PICK
Chosen for its predictability and deliverability.
medical services
TOP PICK
Staples
Chosen for its predictability and deliverability.
specialty stores
TOP PICK
Home Depot
Chosen for its predictability and deliverability.
specialty stores
TOP PICK
Applied Materials
Taking advantage of the sector that has been crushed recently, would go with the Cadillac of the group.
electrical / electronic
TOP PICK
Staples
Has done extremely well against competition. Had some major issues 1 1/2 - 2 years ago and has sold them. Can grow its earnings about 16%. Selling at about 20 X next 12 months earnings.
specialty stores
TOP PICK
Covance Inc
To a lot of testing and research for larger biotech companies. In a sweet spot.
biotechnology / pharmaceutical
TOP PICK
Jabil Circuit
Tied to a broad array of companies in the technology space. If the trend in consumer spending continues, they should do very well.
electrical / electronic
TOP PICK
Selling at 50 X 12 month forward estimated earnings but thinks they can grow 40/50% over the next three years.
biotechnology / pharmaceutical
TOP PICK
computer software / processing
TOP PICK
investment companies / funds
Showing 1 to 15 of 16 entries