David Driscoll Affiliated Managers AMG-N HOLD Dec 05, 2006

If you like the market and you think that the market could do pretty well and if you believe the demographics where baby boomers are aging, more and more people are moving their money to money managers. Through market growth and acquisitions, they have been growing their earnings and cash flow.

A leading group is the brokers/asset managers. If you go through the list, they are heading straight higher. That does not foretell a weak market. This is a company that buys a majority interest in a multiple of asset management companies, both in the US and Canada. Growing its earnings and revenues about 30% year over year. Beat their estimates by 10% in the previous quarter.

(A Top Pick Jan 4/06. Up 24%.) Asset management continues to be hot and doesn't expect the market to roll over any time soon.

(A Top Pick Feb 6/06. Up 27.8%.)