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.

A global operation in waste disposal, water and energy. Pays a nice dividend.

Earning at a peak level. Can afford to raise its dividend.

Has been beaten up. Has all the good things going for it according to analysts. Strong cash flow.

His theory is that once a stock goes over $85, it usually goes over $100. It could be split and a raise in dividends.