Latest Top Picks

Stock Opinions by C. Kim Goodwin

TOP PICK
Walt Disney Co.
Have turned around ABC with good programming. Disney Connection benefits from the weaker US$ because they'll have more foreign $'s into their theme parks.
entertainment services
TOP PICK
Getty Images Inc.
Gaining market share. They own their space. 30% market share and moving into the Japanese market.
Advertising Agencies
TOP PICK
Petsmart Inc.
A great demographic play. Probably a good Christmas play also. Moving into grooming, training and pet hotels.
specialty stores
TOP PICK
Caremark RX
Will benefit from the increasing trend towards mail order subscription. Will also be increasing some generics. Could propel their earnings up 20% in the foreseeable future. Good price.
medical services
TOP PICK
Just made an acquisition which, if turned around successfully, will double their resources over the next few years.
oil / gas
TOP PICK
Union Pacific Corp
The fact that they have not been able to pass along their fuel costs is well known and management has already set the bar in expectations. Can increases their prices and shorten their price term contract.
Transportation
TOP PICK
Interested in large cap companies that are more value oriented. Benefiting from a stable Dept. of Defence budget. Recent contract wins. Less used business jets available will help their Gulf Stream operations.
transportation equip & components
TOP PICK
Transocean Inc.
Interested in large cap companies that are more value oriented. Big oil companies are investing more into deep water drilling.
oil / gas field services
TOP PICK
Interested in large cap companies that are more value oriented. Can benefit from medicare reform.
medical services
TOP PICK
Tiffany & Co. New

(Top Sell) Doesn't believe they are going to be able to turn the Japan silver problem as quickly as they think.

specialty stores
TOP PICK
other mines
TOP PICK
Microsoft Corp
computer software / processing
TOP PICK
Tyco
misc industrial products
TOP PICK
Trex Company Inc.
Will go up because the shorts will have to be covering at some point. A low-cost producer in a fast-growing market.
contractors
TOP PICK
Halliburton Co
Has corrected because investors are concerned about auto production, but they have great diversification. Into high end entertainment systems. 15% revenue grower. 25% earnings grower.
oil / gas field services
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