(Past top pick Mar 19/04. Up 6%.) Still likes. Valuation is very attractive. The weakness of the US dollar works for them, not against them.

(Past top pick Mar 19/04. Up 76%.) Still likes. Earnings estimates have gone up dramatically. Would be expensive at $45.

AOL is still an issue with investor's and until it gets cleared up, the stock will remain stagnant. A great business.

Has been a basket case of a company for a while. Had accounting problems. Up against very strong competition.

Secondary companies are going to have a more difficult time and it is better to move into the major companies.

A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.

Has been an underperforming company for many years. They are now getting more products through the R&D pipeline. Margins are going up. Benefits from a weaker US dollar.