Stock Picks - 2004 

 
 

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January 2004 (1)                     May 2004 (1)                    September 2004 (1)
February 2004 (2)                  June 2004 (5)                     October 2004 (1)
March 2004 (2)                        July 2004 (3)                     November 2004 (2)
April 2004 (2)                          August 2004 (1)               December 2004 (1)



January 2004 Stock Picks
Stock Name SYM Exch. Sector Industry Date Picked Pick Price
(per share)
Capital Crossing Bank CAPX NASD Financial Regional Banks 01/02/04 $47.31

Capital Crossing Bank's activities are focused  on commercial real estate, residential real estate loans, secured commercial loans and leases. (Ticker: CAPX; Exch:NASD; 01/02/04 Price: $47.31/shr; Business & Financial Summary from Yahoo; Expanded Business Description from Multex

STOCK'S CORE STRENGTHS (ASG: 41.10)                    STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity: 18.52%
Profitability (12 Mo.) . . . Profit Margin:  18.04%
Stock's Growth Record (12 Mo.) . . . Revenue:   3.21%
. . . EPS:  63.71%
. . . Price: 120.99%
. . . Dividend: ---%
PE & EPS (12 Mo.) . . . Price/Earnings:   7.76
. . . Earnings/Share:   2.98

 STOCK'S 12-MONTH GAIN (LOSS), 01/02/04 - 01/02/05:   30.18% 

 STOCK'S 48-MONTH GAIN (LOSS), 01/02/04 - 01/02/08:   N.A. (DELISTED PRIOR TO 01/02/08)

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February 2004 Stock Picks
Stock Name SYM Exch. Sector Industry Date Picked Pick Price
(per share)
Sierra Health Services Inc. SIE NYSE Financial Insurance (Accident & Health) 02/02/04 $29.68
William Lyon Homes WLS NYSE Capital Goods Construction Services 02/02/04 $62.60

Sierra Health Services Inc. provides managed healthcare products to employer groups and individuals. (Ticker: SIE; Exch:NYSE; 02/02/04 Price: $29.68/shr; Business & Financial Summary from Yahoo; Expanded Business Description from Multex

STOCK'S CORE STRENGTHS (ASG: 42.10)                     STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity: 31.53%
Profitability (12 Mo.) . . . Profit Margin:  2.49%
Stock's Growth Record (12 Mo.) . . . Revenue:   16.15%
. . . EPS:  98.60%
. . . Price: 139.26%
. . . Dividend: ---%
PE & EPS (12 Mo.) . . . Price/Earnings:   9.01
. . . Earnings/Share:   1.16

 STOCK'S 12-MONTH GAIN (LOSS), 02/02/04 - 02/02/05:   93.60% 

 STOCK'S 48-MONTH GAIN (LOSS), 02/02/04 - 02/02/08:  188.07% 
                                                                              ($14.84sh. - $42.75sh.)

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Willian Lyon Homes designs, constructs and sells single-family detached and attached homes. (Ticker: WLS; Exch: NYSE; 02/02/04; Price: $62.60/shr; Business & Financial Summary from Yahoo; Expanded Business Description from Multex

STOCK'S CORE STRENGTHS (ASG: 43.90)                    STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity: 36.98%
Profitability (12 Mo.) . . . Profit Margin:  8.04%
Stock's Growth Record (12 Mo.) . . . Revenue:   31.0%
. . . EPS:  6.46%
. . . Price: 247.78%
. . . Dividend: ---%
PE & EPS (12 Mo.) . . . Price/Earnings:   10.87
. . . Earnings/Share:   7.24

 STOCK'S 12-MONTH GAIN (LOSS), 02/02/04 - 02/02/05:  34.76% 

 STOCK'S 48-MONTH GAIN (LOSS), 02/02/04 - 02/02/08:   N.A. (DELISTED PRIOR TO 02/02/08)

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March 2004 Stock Picks
Stock Name SYM Exch. Sector Industry Date Picked Pick Price
(per share)
Fremont General Corp. FMT NYSE Financial Regional Banks 03/02/04 $23.07
Barnwell Industries BRN AMEX Energy Oil & Gas Operations  03/17/04 $41.70

Fremont General Corp. is a financial services holding company. (Ticker: FMT; Exch:NYSE; 03/02/04 Price: $23.07/shr; Business & Financial Summary from Yahoo; Expanded Business Description from Multex

STOCK'S CORE STRENGTHS (ASG: 53.10)                    STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity: 40.11%
Profitability (12 Mo.) . . . Profit Margin:  38.83%
Stock's Growth Record (12 Mo.) . . . Revenue:   24.69%
. . . EPS:  92.00%
. . . Price: 295.29%
. . . Dividend: ---%
PE & EPS (12 Mo.) . . . Price/Earnings:   8.58
. . . Earnings/Share:   2.85

 STOCK'S 12-MONTH GAIN (LOSS), 03/02/04 - 03/02/05:   8.25% 

 STOCK'S 48-MONTH GAIN (LOSS), 03/02/04 - 03/02/08:   N.A. (DELISTED PRIOR TO 03/02/08)

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 Barnwell Industries' core businesses are in oil and natural gas operations, land investment and contract drilling. (Ticker: BRN; Exch: AMEX; 03/17/04 Price: $41.70/shr; Business & Financial Summary from Yahoo; Expanded Business Description from Multex) 

STOCK'S CORE STRENGTHS (ASG: 56.70)                     STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity: 22.98%
Profitability (12 Mo.) . . . Profit Margin:   16.83%
Stock's Growth Record (12 Mo.) . . . Revenue:   49.12%
. . . EPS:  5,546.67%
. . . Price:   97.10%
. . . Dividend: ---%
PE & EPS (12 Mo.) . . . Price/Earnings:   13.30
. . . Earnings/Share:    3.16

 STOCK'S 12-MONTH GAIN (LOSS), 03/17/04 - 03/17/05:   146.18% 

 STOCK'S 48-MONTH GAIN (LOSS), 03/17/03 - 03/17/07:  22.82% 
                                                                               ($6.66sh. - $8.18sh.)

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April 2004 Stock Picks
Stock Name SYM Exch. Sector Industry Date Picked Pick Price
(per share)
Newfield Exploration Co. NFX NYSE Energy Oil & Gas Operations 04/01/04 $47.28
Southwestern Energy Co.  SWN NYSE Energy Oil & Gas Operations  04/01/04 $23.86

  Newfield Exploration Co.  is an oil and gas company engaged in the exploration, development and acquisition of crude oil and natural gas properties. (Ticker: NFX; Exch: NYSE;  04/01/04 Price: $47.28; Business & Financial Summary from Yahoo; Expanded Business Description from Multex) 

STOCK'S CORE STRENGTHS (ASG: 43.80)                     STOCK INFO/RESEARCH (MSN)
 
Management's Effectiveness (12 Mo.) . . . Return on Equity:   17.72%
Profitability (12 Mo.) . . . Profit Margin:   21.76%
Stock's Growth Record (12 Mo.) . . . Revenue:   62.24
. . . EPS:  149.77
. . . Price:   39.54
. . . Dividend: ---%
PE & EPS (12 Mo.) . . . Price/Earnings:   12.73
. . . Earnings/Share:    4.03

 STOCK'S 12-MONTH GAIN (LOSS), 04/01/04 - 04/01/05:   60.38% 

 STOCK'S 48-MONTH GAIN (LOSS), 04/01/04 - 04/01/08:  125.59% 
                                                                              ($23.64sh. - $53.33sh.)

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  Southwestern Energy Co. is engaged in natural gas and oil exploration and production; natural gas gathering, transmission and marketing; and natural gas distribution. (Ticker: SWN; Exch: NYSE; 04/01/04 Price: $23.86/shr; Business & Financial Summary from Yahoo; Expanded Business Description from Multex 

STOCK'S CORE STRENGTHS (ASG: 42.20)                    STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity:   19.08%
Profitability (12 Mo.) . . . Profit Margin:   17.54%
Stock's Growth Record (12 Mo.) . . . Revenue:   25.20%
. . . EPS:  164.66%
. . . Price:   77.47%
. . . Dividend: ---%
PE & EPS (12 Mo.) . . . Price/Earnings:   15.56
. . . Earnings/Share:    1.65

 STOCK'S 12-MONTH GAIN (LOSS), 04/01/04 - 04/01/05:   149.83% 

 STOCK'S 48-MONTH GAIN (LOSS), 04/01/04 - 04/01/08:  1,033.22% 
                                                                              ($2.98sh. - $33.77sh.)

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May 2004 Stock Picks
Stock Name SYM Exch. Sector Industry Date Picked Pick Price
(per share)
UICI UCI NYSE Financial Insurance (Life) 05/05/04 $17.35

 UICI  provides health and life insurance policies to its individual and institutional clientele. (Ticker: UCI; Exch: NYSE;  05/01/04 Price: $17.35.28; Business & Financial Summary from Yahoo; Expanded Business Description from Multex) 

STOCK'S CORE STRENGTHS (ASG: 42.30)                    STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity:   16.26%
Profitability (12 Mo.) . . . Profit Margin:    5.26%
Stock's Growth Record (12 Mo.) . . . Revenue:   31.80 %
. . . EPS:     2.08%
. . . Price:    34.95%
. . . Dividend:      ---%
PE & EPS (12 Mo.) . . . Price/Earnings:    10.28
. . . Earnings/Share:     2.08

 STOCK'S 12-MONTH GAIN (LOSS), 05/01/04 - 05/01/05:  45.11% 

 STOCK'S 48-MONTH GAIN (LOSS), 05/01/04 - 05/01/08:   N.A. (DELISTED PRIOR TO 05/01/08)

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June 2004 Stock Picks
Stock Name SYM Exch. Sector Industry Date Picked Pick Price
(per share)
Olympic Steel, Inc. ZEUS NASD Basic Materials Miscellaneous Fabricated Products 06/01/04 $14.49
Pilgrims Pride Corp. PPC NYSE Consumer/Non-Cyclical Food Processing 06/14/04 $26.91
Sanderson Farms Inc. SAFM NASD Consumer/Non-Cyclical Food Processing 06/01/04 $46.95
Tesoro Petroleum Corp. TSO NYSE Energy Oil & Gas Operations 06/14/04 $22.16
Twin Disc, Inc. TDI NYSE Capital Goods Miscellaneous Capital Goods 06/01/04 $21.95

  Olympic Steel, Inc. is engaged in the specialized processing and distribution of steel, flat-rolled sheet and coil and plate products. The Company operates as an intermediary between steel producers and manufacturers that require processed steel for their operations. (Ticker: ZEUS; Exch: NASD;  06/14/04 Price: $14.49; Business & Financial Summary from Yahoo; Expanded Business Description from Multex) 

STOCK'S CORE STRENGTHS (ASG: 67.70)                    STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity:    6.96%
Profitability (12 Mo.) . . . Profit Margin:    1.48%
Stock's Growth Record (12 Mo.) . . . Revenue:    2.87 %
. . . EPS:      ---%
. . . Price:   375.32%
. . . Dividend:      ---%
PE & EPS (12 Mo.) . . . Price/Earnings:    21.72
. . . Earnings/Share:     0.80

 STOCK'S 12-MONTH GAIN (LOSS), 06/14/04 - 06/14/05:   7.38% 

 STOCK'S 48-MONTH GAIN (LOSS), 06/14/04 - 06/14/08:  1,033.22% 
                                                                              ($2.98sh. - $33.77sh.)

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  Sanderson Farms, Inc. is an integrated poultry processing company that produces, processes, markets and distributes fresh and frozen chicken products. (Ticker: SAFM; Exch: NASD;  06/01/04 Price: $46.95; Business & Financial Summary from Yahoo; Expanded Business Description from Multex) 

STOCK'S CORE STRENGTHS (ASG: 56.50)                  STOCK INFO/RESEARCH (MSN)
 
Management's Effectiveness (12 Mo.) . . . Return on Equity:   43.40%
Profitability (12 Mo.) . . . Profit Margin:     8.96%
Stock's Growth Record (12 Mo.) . . . Revenue:   17.29%
. . . EPS:     91.76%
. . . Price:   188.80%
. . . Dividend:      ---%
PE & EPS (12 Mo.) . . . Price/Earnings:    11.79
. . . Earnings/Share:      4.45

 STOCK'S 12-MONTH GAIN (LOSS), 06/01/04 - 06/01/05:   (16.68%) 

 STOCK'S 48-MONTH GAIN (LOSS), 06/01/04 - 06/01/08:  13.68% 
                                                                              ($43.92sh. - $49.93sh.)

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Twin Disc, Inc.  designs, manufactures and sells power transmission equipment. (Ticker: TDI; Exch: NYSE;  06/01/04 Price: $21.95; Business & Financial Summary from Yahoo; Expanded Business Description from Multex) 

STOCK'S CORE STRENGTHS (ASG: 48.400)                  STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity:    8.34%
Profitability (12 Mo.) . . . Profit Margin:    2.43%
Stock's Growth Record (12 Mo.) . . . Revenue:    0.12%
. . . EPS:      ---%
. . . Price:   75.11%
. . . Dividend:      ---%
PE & EPS (12 Mo.) . . . Price/Earnings:    15.47
. . . Earnings/Share:     1.56

 STOCK'S 12-MONTH GAIN (LOSS), 06/01/04 - 06/01/05:   3.09% 

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Pilgrim's Pride Corp.  produces both prepared and fresh chicken and turkey. (Ticker: PPC; Exch: NYSE;  06/14/04 Price: $26.91; Business & Financial Summary from Yahoo; Expanded Business Description from Multex) 

STOCK'S CORE STRENGTHS (ASG: 43.10)                    STOCK INFO/RESEARCH (MSN)

Management's Effectiveness (12 Mo.) . . . Return on Equity:   14.67%
Profitability (12 Mo.)