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Strategies & Market Trends : Dave Gore's Trades That Make Sense

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To: Bridge Player who wrote (16617)12/12/2003 2:09:34 AM
From: Frederick Langford  Read Replies (1) of 16631
 
INVESTOR'S GUIDE 2004
The Top Picks From 50 Great Investors
By Yuval Rosenberg, David Rynecki, and David Stires

Pick Expert/Affiliation

Ace Ltd. David Williams Excelsior Value & Restructuring

Altria Group David Dreman Scudder-Dreman High Return Equity

American Greetings John Rogers Ariel

Anadarko Petroleum Marvin Schwartz Neuberger Berman

Anglo-American PLC Mark Mobius Templeton Asset Management

Astoria Financial David Ellison FBR Small Cap Financial

Berkshire Hathaway Class B Chris Davis Davis Financial

British Sky Broadcasting Edward Bonham Carter Jupiter Asset Management

Cisco Systems Jim Oelschlager White Oak Growth

Coca-Cola Mike Painchaud Market Profile Theorems

Countrywide Financial Louis Navellier Blue Chip Growth Letter

Electronic Data Systems Stan Majcher Hotchkis & Wiley Mid-Cap Value

Express Scripts Rick Jandrain One Group Mid-Cap Growth

Freddie Mac Jim Gipson Clipper

Gamesa Corp. Tecnologica Steven Cordell Cazenove Fund Management

Gillette Andrew McQuilling UBS

Honda Motor Sarah Ketterer Causeway Intl. Value

Infosys Technologies George Greig William Blair Intl. Growth

InterActive Corp. Bill Miller Legg Mason Value Trust

International Game Technology John, John Jr., Angelo, and Nick Calamos Calamos Investments

Johnson & Johnson Amy Domini Domini Social Equity

Liberty Media Wally Weitz Weitz Value

Meritage Ron Muhlenkamp Muhlenkamp

Millea Holdings Mason Hawkins Longleaf Partners

Motorola Eli Salzmann Lord Abbett Large-Cap Research

Oshkosh Trucking Brian Berghuis T. Rowe Price Mid-Cap Growth

Principal Financial Group Colin Devine Smith Barney

Rayonier Susan Byrne Westwood Holdings Group

Rent-A-Center Sam Stewart Wasatch Ultra Growth

Sara Lee Nicholas Gerber Ameristock

Sears Roebuck & Co. David Fried Buyback Premium Portfolio

Silicon Valley Bancshares Rick Aster Meridian Growth

Sypris Solutions Joe Frohna First American Small Cap Growth

Tenet Healthcare Bob Olstein Olstein Financial Alert

The St. Joe Co. Marty Whitman Third Avenue Value

UTStarcom Kevin Landis Firsthand Technology Value

VCA Antech Conrad Herrmann Franklin Flex Cap Growth

Washington Mutual Bill Nygren Oakmark

WebEx Mike Markowski Stockdiagnostics.com

Wells Fargo George Mairs Mairs & Power Growth


Pick Expert/Affiliation

Bank CDs Eugene Flood Smith Breeden

Bet against the dollar Jim Rogers Rogers International Commodity Index

Brazilian bonds Mohamed El-Erian Pimco Emerging Markets Bond

First Trust Value Line 100 Samuel Eisenstadt Value Line

High-quality tech junk bonds Margie Patel Pioneer High Yield

iShares DJ Select Index Fund Jeremy Siegel Wharton School of Business

iShares Lehman TIPS Bill Gross Pimco Total Return

Timber Jeremy Grantham GMO LLC

Turkish Investment Fund Rudolph-Riad Younes Julius Baer International Equity

REITs Robert Shiller Yale University

From the December 22, 2003 issue.
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