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To: Sultan who wrote (7367)12/29/2003 11:02:58 AM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 13403
 
OT,

There have been several recommendation from mostly obscure places for DD stocks. Which does not hurt. But I think the main reason for the up-trend lately is that some major sellers are now apparently done selling. The most encouraging sign for me is that the higher stock price is not bringing out much volume. A sure sign that there are not sellers lurking to unload a lot of shares. So my educated guess is that buying now is safe.



To: Sultan who wrote (7367)12/30/2003 1:50:02 PM
From: Sam Citron  Read Replies (1) | Respond to of 13403
 
OT FWIW, here's the list of the top 4 Wall St Week panelists' picks for 2004:

Laszlo Birinyi, President, Birinyi Associates
1. Liberty Media (L)
2. Sun Microsystems (SUNW)
3. Cendant (CD)
4. Western Digital (WDC)
5. Washington Mutual (WM)
6. Tenet Healthcare (THC)
7. Interpublic Group (IPG)
8. Freddie Mac (FRE)
9. Coca-Cola Enterprises (CCE)
10. CountryWide Financial (CFC)

Lou Holland, Chief Investment Officer, Holland Capital Management
1. Kohls (KSS)
2. Pfizer (PFE)
3. FirstHealth Group (FHCC)
4. Viacom (VIAB)
5. Affiliated Computer Services (ACS)
6. Weight Watchers Int'l (WTW)
7. Willis Group (WSH)
8. Countrywide Financial (CFC)
9. American International Group (AIG)

Barbara Marcin, Portfolio Manager, Gabelli Blue Chip Value Fund
1. Cendant (CD)
2. AES Corporation (AES)
3. El Paso (EP)
4. Honeywell (HON)
5. Liberty Media (L)
6. First Energy (FE)
7. Dow Chemical (DOW)
8. Wyeth (WYE)
9. Sirius Satellite (SIRI)
10. XMSR (XMSR)

Roger McNamee, Co-Founder, Integral Capital Partners
1. Seagate (STX)
2. Cisco (CSCO)
3. Business Objects (BOBJ)
4. Intuit (INTU)
5. Flextronics (FLEX)
6. Motorola (MOT)

rukeyser.com

And here are the picks they made last year that got them here:

[Click on a name for their 2003 picks]
rukeyser.com

Caveat: past performance is not a consistent indicator of future success.

Get well soon, Lou!

Anyone care to do our own 2004 contest?