valign=”middle”>$43.80
*AS OF JAN. 28, 2004
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STEPHEN COLEMAN DAEDALUS CAPITAL L.L.C.
STOCKS ARE ESSENTIAL. TIME IS YOUR BEST ALLY.
THE PICKS
Nortel: I like Nortel because the core of its business—about 45% right now—is the wireless area, infrastructure, and equipment. It’s mobile phones today, but, ultimately, the entire Internet is a wireless phenomenon: high speed, broadband, etc. I see Nortel as a leader there.
Charter Communications: Because it was expected to have been abandoned by Paul Allen, one of the wealthiest men in the world, the stock price plummeted. We think it should be right between $13 and $15 a share. It’s a cable company with a thriving broadband business.
Wireless Facilities: It was $40. In 60 days, it fell to $3.50. Metricom, one of its customers, went bankrupt and wrote off $13.6 million. Wireless Facilities is in the business of designing, constructing, and managing wireless infrastructure. It built a lot of Verizon’s backbone on the wireless side. Within six months of identifying a problem, they were profitable again. I see Wireless Facilities, three to five years out, at 40 bucks.
| Â | Â | Â |
| Company (Exchange: Ticker) | Price at Recommendation* |
36-Month Price Target |
| Nortel Networks (NYSE: NT) | $6.46 | $20.00 |
| Charter Communications (Nasdaq: CHTR) | 4.78 | 13.00 |
| Wireless Facilities (Nasdaq: WFII) | 14.80 | 40.00 |
*AS OF JAN. 28, 2004
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LAST YEAR’S PICKS |
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| Company (Exchange: Ticker) | Recent Price |
Price at Recommendation* |
Total Return** |
Current Value of $1,000 Investment |
|
MICHAEL SMITH |
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| eBay Inc. (Nasdaq: EBAY) | $69.35 | $37.64 | 84.25% | $1,842.45 |
| Health Mgt. Assoc. (NYSE: HMA) | $24.28 | $18.34 | 32.39% | $1,323.90 |
| Royce Special Equity (RYSEX) | $18.22 | $13.64 | 33.58% | $1,335.78 |
| Portfolio Performance 50.07% Current Value of $3,000 Investment $4,502.13 |
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|
DALE BRYANT |
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| Watson Pharmaceuticals (NYSE: WPI) | $47.49 | $29.67 | 60.06% | $1,600.61 |
| Dollar Tree Stores (Nasdaq: DLTR) | $32.00 | $22.70 | 40.97% | $1,409.69 |
| Golden West Financial (NYSE: GDW) | $103.10 | $72.97 | 41.29% | $1,412.91 |
| Portfolio Performance 47.44% Current Value of $3,000 Investment $4,423.21 |
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|
CHERYL CREUZOT |
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| Bramwell Growth (BRGRX) | $19.56 | $15.19*** | 28.77% | $1,287.70 |
| Ameristock (AMSTX) | $40.45 | $31.22*** | 29.56% | $1,295.60 |
| Navellier Mid-Cap Growth (NPMDX) | $23.37 | $16.50*** | 41.64% | $1,416.40 |
| Janus Mid-Cap Value (JMCVX)**** | $21.06 | $13.98*** | 5 0.64% |
$1,506.40 |
| Ariel (ARGFX) | $47.17 | $32.55*** | 44.92% | $1,449.20 |
| 20th Century Int’l Growth (TWIEX) | $8.27 | $5.98*** | 38.29% | $1,382.90 |
| Strong Government Securities (STVSX) | $10.97 | $10.60*** | 3.49% | $1,034.90 |
| Columbia High-Yield (CMHYX) | $8.72 | $7.90*** | 10.38% | $1,103.80 |
| Portfolio Performance 30.96% Current Value of $8,000 Investment $10,476.90 |
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|
PIERRE DUNAGAN |
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| Dell Computer (Nasdaq: DELL) | $34.43 | $24.38 | 41.22% | $1,412.20 |
| Walgreen Co. (NYSE: WAG) | $34.86 | $30.27 | 15.16% | $1,151.60 |
| Harley-Davidson (NYSE: HDI) | $48.08 | $41.47 | 15.94% | $1,159.40 |
| Portfolio Performance 24.11% Current Value of $3,000 Investment $3,723.25 |
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|
WALT CLARK |
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| SBC Communications (NYSE: SBC) | $26.42 | $24.54 | 7.66% | $1,076.61 |
| J.P. Morgan Chase & Co. (NYSE: JPM) | $39.60 | $23.81 | 66.32% | $1,663.17 |
| Southwest Airlines (NYSE: LUV) | $15.71 | $13.02 | 20.66% | $1,206.61 |
| Portfolio Performance 31.55% Current Value of $3,000 Investment $3,946.39 |
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|
KATHLEEN WILLIAMS |
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| Clipper (CFIMX) | $90.05 | $74.48 | 20.90% | $1,209.05 |
| American Century Target Mat 2015 Inv (BTFTX) | $68.65 | $64.25 | 6.85% | $1,068.48 |
| Jensen (JENSX) | $23.56 | $19.26 | 22.33% | $1,223.26 |
| Portfolio Performance 16.69% Current Value of $3,000 Investment | ||||