SDG Stock Nominees
September 2004:
Amgen
Cree
Fair Isaacs
Health Mgmt Assoc
Home Depot
IBM
Intel
Lincare
Lowes
Medtronic
O'Reilly Automotive
Pfizer
Sunrise Senior Living
(AMGN)
(CREE)
(FIC)
(HMA)
(HD)
(IBM)
(INTC)
(LNCR)
(LOW)
(MDT)
ORLY)
(PFE)
(SRZ)
October 2004:
BB&T
Biomet
Bright Family
Brinker Intl
Cheesecake Factory
Closure Medical
Fiserv
GE
Harley Davidson
Health Mgmt Assoc
Kimco
Nokia
Olde Dominion Freight
Select Comfort
Stryker
Tractor Supply
United Health Svs
Whole Foods Mkt
Zebra
November 2004:
BBT
BMET
BFAM
EAT
CAKE
CLSR
FISV
GE
HDI
HMA
KIM
NOK
ODFL
SCSS
SYK
TSCO
UHS
WFMI
ZBRA
TJ Max
Sunoco Oil
Suncor
United Health
Lucent
Sandisk
Walgreen
BB&T
Home Depot
Brinker International
Sysco
Pfizer
(TJX)
(SUN)
(SU)
(UNH)
(LU)
(SNDK)
(WAG)
(BBT)
(HD)
(EAT)
(SYY)
(PFE)
January 2005:
CSCO
SIRI
PFE
BBT
CPWM
WOS
CX
NTAP
RMD
SCSS
Cisco
Sirius
Pfizer
BB&T Bank
Cost Plus
Wolseley
Cementos De Mexico
Network Appliance
Resmed
Select Comfort
February 2005;
Symbol
BBT
TELK
CPRT
EMC
ITW
IIVI
AJG
SPLS
CSCO
MOT
GLW
Name
Quality Buy Price
BB&T
2.6
NA
Telik
Too Small Too Young Too Speculative
Copart
6.8
18.26
EMC
1.6
NA
Illinois Tool 2.1
NA
2-6 Corp
2.6
NA
AJ Gallagher 6.8
29.84
Staples
5.3
26.03
Cisco
2.6
NA
Motorola
2.1
NA
Corning
1.1
NA
SYK
FDS
SONC
WFMI
SYY
TYL
ZOLL
WOS
TOL
PG
AH
VLO
SYNA
HANS
LOJN
ERTS
NOK
SRCL
PIXR
SYMC
YHOO
SSD
Stryker
6.8
32.42
Fact Set Res 3.2
NA
Sonic
10.0
19.32
Whole Foods 3.2
NA
Sysco
5.8
31.78
Tyler Labs 2.6
NA
Zoll Medical 1.6
NA
Woseley
Too Young Speculative
Toll Bros
6.8
43.02
Procter Gmbl 3.2
NA
Armor Hldgs 2.1
NA
Valero Engy 2.6
NA
Synaptics
Too Young Speculative
Hansen Nat 2.1
NA
Lojack
2.1
NA
Elect Arts
3.2
NA
Nokia
5.3
18.19
Stericycle
2.6
NA
Pixar
3.2
NA
Symantec
2.6
NA
Yahoo
3.2
NA
Simpson Mfg 6.3
17.13
March 2005
AMGN
STLY
DHR
FRX
BAC
CPTS
LOW
WM
LTD
GRMN
DPWN
PDCO
XRAY
MDT
SDS
SLE
Amgen
Stanley Furniture
Danaher
Forrest Research
Bank of America
Conceptus
Lowes
Washington Mutual
Limited Brands (parent of Victoria's Secret)
Garmin
Deutche Post (parent of DHL)
Patterson Dental
Dentsply
Medtronic
Sunguard Data Systems
Sara Lee
UN
SONC
Unilever NV (ADR)
Sonic
April 2005
AMGN
DHR
TINY
CD
ZOLL
SIRI
WM
FLEX
CSCO
WSTC
YCC
SONC
MXIM
Amgen
Danaher
Tiny
Cendant
ZOLL
Sirius Satellite
Washington Mutual
Flextronics
Cisco
West Corp
Yankee Candle
Sonic
Maxim
May 2005
Abercrombie
Adv Neuromodulation
Amgen
Cheescake Factory
Cree
Danaher
Fastenal
Fortune Brands
Rocky Mtn Choc Fac
Sonic
Teleflex
Teva Pharma
TJX Comp
Toll Bros
ANF
ANSI
AMGN
CAKE
CREE
DHR
FAST
FO
RMCF
SONC
TFX
TEVA
TJX
TOL
BUY below $24.40