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Author: WTilson1 Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 10413  
Subject: Whitney Tilson's picks and pans--2004 columns Date: 1/13/2005 10:01 PM
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Whitney Tilson's picks and pans in his 2004 Motley Fool columns
Links to all columns are at www.tilsonfunds.com

Notes: Prices are as of market close 1/13/05
Link to picks and pans in 2003: http://boards.fool.com/Message.asp?mid=20020595 
Link to picks and pans in 2002: http://boards.fool.com/Message.asp?mid=18393768 
Link to picks and pans in 2001: http://boards.fool.com/Message.asp?mid=16344843
Column on picks and pans in 2000: http://www.fool.com/news/foth/2000/foth001226.htm

PICKS

Stock                               Date  Price Then  Price Now  % change
McDonald's                         1/9/04   $25.50     $30.89      +21%
Yum! Brands                        1/9/04   $34.54     $45.38      +31%
Lab Corp Jan 06 $30 calls (.YZFAF) 3/5/04   $13.30     $19.10      +44%
AVERAGE                                                            +32%

SUPERINVESTORS' PICKS

Stock                               Date  Price Then  Price Now  % change
American Financial Realty          2/6/04   $17.90     $15.30      -15%
Aon                                2/6/04   $24.50     $22.72       -7%
Del Monte                          2/6/04   $10.88     $11.17       +3%
Doral                              2/6/04   $32.85     $48.70      +48%
Lab Corp of America                2/6/04   $40.88     $48.18      +18%
Washington Post                    2/6/04  $848.75    $903.00       +6%
AVERAGE                                                             +9%

BLUE-CHIP BARGAINS?

Stock                               Date  Price Then  Price Now  % change
Citigroup                         10/8/04   $44.76     $47.60       +6%
Pfizer                            10/8/04   $29.99     $25.33      -16%
Coca-Cola                         10/8/04   $40.12     $40.74       +2%
Merck                             10/8/04   $30.98     $30.65       -1%
Eli Lilly                         10/8/04   $59.56     $56.42       -5%
Anheuser-Busch                    10/8/04   $50.47     $49.11       -3%
Liberty Media                     10/8/04    $8.72     $10.41      +19%
Colgate-Palmolive                 10/8/04   $44.41     $49.90      +12%
General Motors                    10/8/04   $41.54     $37.32      -10%
Sysco                             10/8/04   $28.98     $36.42      +26%
AVERAGE                                                             +3%

PANS/SELLS

Stock                               Date  Price Then  Price Now  % change
Farmer Mac                         1/9/04   $30.79     $22.19      -28%
Semiconductor Holdr (SMH)          1/9/04   $44.82     $30.92      -31%
QQQQ                               1/9/04   $37.98     $38.07        0%
iShares Biotech index             2/20/04   $77.50     $71.98       -7%
Juniper Networks                  2/20/04   $25.95     $26.30       +1%
Sirius Satellite Radio            2/20/04    $2.90      $6.46     +123%
Research in Motion                2/20/04   $45.70     $75.16      +64%
QQQQ 1/06 $38 put(.YWZML)         2/20/04    $4.30      $2.80      +35%
Dell                              7/16/04   $34.87     $40.29      +16%
Semiconductor Holdr (SMH)         7/16/04   $32.68     $30.92       -5%
QQQQ                              7/16/04   $35.07     $38.07       +9%
Google                            7/30/04  $131.67    $195.33      +48%
Travelzoo                         11/5/04   $91.77     $79.27      -14%
Taser                             11/5/04   $23.41     $20.80      -11%
Yahoo!                            11/5/04   $37.66     $35.33       -6%
Research in Motion                11/5/04   $88.08     $75.16      -15%
Broadcom                          11/5/04   $27.34     $31.71      +16%
eBay                              11/5/04  $100.87    $103.21       +2%
AVERAGE                                                            +11%

Note: When I warned investors about the technology sector in general, I use QQQ
as a proxy for this recommendation.
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