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I am soliciting some opinions on which four DOW positions to purchase.

The guys over at TDD picked: AA, PG, MO, MRK for the year. PG,MO,MRK had earnings growth of 9.0%, 9.4% and 9.4% respectively; making them "almost BI's" by barely missing the earnings bogey.

The TNT picks are: AA, GE, C, JPM. GE,C, JPM are over their downside targets by 15%,18%,22%; but did meet the earnings requirements.

Thoughts ??

BTW: thanks for your responses. I have benefitted from this group. Someone here suggest the Tharp book; am still trying to add his concepts to the BI concepts........great book.

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