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StocksAtBottom.com Sitting Around the Table DJIA 10577 NASDAQ 2147 S&P 1227 August 12, 2005 Oil at the Margin Okay, here's where we are at. Interest rates are low, there is still a financial wind at our backs that is pushing us forward. Unemployment is also low, and the American economy is in an expansionary mode. The equity markets are doing well, and only narrow sectors like energy and natural resource commodities have truly outperformed. Based on all of the above, our first advice to you is NO MARGIN. Don't be strung out on debt in this environment. In our opinion...

StocksAtBottom.com Sitting Around the Table DJIA 10640 NASDAQ 2170 S&P 1229 July 19, 2005 The Macro Picture at mid-year By the time this year is over, America's Gross Domestic Product (GDP) should grow by about 3.5%. There was good growth in the first half and we should get a slow-down (oil induced) by the end of the second half. If you look around the world, most major countries are starting to slow down. By year-end Asia will have experienced the greatest degree of growth for the year. The United States will be second and Europe will follow in third place....

stocksatbottom Closed Out Positions 2003 Stock Date Written-Up Price Date Sold Price AT Deletion Best Buy (BBY) 10/22/02 21.60 02/06/03 27.24 Covad (COVD) 12/17/01 1.44 02/21/03 0.76 Black & Decker (BDK) 03/31/03 34.60 04/23/03 37.85 Rite Aid 07/31/03 2.18 05/14/03 3.55 American Express(AXP)03/14/03 31.49 05/29/03 41.69 Cendant (CD) 12/16/02 11.60 05/29/03 16.55 Tyco (TYC) 07/15/02 13.96 05/29/03 18.13 Foot Locker (FL) 09/13/02 10.09 05/29/03 12.98 AdvMicro Devices(AMD)11/25/02 7.48 06/03/03 7.08 Tenet Healthcare(THC)05/29/03 17.36 06/09/03 16.04 Merck (MRK) 03/17/03 50.70 06/11/03 59.51 Merck (MRK) 12/19/01 59.79 06/11/03 59.51 BJ'S Wholesale (BJ) 09/24/02 20.03 06/12/03 15.32 BJ'S Wholesale (BJ) 02/03/03 14.90 06/12/03...