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Air date: Nov. 14, 2003
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Investors appearing on the TV program select their favorite stocks every week, and sometimes their least favorite ones as well. We're tracking their TV picks online -- along with picks available only on this Web site -- so you can keep track of their choices and gauge their success (or lack thereof).

The stock charts, which update dynamically, start three months before the air date of the show on which the stock was picked. Click on each graphic to get a larger, one-year price chart.

These picks reflect the choices of individuals appearing on Wall $treet Week with FORTUNE, and should not be taken as a recommendation to buy or sell stocks. The comments for each stock reflect only the stock picker's views, and do not necessarily represent the opinions of Wall $treet Week with FORTUNE, PBS, Maryland Public Television, or your local PBS station. Please note that not every broadcast has stock picks.


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Todd Speece, Burkenroad Reports:

 

Allied Holdings



"It's an interesting stock because it's a typical stock that we would cover at the Burkenroad program. No one else on the Street follows it, yet the company has about 60 percent of the transportation market of new cars from the manufacturers to the dealerships. And over the past year, the company has been executing well, and the stock price has appreciated approximately 40 percent over the last year."

Amgen



"What we like about Amgen is the fact that it's being driven largely by three marketed products, and that's Neulasta, Aranesp and Enbrel. Not only is Enbrel doing very well in rheumatoid arthritis, but we think it's going to be the class leader in psoriasis as well. And it's pretty low risk, because they don't have a lot of, they're not relying on a lot of drugs that are in the clinic or at the FDA right now for future growth. We think the valuations are very attractive, we think management is excellent, and they also have close to $5 billion in cash on the balance sheet, which we think they'll use to acquire some smaller companies and augment their pipeline."

 



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Todd Speece, Burkenroad Reports:

 

Allied Holdings



"It's an interesting stock because it's a typical stock that we would cover at the Burkenroad program. No one else on the Street follows it, yet the company has about 60 percent of the transportation market of new cars from the manufacturers to the dealerships. And over the past year, the company has been executing well, and the stock price has appreciated approximately 40 percent over the last year."

 



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Mirela Nicola, Burkenroad Reports:

MidSouth Bancorp



 

Iberiabank



"Banking is very interesting in Louisiana and in the South generally because these are companies that are very concerned about offering a personalized service to their customers and also have the resources to support growing businesses and residential mortgages."

"We are looking both at the big economy and at the companies' financials. We always try to fit in the Louisiana banking into the bigger banking in the U.S. and look at the companies through this perspective. We follow the interest rate trends and the general trends in the market, but we're also thinking how to apply those trends specifically for the companies we are following down here."

 



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Peter Ricchiuti, Burkenroad Reports:

Callon Petroleum



"This is a small oil and gas company that is very unusual in that it has interests in the deep water Gulf of Mexico, and that's a place we only find the big boys, the Exxon Mobils and the Chevron Texacos. And they've got a couple of fields, the Medusa and Habanero field, that are both going to be coming on line in the next several weeks that will double the company's production. So a lot of times we're interested in these companies for a scale perspective, the idea that a small, new development can have a big impact on that company."

Russell



"This is the people that make the sweatshirts and the T-shirts. We went on a field trip to visit with them. Very interesting. They've also bought Spalding and Bike and have made a huge inroad into the women's athletic apparel market, which is a big deal."

 

Gulf Island Fabrication



"Gulf Island Fabrication makes those big production platforms that are used by oil and gas companies in the Gulf of Mexico. Not a terribly expensive stock."

 



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