Lately, Henwood has added Pharmaceutical Product Development (PPDI), an outsourcing company that helps drug companies put together clinical trials for product testing. (PPDI). - Raymond James

He also likes Walter Industries (WLT), a coal miner. Henwood, who isn't buying the dips in financial stocks, "hopes" that the housing market stabilizes by mid-2009. - Raymond James

Morgan recently added Kirby (KEX), a barge operator whose stock is down 25% on recent Midwest river-flood damage. "But it's a case of the baby being thrown out with the bath water, as Kirby operates well south of the problem areas," Scheidt adds. Morgan Keegan took third place in our three-year assessment.

Matrix CEO Mike Blaustein says "ConocoPhillips was an important part of our three-year performance, as was Apple." ConocoPhillips (COP) remains on the list, but Apple (AAPL) is off. "The U.S. economy is going through a marinating process and [is] not yet ready to start cooking," says the CEO.

Matrix CEO Mike Blaustein says "ConocoPhillips was an important part of our three-year performance, as was Apple." ConocoPhillips (COP) remains on the list, but Apple (AAPL) is off. "The U.S. economy is going through a marinating process and [is] not yet ready to start cooking," says the CEO.

So Matrix has been adding "value stocks with stable cash flows and a potential catalyst," like Time Warner (TWX) and Nasdaq OMX Group (NDAQ).

So Matrix has been adding "value stocks with stable cash flows and a potential catalyst," like Time Warner (TWX) and Nasdaq OMX Group (NDAQ).

Anthony Carpet, the broker's co-head of Americas Investment Research, says it benefited from an overweighting in energy and basic materials, as well as technology and exchange stocks. Winners included Cabot Oil & Gas (COG), EOG Resources (EOG), US Steel (X), Brazilian mining giant Vale (RIO), Nasdaq, CME Group (CME), Research In Motion (RIMM) and Google (GOOG). Nasdaq, CME and RIM are now off the list.