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As things turned out to be, small caps have continued to execute, as well as the market hasn't awarded an acrosstheboard premium to largecap, higherquality stocks. Most blue chips did deliver strong returns in '04, including two that won our blessing: EOG Resources (EOG, $74), which returned 47%, and Norfolk Southern (NSC, $34), that is up 50%. (We advise not putting new money into either now.)
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