Morningstar Advisor - Spring 2007 - (Page 67) Name Industry Market Cap ($Mil) EPS TTM P/E Ratio (trailing) Revenue Growth % 3 Yr EPS Growth % 3 Yr Dividend Yield % Current ROE % (trailing) Getty Images GYI GlaxoSmithKline PLC ADR GSK H & R Block HRB Home Depot HD IMS Health RX International Game Tech IGT International Speedway A ISCA Intuit INTU Iron Mountain IRM J.P. Morgan Chase & Co. JPM Johnson & Johnson JNJ Legg Mason LM Linear Technology LLTC Lloyds TSB Group PLC ADR LYG Marsh & McLennan Companies MMC Maxim Integrated Products MXIM Medtronic MDT Mellon Financial MEL Microsoft MSFT Morgan Stanley MS Novartis AG ADR NVS Nuveen Investments JNC Oracle ORCL Paychex PAYX PepsiCo PEP Pfizer PFE Progressive PGR Renaissance Re Holdings RNR SLM SLM Sysco SYY The Western Union Company WU Time Warner TWX United Parcel Service B UPS United Technologies UTX US Bancorp USB W.P. Stewart & Company WPL Walgreen WAG Wal-Mart Stores WMT Walt Disney DIS Washington Post Co WPO Weight Watchers International WTW Wells Fargo WFC Wm. Wrigley Jr. WWY Data as of March 31, 2007 Business Support Drugs Personal Services Home Supply Data Processing Gambling/Hotel Casinos Recreation Business Applications Business Support International Banks Drugs Money Management Semiconductors International Banks Insurance (General) Semiconductors Medical Equipment International Banks Business Applications Securities Drugs Money Management Business Applications Data Processing Beverage Mfg. Drugs Insurance (Property) Reinsurance Finance Food Wholesale Data Processing Media Conglomerates Transportation - Misc Diversified Super Regional Banks Money Management Specialty Retail Discount Stores Media Conglomerates Media Conglomerates Personal Services Super Regional Banks Food Mfg. 2,849 166,956 6,888 76,798 5,845 13,419 2,730 9,397 5,274 168,666 175,497 12,638 9,452 63,282 16,379 9,351 56,887 18,057 272,912 85,505 129,364 3,790 95,145 14,341 103,834 181,921 16,267 3,615 17,064 20,860 17,230 78,681 75,105 64,995 61,578 468 46,238 200,482 71,531 7,210 4,583 116,596 14,127 2.24 3.46 0.91 2.93 1.53 1.35 2.19 1.02 0.64 4.04 3.73 4.14 1.44 3.23 1.45 — 2.32 2.17 1.18 7.07 3.04 2.26 0.70 1.32 3.34 2.66 2.10 10.57 2.63 1.39 — 1.55 3.77 3.71 2.57 0.87 1.81 2.62 2.06 33.68 2.03 2.49 1.90 21.28 16.11 23.48 12.84 19.58 29.39 23.25 26.89 41.38 12.71 16.26 21.99 21.93 14.00 20.43 — 21.29 19.29 23.62 11.31 18.61 21.12 26.23 28.51 18.98 16.89 10.41 4.74 15.81 23.32 — 16.96 18.56 17.59 13.63 11.48 25.53 17.24 16.95 22.08 23.18 13.86 26.93 16.59 –98.98 9.31 11.85 12.33 5.68 13.29 13.62 16.11 23.27 8.40 48.78 21.69 36.75 2.10 17.71 13.78 7.83 11.22 17.60 15.18 16.23 14.92 15.07 9.22 5.00 7.53 10.37 5.10 7.67 13.28 4.71 10.84 15.51 2.90 2.50 13.41 10.81 8.21 11.21 12.45 7.93 15.15 80.15 7.11 4.18 20.36 –15.99 7.46 3.42 12.72 14.18 7.63 17.66 70.36 22.79 11.37 –19.79 29.35 17.15 10.01 20.26 27.02 15.56 17.03 14.18 16.08 — 70.15 13.87 7.41 –6.13 4.85 — 48.85 7.29 18.67 13.62 –10.41 15.03 14.40 38.30 10.27 8.43 10.91 14.46 0.00 3.26 2.52 2.04 0.41 1.28 0.16 0.00 0.00 2.81 2.49 0.86 1.99 5.96 2.39 2.02 0.87 2.04 1.36 1.37 1.98 2.03 0.00 1.95 1.89 4.00 0.12 1.70 2.45 2.07 0.05 1.09 2.23 1.63 4.18 10.53 0.65 1.54 0.90 1.04 1.52 3.20 2.01 11.58 50.00 19.15 22.05 — 24.19 10.11 20.08 8.30 12.47 28.11 9.79 20.98 25.45 17.01 — 24.85 19.20 32.51 21.75 17.44 64.56 23.86 27.63 36.81 27.15 24.06 30.71 29.55 27.26 33.10 10.85 24.00 21.58 23.42 32.93 18.09 18.61 13.35 10.24 — 18.65 22.17 MorningstarAdvisor.com 67 http://MorningstarAdvisor.com
Table of Contents Feed for the Digital Edition of Morningstar Advisor - Spring 2007 Morningstar Advisor Spring 2007 Features Departments Letter from Joe Mansueto Get to Know Morningstar’s Fund Managers of the Year Is Your Client a Stock or a Bond? Less Alpha, More Beta Than Meets the Eye Your Mileage May Vary A Clear-Eyed Look at Hedge Funds Lower Risk, Higher Returns, What’s Not to Like? Without Cash and Clout, Advisors and Clients Get Short End of Stick Get the Strategy Minus the Headaches Analyzing Funds of Hedge Funds Not All Hedge Funds Are Created Equal A Fund with a (Long) View Laying Low and Prospering A Menu of Ideas to Fill Five Market Baskets Oil and Gas Gushing with Values Mutual Fund Analyst Picks Undervalued Stocks Most Popular Variable Annuities What’s New at Morningstar and on the Web You Can’t Always Get What You Want Morningstar Advisor - Spring 2007 Morningstar Advisor - Spring 2007 - (Page Cover 1) Morningstar Advisor - Spring 2007 - (Page Cover2) Morningstar Advisor - Spring 2007 - Features (Page 1) Morningstar Advisor - Spring 2007 - Departments (Page 2) Morningstar Advisor - Spring 2007 - Departments (Page 3) Morningstar Advisor - Spring 2007 - Departments (Page 4) Morningstar Advisor - Spring 2007 - Letter from Joe Mansueto (Page 5) Morningstar Advisor - Spring 2007 - Letter from Joe Mansueto (Page 6) Morningstar Advisor - Spring 2007 - Letter from Joe Mansueto (Page 7) Morningstar Advisor - Spring 2007 - Get to Know Morningstar’s Fund Managers of the Year (Page 8) Morningstar Advisor - Spring 2007 - Get to Know Morningstar’s Fund Managers of the Year (Page 9) Morningstar Advisor - Spring 2007 - Get to Know Morningstar’s Fund Managers of the Year (Page 10) Morningstar Advisor - Spring 2007 - Get to Know Morningstar’s Fund Managers of the Year (Page 11) Morningstar Advisor - Spring 2007 - Is Your Client a Stock or a Bond? (Page 12) Morningstar Advisor - Spring 2007 - Is Your Client a Stock or a Bond? (Page 13) Morningstar Advisor - Spring 2007 - Is Your Client a Stock or a Bond? (Page 14) Morningstar Advisor - Spring 2007 - Is Your Client a Stock or a Bond? (Page 15) Morningstar Advisor - Spring 2007 - Less Alpha, More Beta Than Meets the Eye (Page 16) Morningstar Advisor - Spring 2007 - Less Alpha, More Beta Than Meets the Eye (Page 17) Morningstar Advisor - Spring 2007 - Your Mileage May Vary (Page 18) Morningstar Advisor - Spring 2007 - Your Mileage May Vary (Page 19) Morningstar Advisor - Spring 2007 - A Clear-Eyed Look at Hedge Funds (Page 20) Morningstar Advisor - Spring 2007 - A Clear-Eyed Look at Hedge Funds (Page 21) Morningstar Advisor - Spring 2007 - Lower Risk, Higher Returns, What’s Not to Like? (Page 22) Morningstar Advisor - Spring 2007 - Lower Risk, Higher Returns, What’s Not to Like? (Page 23) Morningstar Advisor - Spring 2007 - Without Cash and Clout, Advisors and Clients Get Short End of Stick (Page 24) Morningstar Advisor - Spring 2007 - Without Cash and Clout, Advisors and Clients Get Short End of Stick (Page 25) Morningstar Advisor - Spring 2007 - Without Cash and Clout, Advisors and Clients Get Short End of Stick (Page 26) Morningstar Advisor - Spring 2007 - Without Cash and Clout, Advisors and Clients Get Short End of Stick (Page 27) Morningstar Advisor - Spring 2007 - Get the Strategy Minus the Headaches (Page 28) Morningstar Advisor - Spring 2007 - Get the Strategy Minus the Headaches (Page 29) Morningstar Advisor - Spring 2007 - Get the Strategy Minus the Headaches (Page 30) Morningstar Advisor - Spring 2007 - Get the Strategy Minus the Headaches (Page 31) Morningstar Advisor - Spring 2007 - Get the Strategy Minus the Headaches (Page 32) Morningstar Advisor - Spring 2007 - Analyzing Funds of Hedge Funds (Page 33) Morningstar Advisor - Spring 2007 - Analyzing Funds of Hedge Funds (Page 34) Morningstar Advisor - Spring 2007 - Analyzing Funds of Hedge Funds (Page 35) Morningstar Advisor - Spring 2007 - Analyzing Funds of Hedge Funds (Page 36) Morningstar Advisor - Spring 2007 - Analyzing Funds of Hedge Funds (Page 37) Morningstar Advisor - Spring 2007 - Not All Hedge Funds Are Created Equal (Page 38) Morningstar Advisor - Spring 2007 - Not All Hedge Funds Are Created Equal (Page 39) Morningstar Advisor - Spring 2007 - Not All Hedge Funds Are Created Equal (Page 40) Morningstar Advisor - Spring 2007 - A Fund with a (Long) View (Page 41) Morningstar Advisor - Spring 2007 - A Fund with a (Long) View (Page 42) Morningstar Advisor - Spring 2007 - A Fund with a (Long) View (Page 43) Morningstar Advisor - Spring 2007 - A Fund with a (Long) View (Page 44) Morningstar Advisor - Spring 2007 - A Fund with a (Long) View (Page 45) Morningstar Advisor - Spring 2007 - Laying Low and Prospering (Page 46) Morningstar Advisor - Spring 2007 - Laying Low and Prospering (Page 47) Morningstar Advisor - Spring 2007 - Laying Low and Prospering (Page 48) Morningstar Advisor - Spring 2007 - Laying Low and Prospering (Page 49) Morningstar Advisor - Spring 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 50) Morningstar Advisor - Spring 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 51) Morningstar Advisor - Spring 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 52) Morningstar Advisor - Spring 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 53) Morningstar Advisor - Spring 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 54) Morningstar Advisor - Spring 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 55) Morningstar Advisor - Spring 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 56) Morningstar Advisor - Spring 2007 - Oil and Gas Gushing with Values (Page 57) Morningstar Advisor - Spring 2007 - Oil and Gas Gushing with Values (Page 58) Morningstar Advisor - Spring 2007 - Oil and Gas Gushing with Values (Page 59) Morningstar Advisor - Spring 2007 - Oil and Gas Gushing with Values (Page 60) Morningstar Advisor - Spring 2007 - Oil and Gas Gushing with Values (Page 61) Morningstar Advisor - Spring 2007 - Mutual Fund Analyst Picks (Page 62) Morningstar Advisor - Spring 2007 - Mutual Fund Analyst Picks (Page 63) Morningstar Advisor - Spring 2007 - Mutual Fund Analyst Picks (Page 64) Morningstar Advisor - Spring 2007 - Mutual Fund Analyst Picks (Page 65) Morningstar Advisor - Spring 2007 - Undervalued Stocks (Page 66) Morningstar Advisor - Spring 2007 - Undervalued Stocks (Page 67) Morningstar Advisor - Spring 2007 - Most Popular Variable Annuities (Page 68) Morningstar Advisor - Spring 2007 - Most Popular Variable Annuities (Page 69) Morningstar Advisor - Spring 2007 - What’s New at Morningstar and on the Web (Page 70) Morningstar Advisor - Spring 2007 - What’s New at Morningstar and on the Web (Page 71) Morningstar Advisor - Spring 2007 - What’s New at Morningstar and on the Web (Page 72) Morningstar Advisor - Spring 2007 - What’s New at Morningstar and on the Web (Page 73) Morningstar Advisor - Spring 2007 - What’s New at Morningstar and on the Web (Page 74) Morningstar Advisor - Spring 2007 - What’s New at Morningstar and on the Web (Page 75) Morningstar Advisor - Spring 2007 - You Can’t Always Get What You Want (Page 76) Morningstar Advisor - Spring 2007 - You Can’t Always Get What You Want (Page Cover3) Morningstar Advisor - Spring 2007 - You Can’t Always Get What You Want (Page Cover4)
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