Morningstar Advisor - Summer 2007 - (Page 73) Name Industry Market Cap ($Mil) EPS TTM P/E Ratio (trailing) Revenue Growth % 3 Yr EPS Growth % 3 Yr Dividend Yield % Current ROE % (trailing) Genentech, Inc. DNA Getty Images, Inc. GYI GlaxoSmithKline PLC ADR GSK Graco Incorporated GGG H & R Block, Inc. HRB Hershey Company HSY Home Depot, Inc. HD International Game Tech. IGT International Speedway Corporation A ISCA Iron Mountain, Inc. IRM J.P. Morgan Chase & Co. JPM Johnson & Johnson JNJ Legg Mason LM Linear Technology LLTC Lloyds TSB Group PLC ADR LYG Lowe’s Companies Inc. LOW Marsh & McLennan Companies MMC Maxim Integrated Products MXIM Medtronic, Inc. MDT Microsoft Corporation MSFT Novartis AG ADR NVS PepsiCo, Inc. PEP Pfizer Inc. PFE Procter & Gamble Company PG Progressive Corporation PGR Renaissance Re Holdings, Ltd RNR Sanofi-Aventis ADR SNY St. Joe Corporation JOE Starbucks Corporation SBUX Sysco Corporation SYY The Western Union Company WU Time Warner, Inc. TWX United Parcel Service, Inc. UPS US Bancorp USB Walgreen Company WAG Wal-Mart Stores, Inc. WMT Walt Disney Company DIS Washington Post Company WPO Wm. Wrigley Jr. Company WWY Data as of June 30, 2007 Biotechnology Business Support Drugs Machinery Personal Services Food Mfg. Home Supply Gambling/Hotel Casinos Recreation Business Support International Banks Drugs Money Management Semiconductors International Banks Home Supply Insurance (General) Semiconductors Medical Equipment Business Applications Drugs Beverage Mfg. Drugs Household & Personal Products Insurance (Property) Reinsurance Drugs Real Estate Restaurants Food Wholesale Data Processing Media Conglomerates Transportation - Misc Super Regional Banks Specialty Retail Discount Stores Media Conglomerates Media Conglomerates Food Mfg. 80,873 2,878 157,459 2,701 7,448 11,573 77,386 13,321 2,806 5,303 168,551 179,442 13,484 9,374 64,515 46,340 17,412 10,692 60,247 287,196 131,571 106,841 181,141 194,572 17,596 4,467 111,718 4,892 19,527 20,485 16,017 81,047 77,522 58,247 43,738 199,152 68,445 7,411 15,144 2.24 2.14 1.89 2.16 –1.33 2.24 2.62 1.38 2.03 0.67 4.52 3.51 4.48 1.40 1.98 1.94 1.48 1.37 2.41 1.39 3.04 3.43 2.58 2.91 2.04 10.71 1.48 0.91 0.79 1.52 1.15 1.54 3.75 2.61 2.04 2.76 2.14 32.43 2.02 34.25 22.73 13.85 18.80 20.04 22.62 14.97 29.07 25.84 39.68 11.44 17.64 22.47 26.39 11.35 15.87 20.92 24.33 21.93 21.60 18.94 19.12 17.79 21.23 11.71 5.77 20.58 60.98 33.33 21.79 18.02 17.12 19.53 12.84 22.62 16.37 16.13 23.98 27.47 41.16 15.52 2.70 15.12 11.57 5.90 11.91 5.68 13.29 16.11 23.26 8.40 55.60 21.69 25.69 15.02 2.10 17.71 10.61 11.22 13.91 9.22 5.00 16.29 7.53 10.37 54.17 3.47 24.09 7.67 12.36 4.71 12.40 2.74 13.41 10.80 8.21 11.21 15.15 54.90 23.88 7.11 20.83 — 12.13 14.06 7.46 3.42 13.88 7.63 17.66 19.13 22.79 –5.20 20.76 –14.44 29.35 14.63 20.26 15.56 17.67 70.15 15.80 13.86 7.41 0.00 –11.04 29.10 4.85 12.76 48.85 14.82 10.58 15.03 9.40 38.30 10.27 6.25 — — 3.59 1.53 2.34 2.13 2.10 0.97 0.19 — 2.84 1.82 0.86 1.79 5.92 0.65 2.90 1.87 1.07 1.30 1.96 1.94 4.11 2.07 0.07 1.39 2.84 1.37 — 2.75 0.05 1.03 2.19 4.57 0.71 1.60 0.90 1.03 1.91 23.63 10.02 65.86 43.33 –24.35 85.40 20.73 24.23 9.19 8.59 13.72 25.22 10.44 19.83 27.23 19.82 14.16 17.81 27.53 39.62 19.35 37.83 25.73 15.33 23.76 30.58 8.69 14.12 27.96 31.03 — 10.48 26.59 23.88 18.87 20.30 14.30 9.83 23.68 MorningstarAdvisor.com 73 http://MorningstarAdvisor.com
Table of Contents Feed for the Digital Edition of Morningstar Advisor - Summer 2007 Morningstar Advisor - Summer 2007 Contents Letter from the Publisher Get to Know the Bond “All-Stars” Research Briefs Our Stewardship Test Gets Tougher Save It for Later Too Many Oranges Best of Both Worlds No Two Clients Are Alike When It Comes to VAs, It’s Seller Beware Hands On: Finding the Suitable Fund Share Class for Your Client Fund Style Can Drift Off Course Sticking to Their Style, Through Thick and Thin Marathon Man Growth, With a Chaser A Menu of Ideas to Fill Five Market Baskets Funds: Finding Funds with Conviction Stocks: So You Say You Want Income? All Eyes on China Mutual Fund Analyst Picks Undervalued Stocks Most Popular Variable Annuities What’s New at Morningstar and on the Web The Advisor’s Economic Moat Morningstar Advisor - Summer 2007 Morningstar Advisor - Summer 2007 - Morningstar Advisor - Summer 2007 (Page Cover1) Morningstar Advisor - Summer 2007 - Morningstar Advisor - Summer 2007 (Page Cover2) Morningstar Advisor - Summer 2007 - Contents (Page 1) Morningstar Advisor - Summer 2007 - Contents (Page 2) Morningstar Advisor - Summer 2007 - Contents (Page 3) Morningstar Advisor - Summer 2007 - Contents (Page 4) Morningstar Advisor - Summer 2007 - Letter from the Publisher (Page 5) Morningstar Advisor - Summer 2007 - Letter from the Publisher (Page 6) Morningstar Advisor - Summer 2007 - Letter from the Publisher (Page 7) Morningstar Advisor - Summer 2007 - Get to Know the Bond “All-Stars” (Page 8) Morningstar Advisor - Summer 2007 - Get to Know the Bond “All-Stars” (Page 9) Morningstar Advisor - Summer 2007 - Research Briefs (Page 10) Morningstar Advisor - Summer 2007 - Research Briefs (Page 11) Morningstar Advisor - Summer 2007 - Our Stewardship Test Gets Tougher (Page 12) Morningstar Advisor - Summer 2007 - Our Stewardship Test Gets Tougher (Page 13) Morningstar Advisor - Summer 2007 - Save It for Later (Page 14) Morningstar Advisor - Summer 2007 - Save It for Later (Page 15) Morningstar Advisor - Summer 2007 - Too Many Oranges (Page 16) Morningstar Advisor - Summer 2007 - Too Many Oranges (Page 17) Morningstar Advisor - Summer 2007 - Best of Both Worlds (Page 18) Morningstar Advisor - Summer 2007 - Best of Both Worlds (Page 19) Morningstar Advisor - Summer 2007 - Best of Both Worlds (Page 20) Morningstar Advisor - Summer 2007 - No Two Clients Are Alike (Page 21) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 22) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 23) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 24) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 25) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 26) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 27) Morningstar Advisor - Summer 2007 - When It Comes to VAs, It’s Seller Beware (Page 28) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 29) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 30) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 31) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 32) Morningstar Advisor - Summer 2007 - Hands On: Finding the Suitable Fund Share Class for Your Client (Page 33) Morningstar Advisor - Summer 2007 - Fund Style Can Drift Off Course (Page 34) Morningstar Advisor - Summer 2007 - Fund Style Can Drift Off Course (Page 35) Morningstar Advisor - Summer 2007 - Fund Style Can Drift Off Course (Page 36) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 37) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 38) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 39) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 40) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 41) Morningstar Advisor - Summer 2007 - Sticking to Their Style, Through Thick and Thin (Page 42) Morningstar Advisor - Summer 2007 - Marathon Man (Page 43) Morningstar Advisor - Summer 2007 - Marathon Man (Page 44) Morningstar Advisor - Summer 2007 - Marathon Man (Page 45) Morningstar Advisor - Summer 2007 - Marathon Man (Page 46) Morningstar Advisor - Summer 2007 - Marathon Man (Page 47) Morningstar Advisor - Summer 2007 - Growth, With a Chaser (Page 48) Morningstar Advisor - Summer 2007 - Growth, With a Chaser (Page 49) Morningstar Advisor - Summer 2007 - Growth, With a Chaser (Page 50) Morningstar Advisor - Summer 2007 - Growth, With a Chaser (Page 51) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 52) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 53) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 54) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 55) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 56) Morningstar Advisor - Summer 2007 - A Menu of Ideas to Fill Five Market Baskets (Page 57) Morningstar Advisor - Summer 2007 - Funds: Finding Funds with Conviction (Page 58) Morningstar Advisor - Summer 2007 - Funds: Finding Funds with Conviction (Page 59) Morningstar Advisor - Summer 2007 - Stocks: So You Say You Want Income? (Page 60) Morningstar Advisor - Summer 2007 - Stocks: So You Say You Want Income? (Page 61) Morningstar Advisor - Summer 2007 - Stocks: So You Say You Want Income? (Page 62) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 63) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 64) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 65) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 66) Morningstar Advisor - Summer 2007 - All Eyes on China (Page 67) Morningstar Advisor - Summer 2007 - Mutual Fund Analyst Picks (Page 68) Morningstar Advisor - Summer 2007 - Mutual Fund Analyst Picks (Page 69) Morningstar Advisor - Summer 2007 - Mutual Fund Analyst Picks (Page 70) Morningstar Advisor - Summer 2007 - Mutual Fund Analyst Picks (Page 71) Morningstar Advisor - Summer 2007 - Undervalued Stocks (Page 72) Morningstar Advisor - Summer 2007 - Undervalued Stocks (Page 73) Morningstar Advisor - Summer 2007 - Most Popular Variable Annuities (Page 74) Morningstar Advisor - Summer 2007 - Most Popular Variable Annuities (Page 75) Morningstar Advisor - Summer 2007 - What’s New at Morningstar and on the Web (Page 76) Morningstar Advisor - Summer 2007 - What’s New at Morningstar and on the Web (Page 77) Morningstar Advisor - Summer 2007 - What’s New at Morningstar and on the Web (Page 78) Morningstar Advisor - Summer 2007 - What’s New at Morningstar and on the Web (Page 79) Morningstar Advisor - Summer 2007 - The Advisor’s Economic Moat (Page 80) Morningstar Advisor - Summer 2007 - The Advisor’s Economic Moat (Page Cover3) Morningstar Advisor - Summer 2007 - The Advisor’s Economic Moat (Page Cover4)
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