Morningstar Advisor - August/September 2010 - 75

Name

Industry

Market Cap ($Mil)

EPS TTM

P/E Ratio (trailing)

Revenue Growth % 3 Yr

EPS Growth % 3 Yr

Dividend Yield % Current

ROE % (trailing)

Graco Incorporated GGG Grand Canyon Education, Inc. LOPE Harley-Davidson, Inc. HOG Home Depot, Inc. HD HSBC Holdings PLC ADR HBC Intel Corporation INTC International Game Tech. IGT International Speedway Corporation A ISCA Johnson & Johnson JNJ KLA-Tencor Corporation KLAC Landstar System, Inc. LSTR Lockheed Martin Corporation LMT Lowe's Companies Inc. LOW Martin Marietta Materials MLM Maxim Integrated Products MXIM Medtronic, Inc. MDT Merck & Co Inc MRK Microsoft Corporation MSFT Monsanto Company MON MSCI Inc MSCI Northern Trust Corporation NTRS Novartis AG ADR NVS Oracle Corporation ORCL Paychex, Inc. PAYX PepsiCo, Inc. PEP Pfizer Inc. PFE Philip Morris International Inc PM Procter & Gamble Company PG Qualcomm, Inc. QCOM Ritchie Bros. Auctioneers, Inc. RBA Roche Holding AG ADR RHHBY Sanofi-Aventis ADR SNY Spectra Energy Corporation SE St. Joe Corporation JOE St. Jude Medical, Inc. STJ State Street Corporation STT Strayer Education, Inc. STRA Stryker Corporation SYK Sysco Corporation SYY T Rowe Price Group TROW The Western Union Company WU Total System Services TSS U.S. Bancorp USB United Parcel Service, Inc. UPS Visa, Inc. V Vulcan Materials Company VMC Wal-Mart Stores, Inc. WMT Walt Disney Company DIS Weight Watchers International, Inc. WTW Zimmer Holdings, Inc. ZMH Data as of June 30, 2010

Diversified Machinery Education & Training Services Recreational Vehicles Home Improvement Stores Money Center Banks Semiconductor - Broad Line Diversified Computer Systems Sporting Activities Drug Manufacturers - Major Semiconductor Equipment & Materials Trucking Aerospace & Defense Products & Svcs Home Improvement Stores General Building Materials Semiconductor - Broad Line Medical Appliances & Equipment Drug Manufacturers - Major Application Software Agricultural Chemicals Application Software Regional - Midwest Banks Drug Manufacturers - Major Application Software Staffing & Outsourcing Services Process & Packaged Goods Drug Manufacturers - Major Cigarettes Personal Products Semiconductor - Integrated Circuits Business Services Drug Manufacturers - Major Drug Manufacturers - Major Oil & Gas Pipelines Real Estate Development Medical Appliances & Equipment Regional - Northeast Banks Education & Training Services Medical Appliances & Equipment Food Wholesale Asset Management Personal Services Business Services Regional - Midwest Banks Air Delivery & Freight Services Business Services General Building Materials Discount Stores Entertainment - Diversified Personal Services Medical Appliances & Equipment

1,728 1,030 5,147 46,647 159,111 106,829 4,606 1,234 162,947 4,626 1,961 27,617 28,970 3,903 5,113 39,019 106,707 203,935 25,390 2,916 11,079 109,476 109,723 9,205 99,231 114,055 86,020 171,009 53,099 1,983 119,034 77,527 13,076 2,148 11,594 16,461 2,860 19,787 16,724 11,317 10,015 2,691 41,942 56,219 61,454 5,539 178,063 61,460 1,942 11,017

1.10 0.74 -0.59 1.70 6.09 1.09 0.43 0.15 4.76 0.43 1.45 7.57 1.23 1.49 0.24 2.79 4.66 1.93 1.87 0.92 3.20 4.13 1.21 1.31 3.94 1.07 3.42 4.19 1.87 0.82 2.26 2.02 1.40 -1.41 2.40 -4.07 8.17 2.87 1.95 2.09 1.20 1.12 1.07 2.29 2.65 0.20 3.81 1.91 2.26 3.41

25.51 31.75 454.55 16.78 26.81 17.79 36.36 172.41 12.41 65.36 26.95 9.84 16.58 54.95 68.97 13.00 7.50 11.92 19.01 30.77 13.09 11.64 19.19 19.76 15.48 13.26 13.39 15.92 17.51 22.37 16.39 12.18 13.44 — 15.02 — 25.45 17.42 14.64 21.23 12.44 11.79 21.83 24.88 26.67 833.33 12.11 16.50 11.35 15.85

-10.81 53.71 -6.24 -5.74 5.12 -0.24 -5.58 -4.60 5.10 -9.79 -7.18 4.48 0.21 -8.06 -3.94 8.75 6.61 9.69 18.39 12.55 8.12 9.46 14.22 7.54 7.16 1.12 6.43 5.02 11.44 19.45 5.54 -7.55 5.37 -35.87 12.33 11.04 24.76 9.31 4.14 1.03 4.38 -1.88 6.62 -1.60 32.84 -6.98 5.43 2.32 4.29 5.42

-28.00 — — -17.44 -37.46 -3.62 -27.53 -60.02 5.66 — -10.80 10.29 -15.28 -28.79 -70.26 5.00 40.66 10.52 44.86 -2.00 1.75 6.67 14.31 6.65 4.12 -22.67 3.65 17.29 -12.95 17.20 -0.11 1.19 -1.26 — 15.42 — 28.16 13.59 9.18 -4.59 0.56 -4.72 -28.10 -17.85 — -62.42 10.94 2.38 2.92 -0.79

2.74 — 1.83 3.32 3.72 3.10 1.55 0.63 3.40 2.21 0.46 3.30 1.78 1.86 4.73 2.28 4.44 2.23 2.28 — 2.44 3.45 0.92 4.87 2.97 4.81 4.99 3.03 2.16 2.13 3.36 3.75 4.96 — — 0.12 1.34 0.90 3.50 2.39 1.21 2.05 0.91 3.24 0.66 2.31 2.40 1.12 2.78 —

33.47 40.92 -6.44 15.37 5.26 15.08 12.32 0.61 27.48 3.36 27.55 84.85 9.59 5.21 2.97 22.55 30.41 41.83 13.09 21.56 13.46 18.48 21.97 34.84 37.17 10.59 121.85 20.90 16.68 17.11 30.03 11.32 13.47 -13.83 23.25 -14.84 64.33 18.67 31.46 19.69 336.83 19.71 9.13 31.88 11.80 0.65 22.48 10.31 — 12.79

MorningstarAdvisor.com 75


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Morningstar Advisor - August/September 2010

Table of Contents for the Digital Edition of Morningstar Advisor - August/September 2010

Morningstar Advisor - August/September 2010
Contents
New on MorningstarAdvisor.com
Contributors
Letter From the Editor
What Aspects of Health-Care Reform Will Most Affect Your Clients?
Bonds, Chicago Style
Investment Briefs
Which Risk Are You Managing?
Eye on the Prize
Advisors Can’t Rely on Fidelity Alone
Health Care Gets Back to Business
An Opportune Time to Bet the Pharm
Reform’s Impact on Other Health-Care Industries
Top Takeover Targets in Biotech
After Reform, Narrow-Moat Firms Have Strong Prospects in Diagnostics
Health-Care Investing Alive and Well
Quest for Knowledge
Four Picks for the Present
How to Make Your Bond Portfolio Inflation-Resistant
Weeding Through the Energy Patch
Uncertainty and Value in Basic Materials
Stock Market Doom-Busters
Hunting Down European Debt-Dodgers
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks With Wide Moats
VA Sales Slip a Bit in First Quarter
New at Morningstar
Star Wars, the Sequel
Morningstar Advisor - August/September 2010 - Morningstar Advisor - August/September 2010
Morningstar Advisor - August/September 2010 - Cover2
Morningstar Advisor - August/September 2010 - 1
Morningstar Advisor - August/September 2010 - 2
Morningstar Advisor - August/September 2010 - Contents
Morningstar Advisor - August/September 2010 - 4
Morningstar Advisor - August/September 2010 - 5
Morningstar Advisor - August/September 2010 - New on MorningstarAdvisor.com
Morningstar Advisor - August/September 2010 - 7
Morningstar Advisor - August/September 2010 - Contributors
Morningstar Advisor - August/September 2010 - Letter From the Editor
Morningstar Advisor - August/September 2010 - What Aspects of Health-Care Reform Will Most Affect Your Clients?
Morningstar Advisor - August/September 2010 - 11
Morningstar Advisor - August/September 2010 - Bonds, Chicago Style
Morningstar Advisor - August/September 2010 - 13
Morningstar Advisor - August/September 2010 - Investment Briefs
Morningstar Advisor - August/September 2010 - 15
Morningstar Advisor - August/September 2010 - Which Risk Are You Managing?
Morningstar Advisor - August/September 2010 - 17
Morningstar Advisor - August/September 2010 - 18
Morningstar Advisor - August/September 2010 - Eye on the Prize
Morningstar Advisor - August/September 2010 - 20
Morningstar Advisor - August/September 2010 - 21
Morningstar Advisor - August/September 2010 - Advisors Can’t Rely on Fidelity Alone
Morningstar Advisor - August/September 2010 - 23
Morningstar Advisor - August/September 2010 - 24
Morningstar Advisor - August/September 2010 - 25
Morningstar Advisor - August/September 2010 - 26
Morningstar Advisor - August/September 2010 - Health Care Gets Back to Business
Morningstar Advisor - August/September 2010 - An Opportune Time to Bet the Pharm
Morningstar Advisor - August/September 2010 - 29
Morningstar Advisor - August/September 2010 - Reform’s Impact on Other Health-Care Industries
Morningstar Advisor - August/September 2010 - 31
Morningstar Advisor - August/September 2010 - 32
Morningstar Advisor - August/September 2010 - Top Takeover Targets in Biotech
Morningstar Advisor - August/September 2010 - 34
Morningstar Advisor - August/September 2010 - 35
Morningstar Advisor - August/September 2010 - After Reform, Narrow-Moat Firms Have Strong Prospects in Diagnostics
Morningstar Advisor - August/September 2010 - 37
Morningstar Advisor - August/September 2010 - 38
Morningstar Advisor - August/September 2010 - 39
Morningstar Advisor - August/September 2010 - 40
Morningstar Advisor - August/September 2010 - Health-Care Investing Alive and Well
Morningstar Advisor - August/September 2010 - 42
Morningstar Advisor - August/September 2010 - 43
Morningstar Advisor - August/September 2010 - 44
Morningstar Advisor - August/September 2010 - 45
Morningstar Advisor - August/September 2010 - 46
Morningstar Advisor - August/September 2010 - 47
Morningstar Advisor - August/September 2010 - 48
Morningstar Advisor - August/September 2010 - Quest for Knowledge
Morningstar Advisor - August/September 2010 - 50
Morningstar Advisor - August/September 2010 - 51
Morningstar Advisor - August/September 2010 - Four Picks for the Present
Morningstar Advisor - August/September 2010 - 53
Morningstar Advisor - August/September 2010 - How to Make Your Bond Portfolio Inflation-Resistant
Morningstar Advisor - August/September 2010 - 55
Morningstar Advisor - August/September 2010 - 56
Morningstar Advisor - August/September 2010 - 57
Morningstar Advisor - August/September 2010 - Weeding Through the Energy Patch
Morningstar Advisor - August/September 2010 - 59
Morningstar Advisor - August/September 2010 - 60
Morningstar Advisor - August/September 2010 - Uncertainty and Value in Basic Materials
Morningstar Advisor - August/September 2010 - 62
Morningstar Advisor - August/September 2010 - 63
Morningstar Advisor - August/September 2010 - Stock Market Doom-Busters
Morningstar Advisor - August/September 2010 - 65
Morningstar Advisor - August/September 2010 - Hunting Down European Debt-Dodgers
Morningstar Advisor - August/September 2010 - 67
Morningstar Advisor - August/September 2010 - Mutual Fund Analyst Picks
Morningstar Advisor - August/September 2010 - 69
Morningstar Advisor - August/September 2010 - 70
Morningstar Advisor - August/September 2010 - 71
Morningstar Advisor - August/September 2010 - 50 Most Popular Equity ETFs
Morningstar Advisor - August/September 2010 - 73
Morningstar Advisor - August/September 2010 - Undervalued Stocks With Wide Moats
Morningstar Advisor - August/September 2010 - 75
Morningstar Advisor - August/September 2010 - VA Sales Slip a Bit in First Quarter
Morningstar Advisor - August/September 2010 - 77
Morningstar Advisor - August/September 2010 - 78
Morningstar Advisor - August/September 2010 - New at Morningstar
Morningstar Advisor - August/September 2010 - Star Wars, the Sequel
Morningstar Advisor - August/September 2010 - Cover3
Morningstar Advisor - August/September 2010 - Cover4
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