Morningstar Advisor - Spring 2007 - 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
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Morningstar Advisor - Spring 2007
Table of Contents 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 - Cover 1
Morningstar Advisor - Spring 2007 - Cover2
Morningstar Advisor - Spring 2007 - Features
Morningstar Advisor - Spring 2007 - Departments
Morningstar Advisor - Spring 2007 - 3
Morningstar Advisor - Spring 2007 - 4
Morningstar Advisor - Spring 2007 - Letter from Joe Mansueto
Morningstar Advisor - Spring 2007 - 6
Morningstar Advisor - Spring 2007 - 7
Morningstar Advisor - Spring 2007 - Get to Know Morningstar’s Fund Managers of the Year
Morningstar Advisor - Spring 2007 - 9
Morningstar Advisor - Spring 2007 - 10
Morningstar Advisor - Spring 2007 - 11
Morningstar Advisor - Spring 2007 - Is Your Client a Stock or a Bond?
Morningstar Advisor - Spring 2007 - 13
Morningstar Advisor - Spring 2007 - 14
Morningstar Advisor - Spring 2007 - 15
Morningstar Advisor - Spring 2007 - Less Alpha, More Beta Than Meets the Eye
Morningstar Advisor - Spring 2007 - 17
Morningstar Advisor - Spring 2007 - Your Mileage May Vary
Morningstar Advisor - Spring 2007 - 19
Morningstar Advisor - Spring 2007 - A Clear-Eyed Look at Hedge Funds
Morningstar Advisor - Spring 2007 - 21
Morningstar Advisor - Spring 2007 - Lower Risk, Higher Returns, What’s Not to Like?
Morningstar Advisor - Spring 2007 - 23
Morningstar Advisor - Spring 2007 - Without Cash and Clout, Advisors and Clients Get Short End of Stick
Morningstar Advisor - Spring 2007 - 25
Morningstar Advisor - Spring 2007 - 26
Morningstar Advisor - Spring 2007 - 27
Morningstar Advisor - Spring 2007 - Get the Strategy Minus the Headaches
Morningstar Advisor - Spring 2007 - 29
Morningstar Advisor - Spring 2007 - 30
Morningstar Advisor - Spring 2007 - 31
Morningstar Advisor - Spring 2007 - 32
Morningstar Advisor - Spring 2007 - Analyzing Funds of Hedge Funds
Morningstar Advisor - Spring 2007 - 34
Morningstar Advisor - Spring 2007 - 35
Morningstar Advisor - Spring 2007 - 36
Morningstar Advisor - Spring 2007 - 37
Morningstar Advisor - Spring 2007 - Not All Hedge Funds Are Created Equal
Morningstar Advisor - Spring 2007 - 39
Morningstar Advisor - Spring 2007 - 40
Morningstar Advisor - Spring 2007 - A Fund with a (Long) View
Morningstar Advisor - Spring 2007 - 42
Morningstar Advisor - Spring 2007 - 43
Morningstar Advisor - Spring 2007 - 44
Morningstar Advisor - Spring 2007 - 45
Morningstar Advisor - Spring 2007 - Laying Low and Prospering
Morningstar Advisor - Spring 2007 - 47
Morningstar Advisor - Spring 2007 - 48
Morningstar Advisor - Spring 2007 - 49
Morningstar Advisor - Spring 2007 - A Menu of Ideas to Fill Five Market Baskets
Morningstar Advisor - Spring 2007 - 51
Morningstar Advisor - Spring 2007 - 52
Morningstar Advisor - Spring 2007 - 53
Morningstar Advisor - Spring 2007 - 54
Morningstar Advisor - Spring 2007 - 55
Morningstar Advisor - Spring 2007 - 56
Morningstar Advisor - Spring 2007 - Oil and Gas Gushing with Values
Morningstar Advisor - Spring 2007 - 58
Morningstar Advisor - Spring 2007 - 59
Morningstar Advisor - Spring 2007 - 60
Morningstar Advisor - Spring 2007 - 61
Morningstar Advisor - Spring 2007 - Mutual Fund Analyst Picks
Morningstar Advisor - Spring 2007 - 63
Morningstar Advisor - Spring 2007 - 64
Morningstar Advisor - Spring 2007 - 65
Morningstar Advisor - Spring 2007 - Undervalued Stocks
Morningstar Advisor - Spring 2007 - 67
Morningstar Advisor - Spring 2007 - Most Popular Variable Annuities
Morningstar Advisor - Spring 2007 - 69
Morningstar Advisor - Spring 2007 - What’s New at Morningstar and on the Web
Morningstar Advisor - Spring 2007 - 71
Morningstar Advisor - Spring 2007 - 72
Morningstar Advisor - Spring 2007 - 73
Morningstar Advisor - Spring 2007 - 74
Morningstar Advisor - Spring 2007 - 75
Morningstar Advisor - Spring 2007 - You Can’t Always Get What You Want
Morningstar Advisor - Spring 2007 - Cover3
Morningstar Advisor - Spring 2007 - Cover4
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