Morningstar Advisor - December/January 2012 - (Page 79)

Name Industry Market Cap ($Mil) EPS TTM P/E Ratio (trailing) Revenue Growth % 3 Yr EPS Dividend Yield ROE % Growth % % Current (trailing) 3 Yr Kinder Morgan, Inc. KMI Landstar System, Inc. LSTR Legg Mason, Inc. LM Linear Technology LLTC Lowe's Companies Inc. LOW Martin Marietta Materials MLM Medtronic, Inc. MDT Merck & Co Inc MRK Microsoft Corporation MSFT MSCI, Inc. MSCI National Oilwell Varco, Inc. NOV Northern Trust Corporation NTRS Novartis AG ADR NVS Oracle Corporation ORCL Paychex, Inc. PAYX PepsiCo Inc PEP Pfizer Inc PFE Potash Corporation of Saskatchewan, Inc. POT Ritchie Bros. Auctioneers, Inc. RBA Roche Holding AG ADR RHHBY Royal Bank of Canada RY Sanofi ADR SNY Schlumberger NV SLB SEI Investments Company SEIC Spectra Energy Corp SE St Jude Medical, Inc. STJ St. Joe Corporation JOE State Street Corp STT Stryker Corporation SYK Sysco Corporation SYY T. Rowe Price Group TROW The Procter & Gamble Co PG The Walt Disney Co DIS The Western Union Company WU U.S. Bancorp USB UBS AG UBS United Technologies Corp UTX Vulcan Materials Company VMC Waters Corporation WAT Zimmer Holdings Inc ZMH Oil & Gas Midstream Integrated Shipping & Logistics Asset Management Semiconductors Home Improvement Stores Building Materials Medical Devices Drug Manufacturers - Major Software - Infrastructure Business Services Oil & Gas Equipment & Services Asset Management Drug Manufacturers - Major Software - Infrastructure Staffing & Outsourcing Services Beverages - Soft Drinks Drug Manufacturers - Major Agricultural Inputs Business Services Drug Manufacturers - Major Banks - Regional - Canada Drug Manufacturers - Major Oil & Gas Equipment & Services Asset Management Oil & Gas Midstream Medical Devices Real Estate - General Asset Management Medical Devices Food Distribution Asset Management Household & Personal Products Media - Diversified Specialty Finance Banks - Regional - US Banks - Global Diversified Industrials Building Materials Medical Devices Medical Devices 22,714 2,068 3,887 7,272 26,887 3,269 35,872 105,332 218,801 3,968 29,721 9,570 134,283 162,840 10,400 97,572 152,376 40,044 2,173 137,562 66,551 92,312 97,626 2,908 18,657 12,679 1,274 20,277 18,276 16,258 12,928 172,948 63,234 10,859 48,619 47,211 69,687 3,992 7,076 9,874 — 2.18 1.74 2.50 1.48 1.86 2.87 0.93 2.75 0.81 4.11 2.60 4.21 1.76 1.47 3.99 1.07 2.75 0.60 2.44 2.87 1.63 3.39 1.22 1.78 2.68 -0.16 3.18 3.14 1.96 2.93 3.86 2.36 1.46 2.07 1.43 5.33 -0.75 4.46 3.26 — 20.45 15.77 12.92 14.20 38.76 12.12 37.31 9.69 41.15 17.36 15.55 13.42 18.66 19.84 15.77 17.95 17.27 30.03 14.58 11.83 17.30 22.78 13.26 16.18 14.53 — 12.50 15.24 14.14 18.05 16.26 14.77 11.93 11.93 7.86 14.64 — 17.99 16.16 — -1.23 -15.62 8.09 0.37 -6.70 5.64 23.87 5.00 21.47 7.49 1.30 10.64 16.67 0.29 13.58 11.88 7.70 4.40 0.54 8.04 3.13 6.86 -13.02 1.68 10.97 -35.86 2.41 6.85 1.58 2.09 0.33 2.34 1.95 8.98 -7.37 -0.26 -8.39 3.71 2.69 — -3.83 -4.30 13.50 -8.60 -29.76 13.62 — 12.89 -5.51 1.91 -5.43 -6.01 16.36 -3.09 4.67 -4.47 20.44 -4.86 -3.24 -6.18 2.43 -6.98 -1.59 2.16 20.04 — -3.61 9.35 2.69 1.77 2.59 -3.37 7.01 -10.71 — 3.54 — 15.72 -3.06 2.64 10.52 0.47 37.60 1.06 4.69 3.03 212.98 2.34 11.01 2.24 2.75 4.45 2.46 — 0.63 2.82 3.61 0.71 4.36 6.11 19.95 5.20 44.16 11.61 10.99 9.06 15.98 24.75 35.77 3.19 29.44 3.99 9.83 0.68 34.03 2.08 11.99 2.83 116.20 4.61 3.87 1.32 1.38 3.59 1.64 — 1.37 1.51 3.77 11.92 8.14 14.83 22.46 14.79 20.56 -1.71 8.98 16.68 27.00 2.35 24.52 3.27 18.32 1.17 11.85 1.73 245.10 1.68 14.24 — 2.35 3.24 — — 11.02 22.14 -2.44 40.80 10.87 MorningstarAdvisor.com 79 http://www.MorningstarAdvisor.com

Table of Contents for the Digital Edition of Morningstar Advisor - December/January 2012

Morningstar Advisor - December/January 2012
Contents
Contributors
Letter From the Editor
Seduced by Complexity
Is China Exposure Important for a Portfolio?
A Niche Built on Trust
How to Find Your Client’s Investment Style
Taking the Long View
Consensus on Europe Elusive
Four Picks for the Present
Investment Briefs
Is Perception Reality for Active Managers?
Be Alert for Basic-Materials Bargains
Investment Boom Unsustainable
Digging Moats in China
Where China’s Domestic Companies Stand to Benefit
Arising Opportunities
China Strong Long Term
From Currency Manipulation to International Acceptance
The Keys to China’s Fortune
Wedgewood’s Lessons Pay Off
Reading the Evidence on Indexing
Scouting for Investments Abroad
Yield, Please (Hold the Europe)
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
China Fund Managers Eat Elsewhere

Morningstar Advisor - December/January 2012

https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com