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Ascendere Associates LLC Rankings Steve Castellano

Rankings as of March 5, 2010 steve@ascenderellc.com


Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


Apple Inc.
NasdaqGS:AAPL Up 18.13%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 8 6 5 Seagate Technology STX
Operating Momentum 7 5 4 Micron Technology Inc. MU
Analyst Revisions Momentum 9 8 7 SanDisk Corp. SNDK
Fundamental Quality 2 4 3 CGI Group, Inc. GIB
Balance Sheet 10 10 10 Flextronics International Ltd. FLEX

Top 50 Hedge Fund Stocks Long Idea


Pfizer Inc.
NYSE:PFE Up 5.62%
Today 12/31/2009 9/30/2009 Healthcare
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 6 7 8 Cephalon Inc. CEPH
Operating Momentum 1 3 3 Gilead Sciences Inc. GILD
Analyst Revisions Momentum 3 7 5
Fundamental Quality 7 7 6
Balance Sheet 10 10 10

Top 50 Hedge Fund Stocks Long Idea


Bank of America Corporation
NYSE:BAC Down -1.30%
Today 12/31/2009 9/30/2009 Financials
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 3 4 5 Discover Financial Services DFS
Operating Momentum 2 3 4 Banco Santander-Chile SAN
Analyst Revisions Momentum 3 1 4 Canadian Imperial Bank of Commerce CM
Fundamental Quality 6 6 7 New York Community Bancorp Inc. NYB
Balance Sheet Plum Creek Timber Co. Inc. PCL

Top 50 Hedge Fund Stocks Long Idea


Google Inc.
NasdaqGS:GOOG Up 13.79%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 6 5 6 Seagate Technology STX
Operating Momentum 5 5 5 Micron Technology Inc. MU
Analyst Revisions Momentum 7 7 6 Apple Inc. AAPL
Fundamental Quality 8 6 5 CGI Group, Inc. GIB
Balance Sheet 10 10 10 Intel Corporation INTC

Top 50 Hedge Fund Stocks Long Idea


JPMorgan Chase & Co.
NYSE:JPM Down -2.30%
Today 12/31/2009 9/30/2009 Financials
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 6 5 4 Discover Financial Services DFS
Operating Momentum 5 4 3 Banco Santander-Chile SAN
Analyst Revisions Momentum 1 6 8 Canadian Imperial Bank of Commerce CM
Fundamental Quality 4 6 7 New York Community Bancorp Inc. NYB
Balance Sheet Plum Creek Timber Co. Inc. PCL
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


Microsoft Corporation
NasdaqGS:MSFT Up 11.15%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 9 8 9 None
Operating Momentum 3 4 5
Analyst Revisions Momentum 6 8 -
Fundamental Quality 8 8 6
Balance Sheet 10 10 10

Top 50 Hedge Fund Stocks Long Idea


Mastercard Incorporated
NYSE:MA Up 18.50%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 9 9 9 None
Operating Momentum 8 9 9
Analyst Revisions Momentum 2 4 6
Fundamental Quality 5 9 5
Balance Sheet 10 10 10

Top 50 Hedge Fund Stocks Long Idea


DIRECTV
NasdaqGS:DTV Up 26.72%
Today 12/31/2009 9/30/2009 Consumer Discretionary
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 5 6 7 None
Operating Momentum 7 7 8
Analyst Revisions Momentum 1 4 3
Fundamental Quality 8 9 9
Balance Sheet 4 6 6

Top 50 Hedge Fund Stocks Long Idea


Wells Fargo & Company
NYSE:WFC Up 3.44%
Today 12/31/2009 9/30/2009 Financials
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 7 5 5 None
Operating Momentum 5 4 4
Analyst Revisions Momentum 4 1 9
Fundamental Quality 9 9 9
Balance Sheet

Top 50 Hedge Fund Stocks Long Idea


CVS Caremark Corporation
NYSE:CVS Down -1.99%
Today 12/31/2009 9/30/2009 Consumer Staples
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 5 6 5 Del Monte Foods Co. DLM
Operating Momentum 2 2 2 NBTY, Inc. NTY
Analyst Revisions Momentum 2 1 6 Pepsico, Inc. PEP
Fundamental Quality 7 6 5
Balance Sheet 7 7 7
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


Citigroup, Inc.
NYSE:C Down -27.69%
Today 12/31/2009 9/30/2009 Financials
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 2 3 3 Discover Financial Services DFS
Operating Momentum 8 - 1 Banco Santander-Chile SAN
Analyst Revisions Momentum 3 1 1 Canadian Imperial Bank of Commerce CM
Fundamental Quality 2 1 - The Travelers Companies, Inc. TRV
Balance Sheet Plum Creek Timber Co. Inc. PCL

Top 50 Hedge Fund Stocks Long Idea


Hewlett-Packard Company
NYSE:HPQ Up 10.21%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 8 8 8 Seagate Technology STX
Operating Momentum 6 6 6 Apple Inc. AAPL
Analyst Revisions Momentum 7 6 6 Harris Corp. HRS
Fundamental Quality 3 2 1 CGI Group, Inc. GIB
Balance Sheet 9 9 9

Top 50 Hedge Fund Stocks Long Idea


Monsanto Co.
NYSE:MON Down -6.33%
Today 12/31/2009 9/30/2009 Materials
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 7 8 7 Domtar Corporation UFS
Operating Momentum 6 8 7 Lubrizol Corporation LZ
Analyst Revisions Momentum 1 3 - Freeport-McMoRan Copper & Gold Inc. FCX
Fundamental Quality 2 5 8 Newmont Mining Corp. NEM
Balance Sheet 8 10 9

Top 50 Hedge Fund Stocks Long Idea


Visa, Inc.
NYSE:V Up 28.07%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 5 5 5 Seagate Technology STX
Operating Momentum 5 5 5 Micron Technology Inc. LZ
Analyst Revisions Momentum 7 7 5 SanDisk Corp. SNDK
Fundamental Quality 9 8 5 Apple Inc. AAPL
Balance Sheet 10 10 10 CGI Group, Inc. GIB

Top 50 Hedge Fund Stocks Long Idea


Cisco Systems, Inc.
NasdaqGS:CSCO Up 7.09%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 5 5 5 Seagate Technology STX
Operating Momentum 2 2 3 Micron Technology Inc. LZ
Analyst Revisions Momentum 8 9 6 SanDisk Corp. SNDK
Fundamental Quality 4 5 6 Apple Inc. AAPL
Balance Sheet 10 10 10 Ingram Micro Inc. IM
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


Wal-Mart Stores Inc.
NYSE:WMT Up 10.29%
Today 12/31/2009 9/30/2009 Consumer Staples
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 7 7 7 None
Operating Momentum 5 5 6
Analyst Revisions Momentum 3 2 3
Fundamental Quality 5 7 7
Balance Sheet 7 6 6

Top 50 Hedge Fund Stocks Long Idea


Oracle Corp.
NasdaqGS:ORCL Up 19.72%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 7 7 7 Seagate Technology STX
Operating Momentum 4 5 4 Apple Inc. AAPL
Analyst Revisions Momentum 7 8 3 Intel Corporation INTC
Fundamental Quality 6 7 6
Balance Sheet 10 10 10

Top 50 Hedge Fund Stocks Long Idea


QUALCOMM Inc.
NasdaqGS:QCOM Down -13.83%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 5 5 5 Seagate Technology STX
Operating Momentum 4 5 6 Micron Technology Inc. MU
Analyst Revisions Momentum - - 4 Apple Inc. AAPL
Fundamental Quality 3 1 6 CGI Group, Inc. GIB
Balance Sheet 10 10 10 Intel Corporation INTC

Top 50 Hedge Fund Stocks Long Idea


Exxon Mobil Corp.
NYSE:XOM Down -3.12%
Today 12/31/2009 9/30/2009 Energy
10 = Best Rank Rank Rank Higher Ranked Ideas
Relative Value 8 7 7 CONSOL Energy Inc. CNX
Operating Momentum 3 2 3 FMC Technologies, Inc. FTI
Analyst Revisions Momentum 6 2 1 Acergy SA ACGY
Fundamental Quality 2 3 4 Petroleo Brasileiro PBR.A
Balance Sheet 10 10 10 CNOOC Ltd. CEO

Top 50 Hedge Fund Stocks Long Idea


eBay Inc.
NasdaqGS:EBAY Up 4.36%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 6 6 6 Seagate Technology STX
Operating Momentum 4 6 6 Micron Technology Inc. MU
Analyst Revisions Momentum 5 5 8 Apple Inc. AAPL
Fundamental Quality 9 4 5 Harris Corp. HRS
Balance Sheet 10 10 10 CGI Group, Inc. GIB
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


WellPoint Inc.
NYSE:WLP Up 31.44%
Today 12/31/2009 9/30/2009 Healthcare
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 8 7 6 Cephalon Inc. CEPH
Operating Momentum 2 2 1 Gilead Sciences Inc. GILD
Analyst Revisions Momentum 3 4 1
Fundamental Quality 9 8 7
Balance Sheet 10 10 10

Top 50 Hedge Fund Stocks Long Idea


Intel Corporation
NasdaqGS:INTC Up 6.23%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 8 6 6 Seagate Technology STX
Operating Momentum 6 4 4 Micron Technology Inc. MU
Analyst Revisions Momentum 8 6 9 Apple Inc. AAPL
Fundamental Quality 4 4 3 Harris Corp. HRS
Balance Sheet 10 10 10 CGI Group, Inc. GIB

Top 50 Hedge Fund Stocks Long Idea


Mead Johnson Nutrition Company
NYSE:MJN Up 10.64%
Today 12/31/2009 9/30/2009 Consumer Staples
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 8 9 9 None
Operating Momentum - - -
Analyst Revisions Momentum 3 2 6
Fundamental Quality 9 8 8
Balance Sheet - - (2)

Top 50 Hedge Fund Stocks Long Idea


Merck & Co. Inc.
NYSE:MRK Up 18.53%
Today 12/31/2009 9/30/2009 Healthcare
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 2 4 6 None
Operating Momentum 1 3 3
Analyst Revisions Momentum 5 8 6
Fundamental Quality 9 9 9
Balance Sheet 10 10 10

Top 50 Hedge Fund Stocks Long Idea


Johnson & Johnson
NYSE:JNJ Up 5.17%
Today 12/31/2009 9/30/2009 Healthcare
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 8 7 8 None
Operating Momentum 3 3 2
Analyst Revisions Momentum 5 2 5
Fundamental Quality 6 9 9
Balance Sheet 10 10 10
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


Liberty Starz Group
NasdaqGS:LSTZ.A
Today 12/31/2009 9/30/2009 Consumer Discretionary
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value - - Ross Stores Inc. ROST
Operating Momentum 2 2 Gannett Co., Inc. GCI
Analyst Revisions Momentum 2 3 Big Lots Inc. BIG
Fundamental Quality 4 5 AutoZone Inc. AZO
Balance Sheet 9 9 Dollar Tree, Inc. DLTR

Top 50 Hedge Fund Stocks Long Idea


Amazon.com Inc.
NasdaqGS:AMZN Up 38.08%
Today 12/31/2009 9/30/2009 Consumer Discretionary
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 2 1 1 TRW Automotive Holdings Corp. TRW
Operating Momentum 5 5 5 Limited Brands Inc. LTD
Analyst Revisions Momentum 9 9 6
Fundamental Quality 1 4 2
Balance Sheet 10 10 10

Top 50 Hedge Fund Stocks Long Idea


Apache Corp.
NYSE:APA Up 16.97%
Today 12/31/2009 9/30/2009 Energy
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 8 7 6 Acergy SA ACGY
Operating Momentum 5 3 2 Helmerich & Payne Inc. HP
Analyst Revisions Momentum 4 8 9
Fundamental Quality 4 5 5
Balance Sheet 8 8 7

Top 50 Hedge Fund Stocks Long Idea


EMC Corporation
NYSE:EMC Up 4.87%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 4 4 4 International Business Machines Corp. IBM
Operating Momentum 4 4 4 Seagate Technology STX
Analyst Revisions Momentum 8 6 7 Micron Technology Inc. MU
Fundamental Quality 1 1 3 Apple Inc. AAPL
Balance Sheet 10 10 10 CGI Group, Inc. GIB

Top 50 Hedge Fund Stocks Long Idea


Express Scripts Inc.
NasdaqGS:ESRX Up 28.18%
Today 12/31/2009 9/30/2009 Healthcare
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 3 4 6 Eli Lilly & Co. LLY
Operating Momentum 1 1 3 AmerisourceBergen Corporation ABC
Analyst Revisions Momentum 4 5 5 Valeant Pharmaceuticals International VRX
Fundamental Quality - 3 3 Cephalon Inc. CEPH
Balance Sheet 6 10 10 Beckman Coulter Inc. BEC
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


Ford Motor Co.
NYSE:F Up 80.31%
Today 12/31/2009 9/30/2009 Consumer Discretionary
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 1 - - TRW Automotive Holdings Corp. TRW
Operating Momentum 7 1 1 Career Education Corp. CECO
Analyst Revisions Momentum 8 9 9 Limited Brands Inc. LTD
Fundamental Quality 9 4 - Garmin Ltd. GRMN
Balance Sheet 1 2 1 DreamWorks Animation SKG Inc. DWA

Top 50 Hedge Fund Stocks Long Idea


International Business Machines Corp.
NYSE:IBM Up 6.39%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 9 8 8 None
Operating Momentum 8 8 8
Analyst Revisions Momentum 6 5 6
Fundamental Quality 9 8 8
Balance Sheet 7 6 6

Top 50 Hedge Fund Stocks Long Idea


Lear Corp.
NYSE:LEA
Today 12/31/2009 11/30/2009 Consumer Discretionary
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 1 1 - Gannett Co., Inc. GCI
Operating Momentum - - - Big Lots Inc. BIG
Analyst Revisions Momentum 7 2 3 AutoZone Inc. AZO
Fundamental Quality 7 4 3 Dollar Tree, Inc. DLTR
Balance Sheet 10 4 4 Family Dollar Stores Inc. FDO

Top 50 Hedge Fund Stocks Long Idea


Teva Pharmaceutical Industries Limited
NasdaqGS:TEVA Up 21.95%
Today 12/31/2009 9/30/2009 Healthcare
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 3 3 3 Valeant Pharmaceuticals International VRX
Operating Momentum 4 4 3 Cephalon Inc. CEPH
Analyst Revisions Momentum 3 2 5 Gilead Sciences Inc. GILD
Fundamental Quality 4 7 7 Warner Chilcott plc WCRX
Balance Sheet 8 8 7 Varian Medical Systems Inc. VAR

Top 50 Hedge Fund Stocks Long Idea


Yahoo! Inc.
NasdaqGS:YHOO Down -9.83%
Today 12/31/2009 9/30/2009 Information Technology
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 2 3 2 Seagate Technology STX
Operating Momentum 3 4 4 Micron Technology Inc. MU
Analyst Revisions Momentum 5 6 2 Apple Inc. AAPL
Fundamental Quality 5 5 2 Harris Corp. HRS
Balance Sheet 10 10 10 CGI Group, Inc. GIB
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


Crown Castle International Corp.
NYSE:CCI Up 25.64%
Today 12/31/2009 9/30/2009 Telecommunication Services
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value - - - None
Operating Momentum 7 8 6
Analyst Revisions Momentum 2 6 7
Fundamental Quality 6 6 5
Balance Sheet 3 3 3

Top 50 Hedge Fund Stocks Long Idea


McDonald's Corp.
NYSE:MCD Up 11.56%
Today 12/31/2009 9/30/2009 Consumer Discretionary
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 6 6 6 TRW Automotive Holdings Corp. TRW
Operating Momentum 7 8 8
Analyst Revisions Momentum 2 5 6
Fundamental Quality 9 9 9
Balance Sheet 6 6 6

Top 50 Hedge Fund Stocks Long Idea


Transocean Ltd.
NYSE:RIG Down -1.45%
Today 12/31/2009 9/30/2009 Energy
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 9 8 6 None
Operating Momentum 6 6 6
Analyst Revisions Momentum - 1 -
Fundamental Quality 4 6 7
Balance Sheet 6 6 6

Top 50 Hedge Fund Stocks Long Idea


Barrick Gold Corporation
NYSE:ABX Up 6.23%
Today 12/31/2009 9/30/2009 Materials
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 5 5 3 Lubrizol Corporation LZ
Operating Momentum 7 7 6 Freeport-McMoRan Copper & Gold Inc. FCX
Analyst Revisions Momentum 8 8 3 Newmont Mining Corp. NEM
Fundamental Quality 5 5 1
Balance Sheet 8 10 8

Top 50 Hedge Fund Stocks Long Idea


SBA Communications Corp.
NasdaqGS:SBAC Up 32.15%
Today 12/31/2009 9/30/2009 Telecommunication Services
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value - - - Vivo Participacoes S.A. VIV
Operating Momentum 7 6 4 Telefonos de Mexico, S.A.B. de C.V. TMX
Analyst Revisions Momentum 1 2 1 Telephone & Data Systems Inc. TDS
Fundamental Quality 4 5 3 BCE, Inc. BCE
Balance Sheet 2 2 2 Rogers Communications Inc. RCI
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


US Bancorp
NYSE:USB Up 15.28%
Today 12/31/2009 9/30/2009 Financials
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 5 5 6 None
Operating Momentum 3 3 4
Analyst Revisions Momentum 6 7 6
Fundamental Quality 9 9 9
Balance Sheet

Top 50 Hedge Fund Stocks Long Idea


Anadarko Petroleum Corp.
NYSE:APC Up 14.95%
Today 12/31/2009 9/30/2009 Energy
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 1 1 4 Acergy SA ACGY
Operating Momentum 1 - 5 Cimarex Energy Co. XEC
Analyst Revisions Momentum 7 9 8
Fundamental Quality 2 6 7
Balance Sheet 7 7 7

Top 50 Hedge Fund Stocks Long Idea


Berkshire Hathaway Inc.
NYSE:BRK.A Up 23.76%
Today 12/31/2009 9/30/2009 Financials
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 4 4 4 Discover Financial Services DFS
Operating Momentum 3 4 3 Banco Santander-Chile SAN
Analyst Revisions Momentum 3 6 4 Canadian Imperial Bank of Commerce CM
Fundamental Quality 5 6 5 New York Community Bancorp Inc. NYB
Balance Sheet 9 9 8 Plum Creek Timber Co. Inc. PCL

Top 50 Hedge Fund Stocks Long Idea


Philip Morris International, Inc.
NYSE:PM Up 5.15%
Today 12/31/2009 9/30/2009 Consumer Staples
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 5 5 6 None
Operating Momentum 4 2 1
Analyst Revisions Momentum 2 4 7
Fundamental Quality 7 9 9
Balance Sheet 3 3 4

Top 50 Hedge Fund Stocks Long Idea


TransDigm Group Incorporated
NYSE:TDG Up 6.10%
Today 12/31/2009 9/30/2009 Industrials
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 5 6 5 Joy Global, Inc. JOYG
Operating Momentum 7 8 7 UAL Corporation UAUA
Analyst Revisions Momentum 6 5 7 Oshkosh Corporation OSK
Fundamental Quality 6 7 7
Balance Sheet 2 4 4
Ascendere Associates LLC Rankings Steve Castellano
Rankings as of March 5, 2010 steve@ascenderellc.com
Price performance: September 30, 2009 to March 5, 2010 http://www.ascenderellc.com
Article: http://bit.ly/aQHlxJ Equity research and financial modeling consulting.

Top 50 Hedge Fund Stocks Long Idea


Target Corp.
NYSE:TGT Up 14.59%
Today 12/31/2009 9/30/2009 Consumer Discretionary
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 6 6 5 Big Lots Inc. BIG
Operating Momentum 4 4 4 Dollar Tree, Inc. DLTR
Analyst Revisions Momentum 4 5 5 Family Dollar Stores Inc. FDO
Fundamental Quality 8 8 6 TRW Automotive Holdings Corp. TRW
Balance Sheet 5 4 4 Limited Brands Inc. LTD

Top 50 Hedge Fund Stocks Long Idea


Thermo Fisher Scientific, Inc.
NYSE:TMO Up 13.33%
Today 12/31/2009 9/30/2009 Healthcare
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 2 2 2 AmerisourceBergen Corporation ABC
Operating Momentum 3 3 2 Valeant Pharmaceuticals International VRX
Analyst Revisions Momentum 5 3 7 Cephalon Inc. CEPH
Fundamental Quality 6 6 6 Beckman Coulter Inc. BEC
Balance Sheet 9 9 9 Biogen Idec Inc. BIIB

Top 50 Hedge Fund Stocks Long Idea


American Tower Corp.
NYSE:AMT Up 19.26%
Today 12/31/2009 9/30/2009 Telecommunication Services
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value - - - None
Operating Momentum 8 9 8
Analyst Revisions Momentum 5 3 4
Fundamental Quality 8 7 7
Balance Sheet 4 4 4

Top 50 Hedge Fund Stocks Long Idea


Comcast Corporation
NasdaqGS:CMCS.A Up 3.26%
Today 12/31/2009 9/30/2009 Consumer Discretionary
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 8 8 8 Gap Inc. GPS
Operating Momentum 7 7 8 Ross Stores Inc. ROST
Analyst Revisions Momentum 7 3 5 Gannett Co., Inc. GCI
Fundamental Quality 5 5 5 Big Lots Inc. BIG
Balance Sheet 6 6 6

Top 50 Hedge Fund Stocks Long Idea


Freeport-McMoRan Copper & Gold Inc.
NYSE:FCX Up 17.64%
Today 12/31/2009 9/30/2009 Materials
10 = Best Rank Rank Rank Similar or Higher Ranked Ideas
Relative Value 9 6 3 None
Operating Momentum 8 3 1
Analyst Revisions Momentum 8 9 9
Fundamental Quality 8 6 3
Balance Sheet 6 5 4

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