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2 0 0 7
EQUITYRESEARCH
THE GREEN BOOK
Our Guide to Growth Stock Investing in 2008
December 2007
TABLE OFCONTENTS
SECTION I: OVERVIEW
THE YEAR AHEAD...............................................................................................3
THOMAS W. WEISEL, TWP CHAIRMAN & CEO
THE ECONOMY IN 2008AND BEYOND: WILL WE WEATHER THE
STORM?..................................................................................................................9
DR. MICHAEL J. BOSKIN, TWP SENIOR ADVISOR
THE MARRIAGE OF TECHNOLOGY AND RESOURCES...............................37
JOHN GRANDY, MANAGING DIRECTOR & HEAD OF RESEARCH,
WESTWIND PARTNERS
SECTION II: BEST IDEAS FOR 2008...................................................................43
CONSUMER..........................................................................................................49 HEALTHCARE.....................................................................................................57 INDUSTRIAL GROWTH......................................................................................63 MEDIA AND TELECOM.....................................................................................67 TECHNOLOGY....................................................................................................71
SECTION III: TWP VALUATIONS......................................................................85
TWP PRODUCT MANAGEMENT
TWP Equity Research Analysts’ “Best Ideas for 2008” (see page 45 for selection criteria and individual write-ups):
Company
Ticker
Company
Ticker
Company
Ticker
The Western Union Co.
WU
Expedia, Inc.
EXPE
Wolverine World Wide, Inc.
WWW
Abercrombie & Fitch Co.
ANF
Texas Roadhouse, Inc.
TXRH
Penske Automotive Group, Inc.
PAG
Company
Ticker
Company
Ticker
Company
Ticker
CVS Caremark Corp.
CVS
Masimo Corporation
MASI
Sciele Pharma, Inc.
SCRX
Thermo Fisher Scientific, Inc.
TMO
Array BioPharma Inc.
ARRY
Company
Ticker
Company
Ticker
Company
Ticker
MEMC Electronic Materials Inc.
WFR
Ixia
XXIA
Rockwell Collins, Inc.
COL
Company
Ticker
Company
Ticker
Company
Ticker
NII Holdings, Inc.
NIHD
GSI Commerce, Inc.
GSIC
Regal Entertainment Group
RGC
Company
Ticker
Company
Ticker
Company
Ticker
Research In Motion
RIMM
Flextronics International Ltd.
FLEX
Verigy Ltd.
VRGY
Nvidia Corporation
NVDA
Amdocs Limited
DOX
ARRIS Group, Inc.
ARRS
Affiliated Computer Services, Inc.
ACS
Netezza Corporation
NZ
On Semiconductor Corporation
ONNN
O2Micro Interntational Ltd.
OIIM
Digital River Inc.
DRIV
NetLogic Microsystems, Inc.
NETL
Technology (see pp. 71-84)
Industrial Growth (see pp. 63-66)
Large Cap (+ $10bn)
Mid Cap ($1.5 - $10bn)
Small Cap (< $1.5bn)
Large Cap (+ $10bn)
Mid Cap ($1.5 - $10bn)
Small Cap (< $1.5bn)
Consumer (see pp. 49-55)
Large Cap (+ $10bn)
Mid Cap ($1.5 - $10bn)
Small Cap (< $1.5bn)
Healthcare (see pp. 57-62)
Large Cap (+ $10bn)
Mid Cap ($1.5 - $10bn)
Small Cap (< $1.5bn)
Media and Telecom (see pp. 67-70)
Large Cap (+ $10bn)
Mid Cap ($1.5 - $10bn)
Small Cap (< $1.5bn)
Prices in this publication are as of the close, November 30, 2007.
SECTION I: OVERVIEW
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