WEEK OF SEPTEMBER 10, 201 Company Acme Packet Adtran Aflac Altera American Tower Apache Apollo Group Baidu

Banco Santander Brasil Berkshire Hathaway BlackRock CACI International Check Point Software Technology CNOOC Express Scripts Gentex Given Imaging Infosys Intel iRobot Itau Unibanco Holding SA JPMorgan Chase Maxim Integrated Products Millicom International Cellular MSCI National Interstate New Oriental Education & Technology Oracle Qualcomm Republic Services Ticker APKT ADTN AFL ALTR AMT APA APOL BIDU BSBR BRKB BLK CACI CHKP CEO ESRX GNTX GIVN INFY INTC IRBT ITUB JPM MXIM MIICF MSCI NATL EDU ORCL QCOM RSG

Stanley Black & Decker Strayer Education Teva Pharmaceutical Industries Vale SA Washington Federal Wells Fargo WestAmerica Bancorporation Whiting Petroleum Wipro Wynn Resorts

SWK STRA TEVA VALE WAFD WFC WABC WLL WIT WYNN

Screen Notes Morningstar data as of Sept. 10 3-year sales and EPS growth of 10%/year or more Ratio of the current price to the Morningstar fair value rating of 0.90 or less Moat of narrow or wide

WEEK OF SEPTEMBER 10, 2012 Industry Communication Equipment Communication Equipment Insurance - Life Semiconductors Telecom Services Oil & Gas E&P Education & Training Services Internet Content & Information Banks - Regional - Latin America Insurance - Diversified Asset Management Information Technology Services Software - Application Oil & Gas E&P Health Care Plans Auto Parts Medical Devices Information Technology Services Semiconductors Household & Personal Products Banks - Regional - Latin America Banks - Global Semiconductors Telecom Services Business Services Insurance - Property & Casualty Education & Training Services Software - Infrastructure Communication Equipment Waste Management Revenues ($ millions) 292 686 24,109 1,829 2,678 17,133 4,401 2,903 20,279 148,387 8,930 3,774 1,307 34,664 63,498 1,101 180 7,075 54,527 460 44,340 93,466 2,404 4,677 919 481 716 37,121 18,368 8,184 3-yr rev growth (%) 38.2 12.7 10.2 14.7 15.3 10.9 14.7 65.5 30.4 10.1 21.5 11.4 15.5 24.1 28.0 18.0 12.5 14.5 12.8 14.8 29.2 13.1 13.5 12.9 27.0 16.8 40.5 16.9 10.3 30.5

Tools & Accessories Education & Training Services Drug Manufacturers - Specialty & Generic Industrial Metals & Minerals Savings & Cooperative Banks Banks - Regional - US Banks - Regional - US Oil & Gas E&P Information Technology Services Resorts & Casinos

10,879 587 20,116 53,735 427 83,158 249 2,052 7,404 5,209

32.8 16.6 18.2 16.4 22.1 24.6 14.5 15.8 13.1 20.8

more ar fair value rating of 0.90 or less

3-yr EPS growth (%) 51.8 20.2 16.9 25.8 19.5 76.4 11.9 84.6 17.0 24.5 28.9 26.4 19.2 16.6 17.7 37.4 44.2 10.1 18.9 263.4 27.3 76.9 240.1 21.3 27.3 49.3 28.0 21.6 12.4 61.6

Price/fair value 0.82 0.59 0.78 0.90 0.85 0.64 0.51 0.80 0.61 0.87 0.88 0.79 0.79 0.79 0.87 0.68 0.75 0.80 0.83 0.84 0.75 0.77 0.85 0.83 0.89 0.87 0.74 0.86 0.88 0.81

Moat Narrow Narrow Narrow Narrow Narrow Narrow Narrow Narrow Narrow Wide Wide Narrow Narrow Narrow Wide Narrow Narrow Narrow Wide Narrow Narrow Narrow Wide Narrow Wide Narrow Narrow Wide Wide Narrow

14.0 16.1 58.2 18.8 12.1 59.1 14.5 11.7 12.6 36.5

0.90 0.64 0.73 0.78 0.87 0.83 0.89 0.70 0.64 0.59

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