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Stock Strategist

The Ultimate Stock-Picker's Portfolio Widens Its Lead -- Page 2

Our model portfolio continues to outpace the market.

Justin Fuller, CFA

Jun 14, 2007

<< Click for Page 1 of this article.

Most Popular Stocks
Some of you have mentioned to me that you enjoy seeing the most popular stocks held by our group of 20 well-respected managers, in addition to those that overlap with our best ideas here at Morningstar.

I've included two tables below. The first is the group of managers I follow in running this model portfolio. In the second table, I've included the 12 most popular names for these funds' combined holdings, the number of funds that own them, as well as the current Morningstar rating for each stock. Please note that five of these 12 stocks-- Tyco , Wal-Mart (WMT), Johnson & Johnson (JNJ), American Express (AXP), and Time Warner --are already core holdings in The Ultimate Stock-Picker's portfolio.

Investment Manager List

Alleghany	Y

Ariel Appreciation	CAAPX

Berkshire Hathaway	BRK.B

Clipper	CFIMX

Fairholme	FAIRX

Harbor Large Cap Value	HAVLX

Jensen	JENSX

Legg Mason Value Trust	LMVTX

Longleaf Partners	LLPFX

Markel Gayner Asset Management	MKL

Matrix Advisors Value	MAVFX

Mutual Shares	TESIX

Oakmark	OAKMX

Oak Value	OAKVX

Sequoia	SEQUX

Third Avenue Value	TAVFX

Torray	TORYX

Tweedy, Browne Value	TWEBX

Weitz Value	WVALX

Wintergreen	WGRNX

Most Common Names

	No. of Funds	Star Rating

Tyco	9

AIG (AIG)	9

Wal-Mart (WMT)	9

Johnson & Johnson (JNJ)	9

American Express (AXP)	8

Berkshire Hathaway (BRK.B)	8

General Electric (GE)	8

Comcast (CMCSA)	8

ConocoPhillips (COP)	7

Time Warner	7

Microsoft (MSFT)	7

Home Depot (HD)	7

Data as of 06-08-07

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