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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.

<< 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
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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