Superstars of the 2009 – 2014 bull market

Superstar

Consumer
Borgwarner – BWA: Autoparts: Fuel economy standards and improved emission drives growth. P/E (12/14E) – 17.7x
BWA 1993 - 2014

Footlocker – FL: Athletic Apparel: Fitness theme. P/E (12/14E) – 15.0x
FL 1970 - 2014

Fossil – FOSL: Watches & Lifestyle. Collection of different brands eg. A/X, Diesel, DKNY, Adidas. 44% of US Market. Growth of Fossil outstrips that of industry. P/E (12/14E) – 15.0x
FOSL 1993 - 2014

Keurig Green Mountain – GMCR: Coffee Machines and drinks. Moving into teas, water, other home brew machines. P/E (12/14E) – 30.6x
GMCR 1993 - 2014

Hanesbrands – HBI: Everyday apparel. No. 1 market share for innerwear. Brands include Champion, Wonderbra. P/E (12/14E) – 16.4x
HBI 2006 - 2014

Jarden Corp – JAH. 120 brands, everything from Baseball gloves, camp stoves, fishing, skis, tens, babycare, firelogs, smoke alarms, blenders, coffee makers, vacuum packaging, warming blankets, slow cookers. Has been growing aggressively through strategic acquisitions over the past 10 yrs. Organic sales growth of 3-5%. P/E (12/14E) – 14.1x
JAH 1993 - 2014

Nuskin- NUS: Beauty products, Anti-aging. Direct-selling a multi-level Marketing. Capitalizing on anti-aging market growth in China. Most of revenue comes from Asia. P/E (12/14E) – 12.4x
NUS 1996 - 2014

Polaris Industries – PII: ATVs, electric vehicles, motorbikes, snow mobiles. Capturing on green theme and recreational/outdoors sporting themes. P/E (12/14E) – 19.6x
PII 1992 - 2014

Packaging Corp of America – PKG: 4th largest producer of containerboard in the US. P/E (12/14E) – 14.5x
PKG 2000 - 2014

PVH 1990 - 2014

STZ 1992 - 2014

TRW 2004 - 2014

TSLA 2010 - 2014

UA 2006 - 2014

VFC 1990 - 2014

WBC 2007 - 2014

Energy
CLR 2007 - 2014

CXO 2007 - 2014

ETE 2006 - 2014

GEL 1996 - 2014

GPOR 1999 - 2014

LNG 1994 - 2014

MMP 2001 - 2014

MWE 2002 - 2014

OIS 2001 -2014

PXD 1997 - 2014

RES 1987 - 2014

XEC 2002 - 2014

Financials
AMG 1997 - 2014

AMP 2006 - 2014

AXP 1972 - 2014

BEN 1994 - 2014

BRK A 1980 -2014

DFS 2007 - 2014

ESS 1994 - 2014

MA 2006 - 2014

RJF 1987 - 2014

SPG 1994 - 2014

TMK 1987 - 2014

TRV 1987-2014

Healthcare
ACT 1993 - 2014

AKRX 2002 - 2014

ALXN 1996 - 2014

AMGN 1985 - 2014

BIIB 1991 - 2014

BMRN 1999 - 2014

CELG 1990 - 2014

CI 1982 - 2014

DXCM 2005 - 2014

ESRX 1992 - 2014

FRX 1988 - 2014

GILD 1992 - 2014

HUM 1981 - 2014

ILMN 2000 -2014

INCY 1994 - 2014

JAZZ 2007 - 2014

MDVN 1997 - 2014

MYL 1987 - 2014

NPSP 1994 - 2014

PCYC 1996 - 2014

PRGO 1991 - 2014

QCOR 1993 - 2014

REGN 1991 - 2014

SLXP 2000 - 2014

TMO 1987 - 2014
Industrials
AME 1984 - 2014

AOS 1985 - 2014

BA 1962 -2014

BEAV 1990 - 2014

CAT 1962 - 2014

CFX 2008 - 2014

CMI 1985 - 2014

CR 1985 - 2014

ENS 2004 - 2014

ESL 1973 - 2014

ETN 1972 - 2014

GGG 1986 - 2014

HEI 1992 - 2014

HXL 1987 - 2014

IEX 1990 - 2014

LECO 1996 - 2014

LMT 1977 - 2014

MIDD 1992 - 2014

MMM 1970 - 2014

NDSN 1990 - 2014

PCP 1990 - 2014

PH 1985 - 2014

ROK 1981 - 2014

ROP 1992 - 2014

SNA 1985 - 2014

TDG 2006 - 2014

TKR 1985 - 2014

TTC 1987 - 2014

UTX 1970 - 2014
Materials
ACET 1990 - 2014

ASH 1983 - 2014

BCPC 1986 - 2014

CF 2006 - 2014

CYT 1994 - 2014

DOW 1977-2013

EMN 1994 - 2014

FMC 1985 - 2014

GRA 1982 - 2014

IFF 1981 - 2014

KWR 1990 - 2014

LXU 1980 - 2014

MTX 1992 - 2014

NEU 1985 - 2014

POL 2000 - 2014

PPG 1983 - 2014

ROC 2006 - 2014

SHW 1985 - 2014

WDFC 1990 - 2014

WLK 2005 - 2014
Services
ABC 1995 - 2014

ADS 2001 - 2014

AZO 1991 - 2014

BBBY 1992 - 2014

CMG 2006 - 2014

DISCA 2005 - 2014

DLTR 1995 - 2014

DTV 2004 - 2014

FISV 1990 - 2014

GWW 1985 - 2014

HOT 1987 - 2014

KMX 1997 - 2014

LINTA 2006 - 2014

MCK 1994 - 2014

NFLX 2002 - 2014

PRLY 1993 - 2014

ROST 1986 - 2014

SBAC 1999 - 2014

SBUX 1992 - 2014

TJX 1988 - 2014

TSCO 1994 - 2014

URI 1998 - 2014

WFM 1992 - 2014

WYN 2006 - 2014
Technology
AAPL 1980 - 2014

AMT 1998 - 2014

AYI 2002 - 2014

CERN 1990 - 2014

CRM 2004 - 1014

CTRX 2006 - 2014

CTSH 1998 - 2014

FFIV 1999 - 2014

GOOG 2004 - 2014

IT 1995 - 2014

N 2008 - 2014

SNDK 1996 - 2014

SSYS 1994 - 2014

SWKS 1996 - 2014
Utilities
ATO 1983 - 2014

CNL 1987 - 2014

D 1984 - 2014

DYN 2013-2014

EE 1990 - 2014

ITC 2005 2014

NEE 1983 - 2014

OGE 1987 - 2014

OKE 1985 - 2014

SO 1981 - 2014

SRE 1998 - 2014

SWX 1987 - 2014

UGI 1988 - 2014

WEC 1985 - 2014