8.7%; 2001; $35. money management business is the best. good mgmt. they are a play on global equity which should outperform the US. they are up to 37% of assets from non US clients. revenues come from assets under management; market appreciation grows assets while new client cash flows provides growth above the market.

4.7%; 2004; $26.4. very profitable, high barriers to entry play on growth in semis.

1.7%; 2006; $14.2. mortgage REIT that also owns alternative asset manager. growth and high yield.

4.4%; 2006; $24.2. proprietary payment system for africa's poor -- huge profitability with huge market

4%. 2005; $323. they own the most value added spot on the web: search. advertising is several hundred billion worldwide industry.

4%. 2005; $323. they own the most value added spot on the web: search. advertising is several hundred billion worldwide industry.

3%; 2002; $28. consistent grower, consolidated industry, benefiting from providing high value add (information) at minor cost (4% of health care costs), also key is growth of genomics and ability to introduce new tests at higher prices. link with managed care is about service levels and information links not as much about pricing as many think. great cash flow/returns

0.7%; 2006; $41.3. fluid handling equipment with over 30% ROA -- niche provider helps margins; switch internationally from paint brushes to paint sprayors helps growth. innovation is key to growth/margins. US housing is now less than 30% of revenues but its still a drag -- once it stabilizes or is so small it doesn't hurt overall growth the stock will move up.