STANDARD & POOR’S FIVE STAR STOCKS - TD Ameritrade
[Pages:4]March 1, 2006
STANDARD & POOR'S FIVE STAR STOCKS Recommended by S&P analysts for superior price appreciation over the next 6-12 months.
SYM ACAS ADP AES AET AKS
ALL ALTR AMR ANF APPB
BAC BEN BRKS BSC C
CAJ CAL CHK CHTT CIT
CL CN CNX COF COH
COP CSC CTCO CTL CVD
CVS CVX DHR DNA DOW
COMPANY NAME
Amer Capital Str Automatic Data AES Corp Aetna Inc AK Steel
5 STARS PRICE WHEN CURRENT SINCE RECOMMENDED PRICE CURRENT REASON
02/03/06 10/07/03
35.27 38.44
35.61 Valuation 46.21 Improving job market
04/28/04
7.7
17.50 Improving subsidiaries
02/10/05 01/24/06
33.5* 10.16
51.28 Strong membership gains, cost controls 11.38 More optimistic outlook for '06 FCF
Allstate Corp Altera Corp AMR Corp Abercrombie & Fi Applebee's
02/06/03 12/01/05 11/02/05 09/20/05 09/29/05
32.02 19.18 14.19 45.96 20.36
54.74 21.18 25.37 67.25 23.57
Modestly undervalued; trend improvement Chip industry growth, valuation Improving revenues, moderating oil Valuation Strong expansion prospects
Bank of America
05/20/04
40.33*
45.59 Shares undervalued vs. peers
Franklin Res
12/09/03
48.9
103.37 Shift toward higher-margin equity funds
Brooks Automatio 08/02/05
16.29
16.19 Valuation, improving fundamentals
SAMPLE Bear Stearns
Citigroup Inc
11/12/03 05/17/02
Canon Inc Contl Airlines'B Chesapeake Ene Chattem Inc CIT Group
01/30/06 11/02/05 02/14/06 02/09/06 01/20/05
Colgate-Palmoliv China Netcom Gro CONSOL Energy Capital One Fina Coach Inc
12/07/04 12/22/05 02/16/06 07/22/04 08/02/05
ConocoPhillips Computer Science Commonwealth Tel CenturyTel Inc Covance Inc
03/28/05 01/25/06 03/01/06 07/20/04 01/12/05
CVS Corp Chevron Corp Danaher Corp
02/02/05 10/21/05 07/21/05
75.1 44.38
61.26 13.47 28.84 37.11 40.17
50.07 32.74 62.45 69.3 34.75
52.63* 49.41 32.28 30.95 37.34
24.13* 56.3 55.1
134.69 Revenue growth, diversification 46.52 Big discount to historical valuation
63.03 24.06 30.43 39.30 53.98
See strong demand, better margins Improving revenue environment Higher guidance; production hedges Strong sales prospects, valuation Valuation
54.77 35.74 65.20 88.29 35.88
Benefits from restructuring plan Shares undervalued relative to peers Low customer coal stockpiles Strong credit quality & loan growth Continued market share opportunities
61.77 54.66 31.95 36.63 55.75
Valuation Valuation, recent US govt biz wins Valuation Below peers on multiple of metrics Valuation
29.06 57.23 61.20
Increased generic drug sales, valuation Valuation Improving demand from end-markets
Genentech Inc
01/24/06
86.2
84.95 Valuation, potential new FDA approvals
Dow Chemical
01/29/04
41.26
43.95 Better results, business trends
Page 1 of 4
*Adjusted for stock split
#####
SYM DOX DUK EMC ENDP EON
ERTS ET FCH FDX FMC
FPL GS GTRC GWW HD
HIG HNT HOLX HSY IACI
IM IR JEC JNJ KLAC
KMP KSS LHO LLY LSTR
MC MCK MER MET MFE
MOT MOV MSFT MYGN MYL
COMPANY NAME
Amdocs Ltd Duke Energy EMC Corp Endo Pharmaceuti E.ON AG ADS
March 1, 2006
5 STARS SINCE
09/15/05 04/14/05 04/28/04 07/14/05 02/27/06
PRICE WHEN RECOMMENDED
27.47 28.26 11.83 27.97 37.74
CURRENT PRICE
33.59 28.28 14.24 32.11 37.27
CURRENT REASON
Positive communications industry trends Higher free cash flow growth Favorable industry position Higher sales of generic OxyContin Proposed acquistion bid for Endesa
Electronic Arts E Trade FelCor Lodging T FedEx Corp FMC Corp
11/14/05 03/22/04 04/07/04 12/21/05 02/03/04
59.09 12.27 10.32 103.7 33.16
52.02 25.51 20.08 110.43 61.89
Valuation Co, gaining market share Valuation, industry recovery Strong growth & margin improvement Improving outlook
FPL Group Goldman Sachs Gr Guitar Center Grainger (W.W.) Home Depot
10/21/05 09/21/04 03/31/04 09/29/04 09/28/05
42.52 94.9 35.92 56.56 37.85
41.60 143.15 51.23 75.40 42.59
Valuation, higher power prices Valuation Valuation Better market conditions for manfctrng Valuation-hurricane rebuilding efforts
Hartford Finl
08/05/05
77.15
83.50 See catalysts for growth
Health Net
02/01/06
48.33
48.66 Lower medical cost trends
SAMPLE Hologic
Hershey Co IAC/InterActiveC
Ingram Micro'A' Ingersoll-Rand'A Jacobs Engr Grou Johnson & Johnso KLA-Tencor Corp
Kinder Morgan Eg Kohl's Corp LaSalle Hotel Pr Lilly (Eli) Landstar Sys
Matsushita El In McKesson Corp Merrill Lynch MetLife Inc McAfee Inc
Motorola Movado Group
09/16/05 01/25/06 02/09/06
09/20/05 04/06/04 01/24/06 02/08/06 02/01/06
12/12/05 12/13/05 12/08/05 12/13/05 07/18/02
10/31/05 01/27/06 01/19/06 12/07/05 08/12/04
10/03/05 01/31/06
26.72* 52.3 28.02
17.91 35.16* 77.21 58.6 53.44
49.93 45.65 33.6 55.7 11.94*
18.4 53.8 72.05 50.62 17.52
22.44 18.89
50.12 51.41 29.65
Favorable clinical data Strong operating trends Valuation
20.21 41.95 86.94 57.66 54.16
Restructuring efforts & acquisitions Expected imprvmnts in several end mkts See backlog growth for oil & gas Valuation Improving business fundamentals
47.27 48.77 40.07 55.88 47.16
Solid capital appreciation potential Valuation Recent acqs, pull back in stock price Robust R&D pipeline, solid growth prods High returns on asset, equity
21.45 54.77 77.54 49.67 23.46
Valuation, strong demand for plasma TVs Strong demand for high margin IT prods Strong growth, investor confidence Valuation, improving underwriting mrgns Refocus on highly profitable operations
22.09 Strong wireless demand 21.99 Attractive valuation
Microsoft
11/04/02
28.05*
27.14 Solid fundamentals; valuation
Myriad Genetics
12/12/05
20.74
25.80 Positive predictive medicine testing
Mylan Labs
02/03/06
19.3
23.25 Recent restructuring, pipline growth
*Adjusted for stock split
Page 2 of 4
SYM
NBR NDE NE NFB ORCL
COMPANY NAME
Nabors Indus IndyMac Bancorp Noble Corp North Fork Banco Oracle Corp
March 1, 2006
5 STARS SINCE
12/07/01 04/19/01 02/27/06 03/01/06 02/28/06
PRICE WHEN RECOMMENDED
32.11 25.75 72.21 25.54 12.42
CURRENT PRICE
66.86 39.20 76.30 25.68 12.80
CURRENT REASON
See nat gas activity rising Attractive after price dip Rising jackup rig dayrates benefits Valuation Valuation
OXY PDLI PEP PETM PG
Occidental Petro PDL BioPharma PepsiCo Inc PETsMART Inc Procter & Gamble
11/01/05 02/02/06 03/19/01 08/04/05 06/12/02
79.53 29.51 42.68 28.3 46.16*
92.64 31.75 59.24 26.21 60.10
Valuation Royalty growth will remain very strong Reflects strong growth trends Valuation, attractive metrics Improving fundamentals
PWAV RHI RNVS SANYY SIRI
Powerwave Techno Robert Half Renovis Inc SANYO Elec Sirius Satellite
09/14/05 05/04/05 04/07/05 07/01/05 02/16/06
12.25 25.58 6.95 13.01 5.65
15.32 37.14 22.41 12.29 5.04
Stronger wireless handset demand Higher estimates, valuation Valuation Restructuring to lower costs, focus ops Valuation
SLH SMTC SRCL SSCC STZ
TEVA TOT TROW TXN UNH
VLO WLP WMT WWY XEC
XOM XRAY ZQK
Strategic Htl
06/30/05
18
22.29 Valuation
Semtech Corp
01/27/06
19.06
19.49 Valuation, improving industry dynamics
SAMPLE Stericycle Inc
Smurfit-Stone Co Constellation
Teva Pharm Indus Total 'B' ADS T.Rowe Price Texas Instrument UnitedHealth Gro
Valero Energy WellPoint Inc Wal-Mart Stores Wrigley (Wm) Jr Cimarex Energy
Exxon Mobil DENTSPLY Intl Quiksilver
04/22/05 01/03/06 09/29/98
44.18 13.71
5*
10/12/05 10/13/04 02/17/06 02/02/06 10/14/05
34.55 102.21 76.36 29.76 56.43
03/28/05 12/01/04 02/17/05 07/28/04 10/06/05
35.43* 54.55* 52.7 60.25 40.62
03/28/05 04/28/04 12/05/05
58.89 48.09 12.01
*Adjusted for stock split
60.45 13.04 26.53
Valuation Improved containerboard industry Large discount to peers, mid-cap index
43.42 126.94 77.23 32.17 58.42
Imprvd prospects, assmng the acq closes Valuation, refining margins projections Valuation Valuation, improving semicndtr industry Improved prospects from PHS acq
54.93 76.59 45.14 62.85 43.05
Valuation Profits prospects improved from merger Valuation Strong operating momentum Valuation, high energy prices
60.34 56.80 14.55
Valuation Excelled internal growth See FY 06 as transitional for co.
Page 3 of 4
March 1, 2006
CHANGES LAST 5 DAYS
DATE CHANGED
3/1 3/1 2/28 2/27 2/27
SYM
CTCO NFB ORCL EON NE
STOCK
Commonwealth Te North Fork Banc Oracle Corp E.ON AG ADS Noble Corp
NEW RANKING
$$$$$ $$$$$ $$$$$ $$$$$ $$$$$
OLD RANKING
$$$$ $$$$ $$$$ $$$ $$$$
REASON WHY
Valuation Valuation Valuation Proposed acquistion bid for Endesa Rising jackup rig dayrates benefits
SAMPLE
This report is provided for information purposes only. Under no circumstances is it to be used or considered as an offer to sell, or a solicitation of any offer to buy, any security. While the information contained herein has been obtained from sources deemed to be reliable, neither S&P nor its licensors nor any party through whom the user obtains this Report guarantee that it is accurate or complete or make any warranties with regard to the results to be obtained from its use. Reproduction or redistribution of this report in any form is prohibited except with written permission. The providers of this Report, their affiliated companies or their shareholders, may have a position in the securities discussed herein.
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