|
|
NorthStar
Investment Model
Portfolio Industry Profiles as of December 31, 2001
|
REVENUE
PER SHARE
|
 |
|
|
NorthStar
|
S&P
|
|
RPS
Growth Last Year
|
13.00
|
15.00
|
|
RPS
Growth Last 3 YRS
|
11.00
|
12.00
|
|
RPS
Growth Last 5 YRS
|
11.00
|
12.00
|
|
EARNINGS
PER SHARE
|
 |
|
|
NorthStar
|
S&P
|
|
Growth
3 Yrs.
|
25
|
(2)
|
|
%
Change 2000
|
22
|
4
|
|
%
Change 2001e
|
6
|
(43)
|
|
%
Change 2002e
|
12
|
38
|
|
3-5
Yr. Growth
|
16
|
5
|
Other
Investment Models
|
|
| |
Revenue
growth above market levels
Balance sheets are strong
Earnings growth (past, present and future) at well above market levels
Valuation
- growth at a reasonable price
|
|
