8. Discovery Communications ( DISCK)

Company profile: Discovery, with a market value of $13 billion, produces television content and its networks include TLC, Animal Planet, Investigation Discovery, and it has a 50% interest in OWN, Oprah Winfrey's new cable channel. It is Oakmark Select fund's largest holding at 8.4% of the portfolio, or about 3% more than the next largest holding.

Investor takeaway: Its shares are up 28% this year and have a three-year, average annual return of 42%. S&P does not rank the stock and it does not get much analyst coverage.

Morningstar analysts say the company "owns the rights to the 100,000 hours of programming and footage in its video library, so it can generate and repurpose new content at low incremental cost. (It) benefits from establishing its channels on international pay TV platforms over two decades ago."

7. Graco ( GGG)

Company profile: Graco, with a market value of $3 billion, manufactures fluid-handling equipment used in manufacturing, processing, construction, and maintenance industries. The firm operates in three segments: industrial, contractor and lubrication. It is Mairs & Power Growth's fourth-largest stock at 4.4% of the fund and a holding since 1993.

Dividend Yield: 1.61%

Investor takeaway: Its shares are up 38% this year and have a three-year, average annual return of 37%. Analysts give its shares two "buy" ratings, two "buy/holds," and six "holds," according to a survey of analysts by S&P. S&P says its "buy" recommendation "is based on more favorable trends in emerging regions and new product launches, along with our valuation metrics."

6. H.B. Fuller ( FUL)

Company profile: H.B. Fuller, with a market value of $1.6 billion, is an international manufacturer of adhesives, sealants, paints, and specialty construction products. Mairs & Power Growth has owned its since 1997 and it's now 4% of the fund.

Dividend Yield: 1.04%

Investor takeaway: Its shares are up 43% this year and have a three-year, average annual return of 26%. Over 10 years, it has an annualized return of 8.7%. Analysts give its shares two "buy" ratings, two "buy/holds," and four "holds," according to a survey of analysts by S&P.

Analysts expect it will earn $2.18 per share this year. S&P has it rated "hold," on valuation concerns but says the company will be able to offset "higher raw material costs through price increases and the release of new and reformulated products."

5. Valspar ( VAL)

Company profile: Valspar, with a market value of $5 billion, is a large paint and coatings company. Its products are used in the architectural, industrial, packaging, and automotive-finishing industries. It's Mairs & Power Growth's largest holding at 4.85%.

Dividend Yield: 1.58%

Investor takeaway: Its shares are up 31% this year and have a three-year, average annual return of 31%. Over 15 years, it has an annualized return of 9.7%. Analysts give its shares three "buy" ratings, two "buy/holds," and 10 "holds," according to a survey of analysts by S&P. S&P has it rated "hold," on valuation concerns. Analysts expect it to earn $3.15 per share this year.

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