| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = Total Return/Yr since 9/00 | Risk = Total Return @ Correction of 4/11-10/11 | Finance Value = Col C + Col D | 5-Yr Total Return/Yr | 2-Yr Total Return/Yr | Div Yield | 16-Yr Div Growth/Yr | 5-Yr Beta | P/E | EV/ EBITDA | Operating Margin (ttm) | Est. 5-Yr Earnings Growth/Yr | 2015 Barron's Rank | 2014 Barron's Rank | BMW Method 16-Yr CAGR (price only) | Recent Price Trend | % Loss @ 2SD Below Trendline | S&P Bond Rating | S&P Stock Rating | Div Achiever | ||||
2 | Tractor Supply | TSCO | 36.0% | 5.8% | 41.8% | 26.1% | 20.2% | 0.8% | 33.7% | 1.09 | 32 | 17 | 10.5% | 14.7% | 138 | NR | 27.8% | on trendline | 61% | NA | A-/M | |||||
3 | Monsanto | MON | 16.7% | -17.3% | -0.6% | 8.5% | -6.1% | 2.3% | 18.0% | 0.98 | 24 | 11 | 25.4% | 8.3% | 71 | 10 | NA | NA | NA | BBB+ | A/M | yes | ||||
4 | Ingredion | INGR | 16.9% | -24.9% | -8.0% | 18.2% | 33.7% | 1.7% | 14.7% | 0.85 | 21 | 11 | 12.6% | 1.9% | 419 | 426 | 15.4% | up 1SD | 31% | BBB | B+/M | |||||
5 | Bunge Ltd | BG | 11.2% | -20.5% | -9.3% | -2.1% | -9.8% | 2.5% | 10.4% | 0.83 | 12 | 7.8 | 2.9% | 12.9% | 413 | 285 | NA | NA | NA | BBB | NR/H | yes | ||||
6 | Agrium | AGU | 16.3% | -28.1% | -11.8% | 1.4% | -1.8% | 4.1% | 18.9% | 0.57 | 12 | 7.9 | 11.0% | 11.4% | 451 | 414 | 20.5% | down 2SD | 43% | BBB | NR/M | |||||
7 | Potash Corp of Saskatchewan | POT | 14.1% | -28.1% | -14.0% | -17.8% | -25.6% | 5.5% | 23.0% | 0.42 | 12 | 8 | 29.3% | -2.1% | 464 | 473 | 25.3% | down 2SD | 68% | A- | B+/M | |||||
8 | Archer Daniels Midland | ADM | 12.6% | -31.3% | -18.7% | 3.9% | -1.5% | 3.0% | 12.5% | 1.15 | 13 | 9.8 | 3.0% | 2.8% | 357 | 368 | 11.6% | down 2SD | 40% | A | B+/M | yes | ||||
9 | E.I. du Pont de Nemours | DD | 6.3% | -26.4% | -20.1% | 7.3% | 4.4% | 2.3% | 0.8% | 1.85 | 31 | 15 | 11.0% | 10.9% | 434 | 317 | 6.0% | up 1SD | 34% | A- | B+/M | |||||
10 | Deere | DE | 13.2% | -33.8% | -20.6% | -0.5% | -2.5% | 2.8% | 11.2% | 0.7 | 15 | 16 | 9.0% | 1.6% | 424 | 122 | 14.0% | down 1SD | 35% | A | A-/M | yes | ||||
11 | Caterpillar | CAT | 12.5% | -34.2% | -21.7% | -4.9% | -10.9% | 3.9% | 10.2% | 1.24 | 22 | 11 | 9.0% | 0.7% | 470 | 452 | 13.1% | down 1SD | 44% | A | A-/M | yes | ||||
12 | AGCO | AGCO | 11.2% | -37.1% | -25.9% | -0.9% | -1.7% | 1.0% | 17.1% | 0.82 | 17 | 8.1 | 5.1% | -3.4% | 440 | 35 | 10.9% | down 1SD | 43% | BBB- | B/M | |||||
13 | Dow Chemical | DOW | 8.4% | -39.7% | -31.3% | 8.9% | 7.5% | 3.4% | 2.9% | 1.31 | 8.6 | 7.8 | 12.6% | 7.4% | 361 | 423 | 5.2% | up 1SD | 45% | BBB | B/M | |||||
14 | Mosaic | MOS | 5.2% | -39.0% | -33.8% | -16.4% | -23.1% | 2.9% | 8.0% | -0.72 | 10 | 6 | 14.5% | -2.4% | 466 | 480 | 14.7% | down 2SD | 63% | BBB | B+/L | |||||
15 | Average | n = 13 | 13.9% | -27.3% | -13.4% | 2.4% | -1.3% | 2.8% | 14.0% | 0.85 | 18 | 10 | 12.0% | 5.0% | 378 | 331 | 15.0% | down 1SD | 46% | BBB+ | B+/L | |||||
16 | ||||||||||||||||||||||||||
17 | BENCHMARKS | |||||||||||||||||||||||||
18 | Vanguard Wellesley Income Fund | VWINX | 7.4% | 0.3% | 7.7% | 7.5% | 5.2% | 2.9% | -3.4% | 0.51 | 17 | NA | NA | NA | ||||||||||||
19 | Vanguard Balanced Index Fund | VBINX | 5.0% | -7.2% | -2.2% | 7.8% | 5.2% | 2.0% | -1.4% | 0.91 | 24 | 12 | 10.50% | 6.0% | ||||||||||||
20 | Berkshire Hathaway | BRK-A | 8.7% | -14.8% | -6.1% | 11.9% | 6.7% | 0.0% | 0.0% | 0 | 16 | 8 | 19.0% | 8.8% | 7.7% | up 1SD | 23% | AA | B/M | |||||||
21 | Vanguard 500 Index Fund | VFINX | 3.9% | -14.3% | -10.4% | 10.9% | 6.9% | 2.0% | 2.8% | 1 | 24 | 12 | 10.5% | 6.0% | ||||||||||||
22 | Materials Select Sector SPDR ETF | XLB | 8.2% | -26.1% | -17.9% | 5.1% | 1.8% | 2.1% | 7.2% | 1.15 | 19 | NA | NA | NA | ||||||||||||
23 | Energy Select Sector SPDR ETF | XLE | 6.6% | -26.3% | -19.7% | -1.4% | -12.9% | 3.2% | 12.7% | 1.2 | 28 | NA | NA | NA | ||||||||||||
24 | ||||||||||||||||||||||||||
25 | Standard Indices (price only) | |||||||||||||||||||||||||
26 | S&P 500 Index | ^GSPC | 2.0% | -15.1% | -13.1% | 8.7% | 4.9% | 0.0% | 12 | 10.5% | 3.9% | up 1SD | 31% | |||||||||||||
27 | Dow Jones Commodity Index | ^DJC | -1.5% | -17.5% | -19.0% | -13.4% | -21.5% | 0.0% | 0.4% | down 2SD | 37% | |||||||||||||||
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29 | BLS Inflation (dqydj.net) | cpi | 2.0% | 1.0% | 0.0% | |||||||||||||||||||||
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31 | Updated 4/30/2016 |