| A | B | C | D | E | F | G | H | I | J | K | L | M | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = Total Return/yr since 9/1/92 | Risk = Lehman Panic Total Return (10/07 - 4/09) | Finance Value = Col. C + Col. D | 5-yr Total Return/yr | Div. Yield | Div. Growth | 5-yr Beta | P/E | Market Cap. | S&P Industry | Hedge Stock | |
2 | DEFENSIVE STOCKS | |||||||||||||
3 | Wal-Mart Stores | WMT | 9.3% | 20.4% | 29.7% | 12% | 2.5% | 23.5% | 0.38 | 16 | $260B | consumer staples | yes | |
4 | Hormel Foods | HRL | 13.3% | -8.9% | 4.4% | 26.5% | 1.7% | 10.9% | 0.62 | 24 | $13B | consumer staples | ||
5 | Abbott Laboratories | ABT | 11.4% | -10.2% | 1.2% | 16.1% | 2.2% | 11.8% | 0.72 | 27 | $61B | healthcare | ||
6 | Southern | SO | 11.9% | -11% | 0.9% | 12.5% | 4.8% | 4.6% | 0.01 | 20 | $39B | utilities | yes | |
7 | Consolidated Edison | ED | 8.6% | -8.4% | 0.2% | 13.8% | 4.6% | 7.3% | -0.04 | 14 | $17B | utilities | yes | |
8 | Colgate-Palmolive | CL | 13.3% | -14.8% | -1.5% | 17% | 2.1% | 9.2% | 0.35 | 29 | $63B | consumer staples | ||
9 | Xcel Energy | XEL | 7.1% | -9.3% | -2.2% | 16.7% | 3.9% | 1.1% | 0.14 | 16 | $16B | utilities | yes | |
10 | NextEra Energy | NEE | 12.5% | -14.7% | -2.2% | 16% | 3% | 3.9% | 0.27 | 21 | $44B | utilities | yes | |
11 | Becton, Dickinson | BDX | 13.9% | -16.8% | -2.9% | 14.1% | 1.9% | 11.6% | 0.97 | 25 | $23B | healthcare | ||
12 | Johnson & Johnson | JNJ | 12.5% | -17% | -4.5% | 17.5% | 2.7% | 14% | 0.54 | 20 | $300B | healthcare | yes | |
13 | Archer Daniels Midland | ADM | 8.7% | -14.2% | -5.5% | 13.3% | 2.2% | 14% | 1.07 | 22 | $29B | consumer staples | ||
14 | Dominion Resources | D | 11.2% | -23.1% | -11.9% | 21.3% | 3.5% | 3.4% | 0.04 | 26 | $41B | utilities | ||
15 | Coca-Cola | KO | 8.6% | -20.7% | -12.1% | 15% | 3% | 9.2% | 0.34 | 22 | $180B | consumer staples | yes | |
16 | Northeast Utilities | NU | 6.5% | -21.7% | -15.2% | 20.2% | 3.5% | 0.2% | 0.34 | 19 | $15B | utilities | yes | |
17 | PepsiCo | PEP | 9.9% | -27.6% | -17.7% | 14.1% | 3% | 12.5% | 0.35 | 20 | $140B | consumer staples | yes | |
18 | Procter & Gamble | PG | 11.7% | -31.2% | -19.5% | 13.1% | 3.2% | 9.8% | 0.4 | 21 | $220B | consumer staples | ||
19 | Average | n = 16 | 10.7% | -14.3% | -3.6% | 16.2% | 3% | 9.2% | 0.41 | 21 | $91B | yes | ||
20 | ||||||||||||||
21 | GROWTH STOCKS | |||||||||||||
22 | Ross Stores | ROST | 23.1% | 40% | 63.1% | 29.8% | 1.2% | 22.8% | 0.71 | 17 | $14B | consumer discretionary | ||
23 | McDonald's | MCD | 12.9% | 3.8% | 16.7% | 15.9% | 3.2% | 20.7% | 0.36 | 19 | $100B | consumer discretionary | yes | |
24 | TJX Companies | TJX | 19.9% | -10.2% | 9.7% | 30.6% | 1.3% | 15.6% | 0.58 | 19 | $38B | consumer discretionary | ||
25 | Occidental Petroleum | OXY | 15.2% | -13.5% | 1.7% | 13.7% | 2.8% | 8.3% | 1.95 | 14 | $82B | energy | ||
26 | Praxair | PX | 15.7% | -17.5% | -1.8% | 16.2% | 2% | 15% | 0.72 | 22 | $39B | materials | ||
27 | Sherwin-Williams | SHW | 14.9% | -18.5% | -3.6% | 33.3% | 1.1% | 10.8% | 0.63 | 28 | $20B | materials | ||
28 | Nike | NKE | 14.7% | -19% | -4.3% | 23.9% | 1.3% | 21.7% | 0.67 | 26 | $66B | consumer discretionary | ||
29 | Int'l Business Machines | IBM | 11.8% | -16.4% | -4.6% | 13.8% | 2.4% | 14.3% | 0.66 | 12 | $180B | info technology | yes | |
30 | EOG Resources | EOG | 17.4% | -24.7% | -7.3% | 29.3% | 0.4% | 13.1% | 1.56 | 27 | $64B | energy | ||
31 | Chubb | CB | 9.9% | -18.6% | -8.7% | 21.7% | 2.1% | 8.4% | 0.74 | 11 | $23B | financial | yes | |
32 | WW Grainger | GWW | 13.3% | -22.7% | -9.4% | 29.4% | 1.7% | 12% | 0.9 | 23 | $18B | industrial | ||
33 | Automatic Data Processing | ADP | 11.7% | -21.5% | -9.8% | 21.2% | 2.4% | 14.2% | 0.88 | 26 | $38B | info technology | ||
34 | Chevron | CVX | 13.2% | -25.5% | -12.3% | 19% | 3.4% | 7.5% | 1.06 | 13 | $250B | energy | ||
35 | Exxon Mobil | XOM | 12.1% | -25.4% | -13.3% | 11.4% | 2.7% | 7.5% | 0.89 | 14 | $450B | energy | ||
36 | Waste Management | WM | 7.7% | -21.5% | -13.8% | 14.4% | 3.4% | 26% | 0.59 | 130 | $21B | industrial | ||
37 | V.F. Corporation | VFC | 14.2% | -28.3% | -14.1% | 37.3% | 1.7% | 9.6% | 0.59 | 22 | $27B | consumer discretionary | yes | |
38 | Lowe's | LOW | 19.9% | -34.9% | -15% | 22.1% | 2% | 15.5% | 1.11 | 20 | $46B | consumer discretionary | ||
39 | Nucor | NUE | 12.1% | -31.4% | -19.3% | 6.6% | 2.9% | 16.7% | 1.42 | 31 | $16B | materials | ||
40 | Average | n = 18 | 14.4% | -17% | -2.6% | 21.6% | 2.1% | 14.4% | 0.89 | 26 | $83B | |||
41 | ||||||||||||||
42 | BENCHMARKS | |||||||||||||
43 | Gold Bullion | bullion | 6.3% | 15% | 21.3% | 7.2% | 0% | 0% | 0.68 | NA | NA | |||
44 | 10-yr US Treasury Notes | T-notes | 4.8% | 11.5% | 16.2% | 1.6% | 2.6% | -3.2% | ~0 | NA | NA | |||
45 | Vanguard Short-Term Treasury | VFISX | 4.2% | 7% | 11.2% | 1.4% | 0.4% | -1% | ~0 | NA | $6.6B | |||
46 | Vanguard Wellesley Income | VWINX | 8.6% | -16% | -7.4% | 12.1% | 3% | -0.2% | 0.5 | 16 | $38B | |||
47 | Berkshire Hathaway | BRK-A | 14.9% | -27% | -12.1% | 17.1% | 0% | 0% | 0.25 | 16 | $310B | financials | yes | |
48 | Vanguard Balanced Index | VBINX | 8.3 | -28% | -19.7% | 13.9% | 1.7% | 2.2% | 0.92 | 20 | $23B | |||
49 | Buffett Plan (90% VFINX, 10% VFISX) | plan | 8.9% | -41.1% | -32.2% | 17.5% | 1.6% | 4% | 0.9 | 20 | NA | |||
50 | Vanguard 500 Index | VFINX | 9.4% | -46.5% | -37.1% | 19.3% | 1.7% | 4.6% | 1 | 20 | $160B | |||
51 | ||||||||||||||
52 | BLS Consumer Price Index | cpi | 2.5% | 2.3% |