| A | B | C | D | E | F | G | H | I | J | K | L | M | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies listed by Fin Value (Col E) | Ticker | Tot Return/Yr 12/02-12/12 | Risk = Tot Return 10/07-4/09 | Fin Value = Reward minus Risk (Col C + Col D) | Tot Return/ Yr 12/07-12/12 | Div Yield | 5-yr Div Growth | 10+ Consecutive Yrs Div Incr | 5 yr Beta | ROIC | LT Debt/ Total Cap | FCF/ Div | |
2 | McDonald's | MCD | 19.6% | 5.1% | 24.7% | 11.6% | 3.5% | 15% | YES | 0.34 | 21% | 45% | 0.56 | |
3 | Wisconsin Energy | WEC | 15.6% | -6% | 9.6% | 12.6% | 3.2% | 22% | 0.2 | 6.3% | 50% | -0.28 | ||
4 | Hormel Foods | HRL | 12.9% | -8.4% | 4.5% | 11.4% | 1.9% | 13% | YES | 0.4 | 17% | 8.1% | 1.29 | |
5 | C.H. Robinson | CHRW | 16.8% | -15.3% | 1.5% | 5.7% | 2.1% | 10% | YES | 0.57 | 35% | 0% | 0.92 | |
6 | General Mills | GIS | 9.3% | -9.1% | 0.2% | 9.5% | 3.2% | 12% | 0 | 13% | 44% | 1.05 | ||
7 | NextEra Energy | NEE | 12.9% | -13.9% | -1% | 3.2% | 3.5% | 7.7% | YES | 0.45 | 5.6% | 55% | -0.87 | |
8 | McCormick | MKC | 13.1% | -14.3% | -1.2% | 13.9% | 1.9% | 8.8% | YES | 0.37 | 15% | 36% | 0.52 | |
9 | Abbott Labs | ABT | 8.2% | -12.1% | -3.9% | 5.9% | 3.1% | 10% | YES | 0.47 | 13% | 30% | 1.42 | |
10 | Chubb | CB | 12.9% | -18% | -5.1% | 9.9% | 2.1% | 6.1% | YES | 0.44 | 9.6% | 19% | 3.37 | |
11 | IBM | IBM | 9.7% | -15.8% | -6.1% | 14.8% | 1.8% | 16% | YES | 0.64 | 36% | 44% | 2.97 | |
12 | Average (N = 10) | 13.1% | -10.8% | -2.3% | 9.9% | 2.6% | 12.1% | 0.39 | 17% | 33% | 1.1 | |||
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14 | Vanguard Wellesley Income (59% bonds) | VWINX | 7.3% | -15.4% | -8.1% | 6.8% | 3.2% | -3% | 0.58 | NA | NA | NA | ||
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17 | Vanguard 500 Index Admiral | VFIAX | 6.4% | -45.6% | -39.2% | 1.4% | 2.1% | 0.8% | 1 | NA | NA | NA | ||
18 | TRowe Price New Income | PRCIX | 5.9% | 5.3% | 11.2% | 6.6% | 3.1% | -7% | 0 | NA | NA | NA | ||
19 | Average (N = 2) | 6.1% | -20.1% | -14% | 4% | 2.6% | -3.1% | 0.5 |