| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies ranked by Finance Value (Col. E) | Ticker | Reward = 10-yr Total Return/yr | Risk = Lehman Panic Total Return (10/07-4/09) | Finance Value = Reward - Risk (Col. C + Col. D) | 5-yr Total Return/yr | Dividend Yield | Dividend Growth/yr | 2013 Barron's 500 rank | 2012 Barron's 500 rank | P/E | 5-yr Beta | Market Cap. | S&P Bond rating | S&P 100 Index |
2 | Wal-Mart Stores | WMT | 6.5% | 20.4% | 26.9% | 10% | 2.4% | 23.9% | 265 | 260 | 15 | 0.28 | $250B | AA | yes |
3 | Monsanto | MON | 24.9% | -1.8% | 23.1% | 11.2% | 1.6% | 19.4% | 65 | 351 | 23 | 1.34 | $55B | A+ | yes |
4 | McDonald's | MCD | 17.2% | 3.8% | 21% | 12.8% | 3.4% | 21% | 315 | 194 | 17 | 0.31 | $96B | A | yes |
5 | Occidental Petroleum | OXY | 18.8% | -13.5% | 5.3% | 13.2% | 2.6% | 2.3% | 380 | 78 | 18 | 1.93 | $77B | A | yes |
6 | Abbott Laboratories | ABT | 9.7% | -10.2% | -0.5% | 11.3% | 2.4% | 10.3% | 199 | 30 | 19 | 0.58 | $57B | A+ | yes |
7 | Consolidated Edison | ED | 8% | -8.4% | -0.4% | 12.3% | 4.2% | 4% | 400 | 448 | 17 | -0.03 | $17B | A- | |
8 | Nike | NKE | 18.6% | -19% | -0.4% | 27.9% | 1.1% | 21.8% | 210 | 274 | 26 | 0.52 | $67B | A+ | yes |
9 | WW Grainger | GWW | 19.8% | -22.7% | -2.9% | 30.6% | 1.4% | 11.8% | 36 | 73 | 24 | 0.9 | $19B | AA+ | |
10 | Chubb | CB | 13.6% | -18.6% | -5% | 16.5% | 1.9% | 8.1% | 477 | 443 | 13 | 0.64 | $23B | A+ | |
11 | IBM | IBM | 8.1% | -16.4% | -8.3% | 18% | 2.1% | 14.2% | 66 | 27 | 12 | 0.72 | $200B | AA- | yes |
12 | Chevron | CVX | 15.4% | -25.5% | -10.1% | 12.7% | 3.3% | 7.5% | 405 | 109 | 10 | 1.16 | $230B | AA | yes |
13 | AT&T | T | 8.6% | -36% | -27.4% | 10.7% | 5.1% | 4.8% | 467 | 461 | 27 | 0.28 | $190B | A- | yes |
14 | Average | n = 12 | 14.1% | -12.3% | 2.4% | 15.6% | 2.6% | 12.4% | 274 | 229 | 18 | 0.72 | |||
15 | |||||||||||||||
16 | BENCHMARKS | ||||||||||||||
17 | 10-yr Treasury Note | T-Note | 3% | 16.7% | 19.7% | 1.6% | 2.7% | -5.1% | 37 | ~0 | AAA | ||||
18 | Vanguard Interm-Term Bond Index | VBIIX | 5.4% | 7.8% | 13.2% | 6.5% | 2.9% | -3.7% | NM | ~0 | |||||
19 | Vanguard Balanced Index | VBINX | 6.9% | -28% | -21.1% | 13.5% | 1.9% | 2.2% | 16 | 0.94 | |||||
20 | Vanguard 500 Index | VFINX | 7.3% | -46.5% | -39.2% | 17.8% | 1.9% | 5.6% | 20 | 1 | |||||
21 | BLS inflation | CPI | 2.4% | 1.4% |