| A | B | C | D | E | F | G | H | I | J | K | L | M | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Company/Fund ranked by Finance Value (Col E) | Ticker | Reward = Annual Tot Return 7/02 to 7/12 | Risk = Tot Return 10/07 to 4/09 | Finance Value = Reward + Risk (Col C + Col D) | Dividend Yield | Consecutive Yrs of Div incr | S&P Sub-industry | S&P Stock Rating | S&P Bond Rating | LT Debt/Tot Capitaliz | Durable Compet Advntg | Beta | |
2 | JB Hunt Transport Services | JBHT | 23.5% | -8.5% | 15% | 1% | 9 | Trucking | B+/M | BBB | 53% | No | 1.06 | |
3 | CH Robinson Worldwide | CHRW | 14.9% | -15.3% | -0.4% | 2.3% | 10 | Air Freight & Logistics | A+/L | NA | 0% | Yes | 0.99 | |
4 | Landstar System | LSTR | 13.8% | -17.5% | -3.7% | 0.5% | 8 | Trucking | B+/M | NA | 28% | Yes | 0.96 | |
5 | Union Pacific | UNP | 16.1% | -25.3% | -9.2% | 2% | 6 | Railroads | A/M | A- | 32% | No | 1.05 | |
6 | Alaska Air Group | ALK | 11.4% | -22.7% | -11.3% | 0% | 0 | Airlines | B-/H | BB- | 49% | No | 1.16 | |
7 | Norfolk Southern | NSC | 14% | -31.5% | -17.5% | 2.6% | 10 | Railroads | A/M | BBB+ | 43% | Yes | 1.07 | |
8 | CSX | CSX | 15.7% | -37.3% | -21.6% | 2.5% | 7 | Railroads | A/M | BBB | 49% | No | 1.15 | |
9 | United Parcel Service | UPS | 4.9% | -31% | -26.1% | 2.9% | 3 | Air Freight & Logistics | B+/L | AA- | 60% | No | 0.91 | |
10 | Expeditors International | EXPD | 9.5% | -41.5% | -32% | 1.5% | 10 | Air Freight & Logistics | A+/M | NA | 0% | Yes | 1.11 | |
11 | Ryder System | R | 4.2% | -39.3% | -35.1% | 3.5% | 8 | Trucking | B+/M | BBB+ | 70% | No | 1.19 | |
12 | Vanguard 500 Index Admiral | VFIAX | 5.3% | -45.6% | -40.3% | 2% | 0 | |||||||
13 | Kansas City Southern | KSU | 15.4% | -61.4% | -46% | 1.1% | 1 | Railroads | B+/M | BB+ | 32% | Yes | 1.25 | |
14 | FedEx | FDX | 5.9% | -57.3% | -51.4% | 0.6% | 3 | Air Freight & Logistics | B+/L | BBB | 7.6% | No | 1.07 | |
15 | Con-Way | CNW | 0.1% | -60.7% | -60.6% | 1.2% | 0 | Trucking | B-/M | BBB- | 50% | No | 1.16 | |
16 | Southwest Airlines | LUV | -5% | -56.4% | -61.4% | 0.5% | 1 | Airlines | B/M | BBB- | 29% | No | 0.98 | |
17 | JetBlue Airways | JBLU | -8.9% | -61.3% | -70.2% | 0% | 0 | Airlines | B-/H | B- | 58% | No | 1.26 | |
18 | Overseas Shipholding Group | OSG | -8.1% | -68.5% | -76.6% | 13.4% | 0 | Oil/Gas Stor & Transport | C/H | CCC+ | 57% | No | 1.39 | |
19 | Delta Air Lines | DAL | -13.4% | -67.6% | -81% | 0% | 0 | Airlines | NR/H | B | 96% | No | 1.28 | |
20 | United Continental Holdings | UAL | -6% | -89.1% | -95.1% | 0% | 0 | Airlines | NR/H | B | 78% | No | 1.5 |