| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 = Col C + Col D | 5-yr Total Return/Yr | Div Yield | Historic Div Growth | 5-yr Beta | P/E | EV/ EBITDA | 2015 Barron's Rank | 2014 Barron's Rank | BMW Method 16-yr CAGR (price only) | Recent Price | Loss vs. trendline @ -2SD | S&P Bond Rating | S&P Stock Rating | Div Achiever | |
2 | Tractor Supply | TSCO | 21.5% | -22.8% | -1.3% | 37.6% | 0.9% | 37.8% | 1.41 | 30 | 16 | 138 | NR | 29.0% | on trendline | 61% | no LT debt = A+ | B+/M | ||
3 | Flowserve | FLS | 14.3% | -26.6% | -12.3% | 5.2% | 1.7% | 7.7% | 1.42 | 15 | 8.4 | NR | NR | 20.0% | down 2SD | 45% | BBB | B+/M | ||
4 | Fastenal | FAST | 11.4% | -27.8% | -16.4% | 10.9% | 2.9% | 23.7% | 1.01 | 22 | 13 | NR | NR | 16.6% | down 2SD | 30% | no LT debt = A+ | A/M | yes | |
5 | Valmont Industries | VMI | 14.1% | -42.8% | -28.7% | 8.9% | 1.4% | 10.3% | 0.65 | 21 | 7.6 | NR | NR | 19.2% | down 2SD | 40% | BBB+ | A/H | yes | |
6 | Cummins | CMI | 19.7% | -60.6% | -40.9% | 9.2% | 3.3% | 9.1% | 1.3 | 13 | 7.8 | 354 | 409 | 25.8% | down 2SD | 44% | A+ | A-/M | ||
7 | Toro | TTC | 15.4% | -58.6% | -43.2% | 23.0% | 1.4% | 11.6% | 0.45 | 21 | 12 | NR | NR | 20.1% | on trendline | 43% | BBB | A-/M | yes | |
8 | Deere | DE | 11.6% | -55.1% | -43.5% | 5.0% | 3.0% | 7.8% | 0.93 | 12 | 13 | 424 | 122 | 14.1% | down 1SD | 34% | A | A/M | yes | |
9 | AGCO | AGCO | 9.0% | -62.3% | -53.3% | 4.5% | 1.0% | 17.1% | 1.31 | 15 | 6.8 | 440 | 35 | 11.4% | down 1SD | 42% | BBB- | B/M | ||
10 | Timble Navigation Ltd | TRMB | 8.1% | -61.8% | -53.7% | 3.0% | 0.0% | 0.0% | 2.07 | 36 | 13 | NR | NR | 17.3% | down 2SD | 49% | BBB- | B+/H | ||
11 | Caterpillar | CAT | 4.6% | -63.4% | -58.8% | 2.6% | 4.2% | 8.4% | 0.82 | 12 | 8.9 | 470 | 452 | 13.5% | down 2SD | 42% | A | A/M | yes | |
12 | Terex | TEX | -2.0% | -89.7% | -91.7% | -0.4% | 1.1% | 9.5% | 2.13 | 9.9 | 7 | 244 | 156 | 8.5% | down 1SD | 69% | BB | B-/H | ||
13 | Average | n = 11 | 11.6% | -52.0% | -40.4% | 10.0% | 1.9% | 13.0% | 1.23 | 19 | 10 | 345 | 279 | 17.8% | down 1SD | 45% | BBB+ | B+/M | ||
14 | ||||||||||||||||||||
15 | BENCHMARKS | |||||||||||||||||||
16 | SPDR Gold Shares | GLD | 9.0% | 22.2% | 31.2% | -2.7% | 0.0% | 0.0% | 0.53 | NA | NA | |||||||||
17 | 10-yr T-Note | T-Note | 3.6% | 19.1% | 22.7% | 3.5% | 2.2% | -6.1% | ~0 | NA | NA | 6.1% | on trendline | 31% | ||||||
18 | Nemmont Mining | NEM | -7.8% | -1.4% | -9.2% | -21.6% | 0.6% | 0.0% | -0.03 | -1.10% | 3.7 | 499 | 481 | 5.6% | down 2SD | 54% | BBB | B/H | ||
19 | Vanguard Wellesley Income Fund | VWINX | 6.7% | -16.0% | -9.3% | 7.6% | 3.0% | -0.8% | 0.49 | 17 | NA | |||||||||
20 | Berkshire Hathaway | BRK-A | 9.1% | -27.0% | -17.9% | 9.7% | 0.0% | 0.0% | 0.25 | 18 | 9.4 | 248 | 123 | 7.6% | on trendline | 23% | AA | B/M | ||
21 | Vanguard Balanced Index Fund | VBINX | 6.4% | -28.0% | -21.6% | 9.8% | 1.8% | 1.9% | 0.9 | 20 | NA | |||||||||
22 | Nucor | NUE | 7.0% | -31.4% | -24.4% | 4.1% | 3.6% | 16.0% | 1.1 | 21 | 8.2 | 235 | 442 | 13.7% | down 1SD | 53% | A | B-/M | yes | |
23 | Southern Copper | SCCO | 19.9% | -54.8% | -34.9% | 1.4% | 1.5% | 3.7% | 0.42 | 18 | 10 | 448 | 450 | 32.2% | down 2SD | 65% | BBB | B/H | ||
24 | Tyson Foods | TSN | 10.2% | -46.2% | -36.0% | 21.6% | 0.9% | 16.7% | 0.58 | 16 | 8.8 | 118 | 199 | 6.8% | up 2SD | 43% | BBB | B+/H | ||
25 | Vanguard 500 Index Fund | VFINX | 6.8% | -46.5% | -39.7% | 14.0% | 2.0% | 4.9% | 1 | 20 | 11 | |||||||||
26 | National Oilwell Varco | NOV | 4.2% | -60.9% | -56.7% | 2.3% | 4.7% | -12.5% | 0.93 | 8.4 | 4.4 | 20 | 94 | 16.5% | down 2SD | 51% | A+ | B+/M | ||
27 | iShares S&P GSCI Commodity-Indexed Trust | GSG | -10.8% | -45.9% | -56.7% | -10.1% | 0.0% | 0.0% | 1.08 | NA | NA | |||||||||
28 | Oppenheimer Commodity Strategy Total Return Fund | QRAAX | -10.5% | -55.2% | -65.7% | -8.4% | 0.0% | 0.0% | 0.9 | NA | NA | |||||||||
29 | Alcoa | AA | -8.3% | -80.2% | -88.5% | -2.5% | 1.5% | 1.7% | 3.31 | 20 | 5.1 | 292 | 455 | -7.3% | on trendline | 50% | BBB- | B-/M | ||
30 | ||||||||||||||||||||
31 | Standard Indices | |||||||||||||||||||
32 | BLS Inflation | cpi | 1.9% | 3.3% | 5.2% | 1.8% | ||||||||||||||
33 | PHLX Gold/Silver Sector (price only) | ^XAU | -7.9% | -22.3% | -30.2% | -24.7% | 0.0% | 0.0% | NA | NA | NA | 9.2% | down 2SD | 59% | ||||||
34 | S&P 500 Index (price only) | ^GSPC | 4.7% | -48.4% | -43.7% | 11.8% | 0.0% | 0.0% | 1 | 20 | 11 | 2.4% | up 1SD | 32% |