Week 366 - A Capitalization-weighted Watch List for Russell 1000 Companies
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Companies Ranked by Market Capitalization (Column Z)TickerReward = Total Return/Yr since market peak on 7/19/2007Risk Aversion = Total Return/Yr during Commodities Bear Market (4/14-4/16)Finance Value = Col C + Col D5-Yr Total Return/YrDiv Yield5-Yr Div Growth5-Yr BetaP/EBMW Method 16-Yr CAGR (Px only)Recent Px TrendBMW Method Est. Loss @ -2SD2017 Barron's 500 Rank2016 Barron's 500 RankLT-Debt: Total AssetsOperating Cash Flow RatioTBV:PxDiv:FCFS&P Bond RatingS&P Stock Rating (Stars)Px (50d avg)Shares BOTAmountNet Present Value at 10-Yr Holding Period with 9% Discount RateMarket Cap ($B)Dividend AchieverBlue Chip2 & 8 Club2 & 8 Club (Extended Version)DJIA Consumer Discretionary
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AppleAAPL23.6%20.9%44.5%28.4%1.6%12.0%1.151833.4%down 1SD58%3805926%63%16%25%AA+B+/M (4)$184.7027$4,986.90$32,275.21$924yes
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AlphabetGOOGL14.5%15.8%30.3%20.6%0.0%0.0%1.34716.8%NANA158922%153%20%no dividendAA+B+/M (5)$1,103.605$5,518.00$5,079.51$797yes
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MicrosoftMSFT14.0%18.6%32.6%27.3%1.7%12.8%1.286712.3%up 2SD40%36834429%61%5%37%AAAA-/M (3)$98.2751$5,011.77$2,261.27$777yesyesyes
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JP Morgan ChaseJPM10.0%1.5%11.5%16.7%2.2%13.3%1.091510.7%up 2SD35%21114213%1%55%29%A+A-/L (4)$109.1946$5,022.74$1,562.38$354yes
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Exxon MobilXOM1.8%-4.5%-2.7%1.1%4.0%5.4%0.82175.6%down 1SD31%4844817%52%57%90%AA+B+/L (3)$80.6162$4,997.82-$103.10$349yesyes
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Johnson & JohnsonJNJ10.0%8.1%18.1%10.3%2.9%6.4%0.562719.0%on trendline25%20731420%69%-7%56%AAAA-/L (4)$123.3141$5,055.71$854.02$337yesyes
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WalmartWMT7.8%-3.0%4.8%4.7%2.5%2.0%0.44286.7%up 1SD23%31732718%36%23%33%AAA-/L (4)$84.7859$5,002.02-$400.48$249yesyes
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AT&TT3.7%11.6%15.3%3.3%6.2%2.1%0.3977.4%down 1SD24%34136828%48%-36%65%BBB+B/M (4)$32.43154$4,994.22$1,062.24$239yesyes
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Cisco SystemsCSCO5.4%14.0%19.4%15.3%3.1%14.2%1.22neg earnings7.7%up 2SD35%24921522%54%21%43%AA-B+/M (3)$43.96114$5,011.44$701.60$201yes
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Procter & GamblePG5.4%4.5%9.9%3.4%3.7%3.6%0.39216.1%down 1SD17%31227918%42%-9%71%AA-A/L (4)$74.6567$5,001.55-$97.72$199yesyes
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BoeingBA14.1%2.1%16.2%29.5%2.0%28.7%1.722217.6%up 2SD45%1754911%21%-7%28%AA/M (3)$347.2114$4,860.94$6,827.17$195yes
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Coca-ColaKO8.1%13.4%21.5%5.3%3.6%6.9%0.5613110.0%down 1SD20%24425332%26%1%119%A+B+/L (5)$42.94116$4,981.04$1,594.03$190yesyes
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PepsiCoPEP8.0%14.4%22.4%9.1%3.4%10.3%0.64328.1%down 1SD19%25732442%49%-12%64%A+A-/L (5)$102.0449$4,999.96$932.66$155yesyesyes
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IBMIBM4.5%-9.0%-4.5%-3.0%4.5%10.6%1.03235.8%down 1SD29%20618531%47%-16%44%A+A/M (4)$143.4635$5,021.10$407.84$131yesyesyes
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AmgenAMGN13.4%11.3%24.7%16.9%2.9%22.9%1.716110.2%on trendline45%1078142%92%6%33%AA-/M (4)$178.9128$5,009.48$2,379.87$126yes
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McDonald'sMCD14.3%17.2%31.5%13.2%2.5%5.6%0.692416.2%on trendline 25%23438087%192%-4%84%BBB+A/M (4)$162.2331$5,029.13$5,050.58$125yesyesyes
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NikeNKE17.9%30.0%47.9%20.6%1.1%-1.0%0.587122.8%down 1SD27%482214%66%10%45%AA-A+/M (3)$72.0269$4,969.38$10,420.80$123yes
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3MMMM10.2%13.3%23.5%14.8%2.8%16.5%1.082910.6%on trendline33%20118632%81%-12%58%AA-A+/L (4)$199.8225$4,995.50$2,000.72$117yesyesyes
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Texas InstrumentsTXN12.9%12.9%25.8%29.2%2.2%17.2%1.232713.4%up 2SD44%123119%200%6%47%A+A-/M (3)$110.2345$4,960.35$3,347.47$111yesyesyes
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Union PacificUNP17.1%-6.1%11.0%15.4%2.1%1.1%0.851021.1%on trendline29%44036728%184%24%50%AA/M (3)$141.5035$4,952.50$9,395.07$111yes
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Altria GroupMO15.4%35.0%50.4%14.8%4.9%9.7%0.481017.7%down 2SD28%10332%51%-4%105%A-A-/M (5)$56.1789$4,999.13$7,485.53$110yesyes
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QUALCOMMQCOM5.1%-17.8%-12.7%2.4%4.4%12.1%1.56neg earnings6.0%down 1SD37%43034330%100%27%84%AA-/M (3)$56.3689$5,016.04$597.95$86yesyes
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Lockheed-MartinLMT14.3%19.9%34.2%26.0%2.7%11.7%0.693716.1%on trendline42%38811929%41%-14%46%BBB+A+/M (5)$314.8416$5,037.44$5,233.31$85yesyesyes
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CaterpillarCAT7.5%-9.4%-1.9%13.8%2.5%8.5%1.53611.5%on trendline43%47745230%21%8%54%AB+/M (5)$148.9034$5,062.60$1,949.29$81yesyesyes
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NextEra EnergyNEE13.8%15.1%28.9%19.6%2.7%11.0%0.261016.0%up 1SD25%46830433%58%37%95%A-A/L (3)$161.7031$5,012.70$5,191.84$80yesyes
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BlackRockBLK12.8%6.3%19.1%16.6%2.2%11.4%1.641517.5%on trendline37%3322292%72%-2%49%AA-A/M (4)$527.779.5$5,013.82$6,205.59$79yes
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RaytheonRTN15.2%13.6%28.8%26.4%1.6%9.5%0.642815.7%up 1SD37%14621316%44%-8%44%AA/M (4)$205.9724$4,943.28$4,382.98$56yesyes
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Emerson ElectricEMR6.3%-7.1%-0.8%7.4%2.8%3.4%1.21259.1%on trendline28%42438917%38%1%75%AA/M (4)$70.8471$5,029.64$1,080.99$44yesyes
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TargetTGT3.7%20.1%23.8%4.9%3.5%11.5%0.56146.2%on trendline28%35614129%43%36%28%AB+/M (3)$74.3567$4,981.45$140.30$41yesyes
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TravelersTRV10.9%20.3%31.2%11.1%2.5%9.0%1.291611.8%down 1SD24%2211966%1370%54%23%AB+/M (4)$128.6739$5,018.13$2,149.40$33yesyes
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Archer Daniels MidlandADM4.8%-6.3%-1.5%8.6%2.9%12.0%0.87168.3%on trendline38%44635217%18%57%63%A B+/M (4)$45.00111$4,995.00$816.28$26yesyes
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Republic ServicesRSG10.7%21.7%32.4%18.1%2.0%8.0%0.541711.6%up 1SD27%20020335%73%-16%48%BBB+A-/M (4)$67.7574$5,013.50$1,857.67$23yesyes
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CumminsCMI9.9%-11.8%-1.9%6.3%3.2%16.7%0.92419.0%down 2SD54%4092599%40%21%41%A+B+/M (5)$144.5835$5,060.30$8,339.30$22yesyes
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WEC EnergyWEC13.9%17.6%31.5%14.1%3.5%10.2%0.011715.5%down 1SD16%44146528%54%32%550%A-A/L (2)$62.1680$4,972.80$5,077.62$21yesyes
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Principal Financial GroupPFG1.5%-5.5%-4.0%10.2%3.8%17.7%1.2675.6%on trendline54%58461%7450%64%13%BBB+A/M (3)$57.1088$5,024.80$421.02$15yesyes
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Ryder SystemR5.2%-9.0%-3.8%6.4%2.9%10.9%1.2457.1%on trendline37%24136040%77%67%neg FCFBBB+A-/M (3)$69.2972$4,988.88$289.85$4yesyes
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Averagen = 3610.2%8.0%18.3%13.6%2.9%10.1%0.933512.4%on trendline33%27823824%308%14%69%A+A-/L (4)$156.31$5,015.31$3,799.17$184n = 27n = 18n = 17n = 7n = 2
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BENCHMARKS
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Berkshire HathawayBRK-B9.0%6.6%15.6%10.3%0.0%0.0%0.86129.3%up 1SD24%27418715%127%49%no dividendAAB+/L (3)$193.5826$5,033.08-$118.61$464
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SPDR S&P 500 ETFSPY7.7%5.0%12.7%13.2%1.8%8.1%1176.6%up 1SD30%$271.7518$4,891.50-$495.63$259
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SPDR Dow Jones Ind Avg ETFDIA7.7%4.7%12.4%12.0%2.1%7.7%1.02166.4%up 1SD26%$246.0820$4,921.60-$484.96$21
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SPDR S&P MidCap 400 ETFMDY8.6%2.8%11.4%12.2%1.2%13.4%0.98178.9%on trendline27%$354.5314$4,963.42$266.45$21
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Averagen = 48.3%4.8%13.0%11.9%1.3%7.3%0.97167.8%up 1SD27%$266.49$4,952.40-$208.19$191
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Consumer Price Indexcpi1.9%1.7%
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Updated 7/6/2018
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