Week 323 - A-rated Russell 1000 companies with a Durable Competitive Advantage
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Companies Ranked by Finance Value (Col E)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/E16-Yr CAGR (Px only)Recent Px TrendEst Loss @ -2SDYears TBV downDurable Competitive Advantage2017 Barron's 500 Rank2016 Barron's 500 RankLT Debt: Total AssetsOperating Cash Flow RatioTBV:PxDiv:FCFS&P Bond RatingS&P Stock RatingPx (50d avg)Shares BOTAmountNPV after 10 Yrs @ 9% Discount RateWACCROICDiv Achiever
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Ross StoresROST23.4%27.3%50.1%12.2%1.1%18.0%1.032020.6%down 1SD37%016.2%108977%89%13%17%A-A+/M$56.0789$4,990.23$8,916.728.2%57.8%yes
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Atmos EnergyATO19.2%30.3%49.5%25.0%2.0%5.5%0.182314.1%up 2SD28%07.4%N.R.N.R.22%44%34%22%AA-/L$86.0258$4,989.16$3,329.073.0%6.6%yes
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NikeNKE15.2%30.0%46.5%18.5%1.4%14.9%0.392116.4%down 1SD28%19.0%482215%66%8%45%AA-A+/M$57.0488$5,019.52$4,944.984.4%42.6%yes
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Accenture plcACN13.7%23.3%37.0%19.0%1.9%12.4%1.082315.9%on trendline26%115.2%24140%52%4%35%A+NR/M$127.4139$4,968.99$4,794.137.3%80.0%yes
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TJXTJX18.5%14.5%33.0%10.8%1.7%22.2%0.552117.2%down 1SD35%012.7%10615618%76%10%25%A+A+/M$70.4271$4,999.82$6,148.485.3%64.8%yes
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TravelersTRV11.4%20.3%31.7%15.8%2.4%9.4%1.161211.9%on trendline27%07.7%2211967%1500%56%25%AA-/M$126.7339$4,942.47$2,136.208.3%11.3%yes
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MicrosoftMSFT11.6%18.6%30.2%22.8%2.1%14.3%1.443310.5%up 2SD35%310.1%36834433%56%4%38%AAAA-/M$72.1469$4,977.66$1,541.659.9%97.7%yes
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NextEra EnergyNEE13.4%15.1%28.5%21.1%2.6%10.4%0.281815.3%up 1SD24%06.8%46830433%58%38%68%A-A/L$145.3434$4,941.56$4,544.193.4%7.1%yes
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Aqua AmericaWTR11.5%16.1%27.6%14.2%2.4%9.2%0.332610.3%on trendline29%06.8%N.R.N.R.29%130%30%1000%NAA+/L$33.42150$5,013.00$1,382.824.1%7.9%yes
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J.P. Morgan ChaseJPM9.3%1.5%10.8%23.2%2.2%10.8%1.21149.8%up 2SD32%011.6%21114212%1%53%42%A-A-/L$91.7654$4,955.04$1,070.585.8%15.1%
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FastenalFAST8.4%1.7%10.1%2.3%3.0%11.0%0.732411.8%down 2SD33%17.9%N.R.N.R.15%190%16%110%NAA/M$42.73117$4,999.41$2,487.226.3%23.9%yes
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AflacAFL7.5%2.4%9.9%15.1%2.1%5.4%1.05138.3%up 1SD31%36.8%1153394%110%63%11%A-A-/L$79.3963$5,001.57$227.167.7%12.0%yes
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Wells FargoWFC6.7%1.3%8.0%11.7%3.1%12.1%0.98137.6%on trendline32%120.3%21020813%1%50%neg. FCFAA-/M$53.5493$4,979.22$503.584.2%4.1%
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T Rowe PriceTROW7.4%-2.4%5.0%9.6%2.7%10.9%1.151711.7%down 1SD36%29.3%N.R.N.R.0%55%23%neg. FCFno LT debtA-/M$80.6562$5,000.30$2,348.849.0%36.7%yes
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Cullen/Frost BankersCFR10.8%-13.3%-2.5%13.1%2.7%3.5%1.58178.5%on trendline22%18.9%N.R.N.R.1%2%41%37%A-A-/M$91.1255$5,011.60$375.4511.3%0.0%yes
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Averagen = 1512.5%12.4%25.0%15.6%2.2%11.3%0.882012.7%on trendline30%110.7%18818214%190%30%110%A+A+/M$80.92$4,985.97$2,983.406.5%31.2%yes
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BENCHMARKS
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Berkshire HathawayBRK-B9.4%6.6%16.0%16.5%0.0%0.0%0.85209.2%up 1SD23%37.5%27418716%93%41%no dividendAAB+/M$174.3929$5,057.31-$164.676.4%7.1%
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Vanguard High Div Yield ETF
VYM7.2%7.7%14.9%13.4%2.9%10.8%0.9118
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SPDR S&P 500 ETFSPY7.0%6.6%13.6%14.3%1.9%11.4%1256.1%up 1SD30%$245.0520$4,901.00-$546.33
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Vanguard Interm-Term Bond ETNBIV5.7%6.3%12.0%2.5%2.5%-5.4%0NA5.2%down 2SD8%$84.8559$5,006.15-$1,843.53
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SPDR S&P 400 MidCap ETF
MDY7.8%3.2%11.0%13.5%1.1%16.4%1.03218.4%on trendline27%$317.1816$5,074.88$101.58
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Averagen = 57.4%6.1%13.5%12.0%1.7%6.6%0.76217.2%on trendline22%$205.37$5,009.84-$613.24
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Consumer Price Indexcpi1.7%1.2%
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Updated 9/4/2017
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