| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked By Finance Value (Col E) | Ticker | Reward = 8-Yr Total Return/Yr | Risk = Total Return/Yr @ Commodity Correction (7/14-7/16) | Finance Value = Col C + Col D | 5-Yr Total Return/Yr | Div Yield | 4-Yr Div Growth/Yr | 5-Yr Beta | P/E | 16-yr CAGR (Px only) | Recent Price Trend | Predicted loss from trendline @ -2SD | LT DEBT:TOTAL ASSETS | Operating Cash Flow Ratio | TBV:Px | Div:FCF | 2017 Barron's 500 Rank | 2016 Barron's 500 Rank | S&P Bond Rating | S&P Stock Rating | Px (50d avg) | Shares BOT | Amount | PV of Expected Cash Flows | Net Present Value | WACC | ROIC | 200d MA | 50d MA vs. 200d MA | Dividend Achiever | |
2 | Deere | DE | 17.9% | -2.4% | 15.5% | 13.6% | 1.9% | 6.2% | 0.71 | 23 | 13.7% | on trendline | 36% | 41% | 19% | 17% | 116% | 463 | 429 | A | B+/M | $109.68 | 46 | $5,045.28 | $7,690.90 | $2,516.25 | 3.8% | 4.8% | rising | rising & above 200d MA | ||
3 | Cummins | CMI | 24.5% | -12.1% | 12.4% | 14.9% | 2.6% | 20.8% | 0.95 | 18 | 22.0% | down 1SD | 49% | 10% | 45% | 24% | 47% | 409 | 259 | A+ | B+/M | $150.54 | 33 | $4,967.82 | $15,975.12 | $10,879.92 | 8.5% | 18.9% | rising | rising & above 200d MA | yes | |
4 | Archer Daniels Midland | ADM | 8.2% | 0.3% | 8.5% | 10.2% | 3.1% | 13.9% | 1.04 | 18 | 9.3% | on trendline | 39% | 27% | 11% | 57% | 74% | 446 | 352 | A | B+/M | $44.37 | 113 | $5,013.81 | $6,412.82 | $1,270.45 | 7.6% | 5.1% | falling | falling & below 200d MA | yes | |
5 | Valmont Industries | VMI | 11.2% | -5.1% | 6.1% | 6.5% | 1.0% | 13.6% | 1.16 | 19 | 15.6% | down 2SD | 44% | 31% | 63% | 16% | 36% | NR | NR | BBB+ | A-/H | $153.07 | 33 | $5,051.31 | $9,740.47 | $4,559.64 | 8.4% | 14.2% | rising | falling & above 200d MA | ||
6 | Caterpillar | CAT | 18.6% | -13.6% | 5.0% | 8.0% | 2.9% | 10.3% | 1.66 | -420 | 10.7% | on trendline | 43% | 31% | 19% | 9% | 61% | 477 | 452 | A | A-/M | $95.25 | 52 | $4,953.00 | $6,677.11 | $1,597.11 | 7.6% | 0.3% | rising | rising & above 200d MA | yes | |
7 | AGCO | AGCO | 11.9% | -7.0% | 4.9% | 11.8% | 0.8% | 8.8% | 0.71 | 38 | 9.7% | on trendline | 41% | 24% | 17% | 16% | 7% | 428 | 457 | BBB- | B/M | $69.77 | 72 | $5,023.44 | $5,197.09 | $44.84 | 5.6% | 4.0% | rising | rising & above 200d MA | ||
8 | Trimble | TRMB | 17.8% | -19.3% | -1.5% | 10.0% | 0.0% | 0.0% | 2.51 | 57 | 14.0% | down 1SD | 51% | 13% | 59% | -1% | 6% | NR | NR | BBB- | B/H | $32.01 | 156 | $4,993.56 | $7,761.24 | $2,639.64 | 16.1% | 5.9% | rising | rising & above 200d MA | ||
9 | Raven Industries | RAVN | 15.8% | -22.7% | -6.9% | 2.1% | 1.4% | 4.6% | 1.31 | 48 | 13.3% | on trendline | 58% | 0% | 171% | 18% | 46% | NR | NR | NA | B/H | $29.74 | 168 | $4,996.32 | $8,108.56 | $2,984.13 | 10.1% | 9.3% | rising | rising & above 200d MA | ||
10 | Flowserve | FLS | 9.6% | -21.1% | -11.5% | 6.1% | 1.6% | 11.0% | 1.35 | 52 | 13.3% | down 2SD | 50% | 32% | 19% | 4% | 37% | NR | NR | BBB | B+/M | $47.82 | 105 | $5,021.10 | $8,376.61 | $3,226.76 | 8.9% | 5.8% | falling | falling & above 200d MA | ||
11 | Average | n = 9 | 15.1% | -11.4% | 3.6% | 9.2% | 1.7% | 9.9% | 1.27 | -16 | 13.5% | down 1SD | 46% | 23% | 47% | 18% | 48% | 445 | 390 | A- | B+/M | $81.36 | $5,007.29 | $8,437.77 | $3,302.08 | 8.5% | 7.6% | rising | rising & above 200d MA | |||
12 | ||||||||||||||||||||||||||||||||
13 | BENCHMARKS | |||||||||||||||||||||||||||||||
14 | SPDR 500 Index | SPY | 15.8% | 5.3% | 21.1% | 15.5% | 1.9% | 8.5% | 1 | 26 | 5.9% | up 1SD | 30% | $218.46 | 23 | $5,024.58 | $4,455.43 | -$569.15 | rising | rising & above 200d MA | ||||||||||||
15 | Berkshire Hathaway | BRK-B | 14.7% | 5.4% | 20.1% | 15.8% | 0.0% | 0.0% | 0.84 | 19 | 9.0% | up 1SD | 23% | 16% | 93% | 42% | no dividend | 274 | 187 | AA | B+/M | $169.27 | 30 | $5,078.10 | $4,818.65 | -$389.66 | 6.4% | 7.4% | rising | rising & above 200d MA | ||
16 | SPDR MidCap 400 Index | MDY | 16.6% | 3.1% | 19.7% | 15.6% | 1.3% | 10.2% | 1.01 | 21 | 8.5% | on trendline | 27% | $312.61 | 16 | $5,001.76 | $5,271.11 | $141.10 | rising | rising & above 200d MA | ||||||||||||
17 | iShares 7-10 Year T-Bond | IEF | 4.9% | 6.6% | 11.5% | 1.8% | 1.8% | 2.0% | 0 | NA | 5.2% | down 2SD | 8% | $106.68 | 47 | $5,013.96 | $4,020.26 | -$1,122.26 | falling | rising & above 200d MA | ||||||||||||
18 | UBS ETRACS Bloomberg Commodity Total Return | DJCI | -7.2% | -19.4% | -26.6% | -10.0% | 0.0% | 0.0% | 0.81 | NA | -4.1% | down 1SD | 38% | $15.10 | 331 | $4,998.10 | $1,355.05 | -$3,771.21 | falling | falling & below 200d MA | ||||||||||||
19 | Average | n = 5 | 9.0% | 0.2% | 9.2% | 7.7% | 1.0% | 4.1% | 0.73 | 22 | 4.9% | on trendline | 25% | $164.42 | $5,023.30 | $3,984.10 | -$1,142.24 | rising | rising & above 200d MA | |||||||||||||
20 | ||||||||||||||||||||||||||||||||
21 | Commodity Futures | |||||||||||||||||||||||||||||||
22 | iPath Bloomberg Livestock SubTR ETN | COW | -2.5% | |||||||||||||||||||||||||||||
23 | Teucrium Soybean ETF | SOYB | -6.8% | |||||||||||||||||||||||||||||
24 | iPath Bloomberg Copper SubTR ETN | JJC | -6.9% | |||||||||||||||||||||||||||||
25 | Teucrium Corn ETF | CORN | -14.5% | |||||||||||||||||||||||||||||
26 | Teucrium Wheat ETF | WEAT | -19.9% | |||||||||||||||||||||||||||||
27 | United States Oil | USO | -21.6% | |||||||||||||||||||||||||||||
28 | Average | n = 6 | -12.0% | |||||||||||||||||||||||||||||
29 | ||||||||||||||||||||||||||||||||
30 | Consumer Price Index | cpi | 1.7% | 1.5% | ||||||||||||||||||||||||||||
31 | ||||||||||||||||||||||||||||||||
32 | Updated 6/24/2017 |