Week 327 - The 2 & 8 Club: A strategy to beat the S&P 500
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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/EBMW Method 16-Yr CAGRRecent 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 RatingPx (50d avg)Shares BOTAmountNet Present Value @ 10-Yr Holding Period & 9% Discount RateWACCROICDividend Achiever
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Altria GroupMO17.2%35.0%52.2%18.3%4.2%8.5%0.39818.6%on trendline30%10332%51%-4%105%A-A-/M$64.3978$5,022.42$7,906.274.6%31.3%yes
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MicrosoftMSFT11.6%18.6%30.2%23.6%2.1%14.3%1.442810.5%up 2SD35%36834432%61%5%38%AAAA-/M$73.5668$5,002.08$1,611.5810.1%97.7%yes
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RaytheonRTN15.6%13.6%29.2%30.4%1.7%10.1%0.752615.9%up 1SD36%14621316%44%-8%44%AA/M$184.1227$4,932.36$4,633.306.5%17.6%$531.5%yesyes
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NextEra EnergyNEE13.1%15.1%28.2%19.4%2.7%10.4%0.241715.2%up 1SD24%46830433%58%37%95%A-A/L$147.1234$5,002.08$4,510.133.4%7.1%yes
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AmgenAMGN13.9%11.3%25.2%19.3%2.5%26.2%1.791710.2%up 1SD44%1078142%92%6%33%AA-/M$178.0428$4,985.12$2,362.3210.8%31.7%
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3MMMM11.5%13.3%24.8%20.8%2.2%14.8%0.932411.2%up 1SD32%20118633%110%0%51%AA-A+/L$206.4024$4,953.60$1,971.727.4%26.7%yes
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Texas InstrumentsTXN11.2%12.9%24.1%30.0%2.4%24.2%1.272211.7%up 2SD43%123119%200%6%47%A+A-/M$83.0260$4,981.20$3,001.609.6%37.2%yes
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PepsiCoPEP8.5%14.4%22.9%12.2%2.9%8.4%0.67238.9%up 1SD20%25732441%49%-10%66%A+A/L$115.5343$4,967.79$822.525.7%23.0%yes
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Coca-ColaKO8.5%13.4%21.9%7.6%3.2%7.9%0.61498.8%on trendline21%24425335%33%2%97%AA-A-/L$45.83109$4,995.47$936.885.1%12.2%$1905.5%yes
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TargetTGT1.1%20.1%21.2%1.7%4.2%11.5%0.33124.5%down 1SD28%35614129%43%36%28%AB+/M$57.0288$5,017.76$39.324.6%14.5%yes
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BlackRockBLK12.6%6.3%18.9%23.7%2.2%10.8%1.682217.7%on trendline38%3322292%72%-2%49%AA-A/M$426.2212$5,114.64$6,562.3811.8%12.3%
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Cisco SystemsCSCO3.1%14.0%17.1%15.8%3.5%29.4%1.48185.9%up 1SD33%24921522%54%21%43%AA-B+/M$32.01156$4,993.56$1,793.289.9%33.5%
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United Parcel ServiceUPS7.7%7.1%14.8%12.8%2.8%7.8%0.86286.8%on trendline28%14019336%55%-4%690%A+B+/L$116.9543$5,028.85$150.076.7%29.2%$982.9%
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BoeingBA12.0%2.1%14.1%33.2%2.2%26.4%1.272215.3%up 2SD42%1754911%21%-7%28%AA/M$241.1021$5,063.10$5,378.659.9%579.2%
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JP Morgan ChaseJPM9.6%1.5%11.1%22.0%2.4%10.8%1.241410.0%up 2SD32%21114213%1%55%29%A+A-/L$92.2754$4,982.58$1,279.006.1%15.1%
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Wells FargoWFC7.5%1.3%8.8%12.9%2.9%12.1%1148.2%on trendline33%21020812%0%55%86%AA-/M$52.6395$4,999.85$771.324.5%4.1%
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PfizerPFE7.8%-0.3%7.5%11.6%3.5%7.9%1.09266.6%up 1SD43%12230220%51%-22%56%AAB+/M$35.11142$4,985.62$217.247.8%13.4%$2106.1%
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CaterpillarCAT7.0%-9.4%-2.4%11.3%2.5%8.5%1.670011.4%on trendline43%47745230%21%8%43%AB+/M$117.4543$5,050.35$2,029.988.6%0.9%yes
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IBMIBM4.7%-9.0%-4.3%-4.2%4.1%12.0%0.95126.2%down 1SD30%20618531%47%-16%44%A+A/M$143.9035$5,036.50$555.856.5%23.2%yes
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QUALCOMMQCOM4.1%-17.8%-13.7%-0.7%4.4%17.9%1.49206.3%down 2SD37%43034330%100%27%84%AA-/H$52.1096$5,001.60$1,190.7110.1%11.8%yes
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Averagen = 209.4%8.2%17.6%16.1%2.9%14.0%1.116110.5%up 1SD34%25420226%58%9%88%A+A-/L$123.24$5,005.83$2,386.217.5%51.1%yes
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Candidates for The 2 & 8 Club
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Home DepotHD18.0%32.4%50.4%24.2%2.3%25.1%0.952415.2%up 1SD53%211853%69%1%42%AA+/L$154.4032$4,940.80$5,043.837.5%37.3%
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Lowe'sLOW12.2%25.8%38.0%23.4%2.1%20.7%1.12310.6%up 1SD47%575242%47%7%25%A-A/M$76.8965$4,997.85$1,881.577.9%18.3%yes
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Honeywell InternationalHON11.4%11.9%23.3%21.1%1.9%12.4%0.992214.0%up 1SD35%19519420%34%-2%40%AA/M$138.2236$4,975.92$3,393.487.5%19.3%yes
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Coca-ColaKO8.5%13.4%21.9%6.6%3.3%7.7%0.59488.6%on trendline22%24425335%33%2%97%AA-A-/L$45.72109$4,983.48$841.135.0%12.2%yes
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United Parcel ServiceUPS7.8%7.1%14.9%13.6%2.8%7.8%0.83297.3%up 1SD28%14019336%55%-4%690%A+B+/L$114.8544$5,053.40$181.046.6%29.2%
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Union PacificUNP15.8%-6.1%9.7%16.3%2.1%15.1%0.952117.6%on trendline29%44036727%205%23%49%AA/M$107.3447$5,044.98$6,515.757.4%14.4%yes
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U.S. BancorpUSB7.8%-0.5%7.3%11.3%2.2%7.5%0.95168.5%up 1SD32%2092718%0%34%29%A+B+/L$52.4095$4,978.00$464.935.9%7.6%
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Averagen = 711.6%12.0%23.6%16.6%2.4%13.8%0.912611.7%up 1SD35%18719332%63%9%139%AA-/L$98.55$4,996.35$2,617.396.8%19.8%yes
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BENCHMARKS
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McDonald'sMCD15.0%17.2%32.2%15.3%2.6%6.1%0.792616.5%on trendline27%23438086%175%-3%77%BBB+A/M$157.4532$5,038.40$5,347.986.3%24.8%
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Johnson & JohnsonJNJ10.9%8.1%19.0%17.0%2.6%6.6%0.63229.5%up 1SD25%20731418%71%-4%50%AAAA/L$132.3638$5,029.68$940.675.9%26.3%yes
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Berkshire HathawayBRK-B9.4%6.6%16.0%15.9%0.0%0.0%0.79219.3%up 1SD23%27418715%93%42%no dividendAAB+/M$178.6228$5,001.36-$116.726.5%7.1%
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Vanguard High Div. Yield ETFVYM7.4%7.7%15.1%13.5%2.9%8.4%0.9118$79.62
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iShares S&P 100 ETFOEF7.0%7.2%14.2%13.4%1.9%4.3%120$109.82
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SPDR S&P 500 ETFSPY7.2%6.6%13.8%14.1%1.9%10.9%1206.2%up 1SD30%$247.3120$4,946.20-$537.30
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SPDR Dow Jones Ind. Avg. ETFDIA7.7%6.0%13.7%13.5%2.1%8.0%1.02196.0%up 1SD25%$220.0023$5,060.00-$611.69
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Procter & GamblePG6.9%4.5%11.4%9.3%3.0%4.2%0.52167.5%on trendline16%31227915%42%-6%77%AA-A/L$92.0054$4,968.00$155.995.0%14.8%yes
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SPDR S&P MidCap 400 ETFMDY8.1%3.2%11.3%14.3%1.2%16.6%1.03218.6%on trendline27%$317.4216$5,078.72$203.04
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Exxon MobilXOM1.6%-5.0%-3.4%0.8%3.8%6.2%0.65296.5%down 1SD30%4844817%46%55%88%AA+B+/L$79.0763$4,981.41$188.365.7%6.0%yes
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Averagen = 108.1%6.2%14.3%12.7%2.2%7.1%0.83218.8%on trendline25%30232828%85%17%73%AA+A-/L$161.37$5,009.34$696.295.9%15.8%yes
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Consumer Price Indexcpi1.6%1.4%
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Updated 10/5/2017
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