Week 358 - Hedge the Crash with Low-Beta Dividend Achievers
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Companies Ranked by Finance Value (Column 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 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 BOTAmount PurchasedNet Present Value @ 10-Yr Holding Period & 9% Discount RateWACCROICMarket Cap ($B)Dividend AchieverDurable Competitive Advantage
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Altria GroupMO15.0%35.0%50.0%13.5%5.0%8.7%0.481017.7%down 2SD28%10332%72%-4%102%A-A-/M (5)$61.1282$5,011.84$7,268.136.1%41.7%$104yesnegative
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NikeNKE17.0%30.0%47.0%18.2%1.2%-1.0%0.583022.4%down 1SD27%482214%66%10%45%AA-A+/M (3)$66.7475$5,005.50$10,767.836.1%18.8%$110yes8.9%
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Consolidated EdisonED9.9%25.2%35.1%8.0%3.6%2.8%0.01169.5%on trendline19%43941331%69%63%no FCFA-B+/L (1)$77.2665$5,021.90$1,204.163.3%7.0%$24yes4.8%
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CloroxCLX9.4%23.2%32.6%10.1%3.3%6.3%0.31209.8%on trendline22%1485821%48%-7%59%A-A/M (3)$125.4540$5,018.00$1,266.374.7%35.6%$15yesnegative
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WEC EnergyWEC13.7%17.6%31.3%11.7%3.5%11.2%0.011715.5%down 1SD16%44146528%54%33%556%A-A/L (2)$62.1081$5,030.10$5,199.413.2%7.2%$20yes5.7%
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NextEra EnergyNEE13.5%15.1%28.6%18.6%2.7%10.5%0.261416.0%up 1SD25%46830432%57%39%158%A-A/L (3)$159.9831$4,959.38$5,121.904.8%78.3%$76yes7.7%
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TargetTGT2.7%20.1%22.8%3.1%3.5%12.3%0.56135.9%on trendline28%35614128%52%28%30%AB+/M (3)$71.3470$4,993.80$147.785.1%16.5%$37yes0.5%
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SouthernSO7.6%14.3%21.9%3.9%5.2%3.4%0.03537.9%down 1SD14%31140919%47%38%no FCFA-A-/L (4)$44.63112$4,998.56$1,029.663.1%6.9%$45yes0.5%
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PepsiCoPEP6.9%14.4%21.3%6.3%3.3%8.4%0.63298.1%down 1SD19%25732441%49%-10%64%A+A/L (5)$107.0647$5,031.82$577.575.9%15.8%$137yesnegative
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Coca-ColaKO7.5%13.4%20.9%3.0%3.5%6.9%0.571439.8%down 2SD20%24425336%26%3%149%AA-A-/L (4)$43.49115$5,001.35$1,490.335.6%-12.1%$178yesnegative
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Johnson & JohnsonJNJ9.9%8.1%18.0%10.7%2.6%6.6%0.592599.2%on trendline25%20731417%69%-3%50%AAAA-/L (4)$128.6839$5,018.52$826.726.1%0.8%$329yesnegative
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Averagen = 1110.3%19.7%30.0%9.7%3.4%6.9%0.375512.0%on trendline22%26723827%55%17%135%AA/L (3)$86.17$5,008.25$3,172.714.9%19.7%$98yes4.7%
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BENCHMARKS
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Berkshire HathawayBRK-B9.6%6.6%16.2%12.2%0.0%0.0%0.87119.6%up 1SD24%27418715%127%39%no dividendAAB+/L (3)$200.1625$5,004.00$20.978.0%10.9%$48212.6%
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AT&TT3.6%11.6%15.2%1.9%6.0%2.2%0.3977.5%down 1SD24%34136828%48%-36%65%BBB+B/M (4)$35.25142$5,005.50$952.415.6%-14.1%$195yesnegative
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SPDR Dow Jones Ind AvgDIA7.7%4.7%12.4%12.1%2.0%7.9%1.03166.4%up 1SD26%$244.3220$4,886.40-$483.70$21
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SPDR S&P 500 IndexSPY7.1%5.0%12.1%11.9%1.8%8.9%1176.5%up 1SD30%$267.3719$5,080.03-$514.66$255
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SPDR S&P MidCap 400MDY8.3%2.8%11.1%11.1%1.2%13.1%0.98178.8%on trendline27%$344.3215$5,164.80$245.77$20
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Averagen = 57.3%6.1%13.4%9.8%2.2%6.4%0.85147.8%up 1SD26%30827822%88%2%65%A+B+/M (4)$218.28$5,028.15$44.166.8%-1.6%$195yes12.6%
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Consumer Price Indexcpi1.8%1.5%
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Updated 5/8/2018
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