Week 326 - Investing for Income
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Companies Ranked by Finance Value (Col E)TickerReward = Total Return/Yr since S&P 500 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 @ -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-Yrs & 9% Discount RateWACCROICDiv Achiever
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WEC EnergyWEC14.3%17.8%32.1%15.2%3.2%11.6%-0.082114.4%on trendline18%44146529%87%30%92%A-A/L$64.3478$5,018.52$4,262.292.0%5.8%yes
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TravelersTRV11.6%20.3%31.9%14.9%2.4%9.4%1.161212.1%on trendline27%2211967%1500%57%25%AA-/M$124.8540$4,994.00$2,289.528.4%11.3%yes
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NextEra EnergyNEE13.1%15.1%28.2%19.7%2.7%10.4%0.241715.2%up 1SD24%46830433%58%37%68%A-A/L$147.5934$5,018.06$4,521.743.3%7.1%yes
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Coca-ColaKO8.6%13.4%22.2%7.1%3.2%7.7%0.59488.6%on trendline22%24425335%33%2%120%AA-A-/L$45.69109$4,980.21$844.485.0%12.2%yes
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Air Products & ChemicalsAPD8.0%12.1%20.1%15.6%2.5%9.9%1.061110.9%on trendline27%29130019%82%26%44%AA-/M$146.6034$4,984.40$1,766.707.5%9.9%yes
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Johnson & JohnsonJNJ11.0%8.1%19.1%17.0%2.5%6.6%0.63229.6%up 1SD25%20731418%71%-4%55%AAAA/L$132.8138$5,046.78$990.435.8%26.3%yes
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Procter & GamblePG7.1%4.5%11.6%9.2%2.9%4.2%0.52167.6%on trendline16%31227914%42%-6%77%AA-A/L$91.7055$5,043.50$203.024.9%14.8%yes
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Wal-Mart StoresWMT7.6%-3.0%4.6%4.1%2.6%5.1%0.05195.6%up 1SD24%31732720%47%24%32%AAA/L$79.5263$5,009.76-$659.622.7%13.0%yes
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Averagen = 810.2%11.0%21.2%12.9%2.8%8.1%0.522110.5%on trendline23%31330522%240%21%64%A+A/M$104.14$5,011.90$1,777.325.0%12.6%yes
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BENCHMARKS
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iShares 20+ Year T-BondTLT7.5%12.9%20.4%3.1%2.4%-2.3%0NA4.3%on trendline21%AAA$126.0740$5,042.80-$1,332.41
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Berkshire HathawayBRK-B9.4%6.6%16.0%15.6%0.0%0.0%0.79219.3%up 1SD23%27418715%93%42%no dividendAAB+/M$177.3528$4,965.80-$118.306.3%7.1%
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Vanguard High Div YieldVYM7.4%7.7%15.1%13.3%2.9%10.4%0.9118NANANA
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SPDR S&P 500SPY7.1%6.6%13.7%13.9%1.9%10.9%1256.1%up 1SD30%$246.9020$4,938.00-$568.95
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SPDR Dow Jones Ind AvgDIA7.6%6.0%13.6%13.4%2.1%8.0%1.02196.0%up 1SD25%$219.2423$5,042.52-$609.02
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Vanguard Interm-Term BdBIV5.7%6.3%12.0%2.4%2.5%-14.0%0NA5.2%down 2SD8%$85.0559$5,017.95-$1,234.77
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SPDR S&P MidCap 400MDY8.0%3.2%11.2%13.8%1.2%16.6%1.03218.5%on trendline 27%$317.1016$5,073.60$160.84
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Averagen = 77.5%7.0%14.6%10.8%1.9%4.2%0.68216.6%on trendline22%$195.29$5,013.45-$617.10
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Consumer Price Index cpi1.6%1.2%
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Updated 9/25/2017
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