Month 92 - Dow Jones Industrial Average - Winter 2019 Update
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Companies Ranked by Finance Value (Col E)TickerReward = 10-Yr Total Return/YrRisk Aversion = 2018 Total Return (worst year of Market in the past 10)Finance Value = Col C + Col D5-Yr Total Return/YrDividend Yield5-Yr Div Growth3-Yr BetaP/EBMW Method 16-Yr CAGRRecent Px TrendBMW Method Est. Loss @ -2SDReturn (EBIT) on Capital Employed (Total Assets - Current Liabilities)WACCLT Debt: Total AssetsTotal Debt: EBITDATangible Book Value: PxDiv:FCFS&P Bond RatingS&P Stock Rating (Stars)Px (50d MA)Shares BOTAmountNet Present Value @ 10-Yr Holding Period & 10% Discount RateGraham NumberPx (50d MA): Graham Number7-Yr P/ES&P Insider ActivityMorningstar RatingMarket Cap ($B)Dividend Achiever
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MerckMRK17.8%40.2%58.0%10.8%2.7%4.6%0.413510.6%up 1SD35%14.4%4.6%23%151%1%113%AAB-/M (3)$76.7165$4,986.15$981.82$18.44408%39unfavorablefairly valued$208
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UnitedHealthUNH31.5%14.2%45.7%27.5%1.5%21.0%0.992016.3%up 1SD55%17.5%8.3%23%178%-6%24%A+A+/M (4)$256.1820$5,123.60$3,911.38$123.17211%35favorablefairly valued$260
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MicrosoftMSFT25.1%20.2%45.3%26.9%1.6%10.4%1.022613.3%up 2SD43%17.5%8.3%30%180%5%39%AAAB+/M (3)$105.6447$4,965.08$2,132.50$24.73426%45neutralundervalued$830yes
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VisaV28.9%16.0%44.9%22.3%0.7%-9.0%0.8532NANANA23.4%7.4%24%117%-4%16%AA-A-/M (4)$139.20NA$36.89370%56favorableovervalued$318
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BoeingBA33.9%10.8%44.7%30.6%1.9%23.0%1.362419.0%up 2SD48%33.0%10.3%9%100%-5%29%AA+/M (5)$377.4513$4,906.85$6,898.27$15.522109%37unfavorablefairly valued$236
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NikeNKE25.6%18.1%43.7%18.3%1.0%-1.7%0.856522.8%on trendline23%2.7%7.6%15%73%6%32%AA-A+/M (3)$80.3462$4,981.08$9,789.29$12.80577%45favorableovervalued$134yes
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PfizerPFE17.2%24.1%41.3%9.6%3.3%6.7%0.51228.5%up 1SD41%11.6%NA20%198%-12%53%AAB+/M (3)$42.34118$4,996.12$354.84$33.15133%28neutralfairly valued$245
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Cisco SystemsCSCO16.4%14.9%31.1%22.6%2.7%14.2%1.07198.8%up 2SD37%15.6%7.8%19%172%2%47%AA-B+/M (5)$46.39108$5,010.12$680.90$7.54599%30unfavorablefairly valued$222
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American ExpressAXP28.7%-2.3%26.4%4.7%1.4%10.7%1.1147.9%up 1SD45%8.6%6.6%31%407%21%17%BBB+B+/L (5)$101.8249$4,989.18-$465.64$48.44214%23neutralfairly valued$91
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AppleAAPL32.3%-7.1%25.2%20.4%1.7%9.2%0.991429.6%down 1SD55%28.5%7.8%26%142%15%21%AA+B+/M (4)$162.5231$5,038.12$20,874.19$82.44196%20favorableundervalued$804
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Verizon CommunicationsVZ13.9%10.1%24.0%8.6%4.3%2.6%0.51159.5%on trendline23%11.8%5.3%40%238%-34%55%BBB+B/M (3)$55.8190$5,022.90$890.48$48.17119%18neutralundervalued$228yes
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Walt DisneyDIS23.5%-0.4%23.1%8.0%1.5%14.9%0.521613.2%on trendline35%18.4%5.4%17%116%7%26%A+A+/M (5)$111.0045$4,969.35$1,820.48$78.52143%23favorablefairly valued$168
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Home DepotHD29.3%-6.6%22.7%20.0%3.0%23.7%1.241916.9%on trendline51%5.2%NA54%160%0%42%AA+/M (4)$180.6228$4,957.96$5,549.59$15.511135%37unfavorablefairly valued$217
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IntelINTC19.5%2.7%22.2%20.3%2.3%6.2%0.561210.3%up 1SD38%20.9%5.3%20%83%16%39%A+B+/M (3)$49.17104$4,976.40$799.83$40.79117%17favorableundervalued$232
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McDonald'sMCD16.8%5.1%21.9%17.1%2.6%7.5%0.42416.4%on trendline21%2.9%4.6%95%387%-5%77%BBB+A/M (4)$179.5828$5,025.72$4,368.55neg BVNA32unfavorablefairly valued$139yes
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Coca-ColaKO12.3%7.6%19.9%6.9%3.5%5.6%0.41309.8%down 1SD19%16.1%4.3%35%458%0%106%A+B+/L (5)$47.11104$4,990.96$892.49$7.98608%31unfavorablefairly valued$193yes
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Procter & GamblePG11.6%5.1%16.7%8.4%2.9%3.6%0.22247.4%up 1SD16%16.4%3.7%18%178%-8%66%AA-A/L (3)$95.1053$4,987.30-$295.02$42.10218%26unfavorablefairly valued$246yes
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JPMorgan ChaseJPM23.4%-7.5%15.9%15.0%3.1%13.6%1.041210.2%up 1SD35%NA6.3%12%zero EBITDA50%50%A+A-/L (4)$102.1249$4,957.33$1,533.17$112.2993%20favorablefairly valued$351
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TravelersTRV17.2%-7.1%10.1%11.9%2.3%9.0%1.011411.7%on trendiine24%8.7%7.9%6%160%55%19%AB+/M (4)$124.6240$4,887.60$1,466.94$130.7795%15favorableundervalued$34yes
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Johnson & JohnsonJNJ14.7%-4.8%9.9%11.4%2.6%6.4%0.65259.8%on trendline24%16.8%6.2%19%122%-4%50%AAAA-/M (3)$131.6538$5,024.74$596.54$17.58790%33unfavorableovervalued$366yes
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Walgreens Boots AllianceWBA13.5%-6.7%6.8%1.0%2.7%6.9%0.82116.3%on trendline55%13.7%7.0%18%178%-4%25%BBBA-/M (3)$70.3269$5,003.88-$544.83$57.64135%23neutralfairly valued$69yes
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WalmartWMT10.0%-3.3%6.7%8.4%2.2%2.0%0.64437.8%up 1SD23%17.7%6.1%18%145%14%33%AAA-/L (4)$96.0553$5,018.57-$433.27$31.20308%22unfavorablefairly valued$290yes
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CaterpillarCAT22.9%-17.3%5.6%10.4%2.5%7.5%1.41310.8%on trendline40%16.6%7.7%32%320%7%54%AB+/M (3)$131.7339$5,039.58$1,213.06$74.67172%27neutralundervalued$80yes
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3MMMM20.2%-17.0%3.2%11.5%2.8%11.0%1.182310.9%on trendline33%23.5%8.7%37%159%-2%66%AA-A+/L (3)$197.8426$5,076.24$1,720.82$58.30335%26favorablefairly valued$120yes
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DowDuPontDWDP26.4%-23.9%2.5%4.8%2.8%2.7%1.1336.1%on trendline49%6.5%7.9%20%385%4%476%A-B/M (5)$54.5091$5,026.84-$863.24$29.26189%20favorableNA$122
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ChevronCVX11.9%-11.4%0.5%5.6%3.9%2.6%0.91169.2%on trendline30%6.1%7.8%14%102%68%51%AA-B/M (4)$115.0044$4,990.48$723.23$115.9198%15unfavorableundervalued$228
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United TechnologiesUTX15.3%-15.1%0.2%3.8%2.3%4.5%1.24199.2%on trendline23%8.6%7.8%31%479%35%49%BBB+A/M (4)$117.0743$4,958.33$298.39$75.35159%22favorableundervalued$110yes
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Exxon MobilXOM5.5%-16.5%-11.0%0.5%4.1%5.4%1.04165.0%down 1SD29%10.8%7.7%6%72%58%89%AA+B+/L (3)$73.8069$5,027.34-$538.21$74.18102%13unfavorableundervalued$329yes
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International Business MachinesIBM7.8%-22.9%-15.1%-2.5%4.5%10.6%1.73145.6%down 1SD31%15.5%9.8%29%275%-18%49%AA-/M (4)$128.7940$5,006.00$212.64$63.19195%10favorableundervalued$125yes
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Goldman SachsGS11.4%-33.8%-22.4%4.0%1.6%8.8%1.1685.7%down 1SD39%NA3.8%24%zero EBITDA97%neg FCFBBB+B+/M (4)$188.7127$4,979.07-$1,166.03$342.9653%12neutralundervalued$76
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Averagen = 3019.5%-0.5%19.0%12.3%2.5%8.1%0.92211.3%on trendline35%13.7%6.6%27%224%15%68%A+A-/M (4)$108.49$4,998.34$2,186.32$69.04270%28neutralfairly valued$212
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BENCHMARKS
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SPDR S&P 500 ETFSPY16.6%-4.5%12.1%10.6%1.8%8.8%1176.5%up 1SD31%$265.5019$4,980.09-$671.68$250
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SPDR Dow Jones Ind Avg ETFDIA16.7%-3.6%13.1%12.2%2.1%8.7%0.98166.6%up 1SD27%$246.7721$5,114.55-$536.67$20
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Berkshire HathawayBRK-B14.0%3.5%2.5%10.7%0.0%0.0%0.741249.6%on trendline24%4.0%7.2%12%295%51%no dividendAAB+/L (3)$201.2325$5,019.00-$514.66$293.5270%23unfavorablefairly valued$505
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Averagen = 315.8%-1.5%9.2%11.2%1.3%5.8%0.91527.6%up 1SD27%4.0%7.2%12%295%51%#DIV/0!AA-/M (3)$237.83$5,037.88-$574.34$293.5270%93neutralfairly valued$258
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Consumer Price Indexcpi1.5%0.3%1.8%0.9%
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Updated 3/6/2019
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