| 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 | ||
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1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = 10-Yr Total Return/Yr | Risk Aversion = 2015 Total Return (worst year of Commodities Bear Market 4/14-4/16) | Finance Value = Col C + Col D | 5-Yr Total Return/Yr | Div Yield | 5-Yr Div Growth | 3-Yr Beta | P/E | BMW Method 16-Yr CAGR | Recent Px Trend | BMW Method Est. Loss @ -2SD | LT Debt: Total Assets | TBV:Px | Div:FCF | S&P Bond Rating | S&P Stock Rating (Stars) | Px (50d avg) | Shares BOT | Amount | Net Present Value @ 10-Yr Holding Period & 9% Discount Rate | Graham Number | Px (50d avg): Graham Number | 7-Yr P/E | Stock's Value per Dividend Discount Model | Px (50d avg): DDM Value | Market Cap ($B) | "The 2 and 8 Club" | "Blue Chip" | Dividend Achiever | |
2 | Dow Jones Industrial Average | |||||||||||||||||||||||||||||||
3 | Home Depot | HD | 25.9% | 30.4% | 56.3% | 21.1% | 2.4% | 22.2% | 1.19 | 20 | 16.2% | on trendline | 51% | 52% | 0% | 45% | A | A+/M (4) | $197.17 | 25 | $4,929.25 | $5,459.32 | $18.27 | 1079% | 42 | $103.58 | 195% | $206 | yes | |||
4 | UnitedHealth | UNH | 30.4% | 18.6% | 49.0% | 32.6% | 1.4% | 27.4% | 0.75 | 20 | 17.2% | up 1SD | 54% | 21% | -7% | 15% | A+ | A+/M (4) | $264.95 | 19 | $5,034.05 | $6,112.01 | $123.85 | 214% | 40 | $91.44 | 186% | $251 | yes | |||
5 | McDonald's | MCD | 15.1% | 31.0% | 46.1% | 16.1% | 2.7% | 5.6% | 0.69 | 25 | 16.5% | on trendline | 24% | 94% | -7% | 75% | BBB+ | A/M (4) | $166.18 | 30 | $4,985.40 | $5,354.55 | neg BV | -- | 30 | $61.25 | 261% | $136 | yes | yes | ||
6 | Visa | V | 25.6% | 17.9% | 43.5% | 24.2% | 0.7% | -9.0% | 0.98 | 33 | 26.8% | NA | NA | 27% | -5% | 17% | A+ | B+/M (3) | $143.78 | 35 | $5,032.30 | $17,258.42 | $33.97 | 423% | 69 | $20.76 | 688% | $290 | ||||
7 | Boeing | BA | 26.9% | 14.1% | 41.0% | 25.1% | 1.9% | 28.2% | 1.69 | 21 | 18.0% | up 2SD | 47% | 9% | -5% | 33% | A | A+/M (4) | $361.20 | 14 | $5,056.80 | $7,366.13 | neg BV | -- | 46 | $222.38 | 158% | $206 | yes | yes | ||
8 | Apple | AAPL | 33.3% | -2.1% | 31.2% | 24.8% | 1.4% | 10.8% | 1.27 | 19 | 33.2% | on trendline | 57% | 28% | 12% | 23% | AA+ | B+/M (4) | $221.32 | 23 | $5,090.36 | $32,219.99 | $76.79 | 288% | 29 | $47.27 | 347% | $1,073 | yes | |||
9 | 3M | MMM | 14.0% | -5.8% | 8.2% | 11.6% | 2.9% | 16.1% | 1.18 | 26 | 10.1% | on trendline | 33% | 31% | -2% | 51% | AA- | A+/L (4) | $205.54 | 24 | $4,932.96 | $1,664.39 | $53.61 | 383% | 28 | $113.64 | 182% | $112 | yes | yes | yes | |
10 | Goldman Sachs | GS | 12.7% | -6.1% | 6.6% | 8.5% | 1.5% | 9.2% | 1.31 | 16 | 6.4% | on trendline | 40% | 26% | 79% | neg CF | A+ | B/M (4) | $227.45 | 22 | $5,003.90 | -$715.78 | $246.31 | 92% | 18 | $49.53 | 473% | $86 | ||||
11 | International Business Machines | IBM | 6.2% | -12.3% | -6.1% | -5.4% | 5.0% | 11.3% | 1.03 | 19 | 5.0% | down 2SD | 30% | 32% | -16% | 45% | A+ | A-/M (4) | $141.64 | 35 | $4,957.40 | $218.25 | $55.08 | 257% | 11 | $105.44 | 139% | $106 | yes | yes | yes | |
12 | Caterpillar | CAT | 15.2% | -23.3% | -8.1% | 11.9% | 3.0% | 7.9% | 1.49 | 22 | 9.9% | on trendline | 42% | 30% | 8% | 87% | A | B+/M (5) | $140.84 | 36 | $5,070.24 | $726.65 | $54.01 | 256% | 31 | $48.52 | 291% | $74 | yes | yes | ||
13 | Average | n = 10 | 20.5% | 6.2% | 26.8% | 17.1% | 2.3% | 13.0% | 1.16 | 22 | 15.9% | on trendline | 42% | 35% | 6% | 43% | A+ | A-/L (4) | $207.01 | $5,009.27 | $7,566.39 | $82.74 | 374% | $86.38 | 292% | $254 | yes | |||||
14 | ||||||||||||||||||||||||||||||||
15 | Dow Jones Transportation Average | |||||||||||||||||||||||||||||||
16 | J.B. Hunt Transport Services | JBHT | 16.3% | -10.9% | 5.4% | 8.8% | 0.9% | 10.0% | 0.9 | 15 | 15.3% | down 1SD | 30% | 17% | 16% | 50% | BBB+ | A+/M (4) | $117.55 | 43 | $5,054.65 | $3,811.62 | $55.22 | 213% | 35 | $15.86 | 766% | $12 | yes | |||
17 | FedEx | FDX | 12.9% | -13.1% | -0.2% | 11.2% | 1.2% | 31.7% | 1.45 | 12 | 8.5% | on trendline | 39% | 29% | 19% | neg CF | BBB | A-/M (5) | $234.99 | 21 | $4,934.79 | $615.11 | $170.32 | 138% | 28 | $94.35 | 259% | $59 | yes | |||
18 | United Parcel Service | UPS | 9.4% | -10.3% | -0.9% | 4.2% | 3.5% | 7.9% | 1.13 | 18 | 6.2% | on trendline | 29% | 45% | -3% | neg CF | A+ | B+/L (5) | $117.14 | 43 | $5,037.02 | -$138.44 | $19.01 | 616% | 31 | $59.21 | 203% | $92 | ||||
19 | Landstar System | LSTR | 13.5% | -17.1% | -3.6% | 14.7% | 0.7% | 38.1% | 0.71 | 18 | 10.5% | on trendline | 35% | 6% | 12% | 52% | no LT Debt | A-/M (5) | $114.07 | 44 | $5,019.08 | $1,202.30 | $44.17 | 258% | 38 | $65.65 | 178% | $4 | ||||
20 | CSX | CSX | 21.2% | -26.0% | -4.8% | 23.6% | 1.3% | 8.2% | 1.09 | 9 | 21.8% | on trendline | 37% | 32% | 22% | 37% | BBB+ | A+/M (4) | $72.18 | 69 | $4,980.42 | $10,113.35 | $52.47 | 138% | 30 | $13.13 | 548% | $59 | yes | |||
21 | Norfolk Southern | NSC | 15.0% | -20.5% | -5.5% | 16.9% | 2.0% | 8.3% | 1.53 | 8 | 14.9% | up 1SD | 32% | 26% | 32% | 41% | BBB+ | A/M (3) | $174.78 | 29 | $5,068.62 | $3,918.38 | $163.12 | 107% | 23 | $45.91 | 380% | $46 | yes | |||
22 | C.H. Robinson Worldwide | CHRW | 8.0% | -14.0% | -6.0% | 10.1% | 2.1% | 5.6% | 0.49 | 21 | 8.5% | on trendline | 41% | 30% | 1% | 52% | BBB+ | A/M (3) | $94.74 | 53 | $5,021.22 | $239.53 | $31.61 | 300% | 30 | $25.82 | 371% | $13 | yes | |||
23 | Union Pacific | UNP | 22.0% | -32.5% | -10.5% | 16.6% | 2.3% | 0.5% | 0.68 | 10 | 20.7% | on trendline | 29% | 28% | 20% | 47% | A- | A/M (3) | $154.74 | 32 | $4,951.68 | $8,929.41 | $93.52 | 165% | 25 | $54.15 | 282% | $108 | yes | yes | ||
24 | Kansas City Southern | KSU | 17.7% | -37.1% | -19.4% | -2.3% | 1.4% | 11.4% | 0.56 | 10 | 13.6% | down 1SD | 44% | 24% | 39% | 42% | BBB- | B+/M (4) | $111.51 | 45 | $5,017.95 | $2,832.83 | $102.27 | 109% | 25 | $25.02 | 463% | $10 | ||||
25 | Kirby | KEX | 11.3% | -35.5% | -24.2% | -4.1% | 0.0% | 0.0% | 0.79 | 12 | 9.0% | down 1SD | 43% | 19% | 13% | no dividend | BBB | B/M (3) | $79.72 | 63 | $5,022.36 | -$253.72 | $80.83 | 99% | 20 | no dividend | no dividend | $4 | ||||
26 | Average | n = 10 | 14.7% | -21.7% | -7.0% | 10.0% | 1.5% | 12.2% | 0.93 | 13 | 12.9% | on trendline | 36% | 25% | 18% | 47% | BBB+ | A-/L (4) | $127.14 | $5,003.30 | $3,127.04 | $81.25 | 214% | 29 | $35.00 | 372% | $41 | yes | ||||
27 | ||||||||||||||||||||||||||||||||
28 | BENCHMARKS | |||||||||||||||||||||||||||||||
29 | Amazon.com | AMZN | 44.3% | 119.1% | 163.4% | 36.0% | 0.0% | 0.0% | 1.81 | 122 | 31.5% | up 1SD | 42% | 17% | 3% | no dividend | AA- | B-/M (4) | $1,869.06 | 3 | $5,607.18 | $29,956.49 | $142.90 | 1308% | 966 | no dividend | no dividend | $814 | ||||
30 | SPDR S&P 500 ETF | SPY | 11.9% | 1.3% | 13.2% | 13.8% | 1.7% | 8.2% | 1 | 18 | 6.3% | up 1SD | 30% | $283.82 | 18 | $5,108.76 | -$423.49 | $77.94 | 367% | $280 | ||||||||||||
31 | SPDR Dow Jones Industrial Avg ETF | DIA | 12.1% | 0.1% | 12.2% | 14.4% | 2.0% | 8.1% | 1.07 | 17 | 6.4% | up 1SD | 27% | $258.83 | 19 | $4,917.77 | -$287.18 | $80.10 | 321% | $22 | ||||||||||||
32 | Berkshire Hathaway | BRK-B | 11.4% | -11.5% | -0.1% | 12.5% | 0.0% | 0.0% | 0.82 | 10 | 10.2% | up 1SD | 24% | 15% | 50% | no dividend | AA | B+/L (3) | $211.93 | 24 | $5,094.00 | $315.59 | $250.56 | 85% | 22 | -- | -- | $510 | ||||
33 | iShares Transportation Average ETF | IYT | 10.8% | -16.9% | -6.1% | 12.9% | 1.0% | 8.5% | 0.9 | 16 | 7.7% | NA | NA | $198.06 | 25 | $4,951.50 | -$144.95 | $1 | ||||||||||||||
34 | Average | n = 5 | 18.1% | 18.4% | 36.5% | 17.9% | 0.9% | 5.0% | 1.12 | 37 | 12.4% | up 1SD | 31% | $564.34 | $5,094.00 | $5,883.29 | $325 | |||||||||||||||
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36 | Consumer Price Index | |||||||||||||||||||||||||||||||
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38 | Updated 11/2/2018 | |||||||||||||||||||||||||||||||
39 |