Month 99 - Starter Stocks - A-rated S&P 100 Companies - September 2019
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMAN
1
Companies Ranked by Finance Value (Column E)TickerReward = 10-Yr Total Return/YrRisk Aversion = 2018 Total Return (S&P 500's worst year in the last 10)Finance Value = Col C + Col D5-Yr Total Return/YrDividend Yield5-Yr Div Growth/Yr3-Yr BetaP/EBMW Method: current 16-Yr CAGRBMW Method: current Px TrendBMW Method: Px loss after regression to mean from +2SDROCEWACCLT Debt: Total AssetsLT-Debt: Total CapitalTotal Debt: EBITDATBV:PxDiv:FCFS&P Bond RatingS&P Stock RatingPx (50d avg)Shares BOTAmountNet Present Value @ 10-Yr Holding Period & 10% Discount RateGraham NumberPx (50d avg): Graham NumberPx:Book7-Yr P/EValue StockOverpriced StockMorningstar (Stars)SCORE: Basic Quality ScreenMarket Cap ($B)Dividend Achiever
2
PfizerPFE12.3%24.1%36.4%7.8%3.9%6.7%0.43177.6%on trendline40%10.2%4.0%21%31%193%-12%58%AA-B+/M (3)$37.61133$5,002.13$173.27$22.81174%3.425yesundervalued (4)3$203
3
NextEra EnergyNEE19.0%15.1%34.1%22.4%2.2%11.5%0.123217.2%up 2SD26%3.9%3.0%26%37%473%30%172%A-A/L (4)$216.5123$4,979.73$5,042.40$106.82199%3.128overvalued (2)4$110yes
4
Duke EnergyDUK12.4%8.6%21.0%9.9%4.0%3.5%0.12218.9%up 1SD20%3.8%2.9%34%50%608%36%no FCFA-B+/L (4)$90.7955$4,993.45$631.98$78.61114%1.524yesfairly valued (3)4$69yes
5
Coca-ColaKO10.7%7.6%18.3%8.5%2.9%5.6%0.313310.8%on trendline19%14.8%3.3%30%42%406%0%111%A+B+/L (4)$53.7693$4,999.68$1,152.29$12.52422%1335yesovervalued (2)2.5$231yes
6
Procter & GamblePG11.4%5.1%16.5%11.1%2.5%3.0%0.34858.6%up 2SD18%13.8%3.7%18%26%174%-6%63%AA-A-/L (4)$118.4642$4,975.32-$38.36$24.38474%6.635yesundervalued (2)2.5$306yes
7
IntelINTC13.5%2.7%16.2%11.0%2.4%7.0%0.71210.2%up 1SD38%18.3%5.2%20%25%83%18%38%A+B+/M (3)$49.16102$5,014.32$781.40$40.46119%2.820yesundervalued (4)3$225
8
SouthernSO11.9%-1.8%10.1%12.3%4.1%3.4%0.26149.5%up 2SD15%4.8%3.5%35%57%528%31%no FCFA-B+/L (4)$57.9086$4,979.40$911.83$49.60114%2.326overvalued (2)4$64yes
9
PepsiCoPEP11.9%-3.3%8.6%10.8%2.8%7.8%0.46159.5%up 1SD19%14.1%4.6%36%60%253%-8%80%A+A-/L (4)$132.5238$5,035.76$621.64$45.01292%13.828yesovervalued (3)2.5$188yes
10
WalmartWMT11.4%-3.3%8.1%11.7%1.8%2.0%0.65269.1%up 2SD23%11.0%5.3%23%38%172%13%35%AAB+/L (4)$112.8144$4,963.64-$56.73$49.51334%4.726fairly valued (2)3$333yes
11
Johnson & JohnsonJNJ11.4%-4.8%6.6%7.0%2.9%6.3%0.73229.3%on trendline24%14.2%5.7%18%31%108%-5%51%AAAA-/M (3)$130.4438$4,956.72$485.83$55.83240%5.630fairly valued (3)4$348yes
12
Averagen = 1012.6%5.0%17.6%11.6%2.8%5.6%0.432810.1%up 1SD24%11.0%4.1%27%41%312%12%79%A+A-/M (4)$100.00$4,988.67$970.56$51.42256%5.9283/103/10fairly valued (3)3.3$2088/10
13
14
BENCHMARKS
15
iShares U.S. Utilities ETFIDU12.1%3.9%16.0%11.1%2.6%4.4%0.18237.0%NANA$155.2332$4,967.36-$557.242.2$1
16
Berkshire HathawayBRK-B12.1%3.5%15.6%9.0%0.0%0.0%0.93189.5%on trendline25%4.6%6.9%13%20%252%46%no dividendAAB/L (3)$204.3724$4,904.88-$461.15$203.02101%1.323yesundervalued (4)3$511
17
SPDR Dow Jones Indust Avg ETFDIA13.4%-3.6%9.8%11.6%2.1%10.9%0.98196.6%up 1SD28%$266.2619$5,058.94-$665.843.9$21
18
SPDR S&P 500 ETFSPY13.3%-4.5%8.8%10.0%1.8%8.7%1206.6%up 1SD31%$294.9217$5,013.64-$845.993.3$262
19
Vanguard Total Stock Market ETFVTI13.4%-5.1%8.3%9.6%1.8%9.3%1.02207.6%NANA$150.4333$4,964.19-$476.203.1$813
20
Vanguard High Dividend Yld ETFVYM12.5%-5.9%6.6%8.3%3.1%7.8%0.8917NANANA$87.262.4$33
21
iShares Russell 1000 Value ETFIWD11.3%-8.4%2.9%6.4%2.3%8.7%0.96166.0%NANA$126.662.0$38
22
Averagen = 712.6%-2.9%9.7%9.4%1.9%7.6%0.96197.2%up 1SD28%$188.32$4,985.41-$612.302.7$280
23
24
Consumer Price Indexcpi1.7%0.3%2.0%1.7%
25
26
Updated 9/23/2019
Loading...