Week 386 - Retirement Savings Plan For The Self-Employed
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Companies Ranked by Finance Value (Column E)TickerReward = 10-Yr Total Return/YrRisk Aversion = Total Return in 2015 (worst year of Commodities Bear Market 4/14-4/16)Finance Value = Col C + Col D5-Yr Total Return/YrDiv Yield5-Yr Div Growth3-Yr BetaP/EBMW Method 16-Yr CAGR (Px only)Recent Px TrendBMW Method Est. Loss @ -2SDLT-Debt: Total AssetsTotal Debt: EBITDATBV:PxDiv:FCFS&P Bond RatingS&P Stock Rating (Stars)Px (50d avg)Shares BOTAmountNet Present Value at 10-Yr Holding Period with 9% Discount RateGraham NumberPx (50d avg): Graham Number7-Yr P/EMarket Cap ($B)Dividend Achiever
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Hormel FoodsHRL23.6%55.9%79.5%18.3%1.6%2.0%-0.492620.2%on trendline26%8%18%7%42%AA+/M (2)$41.99119$4,996.81$8,406.80$20.16208%37$24yes
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CloroxCLX13.8%25.4%39.2%14.3%2.4%6.6%0.272511.6%up 2SD23%45%192%-9%58%A-A/M (3)$152.7733$5,041.41$2,142.03$27.67551%32$20yes
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PepsiCoPEP10.6%8.9%19.5%9.2%3.1%9.4%0.43339.0%on trendline19%42%305%-11%85%A+A-/L (5)$112.1645$5,047.20$1,142.84$23.84470%28$163yes
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Xcel EnergyXEL14.9%3.3%18.2%16.4%3.0%6.4%-0.142112.7%up 1SD19%35%418%48%no FCFA-A-/L (3)$48.80102$4,977.60$2,835.34$35.92136%24$26yes
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NextEra EnergyNEE17.5%0.4%17.9%18.7%2.5%10.8%-0.171016.2%up 1SD26%30%451%41%no FCFA-A/L (4)$172.3629$4,998.44$5,247.98$168.32102%28$84yes
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Verizon CommunicationsVZ12.4%4.4%16.8%8.4%4.0%2.7%0.25810.0%up 1SD23%40%269%-34%59%BBB+B/M (3)$55.9089$4,975.10$1,624.54$48.17116%17$244yes
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WEC EnergyWEC16.4%0.3%16.7%14.8%3.1%8.9%-0.041715.8%on trendline16%29%428%32%270%A-A/L (3)$68.7473$5,018.02$5,139.91$53.20129%26$22yes
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Coca-ColaKO10.9%5.3%16.2%7.2%3.1%7.1%0.287410.8%on trendline19%31%458%1%130%A+B+/L (5)$47.12106$4,994.72$1,887.56$7.35640%31$207yes
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Johnson & JohnsonJNJ12.6%1.2%13.8%11.2%2.5%6.5%0.3125010.2%up 1SD24%19%137%-7%51%AAAA-/M (4)$140.4636$5,056.56$1,291.45$17.58799%33$381yes
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AT&TT6.1%7.4%13.5%1.8%6.6%2.1%0.4667.0%down 2SD25%28%336%-54%66%BBB+B/M (4)$31.97156$4,987.32$937.64$54.1359%14$217yes
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Consolidated EdisonED12.1%0.9%13.0%10.8%3.7%3.1%0.02159.3%on trendline18%31%421%64%no FCFA-B+/L (3)$77.1765$5,016.05$1,124.15$75.73102%19$24yes
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American Electric PowerAEP14.0%-1.1%12.9%13.7%3.5%5.4%-0.111910.9%up 1SD26%30%420%51%no FCFA-B+/L (4)$73.0868$4,969.44$1,981.68$58.70119%23$37
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Averagen = 1213.7%9.4%23.1%12.1%3.3%5.9%0.094212.0%on trendline22%31%321%11%95%AA-/M (4)$85.21$5,006.56$2,813.49$49.23286%26$139yes
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COMPARISONS
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SPDR S&P 500 ETFSPY11.9%1.3%13.2%13.8%1.9%8.1%1176.5%up 1SD31%$279.0118$5,022.18-$299.49$258
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SPDR Dow Jones Ind Avg ETFDIA12.1%0.1%12.2%14.4%2.0%8.4%1.02166.6%up 1SD27%$256.8619$4,880.34-$168.40$21
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Vanguard High Dividend Yield ETFVYM11.0%0.3%11.3%12.0%3.1%2.3%0.8114$29
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Vanguard Wellesley Income FundVWINX7.9%1.3%9.2%6.3%3.0%0.1%0.5815$52
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Averagen = 410.7%0.8%11.5%11.6%2.5%4.7%0.85166.6%up 1SD29%$267.94$4,951.26-$233.95$90
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Consumer Price Indexcpi1.9%1.6%
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Updated 11/23/2018
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