| 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 | AF | AG | AH | AI | AJ | AK | AL | AM | AN | AO | AP | AQ | AR | AS | AT | AU | AV | AW | AX | AY | AZ | BA | BB | BC | BD | BE | BF | BG | ||
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1 | Companies Ranked by Finance Value (Column E) | Ticker | Reward = Total Return/Yr since market peak on 7/19/2007 | Risk Aversion = Total Return/Yr during Commodities Bear Market (4/14-4/16) | Finance Value = Col C + Col D | 5-Yr Total Return/Yr | Div Yield | 5-Yr Div Growth | 5-Yr Beta | P/E | BMW Method 16-Yr CAGR (Px only) | Recent Px Trend | BMW Method Est. Loss @ -2SD | 2017 Barron's 500 Rank | 2016 Barron's 500 Rank | LT-Debt: Total Assets | Operating Cash Flow Ratio | TBV:Px | Div:FCF | S&P Bond Rating | S&P Stock Rating (Stars) | Px (50d avg) | Shares BOT | Amount | Net Present Value at 10-Yr Holding Period with 9% Discount Rate | WACC | ROIC | Market Cap ($B) | Div Achiever | Durable Competitive Advantage | ||||||||||||||||||||||||||||||
2 | Hormel Foods | HRL | 15.0% | 35.2% | 50.2% | 12.2% | 2.2% | 17.2% | 0.05 | 19 | 14.4% | down 1SD | 30% | 14 | 67 | 4% | 95% | 10% | 41% | A | A+/M (3) | $33.57 | 149 | $5,001.93 | $4,034.89 | 3.1% | 19.6% | $17 | yes | 4.4% | ||||||||||||||||||||||||||||||
3 | Nike | NKE | 16.7% | 30.0% | 46.7% | 18.7% | 1.2% | -1.0% | 0.55 | 28 | 22.2% | down 1SD | 26% | 48 | 22 | 14% | 66% | 10% | 45% | AA- | A+/M (3) | $66.30 | 75 | $4,972.50 | $10,451.09 | 6.0% | 18.8% | $105 | yes | 8.9% | ||||||||||||||||||||||||||||||
4 | Accenture plc | ACN | 14.7% | 23.3% | 38.0% | 16.7% | 1.6% | 10.4% | 1 | 27 | 16.8% | up 1SD | 23% | 24 | 14 | 0% | 51% | 4% | 76% | A+ | NR/M (4) | $159.10 | 31 | $4,932.10 | $5,259.41 | 7.1% | 64.4% | $98 | yes | 9.8% | ||||||||||||||||||||||||||||||
5 | Consolidated Edison | ED | 9.7% | 25.2% | 34.9% | 9.1% | 3.7% | 3.1% | 0.08 | 15 | 9.3% | on trendline | 19% | 439 | 413 | 31% | 69% | 63% | 24% | A- | B+/L (1) | $77.03 | 65 | $5,006.95 | $1,125.46 | 3.3% | 6.8% | $23 | yes | 4.8% | ||||||||||||||||||||||||||||||
6 | Travelers | TRV | 12.4% | 20.3% | 32.7% | 13.1% | 2.1% | 9.4% | 1.32 | 18 | 12.5% | on trendline | 25% | 221 | 196 | 6% | 1370% | 51% | 21% | A | B+/M (4) | $140.92 | 35 | $4,932.20 | $2,380.72 | 9.8% | 8.3% | $37 | yes | 7.9% | ||||||||||||||||||||||||||||||
7 | WEC Energy | WEC | 13.4% | 17.8% | 31.2% | 11.6% | 3.6% | 8.9% | 0.09 | 16 | 13.6% | down 1SD | 18% | 441 | 465 | 28% | 54% | 33% | 530% | A- | A/L (2) | $61.62 | 81 | $4,991.22 | $3,709.33 | 3.1% | 7.0% | $19 | yes | 5.7% | ||||||||||||||||||||||||||||||
8 | NextEra Energy | NEE | 13.6% | 15.1% | 28.7% | 19.4% | 2.7% | 11.0% | 0.34 | 14 | 15.3% | up 1SD | 24% | 468 | 304 | 32% | 57% | 39% | 160% | A- | A/L (3) | $153.88 | 32 | $4,924.16 | $4,634.15 | 4.7% | 15.5% | $75 | yes | 7.7% | ||||||||||||||||||||||||||||||
9 | Target | TGT | 2.9% | 20.1% | 23.0% | 3.5% | 3.6% | 11.5% | 0.42 | 13 | 5.4% | on trendline | 28% | 356 | 141 | 28% | 52% | 28% | 30% | A | B+/M (3) | $73.65 | 68 | $5,008.20 | -$119.82 | 5.0% | 16.5% | $37 | yes | 0.5% | ||||||||||||||||||||||||||||||
10 | Air Products & Chemicals | APD | 8.5% | 12.1% | 20.6% | 15.5% | 2.6% | 10.9% | 1.04 | 13 | 11.7% | on trendline | 26% | 291 | 300 | 18% | 102% | 24% | 55% | A | A-/M (3) | $164.73 | 30 | $4,941.90 | $2,257.20 | 8.3% | 10.2% | $35 | yes | 9.5% | ||||||||||||||||||||||||||||||
11 | Average | n = 9 | 11.9% | 22.1% | 34.0% | 13.3% | 2.6% | 9.0% | 0.54 | 18 | 13.5% | on trendline | 24% | 256 | 214 | 18% | 213% | 29% | 109% | A | A-/L (3) | $103.42 | $4,967.91 | $3,748.05 | 5.6% | 18.6% | $50 | yes | 6.6% | |||||||||||||||||||||||||||||||
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13 | BENCHMARKS | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
14 | PepsiCo | PEP | 7.8% | 14.4% | 22.2% | 9.7% | 3.0% | 8.4% | 0.67 | 32 | 8.5% | on trendline | 20% | 257 | 324 | 41% | 49% | -10% | 64% | A+ | A-/L (5) | $113.36 | 44 | $4,987.84 | $673.21 | 5.9% | 16.0% | $152 | yes | negative | ||||||||||||||||||||||||||||||
15 | Johnson & Johnson | JNJ | 10.3% | 8.1% | 18.4% | 12.4% | 2.6% | 6.6% | 0.53 | 280 | 9.3% | on trendline | 25% | 207 | 314 | 17% | 71% | -3% | 48% | AAA | A-/L (4) | $134.51 | 37 | $4,976.87 | $823.67 | 6.0% | 0.7% | $342 | yes | negative | ||||||||||||||||||||||||||||||
16 | Berkshire Hathaway | BRK-B | 9.8% | 6.6% | 16.4% | 13.6% | 0.0% | 0.0% | 0.86 | 11 | 9.6% | up 1SD | 24% | 274 | 187 | 15% | 127% | 39% | no dividend | AA | B+/M (3) | $206.47 | 24 | $4,955.28 | $22.96 | 7.9% | 10.9% | $475 | 12.6% | |||||||||||||||||||||||||||||||
17 | SPDR Dow Jones Indust Avg | DIA | 8.1% | 6.0% | 14.1% | 12.9% | 2.0% | 8.1% | 1.02 | 17 | 6.3% | up 1SD | 26% | $252.06 | 20 | $5,041.20 | -$554.94 | $23 | ||||||||||||||||||||||||||||||||||||||||||
18 | SPDR S&P 500 Index | SPY | 7.4% | 6.6% | 14.0% | 12.9% | 1.8% | 8.9% | 1 | 17 | 6.3% | up 1SD | 30% | $273.86 | 18 | $4,929.48 | -$598.06 | $275 | ||||||||||||||||||||||||||||||||||||||||||
19 | SPDR S&P MidCap 400 | MDY | 8.2% | 3.2% | 11.4% | 11.3% | 1.2% | 14.1% | 1.01 | 20 | 8.6% | on trendline | 27% | $347.83 | 14 | $4,869.62 | $169.02 | $20 | ||||||||||||||||||||||||||||||||||||||||||
20 | Average | n = 6 | 8.6% | 7.5% | 16.1% | 12.1% | 1.8% | 7.7% | 0.85 | 63 | 8.1% | on trendline | 25% | 246 | 275 | 24% | 82% | 9% | 56% | AA | A-/M (4) | $221.35 | $4,960.05 | $89.31 | 6.6% | 9.2% | $215 | yes | 12.6% | |||||||||||||||||||||||||||||||
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22 | Consumer Price Index | cpi | 1.9% | 1.7% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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24 | Updated 3/28/2018 |