ABCDEFGHIJKLMNOPQRSTU
1
Companies ranked by Finance Value (Col E)TickerReward = 10-yr Total Return/yrRisk = Lehman Panic Total Return (10/07-4/09)Finance Value = Col C + Col D5-yr Total Return/YrDiv Yield10-yr Div Growth5-yr BetaP/ES&P Bond RatingS&P Stock RatingTBV/Sh 2014Px/Sh 7/18/15Px/TBVDCAYrs TBV DownBBA2015 Barron's Rank2014 Barron's RankDiv Achiever
2
Ross StoresROST23.9%40.0%63.9%32.8%0.9%25.1%1.6223A-A+/M$5.49$52.279.515.9%012.2%20083yes
3
MasterCardMA39.9%9.7%49.6%38.0%0.7%34.4%1.3129AB+/M$3.95$96.082421.2%112.7%53
4
TJX CompaniesTJX20.7%-10.2%10.5%28.7%1.2%21.5%1.1521A+A+/M$5.78$68.741213.4%16.9%25937yes
5
AppleAAPL37.0%-32.8%4.2%31.5%1.6%11.1%1.1316AA+B+/M$17.52$129.627.434.0%137.0%213202
6
QUALCOMMQCOM8.0%-5.5%2.5%14.0%3.1%18.2%1.4415A+A-/H$19.23$64.343.312.9%116.4%745yes
7
Union PacificUNP21.9%-26.2%-4.3%25.8%2.3%22.1%0.6317AA+/M$23.92$97.424.17.2%116.4%177171
8
Travelers CompaniesTRV12.3%-18.4%-6.1%18.7%2.4%10.3%1.2310AA-/M$64.93$102.941.610.9%09.8%61206
9
CSXCSX17.9%-39.0%-21.1%16.7%2.3%26.8%1.3216BBB+A/M$11.18$32.182.97.0%16.9%320306yes
10
GoogleGOOGL16.7%-40.3%-23.6%24.6%0.0%0.0%0.9133AAA-/M$126.85$699.625.526.2%09.8%146145
11
Expeditors InternationalEXPD6.6%-40.6%-34.0%4.0%1.6%17.0%0.8322no LT debtA/L$9.71$44.824.69.7%18.1%35401yes
12
StarbucksSBUX16.5%-57.8%-41.3%36.3%1.2%26.2%0.833A-B+/M$2.77$55.69209.0%110.1%3439
13
FluorFLR6.4%-53.2%-46.8%4.2%1.7%10.1%1.5916A-A-/M$20.17$50.272.59.5%19.1%231250
14
Dick's Sporting GoodsDKS10.8%-58.4%-47.6%17.1%1.1%3.4%1.1718no LT debtB+/M$12.88$51.47419.6%111.5%26174
15
Averagen = 1318.4%-25.6%-7.2%22.5%1.5%17.4%1.1621AA-/M7.815.1%112.8%155148
16
17
BENCHMARKS
18
Vanguard Interm-Term Bond Index FundVBIIX5.4%7.8%13.2%4.4%2.7%-4.8%~0NA
19
Vanguard Wellesley Income FundVWINX7.0%-16.0%-9.0%8.9%2.0%-0.9%0.4618
20
Berkshire HathawayBRK-B9.9%-27.0%-17.1%13.2%0.0%0.0%0.2917AAB/M$73.40$143.88210.7%39.3%248123
21
Vanguard Balanced Index FundVBINX7.0%-28.0%-21.0%11.6%1.8%2.1%0.921
22
Vanguard 500 Index FundVFINX7.8%-46.5%-38.7%17.0%1.9%8.1%121
23
S&P 500 Index (price only)^GSPC5.7%-48.4%-42.7%14.7%0.0%0.0%121
24
25
BLS Inflationcpi2.0%2.1%