| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies ranked by Finance Value (Col E) | Ticker | Reward = 10-yr Total Return/yr | Risk = Lehman Panic Total Return (10/07-4/09) | Finance Value = Col C + Col D | 5-yr Total Return/Yr | Div Yield | 10-yr Div Growth | 5-yr Beta | P/E | S&P Bond Rating | S&P Stock Rating | TBV/Sh 2014 | Px/Sh 7/18/15 | Px/TBV | DCA | Yrs TBV Down | BBA | 2015 Barron's Rank | 2014 Barron's Rank | Div Achiever | |
2 | Ross Stores | ROST | 23.9% | 40.0% | 63.9% | 32.8% | 0.9% | 25.1% | 1.62 | 23 | A- | A+/M | $5.49 | $52.27 | 9.5 | 15.9% | 0 | 12.2% | 200 | 83 | yes | |
3 | MasterCard | MA | 39.9% | 9.7% | 49.6% | 38.0% | 0.7% | 34.4% | 1.31 | 29 | A | B+/M | $3.95 | $96.08 | 24 | 21.2% | 1 | 12.7% | 5 | 3 | ||
4 | TJX Companies | TJX | 20.7% | -10.2% | 10.5% | 28.7% | 1.2% | 21.5% | 1.15 | 21 | A+ | A+/M | $5.78 | $68.74 | 12 | 13.4% | 1 | 6.9% | 259 | 37 | yes | |
5 | Apple | AAPL | 37.0% | -32.8% | 4.2% | 31.5% | 1.6% | 11.1% | 1.13 | 16 | AA+ | B+/M | $17.52 | $129.62 | 7.4 | 34.0% | 1 | 37.0% | 213 | 202 | ||
6 | QUALCOMM | QCOM | 8.0% | -5.5% | 2.5% | 14.0% | 3.1% | 18.2% | 1.44 | 15 | A+ | A-/H | $19.23 | $64.34 | 3.3 | 12.9% | 1 | 16.4% | 74 | 5 | yes | |
7 | Union Pacific | UNP | 21.9% | -26.2% | -4.3% | 25.8% | 2.3% | 22.1% | 0.63 | 17 | A | A+/M | $23.92 | $97.42 | 4.1 | 7.2% | 1 | 16.4% | 177 | 171 | ||
8 | Travelers Companies | TRV | 12.3% | -18.4% | -6.1% | 18.7% | 2.4% | 10.3% | 1.23 | 10 | A | A-/M | $64.93 | $102.94 | 1.6 | 10.9% | 0 | 9.8% | 61 | 206 | ||
9 | CSX | CSX | 17.9% | -39.0% | -21.1% | 16.7% | 2.3% | 26.8% | 1.32 | 16 | BBB+ | A/M | $11.18 | $32.18 | 2.9 | 7.0% | 1 | 6.9% | 320 | 306 | yes | |
10 | GOOGL | 16.7% | -40.3% | -23.6% | 24.6% | 0.0% | 0.0% | 0.91 | 33 | AA | A-/M | $126.85 | $699.62 | 5.5 | 26.2% | 0 | 9.8% | 146 | 145 | |||
11 | Expeditors International | EXPD | 6.6% | -40.6% | -34.0% | 4.0% | 1.6% | 17.0% | 0.83 | 22 | no LT debt | A/L | $9.71 | $44.82 | 4.6 | 9.7% | 1 | 8.1% | 35 | 401 | yes | |
12 | Starbucks | SBUX | 16.5% | -57.8% | -41.3% | 36.3% | 1.2% | 26.2% | 0.8 | 33 | A- | B+/M | $2.77 | $55.69 | 20 | 9.0% | 1 | 10.1% | 34 | 39 | ||
13 | Fluor | FLR | 6.4% | -53.2% | -46.8% | 4.2% | 1.7% | 10.1% | 1.59 | 16 | A- | A-/M | $20.17 | $50.27 | 2.5 | 9.5% | 1 | 9.1% | 231 | 250 | ||
14 | Dick's Sporting Goods | DKS | 10.8% | -58.4% | -47.6% | 17.1% | 1.1% | 3.4% | 1.17 | 18 | no LT debt | B+/M | $12.88 | $51.47 | 4 | 19.6% | 1 | 11.5% | 261 | 74 | ||
15 | Average | n = 13 | 18.4% | -25.6% | -7.2% | 22.5% | 1.5% | 17.4% | 1.16 | 21 | A | A-/M | 7.8 | 15.1% | 1 | 12.8% | 155 | 148 | ||||
16 | ||||||||||||||||||||||
17 | BENCHMARKS | |||||||||||||||||||||
18 | Vanguard Interm-Term Bond Index Fund | VBIIX | 5.4% | 7.8% | 13.2% | 4.4% | 2.7% | -4.8% | ~0 | NA | ||||||||||||
19 | Vanguard Wellesley Income Fund | VWINX | 7.0% | -16.0% | -9.0% | 8.9% | 2.0% | -0.9% | 0.46 | 18 | ||||||||||||
20 | Berkshire Hathaway | BRK-B | 9.9% | -27.0% | -17.1% | 13.2% | 0.0% | 0.0% | 0.29 | 17 | AA | B/M | $73.40 | $143.88 | 2 | 10.7% | 3 | 9.3% | 248 | 123 | ||
21 | Vanguard Balanced Index Fund | VBINX | 7.0% | -28.0% | -21.0% | 11.6% | 1.8% | 2.1% | 0.9 | 21 | ||||||||||||
22 | Vanguard 500 Index Fund | VFINX | 7.8% | -46.5% | -38.7% | 17.0% | 1.9% | 8.1% | 1 | 21 | ||||||||||||
23 | S&P 500 Index (price only) | ^GSPC | 5.7% | -48.4% | -42.7% | 14.7% | 0.0% | 0.0% | 1 | 21 | ||||||||||||
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25 | BLS Inflation | cpi | 2.0% | 2.1% |