| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = 20-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 | 15-yr Div Growth | 5-yr Beta | P/E | 20-yr CAGR (price only) | Loss @ -2SD | 2015 Barron's 500 Rank | 2014 Barron's 500 Rank | DRIP Vendor | S&P Bond Rating | S&P Stock Rating | LT Debt | Growing Brand recognition | |
2 | UGI | UGI | 15.3% | -5.8% | 9.5% | 20.1% | 2.5% | 6.6% | 0.66 | 22 | 15.6% (on trend) | 32% | 78 | 227 | COM - DPP | A | A-/M | 48% | ||
3 | Southern | SO | 11.3% | -11.0% | 0.3% | 10.7% | 5.0% | 6.7% | 0.16 | 18 | 12.3% (down 1SD) | 26% | 321 | 378 | COM - DPP | A | A-/L | 46% | yes | |
4 | Sherwin-Williams | SHW | 16.8% | -18.5% | -1.7% | 32.5% | 0.9% | 11.3% | 0.38 | 31 | 13.4% (up 2SD) | 44% | 36 | 43 | WF - DRIP | A | A/M | 53% | yes | |
5 | Nike | NKE | 17.3% | -19.0% | -1.7% | 25.7% | 1.1% | 21.6% | 0.49 | 29 | 13.3% (up 2SD) | 39% | 82 | 133 | COM - DPP | AA- | A+/M | 10% | yes | |
6 | NextEra Energy | NEE | 12.7% | -14.7% | -2.0% | 19.1% | 3.1% | 7.2% | 0.29 | 16 | 11.5% (up 1SD) | 25% | 179 | 297 | COM - DPP | A- | A/L | 51% | ||
7 | Becton Dickinson | BDX | 13.7% | -16.8% | -3.1% | 17.5% | 1.7% | 13.2% | 1.21 | 26 | 11.2% (up 1SD) | 28% | 309 | 387 | COM - DPP | BBB+ | A/M | 43% | ||
8 | Archer Daniels Midland | ADM | 8.8% | -14.2% | -5.4% | 18.4% | 2.1% | 12.9% | 0.94 | 13 | 8.3% (up 1SD) | 42% | 357 | 368 | COM - DRIP | A | B+/M | 22% | ||
9 | CVS Health | CVS | 14.8% | -25.1% | -10.3% | 28.2% | 1.4% | 18.1% | 1.22 | 25 | 10.5% (up 2SD) | 43% | 86 | 126 | WF - DPP | BBB+ | A+/L | 23% | yes | |
10 | Eversource Energy | ES | 7.0% | -21.8% | -14.8% | 17.0% | 3.4% | 10.0% | 0.41 | 18 | 10.1% (up 1SD) | 35% | 372 | 375 | COM - DPP | A | A-/L | 45% | ||
11 | PepsiCo | PEP | 9.8% | -27.7% | -17.9% | 11.8% | 2.9% | 11.4% | 0.82 | 25 | 7.6% (up 1SD) | 21% | 175 | 320 | COM - DPP | A | A/L | 52% | yes | |
12 | Expeditors International | EXPD | 20.0% | -40.6% | -20.6% | 7.3% | 1.5% | 22.3% | 0.85 | 23 | 14.8% (down 1SD) | 61% | 35 | 401 | NA | no LT debt | A/L | nil | ||
13 | Waste Management | WM | 8.1% | -29.5% | -21.4% | 13.2% | 3.1% | 6.7% | 0.77 | 24 | 4.9% (up 1SD) | 43% | 221 | 235 | COM - DPP | A- | A/L | nil | ||
14 | Lockheed Martin | LMT | 12.4% | -34.5% | -22.1% | 24.8% | 3.2% | 26.8% | 0.56 | 17 | 8.1% (up 2SD) | 43% | 119 | 161 | COM - DPP | A- | A+/M | 65% | yes | |
15 | Norfolk Southern | NSC | 10.1% | -33.1% | -23.0% | 15.1% | 2.5% | 7.5% | 1.19 | 15 | 9.4% (on trend) | 47% | 370 | 380 | AST - DPP | BBB+ | A/M | 43% | ||
16 | Target | TGT | 15.2% | -45.9% | -30.7% | 11.5% | 2.6% | 16.9% | 0.91 | NA | 7.5% (on trend) | 54% | 304 | 476 | WF - DPP | A | A-/M | 42% | ||
17 | Illinois Tool Works | ITW | 12.5% | -45.0% | -32.5% | 19.5% | 2.1% | 11.9% | 0.94 | 13 | 8.4% (up 1SD) | 31% | 192 | 325 | COM - DRIP | A+ | A-/M | 47% | ||
18 | General Dynamics | GD | 15.8% | -49.4% | -33.6% | 20.7% | 2.0% | 11.8% | 0.58 | 18 | 12.1% (up 1SD) | 35% | 184 | 265 | NA | A | A/L | 22% | yes | |
19 | Stanley Black & Decker | SWK | 11.5% | -45.7% | -34.2% | 17.0% | 2.0% | 5.9% | 0.95 | 22 | 9.4% (up 1SD) | 36% | 75 | 90 | COM - DPP | A | B+/M | 37% | ||
20 | Texas Instruments | TXN | 11.7% | -53.9% | -42.2% | 20.7% | 2.5% | 20.2% | 1.16 | 20 | 7.3% (up 1SD) | 59% | 26 | 447 | COM - DPP | A+ | B+/M | 24% | ||
21 | Aflac | AFL | 13.1% | -65.6% | -52.5% | 11.7% | 2.5% | 15.9% | 1.02 | 9.6 | 8.9% (on trend) | 48% | 388 | 396 | NA | A | A-/L | NA | ||
22 | Average | n = 20 | 12.9% | -30.9% | -18.0% | 18.1% | 2.4% | 13.2% | 0.76 | 20 | 10.2% (up 1SD) | 40% | 195 | 292 | A | A/M | 35% | |||
23 | ||||||||||||||||||||
24 | BENCHMARKS | |||||||||||||||||||
25 | US 10-yr Treasury Note | T-Note | 4.7% | 19.2% | 23.9% | 2.6% | 2.4% | -6.0% | ~0 | NA | ||||||||||
26 | Vanguard Interm-Term Bond Index | VBIIX | 6.2% | 7.8% | 14.0% | 4.7% | 2.7% | -4.7% | ~0 | NA | 6.3% (down 1SD) | 8% | ||||||||
27 | Vanguard Wellesley Income Fund | VWINX | 8.3% | -16.0% | -7.7% | 9.4% | 2.9% | -2.9% | 0.46 | 18 | ||||||||||
28 | Berkshire Hathaway | BRK-A | 11.9% | -27.0% | -15.1% | 13.7% | 0.0% | 0.0% | 0.25 | 17 | 8.0% (up 1SD) | 29% | 248 | 123 | AA | B/M | NA | |||
29 | Vanguard Balanced Index Fund | VBINX | 8.1% | -28.0% | -19.9% | 11.7% | 1.8% | -1.1% | 0.9 | 20 | ||||||||||
30 | Vanguard 500 Index Fund | VFINX | 9.0% | -46.5% | -37.5% | 17.1% | 1.8% | 7.9% | 1 | 20 | ||||||||||
31 | ||||||||||||||||||||
32 | S&P 500 Index (price only) | ^GSPC | 7.1% | -48.4% | -41.3% | 14.8% | 0.0% | 0.0% | 1 | 20 | 3.1% (up 1SD) | 34% | ||||||||
33 | ||||||||||||||||||||
34 | BLS inflation | cpi | 2.3% | 1.8% |