Week 238 - Let's revisit the "Stockpicker's Secret Fishing Hole"
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Companies Ranked by Finance Value (Col E)TickerReward = Total Return/Yr Since 9/1/2000Risk = Total Return @ 4/2011-10/2011 CorrectionFinance Value = Col C + Col D5-yr Total Return/YrDiv Yield16-yr Div Growth5-yr BetaP/EEV/ EBITDAEst 5-yr Earnings Growth2015 Barron's 500 Rank2014 Barron's 500 RankS&P Bond RatingS&P Stock RatingBMW Method 16-yr CAGRRecent Px TrendLoss From Trendline @ -2SDPx/TBVYears TBV DownDCADiv Achiever
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AppleAAPL22.9%10.7%33.6%17.7%2.2%10.3%1.06117.112.0%213202AA+B+/M38.1%down 1SD60%5.1131.9%
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NikeNKE18.7%12.6%31.3%25.8%1.1%20.3%0.63302012.6%82133AA-A+/M16.7%up 2SD26%8.5011.0%yes
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McDonald'sMCD12.2%17.2%29.4%13.1%3.1%20.4%0.75261410.0%425253BBB+A/M14.6%on trendline35%11.320.1%yes
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SouthernSO11.5%13.3%24.8%9.2%4.6%6.2%0.1518113.7%321378A-A-/L9.2%on trendline25%2.205.0%yes
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Consolidated EdisonED10.4%14.2%24.6%10.5%3.8%1.2%0.13189.83.0%428369A-B+/L8.7%up 1SD18%1.613.4%yes
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NiSourceNI9.9%12.9%22.8%26.7%3.2%1.6%0.51177.3-12.9%328244BBB+B+/L7.7%up 2SD45%2.9110.9%
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UnitedHealth GroupUNH16.6%1.8%18.4%25.4%1.8%48.4%0.57191013.6%20151A+A+/M12.0%up 1SD50%NMNANA
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Public Service Enterprise GroupPEG9.9%8.2%18.1%8.5%4.0%2.3%0.4116.41.5%381441BBB+B+/L9.0%on trendline32%1.709.2%
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Johnson & JohnsonJNJ7.6%9.0%16.6%12.8%3.1%11.1%0.9919114.7%189127AAAA+/L6.7%up 1SD23%134-1.7%yes
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Procter & GamblePG9.0%3.5%12.5%6.4%3.5%9.6%0.8929138.2%348261AA-A/L7.5%down 1SD21%NMNANAyes
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NextEra EnergyNEE13.2%-1.5%11.7%18.5%2.9%7.0%0.54159.26.9%179297A-A/L13.5%on trendline24%2.508.1%yes
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IBMIBM0.9%7.4%8.3%-3.1%4.3%15.9%0.639.17.77.3%344113AA-A+/M7.6%down 1SD34%NMNANAyes
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Coca-ColaKO5.6%1.9%7.5%9.0%3.2%9.3%0.8327173.4%444333AAA/L7.7%on trendline27%46.75-11.3%yes
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IntelINTC-3.7%10.1%6.4%10.8%3.2%18.9%0.861368.3%400413A+B+/M2.0%up 1SD47%3.435.1%
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Wal-Mart StoresWMT3.4%0.9%4.3%4.9%3.2%15.3%0.38137.10.9%386332AAA+/L3.4%on trendline26%3.207.9%yes
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MicrosoftMSFT5.0%-1.1%3.9%16.2%2.9%15.0%1.0235119.1%215201AAAA-/M4.3%up 2SD35%7.238.3%yes
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J.B. Hunt Transport ServicesJBHT22.6%-19.0%3.6%11.7%1.3%19.3%1.08198.413.7%20250BBB+A-/M22.2%down 2SD40%6.637.7%yes
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MerckMRK2.1%1.2%3.3%12.9%3.6%3.0%0.7614113.8%485475AAB+/M2.6%up 1SD42%9.53-3.6%
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American ExpressAXP1.8%-0.3%1.5%5.2%1.8%9.4%0.8911NA8.1%12521BBB+B+/M6.1%on trendline46%3.337.6%
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Norfolk SouthernNSC12.2%-11.0%1.2%4.0%3.3%7.0%1.11127.2-1.4%370380BBB+A/M15.4%down 2SD31%1.716.6%yes
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Union PacificUNP15.6%-16.1%-0.5%10.5%3.0%16.2%0.82137.29.1%177171AA+/M18.1%down 2SD30%2.917.2%
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Home DepotHD8.3%-11.2%-2.9%30.3%2.0%20.9%0.96231314.4%6760AA/L7.2%up 2SD54%20.13-6.5%
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ChevronCVX8.0%-13.2%-5.2%1.2%5.4%8.1%1.25188.3-21.6%495487AAA-/M12.2%down 2SD29%1013.3%yes
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ExxonMobilXOM6.6%-13.2%-6.6%2.3%3.9%8.1%1.02169.3-9.5%494486AAAA/L9.0%down 2SD28%1.809.6%yes
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United TechnologiesUTX9.0%-16.5%-7.5%3.5%3.0%12.9%1.16138.110.5%18371A-A+/M10.9%down 2SD26%NMNANAyes
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TravelersTRV8.0%-17.1%-9.1%16.1%2.4%5.3%1.278.95.42.9%61206AA-/M9.7%up 1SD31%1.6010.9%
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BoeingBA7.7%-17.3%-9.6%14.0%3.6%12.4%1.05168.310.3%385257AA-/M9.9%on trendline44%1307-23.2%
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PfizerPFE1.2%-11.4%-10.2%14.8%3.9%8.4%1.0723114.4%481471AAB+/M0.1%up 2SD44%NMNANA
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Expeditors InternationalEXPD9.5%-19.8%-10.3%-2.7%1.7%34.1%0.71199.610.8%35401no LT debtA/L9.9%down 1SD41%4.519.7%yes
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3MMMM10.0%-21.9%-11.9%11.8%3.0%8.5%1.218117.3%170128AA-A+/L8.1%up 1SD29%19.24-1.2%yes
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Cisco SystemsCSCO-6.0%-8.7%-14.7%4.7%3.7%8.0%1.06126.29.4%31484AA-B+/M2.5%on trendline51%3.6113.5%
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CSXCSX13.9%-28.7%-14.8%2.1%3.2%8.2%1.23116.54.8%320306BBB+A/M17.3%down 2SD33%1.916.4%yes
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E.I. du Pont de NemoursDD5.1%-26.4%-21.3%6.6%2.9%1.4%1.78179.99.0%434317A-A-/M5.9%on trendline34%12.530.4%
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DisneyDIS7.6%-29.6%-22.0%21.1%1.5%11.0%1.52201112.3%128118AA+/M10.9%up 1SD47%16.927.1%
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CaterpillarCAT10.8%-34.2%-23.4%-5.9%5.2%10.2%1.16138.7-6.8%470452AA/M13.4%down 2SD43%5.341.8%yes
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General ElectricGE-1.6%-23.8%-25.4%10.9%3.3%4.1%1.21NA256.7%172108AA+A-/M-1.1%up 1SD45%7.643.9%
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J.P. Morgan ChaseJPM3.1%-34.3%-31.2%7.7%3.2%2.9%1.169.5NA7.9%414289A-B+/L6.2%on trendline34%1.3012.0%
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Goldman SachsGS2.3%-40.7%-38.4%0.2%1.7%11.8%1.4113NA4.3%362365AB+/M6.4%down 1SD40%0.9323.9%
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Averagen = 388.2%-7.7%0.5%10.4%3.1%11.7%0.9317105.3%295259A+A-/L8.8%on trendline36%10.325.3%n = 20
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BENCHMARKS
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iShares US UtilitiesIDU5.5%8.5%14.0%10.4%4.2%3.5%0.2216NANA
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Vanguard Wellesley Income FundVWINX7.1%0.3%7.4%7.1%3.0%-3.7%0.5217NANA
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Vanguard Balanced Index FundVBINX4.6%-7.2%-2.6%7.4%2.0%-2.4%0.0120115.0%
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SPDR Dow Jones Industrial AverageDIA4.7%-10.7%-6.0%8.6%2.3%6.0%0.9316NANA
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Berkshire HathawayBRK-A7.9%-14.8%-6.9%9.0%0.0%0.0%0147.98.8%248123AAB/M7.6%on trendline23%1.7311.1%
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Vanguard 500 Index FundVFINX3.4%-14.3%-10.9%10.3%2.0%3.1%120115.0%
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STANDARD INDICES (price only)
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Dow Jones Utility Average^DJU3.2%4.2%7.4%7.2%0.0%0.0%0.2216
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Dow Jones Composite Average^DJA3.6%-12.2%-8.6%6.3%0.0%0.0%~0.5~15
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Dow Jones Industrial Average^DJI2.4%-11.8%-9.4%6.1%0.0%0.0%0.93163.5%on trendline25%
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S&P 500 Index^GSPC1.5%-15.1%-13.6%8.1%0.0%0.0%1203.5%on trendline31%
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Dow Jones Transportation Average^DJT6.1%-22.0%-15.9%6.0%0.0%0.0%0.8612
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BLS Inflation (dqydj.net)cpi2.0%1.2%
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updated 1/23/2016
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