| 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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies Ranked by Finance Value (Col E) | Ticker | Reward = 15-Yr Total Return/Yr | Risk = Total Return/Yr during Housing Crisis (4/07-10/11) | Finance Value = Col C + Col D | 5-Yr Total Return/Yr | Div Yield | 4-Yr Div Growth/Yr | 5-Yr Beta | P/E | 16-Yr CAGR (Px only) | Recent Px Trend | Est Loss @ -2SD | 2017 Barron's 500 Rank | 2016 Barron's 500 Rank | LT Debt:Total Assets | Operating Cash Flow:Current Liabilities | EBIT:Revenue | TBV:Px | Div:FCF | S&P Bond Rating | S&P Stock Rating | Px (50d avg) | Shares BOT | Amount | PV of Expected Cash Flows | Net Present Value | WACC | ROIC | |
2 | Agrium | AGU | 15.9% | 13.8% | 29.7% | 6.2% | 3.5% | 15.0% | 0.7 | 22 | 14.9% | down 2SD | 47% | 413 | 312 | 27% | 31% | 6.0% | 24% | negative CF | BBB | N.R. | $93.06 | 54 | $5,037.66 | $10,269.88 | $5,103.05 | 4.6% | 7.0% | |
3 | Deere | DE | 15.1% | 6.9% | 22.0% | 13.1% | 2.0% | 4.2% | 0.68 | 26 | 11.8% | on trendline | 36% | 463 | 429 | 41% | 19% | 9.5% | 16% | 15% | A | B+/M | $111.75 | 45 | $4,993.65 | $7,021.45 | $1,899.76 | 4.0% | 4.8% | |
4 | Monsanto | MON | 16.7% | 3.3% | 20.0% | 11.6% | 1.9% | 9.5% | 1.08 | 27 | 12.9% | down 1SD | 56% | 418 | 191 | 38% | 38% | 38.8% | -1% | 16% | BBB | A-/M | $115.41 | 43 | $4,957.04 | $7,652.45 | $2,568.31 | 7.9% | 15.5% | |
5 | Mosaic | MOS | 4.1% | 15.3% | 19.4% | -11.7% | 2.5% | 2.4% | 1.44 | 200 | 4.8% | down 2SD | 68% | 478 | 405 | 20% | 86% | 2.2% | 70% | 69% | BBB- | B+/L | $26.52 | 189 | $4,997.82 | $4,039.25 | -$1,082.44 | 8.4% | 2.6% | |
6 | Caterpillar | CAT | 13.9% | 5.1% | 19.0% | 6.5% | 3.0% | 10.3% | 1.63 | NA | 7.7% | down 1SD | 43% | 477 | 452 | 31% | 19% | 4.2% | 11% | 45% | A | A-/M | $97.54 | 51 | $5,035.68 | $5,662.32 | $497.52 | 7.6% | 0.3% | |
7 | AGCO | AGCO | 11.7% | -1.0% | 10.7% | 10.6% | 0.9% | 8.8% | 0.69 | 36 | 9.1% | on trendline | 42% | 428 | 457 | 25% | 17% | 0.2% | 17% | 17% | BBB- | B/M | $61.75 | 81 | $4,980.69 | $5,270.69 | $162.29 | 5.6% | 4.3% | |
8 | E.I. du Pont de Nemours | DD | 7.1% | -0.4% | 6.7% | 14.1% | 2.0% | -2.9% | 1.82 | 28 | 4.9% | up 1SD | 35% | 401 | 407 | 19% | 37% | 21.3% | 3% | negative CF | A | B+/M | $79.49 | 63 | $5,020.47 | $3,857.15 | -$1,292.05 | 12.0% | 20.5% | |
9 | Dow Chemical | DOW | 9.1% | -11.4% | -2.3% | 18.2% | 3.0% | 9.5% | 1.44 | 15 | 3.9% | up 1SD | 48% | 398 | 350 | 25% | 43% | 10.2% | 5% | 84% | BBB | B/M | $62.61 | 80 | $5,023.20 | $4,270.82 | -$881.18 | 9.5% | 7.4% | |
10 | Average | n = 8 | 11.7% | 4.0% | 15.7% | 8.6% | 2.4% | 7.1% | 1.25 | 61 | 8.8% | on trendline | 47% | 435 | 375 | 28% | 36% | 11.6% | 18% | 41% | BBB+ | B+/M | $81.02 | $5,005.78 | $6,005.50 | $871.91 | 7.5% | 7.8% | ||
11 | ||||||||||||||||||||||||||||||
12 | BENCHMARKS | |||||||||||||||||||||||||||||
13 | Vanguard Wellesley Income Fund | VWINX | 6.8% | 4.9% | 11.7% | 7.5% | 2.9% | -2.0% | 0.56 | 18 | ||||||||||||||||||||
14 | Berkshire Hathaway | BRK-B | 9.1% | -0.3% | 8.8% | 15.8% | no dividend | no dividend | 0.86 | 16 | 8.7% | up 1SD | 23% | 274 | 187 | 17% | 93% | 10.4% | 39% | no dividend | AA | B+/M | $166.02 | 30 | $4,998.00 | $4,723.52 | -$402.63 | 6.4% | 7.4% | |
15 | SPDR S&P MidCap 400 ETF | MDY | 9.4% | -0.7% | 8.7% | 15.8% | 1.3% | 15.3% | 1.03 | 21 | 8.4% | on trendline | 27% | $312.22 | 16 | $4,993.76 | $5,261.54 | $139.73 | ||||||||||||
16 | Vanguard Balanced Index Fund | VBINX | 6.8% | 1.5% | 8.3% | 9.7% | 1.9% | 6.9% | 0.92 | 25 | ||||||||||||||||||||
17 | SPDR Materials Select Sector ETF | XLB | 7.8% | -3.2% | 4.6% | 11.6% | 1.8% | 2.7% | 1.15 | 19 | ||||||||||||||||||||
18 | Vanguard 500 Index Fund | VFINX | 7.5% | -3.0% | 4.5% | 15.0% | 1.8% | 9.2% | 1 | 25 | 5.8% | up 1SD | 30% | $219.13 | 23 | $5,036.54 | $4,494.51 | -$542.03 | ||||||||||||
19 | Average | n = 6 | 7.9% | -0.1% | 7.8% | 12.6% | 1.9% | 6.4% | 0.92 | 21 | 7.6% | up 1SD | 27% | $232.46 | $5,009.43 | $4,826.52 | -$268.31 | |||||||||||||
20 | ||||||||||||||||||||||||||||||
21 | Commodity Futures | |||||||||||||||||||||||||||||
22 | iPath Bloomberg Livestock SubTR ETN | COW | -2.3% | |||||||||||||||||||||||||||
23 | ELEMENTS Rogers Int'l Cmdty Agri TR ETN | RJA | -4.8% | |||||||||||||||||||||||||||
24 | iPath Bloomberg Copper SubTR ETN | JJC | -7.0% | |||||||||||||||||||||||||||
25 | Dow Jones Commodity Index | ^DJC | -7.4% | |||||||||||||||||||||||||||
26 | Teucrium Corn ETF | CORN | -11.8% | |||||||||||||||||||||||||||
27 | Teucrium Wheat ETF | WEAT | -19.0% | |||||||||||||||||||||||||||
28 | Average | n = 6 | -8.7% | |||||||||||||||||||||||||||
29 | ||||||||||||||||||||||||||||||
30 | Consumer Price Index | cpi | 2.1% | 1.3% | ||||||||||||||||||||||||||
31 | ||||||||||||||||||||||||||||||
32 | Updated 5/23/2017 |