Week 361 - Blue Chips
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Companies Ranked by Finance Value (Column E)TickerReward = Total Return/Yr since market peak on 7/19/2007Risk Aversion = Total Return/Yr during Commodities Bear Market (4/14-4/16)Finance Value = Col C + Col D5-Yr Total Return/YrDiv Yield5-Yr Div Growth5-Yr BetaP/EBMW Method 16-Yr CAGR (Px only)Recent Px TrendBMW Method Est. Loss @ -2SD2017 Barron's 500 Rank2016 Barron's 500 RankLT-Debt: Total AssetsOperating Cash Flow RatioTBV:PxDiv:FCFS&P Bond RatingS&P Stock Rating (Stars)Px (50d avg)Shares BOTAmountNet Present Value at 10-Yr Holding Period with 9% Discount RateMarket Cap ($B)Div AchieverDurable Competitive AdvantageYears TBV down"The 2 and 8 Club"
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AppleAAPL23.9%20.9%44.8%26.6%1.6%7.0%1.111834.3%down 1SD57%3805926%63%16%24%AA+B+/M (4)$176.1028$4,930.80$34,328.79$92424.2%1
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Lockheed MartinLMT15.1%19.9%35.0%28.0%2.5%11.7%0.714616.7%up 1SD42%30338829%51%-16%52%BBB+A/M (5)$330.9715$4,964.55$5,578.56$91yesnegativeyes
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MicrosoftMSFT13.9%18.6%32.5%26.1%1.7%12.8%1.218012.2%up 2SD39%36834429%61%5%37%AAAA-/M (3)$94.2553$4,995.25$2,227.94$753yes4.2%3yes
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McDonald'sMCD14.6%17.2%31.8%13.6%2.6%5.6%0.732516.2%on trendline 25%23438087%192%-4%85%BBB+A/M (4)$161.0331$4,991.93$5,024.90$126yesnegative
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AlphabetGOOGL14.0%15.8%29.8%19.7%0.0%0.0%1.2759NANANA158922%153%20%no dividendAA+B+/M (5)$1,055.625$5,278.10no 16-Yr Px data$73920.6%0
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Texas InstrumentsTXN13.0%12.9%25.9%28.5%2.4%17.2%1.193113.5%up 2SD44%123120%238%5%45%A+A-/M (3)$105.1348$5,046.24$3,535.04$109yesnegativeyes
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3MMMM10.4%13.3%23.7%14.8%2.7%16.5%1.082910.6%on trendline34%20118632%81%-12%73%AA-A+/L (4)$209.2224$5,021.28$1,941.36$116yesnegativeyes
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PepsiCoPEP7.1%14.4%21.5%7.5%3.7%8.4%0.64308.1%down 1SD19%25732442%49%-12%77%A+A-/L (5)$103.5648$4,970.88$801.90$143yesnegativeyes
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Coca-ColaKO7.5%13.4%20.9%3.8%3.5%6.9%0.571469.8%down 2SD20%24425332%26%1%118%A+B+/L (5)$43.00116$4,988.00$1,499.47$182yesnegative
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Johnson & JohnsonJNJ9.7%8.1%17.8%9.9%3.0%6.4%0.592649.0%on trendline25%20731420%69%-7%49%AAAA-/L (4)$126.4540$5,058.00$954.32$320yesnegative
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Procter & GamblePG4.8%4.5%9.3%1.9%3.9%3.6%0.38205.8%down 2SD17%31227918%42%-9%70%AA-A/L (4)$75.1367$5,033.71-$213.49$186yesnegative
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WalmartWMT7.7%-3.0%4.7%4.3%2.4%2.0%0.46256.3%on trendline23%31732718%36%23%37%AAA-/L (4)$85.9558$4,985.10-$554.07$243yes5.3%1
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Emerson ElectricEMR6.8%-7.1%-0.3%7.7%2.6%3.4%1.19299.5%on trendline28%42438917%38%1%63%AA/M (4)$69.6372$5,013.36$915.90$45yes0.5%5
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CaterpillarCAT9.0%-9.4%-0.4%15.8%2.1%8.5%1.4912212.5%up 1SD43%47745230%21%8%74%AB+/M (5)$150.1833$4,955.94$2,377.32$92yes5.6%4yes
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Exxon MobilXOM1.4%-4.5%-3.1%0.2%4.0%5.4%0.8175.5%down 1SD31%4844817%52%57%92%AA+B+/L (3)$77.9464$4,988.16-$86.64$332yes7.7%2
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IBMIBM4.6%-9.0%-4.4%-4.4%4.3%10.6%1.05236.1%down 1SD29%20618532%45%-17%40%A+A-/M (4)$148.3334$5,043.22$453.21$130yesnegativeyes
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Averagen = 1610.2%7.9%18.1%12.8%2.7%7.9%0.96011.7%on trendline32%28728028%76%4%62%A+A-/L (4)$188.28$5,016.53$3,918.97$283yes9.7%2n = 7
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BENCHMARKS
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Berkshire HathawayBRK-B9.4%6.6%16.0%10.9%0.0%0.0%0.87109.6%up 1SD24%27418715%127%49%no dividendAAB+/L (3)$197.3125$4,932.75$20.95$47112.6%2
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iShares S&P 100 ETFOEF7.0%6.1%13.1%11.5%1.9%6.5%1.0216$117.64$5
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Vanguard High Div Yield ETFVYM7.0%6.0%13.0%10.3%3.0%8.0%0.9115$83.19$28
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Dow Jones Industrial Avg ETFDIA7.9%4.7%12.6%11.8%2.0%8.1%1.03166.4%up 1SD26%$243.8121$5,120.01-$499.49$21
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SPDR S&P 500 ETFSPY7.6%5.0%12.6%12.5%1.8%7.4%1176.6%up 1SD30%$266.8919$5,070.91-$518.63$255
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SPDR S&P MidCap 400 ETFMDY8.5%2.8%11.3%11.7%1.2%10.5%0.98179.0%on trendline27%$346.1114$4,845.54$264.11$20
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PowerShares Dividend AchieversPFM5.4%4.5%9.9%8.0%2.0%5.0%0.8517$25.36$0
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Averagen = 77.5%5.1%12.6%11.0%1.7%6.5%0.95157.9%up 1SD27%$182.90$4,992.30-$183.27$114
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Consumer Price Indexcpi1.8%1.5%
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Updated 5/30/2018
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