| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies ranked by Finance Value (Col E) | Ticker | Reward = Total Return/Yr since 10/1/02 | Risk = Lehman Panic Total Return (10/07-4/09) | Finance Value (Col C+Col D) | 5-yr Total Return/Yr | Div Yield | 12-yr Div Growth | 5-yr Beta | P/E | EV/ EBITDA | Barron's 2014 Rank | Barron's 2013 Rank | S&P Bond Rating | S&P Stock Rating | Div Achiever | |
2 | Flowers Foods | FLO | 20.1% | 9.9% | 30.0% | 18.2% | 2.3% | 28.4% | 1 | 28 | 13 | NA | NA | BBB- | A/NA | yes | |
3 | Lancaster Colony | LANC | 9.9% | 7.2% | 17.1% | 13.4% | 1.9% | 7.2% | 0.89 | 39 | 14 | NA | NA | no LT debt | B/NA | yes | |
4 | Hormel Foods | HRL | 15.7% | -8.9% | 6.8% | 24.2% | 1.7% | 12.4% | 1.02 | 25 | 14 | 80 | 275 | A | A+/M | yes | |
5 | General Mills | GIS | 10.5% | -10.8% | -0.3% | 13.3% | 3.2% | 9.5% | 0.65 | 24 | 14 | 92 | 151 | BBB+ | A/L | yes | |
6 | Archer-Daniels-Midland | ADM | 13.3% | -14.2% | -0.9% | 13.8% | 2.3% | 13.7% | 0.71 | 14 | 9.2 | 368 | 430 | A | B+/M | yes | |
7 | McCormick | MKC | 12.2% | -14.6% | -2.4% | 17.1% | 2.1% | 11.4% | 0.75 | 23 | 16 | NA | NA | A- | A+/L | yes | |
8 | JM Smucker | SJM | 13.1% | -20.7% | -7.6% | 16.3% | 2.2% | 10.2% | 0.98 | 22 | 12 | 134 | 153 | BBB | A/L | yes | |
9 | Nestle | NSRGY | 14.1% | -23.2% | -9.1% | 13.5% | 3.0% | 16.6% | 0.42 | 16 | 14 | NA | NA | AA | NA | ||
10 | Hershey | HSY | 12.2% | -23.0% | -10.8% | 20.5% | 2.1% | 10.4% | 0.68 | 27 | 14 | 17 | 82 | A | A/L | ||
11 | Coca-Cola | KO | 6.7% | -20.7% | -14.0% | 11.0% | 3.2% | 9.7% | 0.84 | 25 | 15 | 333 | 205 | AA | A/L | yes | |
12 | Campbell Soup | CPB | 8.7% | -22.8% | -14.1% | 8.6% | 2.7% | 5.8% | 0.9 | 19 | 12 | 86 | 388 | BBB+ | A-/L | ||
13 | United Natural Foods | UNFI | 15.9% | -31.2% | -15.3% | 18.7% | 0.0% | 0.0% | 1.12 | 27 | 15 | 81 | 129 | NA | B+/M | ||
14 | PepsiCo | PEP | 10.4% | -27.6% | -17.2% | 10.9% | 2.7% | 13.1% | 0.6 | 22 | 13 | 320 | 274 | A | A/L | yes | |
15 | Seaboard | SEB | 25.1% | -48.2% | -23.1% | 21.3% | 1.3% | 22.2% | 0.9 | 13 | 7.8 | 337 | 320 | NA | B/NA | ||
16 | Kellogg | K | 8.3% | -31.8% | -23.5% | 6.9% | 3.0% | 5.7% | 0.79 | 37 | 16 | 318 | 211 | BBB+ | A/L | ||
17 | ConAgra Foods | CAG | 7.0% | -31.4% | -24.4% | 12.2% | 2.7% | 8.2% | 0.47 | NA | 11 | 38 | 270 | BBB- | B+/L | ||
18 | Mondelez International | MDLZ | 6.4% | -31.9% | -25.5% | 15.5% | 1.6% | 1.1% | 1.23 | 29 | 15 | 321 | 341 | BBB | B+/M | ||
19 | Danone | DANOY | 9.9% | -37.3% | -27.4% | 6.1% | 2.8% | 13.1% | 0.9 | 29 | 14 | NA | NA | A- | NA | ||
20 | Unilever plc | UL | 10.2% | -38.5% | -28.3% | 12.5% | 2.9% | 4.7% | 0.82 | 19 | 14 | NA | NA | A+ | NA/L | ||
21 | Tyson Foods | TSN | 11.1% | -46.3% | -35.2% | 15.6% | 1.0% | 7.9% | 0.22 | 16 | 10 | 299 | 375 | BBB | B+/H | ||
22 | Ingredion | INGR | 16.2% | -53.7% | -37.5% | 19.6% | 2.1% | 19.4% | 1.07 | 17 | 8.6 | 426 | 238 | BBB | B+/M | ||
23 | Average | n = 21 | 12.2% | -24.7% | -12.5% | 14.7% | 2.2% | 11.0% | 0.77 | 24 | 13 | 217 | 256 | A- | A-/L | ||
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25 | BENCHMARKS | ||||||||||||||||
26 | Buyupside Farmland Index | farmland | ~12% | ~8% | ~20% | ~5% | ~5% | ~10% | NA | NA | NA | ||||||
27 | Vanguard Wellesley Income Fund | VWINX | 7.7% | -16.0% | -8.3% | 9.1% | 3.1% | 5.3% | 0.48 | 17 | NA | ||||||
28 | Berkshire Hathaway | BRK-A | 8.8% | -27.0% | -18.2% | 12.3% | 0.0% | 0.0% | 0.25 | 18 | 9.4 | 123 | 131 | AA | B/M | ||
29 | Vanguard Balanced Index Fund | VBINX | 8.3% | -28.0% | -19.7% | 10.3% | 1.8% | 0.2% | 0.91 | 20 | NA | ||||||
30 | Vanguard Total Stock Market Fund | VTSMX | 10.2% | -46.4% | -36.2% | 14.1% | 1.7% | 9.2% | 1.04 | 20 | NA | ||||||
31 | Vanguard 500 Index Fund | VFINX | 9.5% | -46.5% | -37.0% | 13.9% | 1.7% | 7.4% | 1 | 20 | NA | ||||||
32 | S&P 500 Index (no dividend reinvestment) | ^GSPC | 7.4% | -48.4% | -41.0% | 11.7% | NA | NA | 1 | NA | NA | ||||||
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34 | BLS inflation | cpi | 1.9% | 1.0% |