Week 365 - "Dogs of the Dow" (Mid-Year Review)
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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 BOTAmount InvestedNet Present Value @ 10-Yr Holding Period & 9% Discount RateMarket Cap ($B)Dividend Achiever"The 2 and 8 Club"Durable Competitive AdvantageYrs TBV down
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IntelINTC10.2%15.0%25.2%19.7%2.4%5.9%0.992210.2%up 2SD37%32840022%110%16%43%A+B+/M (4)$53.8893$5,010.84$1,134.37$2310.9%4
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Coca-ColaKO7.8%13.4%21.2%4.9%3.6%6.9%0.561309.9%down 2SD20%24425332%26%1%149%A+B+/L (5)$42.99116$4,986.84$1,548.43$180yesnegative
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Cisco SystemsCSCO5.3%14.0%19.3%15.3%3.1%14.2%1.22neg earnings7.8%up 2SD35%24921520%50%8%42%AA-B+/M (4)$44.08113$4,981.04$732.73$208yes8.1%2
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Verizon CommunicationsVZ7.2%11.5%18.7%4.2%4.7%2.8%0.7268.7%on trendline23%18130743%77%-41%80%BBB+B/M (3)$48.46103$4,991.38$1,220.94$200yesnegative
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Procter & GamblePG5.2%4.5%9.7%3.3%3.7%3.6%0.39216.1%down 1SD17%31227918%42%-9%70%AA-A/L (4)$74.4067$4,984.80$10.51$187yesnegative
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PfizerPFE7.9%-0.3%7.6%9.1%3.7%7.2%0.93107.0%on trendline41%30248120%54%-16%53%AAB+/M (3)$36.04139$5,009.56$382.48$209negative
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MerckMRK6.0%0.0%6.0%9.0%3.1%2.2%1.091058.4%on trendline37%41148524%35%1%75%AAB-/M (3)$59.8884$5,029.92$527.29$159negative
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ChevronCVX6.4%-6.7%-0.3%4.8%3.6%2.3%1.172310.1%on trendline32%48249513%74%63%115%AA-B/M (4)$125.6740$5,026.80$1,427.75$2347.0%2
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Exxon MobilXOM1.5%-4.5%-3.0%1.0%4.0%5.4%0.82175.5%down 1SD31%4844817%52%58%90%AA+B+/L (3)$80.3862$4,983.56-$131.85$333yes7.7%2
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IBMIBM4.3%-9.0%-4.7%-3.5%4.5%10.6%1.03236.0%down 1SD29%20618532%45%-17%40%A+A-/M (4)$144.0235$5,040.70$474.23$132yesyesnegative
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Averagen = 106.2%3.8%10.0%6.8%3.6%6.1%0.89408.0%on trendline30%32035823%51%5%79%AA-B+/M (4)$70.98$5,003.84$732.69$2075.9%3
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BENCHMARKS
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Johnson & JohnsonJNJ9.7%8.1%17.8%10.1%2.9%6.4%0.562709.1%on trendline25%20731420%69%-7%56%AAAA-/L (4)$123.7340$4,949.20$873.62$326yesnegative
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Berkshire HathawayBRK-B9.0%6.6%15.6%10.6%0.0%0.0%0.86129.4%up 1SD24%27418715%127%49%no dividendAAB+/L (3)$194.6226$5,060.12-$72.46$47912.6%2
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SPDR S&P 500 ETFSPY7.5%5.0%12.5%13.3%1.8%8.9%1176.7%up 1SD30%$271.5018$4,887.00-$437.42$255
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SPDR Dow Jones Ind Avg ETFDIA7.6%4.7%12.3%12.2%2.1%7.8%1.02166.5%up 1SD26%$246.2320$4,924.60-$447.59$21
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SPDR S&P MidCap 400 ETFMDY8.5%2.8%11.3%12.7%1.2%8.7%0.98179.1%on trendline27%$353.9714$4,955.58$261.89$20
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Averagen = 58.5%5.4%13.9%11.8%1.6%6.4%0.88668.2%up 1SD26%24125118%98%21%56%AA+A-/M (4)$238.01$4,955.30$35.61$22012.6%2
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Consumer Price Indexcpi1.9%1.7%
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Updated 6/27/2018
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