Week 295 - A-rated Dividend Achievers that beat the S&P 500 Index over 25 years with less risk
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Companies Ranked By Finance Value (Col E)TickerReward = Total Return/Yr Since S&P 500 Peak On 9/1/00Risk = Total Return/Yr @ Housing Crisis (4/07-10/11)Finance Value = Col C + Col D5-Yr Total Return/YrDiv Yield3-Yr Div Growth/Yr5-Yr BetaP/E25-yr CAGR (Px only)Recent Px TrendProjected loss @ -2SDLT Debt:Total AssetsTBV:PxDiv:FCF2016 Barron's 500 Rank2015 Barron's 500 RankS&P Bond RatingS&P Stock RatingPx (50d avg)Shares BOTAmountPV of Expected Cash FlowsNPVWACCROIC
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W.W. GraingerGWW15.8%18.3%34.1%5.5%2.0%9.5%0.62511.9%up 1SD37%32%7%48%277132AA-A+/M$244.6220$4,892.40$7,023.29$2,005.446.5%16.9%
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Hormel FoodsHRL16.2%10.6%26.8%21.4%1.9%19.4%0.412114.0%up 2SD31%4%9%40%67124AA+/M$35.75140$5,005.00$8,803.20$3,669.875.4%21.1%
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WEC GroupWEC14.5%8.6%23.1%15.6%3.5%10.1%-0.012011.3%up 1SD33%31%32%65%465N.R.A-A/L$58.2586$5,009.50$7,555.75$2,417.803.5%5.6%
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3MMMM11.5%1.4%12.9%19.3%2.5%11.2%0.932311.2%on trendline29%33%0%58%186170AA-A+/L$178.5628$4,999.68$7,129.01$2,001.138.6%24.7%
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NextEra EnergyNEE13.9%0.2%14.1%20.6%3.0%10.7%0.242112.7%up 1SD25%32%43%52%304179A-A/L$121.5641$4,983.96$8,201.26$3,089.513.6%5.8%
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TravelersTRV8.7%1.3%10.0%18.7%2.2%10.3%1.171210.4%up 1SD31%6%60%19%19661AA-/M$119.6042$5,023.20$6,541.39$1,389.3910.1%11.8%
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Abbott LaboratoriesABT8.5%1.1%9.6%13.5%2.3%6.4%1.544910.1%on trendline 34%15%15%49%140449A+A-/M$41.08122$5,011.76$6,372.29$1,232.0212.0%72.6%
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Averagen = 712.7%5.9%18.7%16.4%2.5%11.1%0.72411.7%up 1SD31%22%24%47%234231AA/L$114.20$4,989.36$7,375.17$2,257.887.1%22.6%
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BENCHMARKS
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Vanguard Wellesley Income FundVWINX7.3%4.9%12.2%7.1%2.9%-10.9%0.5520
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Berkshire HathawayBRK-B9.3%-0.3%9.0%16.2%0.0%0.0%0.81189.6%on trendline46%17%38%no dividend187248AAB+/M$164.2930$4,928.70$5,078.12$23.047.6%8.3%
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SPDR S&P 400 MidCap ETFMDY8.4%-0.7%7.7%13.4%1.3%14.8%1.02219.8%on trendline29%$307.7316$4,923.68$5,817.36$767.43
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Vanguard Balanced Index FundVBINX5.4%1.5%6.9%9.0%1.9%15.1%0.926
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Vanguard 500 Index FundVFINX4.6%-3.0%1.6%13.9%1.9%10.5%1266.0%on trendline38%$211.4724$5,075.28$4,677.26-$398.02
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Averagen = 57.0%0.5%7.5%11.9%1.6%5.9%0.86228.5%on trendline38%$227.83$4,975.89$5,190.91$130.82
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Standard Indices (Px only)
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S&P MidCap 400^MID7.2%-1.9%5.3%9.8%on trendline29%
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S&P 500^GSPC2.7%-5.0%-2.3%6.0%on trendline38%
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Averagen = 25.0%-3.5%1.5%
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Consumer Price Indexcpi2.0%1.5%
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Updated 2/26/2017
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