Week 362 - "The 2 and 8 Club" (Extended Version) = non-S&P 100 Companies in The Russell 1000 Index
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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
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Republic ServicesRSG10.6%21.7%32.3%18.3%2.0%8.0%0.531811.6%up 1SD27%20020335%73%-16%44%BBB+A-/M (4)$66.7475$5,005.50$1,867.78$22yesnegative
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The TravelersTRV11.6%20.3%31.9%11.8%2.4%9.0%1.311712.1%on trendline26%2211966%1400%54%23%AB+/M (4)$132.8038$5,046.40$2,305.84$35yes7.9%0
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WEC EnergyWEC12.9%17.6%30.5%11.4%3.5%10.2%0.011615.3%down 1SD17%44146528%54%32%350%A-A/L (2)$62.2780$4,981.60$4,933.51$19yes5.7%0
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CumminsCMI10.9%-11.8%-0.9%6.7%2.7%16.7%0.952419.7%down 2SD53%4092599%40%21%55%A+B+/M (5)$153.6833$5,071.44$8,981.81$24yes9.9%3
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Archer Daniels MidlandADM4.4%-6.3%-1.9%9.0%2.9%12.0%0.91168.0%on trendline38%44635217%18%57%neg FCFA B+/M (4)$44.52112$4,986.24$703.49$25yes2.8%3
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Principal Financial GroupPFG2.0%-5.5%-3.5%11.1%3.4%17.7%1.2976.0%on trendline54%58461%7500%64%13%BBB+A/M (3)$59.0585$5,019.25$537.35$16yes7.1%3
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Ryder SystemR4.5%-9.0%-4.5%3.9%3.0%10.9%1.2456.7%down 1SD37%24136040%77%67%neg FCFBBB+A-/M (3)$69.6772$5,016.24$134.28$4yes9.5%3
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Averagen = 78.1%3.9%12.0%10.3%2.8%12.8%0.891511.3%on trendline36%28826919%1309%40%97%A-A-/M (4)$84.10$5,020.20$2,780.58$21yes7.2%3
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BENCHMARKS
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SPDR Utilities Select Sector ETFXLU5.5%13.7%19.2%8.9%3.4%4.3%0.1916$7
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Berkshire HathawayBRK-B9.5%6.6%16.1%11.2%0.0%0.0%0.87119.5%up 1SD24%27418715%127%49%no dividendAAB+/L (3)$196.5025$4,912.50-$24.18$47812.6%2
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Vanguard High Div Yield ETFVYM7.1%6.0%13.1%10.9%2.9%8.0%0.9115$29
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SPDR Dow Jones Ind Avg ETFDIA8.1%4.7%12.8%12.7%2.0%8.0%1.03166.5%up 1SD26%$244.6620$4,893.20-$436.07$21
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SPDR S&P 500 ETFSPY7.7%5.0%12.7%13.2%1.8%8.9%1176.6%up 1SD30%$268.1019$5,093.90-$495.04$255
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SPDR S&P MidCap 400 ETFMDY8.7%2.8%11.5%12.4%1.2%13.1%0.98179.0%on trendline27%$348.1714$4,874.38$295.38$20
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Averagen = 67.8%6.5%14.2%11.6%1.9%7.1%0.83157.9%up 1SD27%$264.36$4,943.50-$164.98$135
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Consumer Price Indexcpi1.8%1.7%
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Updated 6/7/2018
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