Week 391 - Members of "The 2 and 8 Club" in the FTSE Russell 1000 Index
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Companies Ranked by Finance Value (Column E)TickerReward = 10-Yr Total Return/YrRisk Aversion = Total Return in 2015 (worst year of Commodities Bear Market 4/14-4/16)Finance Value = Col C + Col D5-Yr Total Return/YrDividend Yield5-Yr Div Growth3-Yr BetaP/EBMW Method 16-Yr CAGR (Px only)Recent Px TrendBMW Method Est. Loss @ -2SDLT-Debt: Total AssetsTotal Debt: EBITDATBV:PxDiv:FCFS&P Bond RatingS&P Stock Rating (Stars)Px (50d avg)Shares BOTAmountNet Present Value at 10-Yr Holding Period with 9% Discount RateGraham NumberPx (50d avg): Graham Number7-Yr P/EInsider ActivityMorningstarMarket Cap ($B)Dividend Achiever
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Snap-onSNA16.3%27.5%43.8%7.6%2.7%16.6%1.351313.4%down 1SD36%15%124%21%29%A-A+/M (3)$155.5732$4,978.24$3,437.87$118.18132%23neutralfairly valued$8
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Cincinnati FinancialCINF14.9%19.5%34.4%11.6%2.8%9.5%0.4999.0%up 1SD43%4%NA62%30%BBB+B+/M (3)$78.1664$5,002.24$886.89$98.2780%23favorableNA$12yes
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PaychexPAYX13.6%18.2%31.8%10.8%3.5%9.9%1.24238.6%up 1SD34%0%NA4%73%no LT-DebtA/L (3)$67.1874$4,971.32$988.09$20.55327%36neutralovervalued$23
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Lockheed-MartinLMT15.9%15.7%31.6%15.4%3.3%11.4%1.132414.8%down 1SD41%29%216%-19%no FCFBBB+A+/M (5)$299.5617$5,092.52$4,464.75$28.341057%34neutralfairly valued$74yes
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WatscoWSO17.8%12.9%30.7%10.3%4.1%37.3%1.032114.8%down 1SD34%1%6%13%115%low DebtA/M (3)$150.0333$4,950.99$7,752.29$77.12195%38NANA$5
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Texas InstrumentsTXN22.6%5.2%27.8%19.5%3.4%19.7%1.342011.9%up 1SD45%23%6%41%41%A+A-/M (3)$95.7152$4,976.92$3,182.53$33.77283%39neutralfairly valued$90yes
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TravelersTRV12.9%9.5%22.4%8.0%2.6%9.2%1.121311.0%down 1SD24%6%NA58%20%AB+/M (4)$124.9340$4,997.20$1,742.76$130.7796%15favorableundervalued$31yes
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J.P. Morgan ChaseJPM14.5%7.8%22.3%13.7%3.3%12.8%1.13129.6%up 1SD35%10%NA51%35%A+A-/L (4)$106.0647$4,984.82$1,452.61$112.2994%20favorablefairly valued$322
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Automatic Data ProcessingADP17.1%4.2%21.3%15.2%2.4%8.7%0.943313.3%up 1SD30%5%68%1%50%AAA/M (3)$140.8336$5,069.88$3,004.58$30.53461%48unfavorableovervalued$57yes
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PepsiCoPEP10.5%8.9%19.4%9.0%3.4%9.8%0.45328.4%on trendline19%41%305%-11%85%A+A-/L (5)$113.9344$5,012.92$873.05$23.84478%28favorablefairly valued$156yes
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PNC Financial ServicesPNC11.3%7.3%18.6%10.8%3.4%14.6%1.1398.0%on trendline35%15%NA64%27%A-A-/M (4)$126.8739$4,947.93$833.96$159.7279%18neutralundervalued$53
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AmgenAMGN14.6%3.6%18.2%13.3%3.1%22.9%1.39599.8%on trendline45%43%295%1%34%AB+/M (3)$193.8326$5,039.58$2,228.23$40.22482%31favorablefairly valued$122
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NextEra EnergyNEE16.9%0.4%17.3%18.6%2.5%11.0%-0.161015.9%up 1SD26%32%451%30%no FCFA-A/L (4)$175.9128$4,925.48$4,928.97$168.32105%29unfavorableovervalued$83yes
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WEC EnergyWEC16.5%0.3%16.8%14.7%3.3%8.9%-0.031715.7%on trendline16%27%428%28%344%A-A/L (3)$70.7471$5,022.54$5,116.50$53.20133%26unfavorableovervalued$22yes
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Illinois Tool WorksITW16.4%0.2%16.6%10.8%3.2%16.5%1.312311.2%on trendline34%45%216%-3%45%A+A-/M (3)$130.8138$4,970.78$2,484.34$36.42359%29favorableundervalued$41yes
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Omnicom GroupOMC13.2%2.4%15.6%2.4%3.3%9.9%0.11146.7%on trendline33%20%210%-41%31%BBB+A+/M (3)$75.0767$5,029.69$174.88$35.13214%18favorableundervalued$16
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IntelINTC15.9%-2.4%13.5%15.9%2.6%8.6%0.82159.1%up 1SD37%21%105%15%38%A+B+/M (4)$46.93107$5,021.51$973.78$33.58146%22unfavorableundervalued$199
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Cisco SystemsCSCO12.6%0.7%13.3%17.7%3.1%14.2%1.111637.4%up 2SD37%19%172%4%42%AA-B+/M (5)$45.50110$5,005.00$530.43$7.54603%30unfavorablefairly valued$213
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BlackRockBLK14.2%-2.1%12.1%6.8%3.4%12.3%1.51114.5%down 2SD36%2%88%2%50%AA-A/M (4)$402.2012$4,826.40$4,151.67$399.44101%23favorableundervalued$62
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HubbellHUBB14.5%-3.9%10.6%0.3%3.5%11.2%1.75199.1%down 2SD35%27%169%1%43%BBB+A-/M (4)$107.2747$5,041.69$1,204.53$61.85173%23neutralNA$5yes
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3MMMM15.6%-5.8%9.8%9.0%2.9%16.5%1.222510.0%on trendline33%32%157%-2%68%AA-A+/L (3)$197.1225$4,928.00$1,695.17$54.32363%28favorablefairly valued$110yes
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TargetTGT9.4%-0.8%8.6%4.2%4.2%9.8%0.88114.6%down 1SD28%29%188%30%50%AB+/M (3)$76.3465$4,962.10-$361.30$53.67142%17unfavorablefairly valued$34yes
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Southwest Gas HoldingsSWX14.9%-7.8%7.1%9.2%2.6%9.9%0.331812.2%on trendline26%29%357%42%no FCFBBB+A-/L (4)$80.6362$4,999.06$2,484.80$61.58131%26favorableNA$4yes
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Air Products and ChemicalsAPD15.3%-8.4%6.9%10.1%2.9%9.1%0.992411.4%on trendline26%17%132%28%92%AA-/M (3)$156.9832$5,023.36$2,103.49$86.86181%32favorablefairly valued$35yes
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U.S. BancorpUSB8.3%-2.6%5.7%4.8%3.2%8.4%1116.3%down 1SD33%6%NA36%29%A+A-/L (4)$52.2497$5,008.11-$177.72$49.61104%17unfavorablefairly valued$73
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HersheyHSY14.7%-11.8%2.9%4.2%2.7%8.8%0.03229.6%on trendline36%37%158%-1%47%AA/L (3)$106.8547$5,021.95$1,136.73$25.33422%33favorableundervalued$22
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FastenalFAST14.3%-11.5%2.8%4.6%3.2%9.9%1.152012.4%down 1SD34%14%41%13%86%low DebtA/M (4)$53.9293$5,014.56$2,772.26$21.56250%34favorableovervalued$15yes
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T. Rowe Price GroupTROW13.1%-12.2%0.9%5.1%3.2%13.0%1.211310.8%down 1SD34%0%NA23%56%no DebtA/M (4)$95.6152$4,971.72$2,005.01$65.77145%23favorableundervalued$22yes
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Principal Financial GroupPFG9.8%-10.6%-0.8%0.7%5.0%16.6%1.6663.7%down 1SD54%1%NA82%14%BBB+A/M (3)$47.59105$4,996.95$324.43$82.8357%13favorableNA$12
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Norfolk SouthernNSC15.0%-20.5%-5.5%12.6%2.2%9.0%1.76713.7%on trendline32%26%218%41%41%BBB+A/M (3)$156.5032$5,008.00$3,155.36$163.4596%21neutralfairly valued$40
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International Business MachinesIBM5.8%-12.3%-6.5%-6.3%5.6%10.9%1.87184.2%down 2SD31%32%317%-21%42%A+A-/M (4)$122.3941$5,017.99$252.58$55.11222%10favorableundervalued$103yes
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Eaton VanceEV8.2%-18.5%-10.3%-1.5%4.2%9.7%1.89116.0%down 2SD34%41%NA18%126%A-B+/M (3)$41.08122$5,011.76$2.35$25.29163%21unfavorableundervalued$4yes
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CumminsCMI19.9%-38.1%-18.2%1.6%3.5%14.1%1.211716.9%down 2SD52%9%80%23%45%A+B+/M (5)$149.0734$5,068.38$6,295.75$88.92168%18unfavorableundervalued$21yes
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Archer Daniels MidlandADM6.1%-27.7%-21.6%1.4%3.3%12.0%0.65107.0%down 1SD37%17%364%58%no FCFAB+/M (4)$46.19108$4,988.52$262.09$55.4484%18unfavorablefairly valued$23yes
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Ryder SystemR4.6%-37.3%-32.7%-6.2%4.6%10.3%1.9633.9%down 2SD37%40%311%88%no FCFBBB+A-/M (4)$69.7972$5,024.88-$773.08$137.2551%12neutralNA$3yes
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Averagen = 3513.6%-2.6%11.1%8.2%3.4%12.7%1.062210.1%on trendline34%20%199%22%61%AA-/L (4)$118.84$4,997.51$2,045.45$77.03234%25neutralfairly valued$6021/35
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COMPARISONS
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SPDR S&P 500 ETFSPY14.2%1.3%15.5%11.0%1.8%8.1%1175.6%on trendline31%$273.6818$4,926.24-$621.88$269
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SPDR Dow Jones Industrial Average ETFDIA14.0%0.1%14.1%12.2%2.0%8.4%1.02165.7%on trendline27%$249.8620$4,997.20-$506.86$22
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Vanguard High Dividend Yield ETF (0% bonds)VYM13.2%0.3%13.5%10.3%3.0%2.3%0.8115NANANANA$31
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Vanguard Balanced Index Fund (39% bonds)VBINX10.2%0.4%10.6%7.1%2.0%8.0%0.9616NANANANA$38
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Vanguard Wellesley Income Fund (60% bonds)VWINX8.6%1.3%9.9%5.5%3.0%0.1%0.5915NANANANA$52
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Vanguard Total Bond Market ETF (99% bonds)BND3.5%0.4%3.9%1.9%2.8%-2.8%1.04NA3.7%down 2SD8%$79.0063$4,977.00-$1,200.83$201
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Berkshire HathawayBRK-B12.1%-11.5%0.6%11.4%0.0%0.0%0.8889.3%on trendline24%AAB+/L (3)$202.9025$5,072.50-$121.36$293.5169%22unfavorablefairly valued$497
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Averagen = 710.8%-1.1%9.7%8.5%2.1%3.4%0.9146.1%on trendline23%$201.36$4,993.24-$612.73$159
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Consumer Price Indexcpi1.9%1.6%
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Updated 12/29/2018
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