| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies ranked by Finance Value (Col E) | Ticker | Reward = 20-yr Total Return/Yr | Risk = Lehman Panic Total Return (10/07-4/09) | Finance Value (Col C+Col D) | 5-yr Total Return/Yr | Div Yield | 20-yr Div Growth | 5-yr Beta | P/E | EV/ EBITDA | S&P Bond Rating | S&P Stock Rating | 20-yr Price Trendline | Current Price vs. Trendline | 2014 Barron's Rank | 2013 Barron's Rank | Div Achiever | Div Aristocrat | |
2 | Wal-Mart Stores | WMT | 11.3% | 20.4% | 31.7% | 10.5% | 2.4% | 16.0% | 0.3 | 16 | 8.3 | AA | A+/L | 7.5% | on trend | 332 | 265 | yes | yes | |
3 | McDonald's | MCD | 11.0% | 3.8% | 14.8% | 10.6% | 3.5% | 25.9% | 0.76 | 20 | 11 | A | A/M | 10.8% | on trend | 253 | 315 | yes | yes | |
4 | JB Hunt Transport Services | JBHT | 17.0% | -7.5% | 9.5% | 20.0% | 1.0% | 15.2% | 0.4 | 27 | 12 | BBB+ | A-/M | 20.1% | on trend | 50 | 84 | |||
5 | Consolidated Edison | ED | 9.6% | -8.4% | 1.2% | 10.8% | 4.3% | 1.2% | 0.12 | 16 | 9.3 | A- | B+/L | 8.8% | on trend | 369 | 400 | yes | yes | |
6 | Southern | SO | 11.8% | -11.0% | 0.8% | 10.9% | 4.7% | 5.3% | 0.11 | 20 | 11 | A | A-/L | 12.4% | down 1SD | 378 | 455 | yes | ||
7 | NextEra Energy | NEE | 13.1% | -14.7% | -1.6% | 20.7% | 2.9% | 6.5% | 0.26 | 19 | 10 | A- | A/L | 11.4% | up 2SD | 297 | 489 | yes | ||
8 | Nike | NKE | 17.5% | -19.1% | -1.6% | 23.6% | 1.1% | 28.4% | 0.51 | 28 | 17 | AA- | A+/M | 13.2% | up 2SD | 135 | 210 | yes | ||
9 | IBM | IBM | 12.0% | -16.4% | -4.4% | 6.5% | 2.8% | 15.4% | 0.86 | 13 | 7.8 | AA- | A+/M | 9.5% | down 1SD | 113 | 66 | yes | ||
10 | Johnson & Johnson | JNJ | 12.5% | -17.0% | -4.5% | 12.4% | 2.8% | 11.3% | 0.96 | 17 | 11 | AAA | A+/L | 7.8% | up 1SD | 127 | 200 | yes | yes | |
11 | Travelers | TRV | 10.5% | -18.4% | -7.9% | 18.2% | 2.1% | 5.2% | 0.97 | 10 | 5.8 | A | A-/M | 7.9% | up 2SD | 206 | 424 | |||
12 | Home Depot | HD | 15.0% | -24.8% | -9.8% | 31.7% | 2.1% | 22.0% | 1.18 | 24 | 14 | A | A/L | 8.3% | up 1SD | 60 | 79 | |||
13 | Union Pacific | UNP | 15.2% | -26.2% | -11.0% | 26.2% | 2.0% | 10.7% | 0.51 | 19 | 9.8 | A | A+/M | 14.4% | up 1SD | 171 | 178 | |||
14 | Coca-Cola | KO | 7.5% | -20.7% | -13.2% | 11.4% | 3.2% | 9.4% | 0.84 | 25 | 15 | AA | A/L | 5.3% | up 1SD | 333 | 205 | yes | yes | |
15 | Chevron | CVX | 11.6% | -25.5% | -13.9% | 9.9% | 4.1% | 8.0% | 1.2 | 10 | 5.8 | AA | A-/M | 11.7% | down 1SD | 487 | 405 | yes | yes | |
16 | ExxonMobil | XOM | 11.1% | -25.4% | -14.3% | 7.1% | 3.3% | 8.0% | 1.12 | 11 | 6.8 | AAA | A/L | 9.7% | down 1SD | 486 | 353 | yes | yes | |
17 | Public Service Enterprise Group | PEG | 11.0% | -30.6% | -19.6% | 10.7% | 3.8% | 1.9% | 0.46 | 14 | 7.3 | BBB+ | B+/L | 10.5% | on trend | 441 | 491 | |||
18 | Expeditors International | EXPD | 20.3% | -40.6% | -20.3% | 6.3% | 1.3% | 26.1% | 0.89 | 25 | 13 | no bonds | A/L | 15.0% | down 1SD | 401 | 389 | yes | ||
19 | Procter & Gamble | PG | 10.7% | -31.2% | -20.5% | 8.6% | 3.1% | 10.5% | 0.87 | 25 | 13 | AA- | A+/L | 7.9% | on trend | 261 | 207 | yes | yes | |
20 | Norfolk Southern | NSC | 10.5% | -33.1% | -22.6% | 15.4% | 2.3% | 6.3% | 1.16 | 16 | 8.9 | BBB+ | A/M | 9.2% | up 1SD | 380 | 406 | yes | ||
21 | Microsoft | MSFT | 13.7% | -36.5% | -22.8% | 9.5% | 3.0% | 12.0% | 0.88 | 16 | 8 | AAA | A-/M | 5.1% | on trend | 201 | 216 | |||
22 | CSX | CSX | 10.6% | -39.0% | -28.4% | 16.2% | 1.9% | 7.6% | 1.24 | 17 | 8.8 | BBB+ | A/M | 11.5% | up 1SD | 306 | 361 | |||
23 | JP Morgan Chase | JPM | 10.9% | -39.9% | -29.0% | 8.5% | 2.9% | 4.5% | 1.81 | 11 | NA | A | B+/L | 5.6% | up 1SD | 289 | 383 | |||
24 | AT&T | T | 6.5% | -35.9% | -29.4% | 10.6% | 5.7% | 4.2% | 0.37 | 28 | 8 | BBB+ | B+/M | 5.1% | on trend | 428 | 467 | yes | yes | |
25 | Intel | INTC | 10.8% | -40.6% | -29.8% | 10.1% | 3.1% | 23.0% | 0.93 | 13 | 6 | A+ | B+/M | 2.7% | up 1SD | 413 | 256 | yes | ||
26 | United Technologies | UTX | 16.0% | -45.8% | -29.8% | 11.9% | 2.2% | 12.3% | 1.1 | 17 | 10 | A | A+/M | 12.2% | on trend | 71 | 87 | yes | ||
27 | 3M | MMM | 11.9% | -45.1% | -32.2% | 17.0% | 2.5% | 7.6% | 1.18 | 22 | 13 | AA- | A+/L | 8.8% | up 2SD | 128 | 247 | yes | yes | |
28 | Cisco Systems | CSCO | 14.0% | -49.2% | -35.2% | 2.9% | 3.1% | NA | 1.45 | 16 | 7.6 | AA- | B+/M | 4.1% | on trend | 84 | 277 | |||
29 | Walt Disney | DIS | 10.5% | -46.2% | -35.7% | 26.4% | 1.1% | 20.1% | 1.1 | 24 | 13 | A | A+/M | 5.3% | up 2SD | 118 | 175 | |||
30 | UnitedHealth Group | UNH | 16.8% | -56.4% | -39.6% | 30.7% | 1.3% | 35.4% | 0.7 | 21 | 11 | A+ | A+/M | 14.9% | up 1SD | 51 | 215 | |||
31 | EI du Pont de Nemours | DD | 7.6% | -52.5% | -44.9% | 17.0% | 2.6% | 3.0% | 1.38 | 18 | 11 | A | A-/M | 4.5% | up 1SD | 317 | 291 | |||
32 | Caterpillar | CAT | 11.8% | -63.4% | -51.6% | 6.8% | 3.5% | 12.8% | 1.18 | 14 | 9.1 | A | A/M | 13.0% | down 1SD | 452 | 29 | yes | ||
33 | Boeing | BA | 11.0% | -65.4% | -54.4% | 18.4% | 2.4% | 10.4% | 0.86 | 20 | 11 | A | A-/M | 6.2% | up 2SD | 257 | 280 | |||
34 | American Express | AXP | 12.2% | -76.9% | -64.7% | 14.9% | 1.3% | 7.1% | 1.25 | 14 | NA | BBB+ | B+/M | 7.9% | on trend | 21 | 28 | |||
35 | Average | n = 33 | 12.2% | -31.5% | -19.3% | 14.1% | 2.7% | 12.3% | 0.88 | 18 | 10 | A+ | A-/L | 9.3% | on trend | 255 | 271 | 19 | 10 | |
36 | ||||||||||||||||||||
37 | BENCHMARKS | |||||||||||||||||||
38 | Gold bullion | gold | 5.8% | 23.2% | 29.0% | 1.3% | 0.0% | 0.0% | 0.53 | NA | NA | 5.4% | down 2SD | |||||||
39 | 10-yr US Treasury Note | T-Note | 4.9% | 18.0% | 22.9% | 3.1% | 2.0% | -5.0% | ~0 | NA | NA | |||||||||
40 | Vanguard Interm-Term Bond Index Fund | VBIIX | 6.6% | 7.8% | 14.4% | 6.1% | 2.7% | -2.2% | ~0 | NA | NA | 6.3% | down 1SD | |||||||
41 | Vanguard Wellesley Income Fund | VWINX | 8.6% | -16.0% | -7.4% | 9.1% | 3.1% | -0.4% | 0.47 | 16 | NA | |||||||||
42 | Berkshire Hathaway | BRK-A | 11.9% | -27.0% | -15.1% | 12.2% | 0.0% | 0.0% | 0.25 | 18 | 9.6 | AA | B/M | 8.0% | up 1SD | 123 | 131 | |||
43 | Vanguard Balanced Index Fund | VBINX | 8.3% | -28.0% | -19.7% | 10.4% | 1.8% | 1.4% | 0.91 | 20 | NA | |||||||||
44 | Dow Jones Composite Average | DJCA | 10.7% | -41.1% | -30.4% | 16.1% | 2.6% | NA | 0.8 | NA | NA | |||||||||
45 | Vanguard 500 Index Fund | VFINX | 9.2% | -46.5% | -37.3% | 13.8% | 1.7% | 4.5% | 1 | 20 | NA | 3.2% | up 1SD | |||||||
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47 | BLS inflation (dqydj.net) | inflation | 2.1% | 1.0% |