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The Dow`s 10 Biggest Bargain Stocks
live (public) 0.72% April 26
The Dow's 10 Biggest Bargain Stocks As we come to terms with the new
normal of low interest rates and choppy markets, the combination of
large companies paying dividends is certainly appealing. We now take
a slightly different slant to come up with ideas for the long term
investor.
Ilan Moscovitz from the Motley Fool looks into where they may be
bargains but limited to those in the Dow Jones list yet those you
can buy for less than they are probably worth. He built a screen
to rank all 30 Dow stocks by order of their dividend
yield, earnings growth, and price-to-earnings multiples.
He then listed the top ten.
|
Rank |
Company |
Dividend Yield |
Projected Earnings Growth |
P/E |
|---|---|---|---|---|
| 1 | Caterpillar (CAT) |
1.9% | 13% | 14.6 |
| 2 | JPMorgan Chase (JPM) | 2.8% | 4% | 7.5 |
| 3 | Microsoft (MSFT) | 2.8% | 7% | 10.2 |
| 4 | Hewlett-Packard (HPQ) |
1.8% | 5% | 8.0 |
| 5 | Alcoa (AA) |
1.3% | 6% | 9.6 |
| 6 | Intel (INTC) | 3.3% | 6% | 10.9 |
| 7 | DuPont (DD) | 3.6% | 7% | 12.5 |
| 8 | General Electric (GE) |
3.6% | 9% | 15.1 |
| 9 | Disney (DIS) |
1.5% | 10% | 15.8 |
| 10 | American Express (AMEX) |
1.5% | 7% | 12.2 |
Source: S&P Capital IQ. Projected earnings growth estimates are 60% of consensus estimates to adjust for historical rates of over-optimism.
Any company on the Dow Jones is going to be large and able to weather the current turbulence. The fact that these stocks are depressed in value means that their immediate history might be unfavorable, but, if nothing else, this should be a portfolio worth watching.
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | CAT (Caterpillar Inc) | 1.59% | 26.58% |
| Asset1 | JPM (JPMorgan Chase & Co) | 0.06% | 12.18% |
| Asset1 | MSFT (Microsoft Corporation) | 1.82% | 28.07% |
| Asset1 | HPQ (HP Inc) | 0.46% | 2.71% |
| Asset1 | AA (Alcoa Corp) | 2.62% | 1.80% |
| Asset1 | INTC (Intel Corporation) | 9.20% | 2.97% |
| Asset1 | DD (Dupont De Nemours Inc) | 0.29% | 3.46% |
| Asset1 | GE (General Electric Company) | 0.68% | 11.14% |
| Asset1 | DIS (Walt Disney Company) | 0.04% | 7.53% |
| Asset1 | AXP (American Express Company) | 0.62% | 3.51% |
| CASH | CASH (CASH) | 0.0% | 0.05% |
* Day change on 04/26/2024.
Previous
Since 06/11/2002
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| The Dow`s 10 Biggest Bargain Stocks | 11.8% | 41.7% | 11.7% | 17.4% | 14.1% | 15.6% |
| VFINX (Vanguard (S&P 500) Index) | 6.0% | 22.5% | 7.9% | 13.2% | 12.4% | 14.4% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.0% | 14.4% | 2.6% | 7.7% | 7.7% | 9.5% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/11/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 11.8 | 41.7 | 11.7 | 17.4 | 14.1 | 15.6 | 10.3 | 10.4 | 34.6 | -17.7 | 33.4 | 17.1 | 35.9 | -9.2 | 24.0 | 20.8 | -6.9 | 19.2 | 35.5 | 5.1 | -8.5 | 16.4 | 39.8 | -39.3 | 10.9 | 17.0 | -1.2 | 5.0 | 47.0 | -13.4 |
| Sharpe Ratio | NA | 0.67 | 2.43 | 0.45 | 0.62 | 0.61 | NA | NA | 0.39 | 1.81 | -0.69 | 1.84 | 0.42 | 2.01 | -0.49 | 2.05 | 1.21 | -0.4 | 1.41 | 2.78 | 0.29 | -0.29 | 0.73 | 1.05 | -0.9 | 0.44 | 1.01 | -0.24 | 0.28 | 1.99 | -0.33 |
| Draw Down(%) | NA | 6.4 | 10.1 | 33.5 | 35.6 | 35.6 | NA | NA | 63.9 | 10.1 | 33.1 | 8.2 | 35.6 | 11.0 | 20.6 | 6.7 | 14.4 | 17.4 | 9.5 | 6.3 | 18.3 | 32.4 | 20.9 | 39.0 | 52.4 | 11.7 | 11.9 | 13.3 | 15.0 | 17.0 | 33.8 |
| Standard Deviation(%) | NA | 15.7 | 15.6 | 21.2 | 25.6 | 21.6 | NA | NA | 23.9 | 16.8 | 27.5 | 18.1 | 40.4 | 17.2 | 21.2 | 11.4 | 17.0 | 17.6 | 13.6 | 12.8 | 17.7 | 29.2 | 22.5 | 37.7 | 44.9 | 17.7 | 13.6 | 14.1 | 14.3 | 23.2 | 42.3 |
| Treynor Ratio | NA | 0.09 | 0.34 | 0.09 | 0.14 | 0.16 | NA | NA | 0.36 | 0.28 | -0.18 | 0.32 | 0.15 | 0.3 | -0.63 | -2.17 | 2.13 | 0.87 | 3.85 | -8.5 | 1.9 | 1.6 | 1.73 | -3.09 | 2.26 | -0.55 | 3.0 | 0.9 | 0.88 | -5.11 | 4.72 |
| Alpha | NA | 0.05 | 0.04 | 0.02 | 0.02 | 0.02 | NA | NA | 0.04 | 0.03 | 0.02 | 0.02 | 0.0 | 0.01 | -0.03 | 0.09 | 0.08 | -0.02 | 0.07 | 0.13 | 0.02 | -0.02 | 0.07 | 0.17 | -0.19 | 0.04 | 0.05 | -0.01 | 0.02 | 0.17 | -0.07 |
| Beta | NA | 1.16 | 1.13 | 1.08 | 1.1 | 0.83 | NA | NA | 0.26 | 1.1 | 1.06 | 1.03 | 1.12 | 1.16 | 0.17 | -0.11 | 0.1 | -0.08 | 0.05 | -0.04 | 0.03 | -0.05 | 0.09 | -0.13 | -0.18 | -0.14 | 0.05 | -0.04 | 0.05 | -0.09 | -0.03 |
| RSquared | NA | 0.73 | 0.73 | 0.78 | 0.83 | 0.46 | NA | NA | 0.05 | 0.74 | 0.88 | 0.54 | 0.91 | 0.71 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.03 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sortino Ratio | NA | 0.96 | 3.71 | 0.64 | 0.87 | 0.85 | NA | NA | 0.55 | 2.71 | -0.95 | 3.07 | 0.57 | 3.03 | -0.65 | 2.87 | 1.72 | -0.54 | 2.03 | 4.26 | 0.42 | -0.38 | 1.02 | 1.56 | -1.19 | 0.6 | 1.47 | -0.3 | 0.4 | 3.03 | -0.49 |
| Yield(%) | N/A | 0.69 | 1.8 | 1.6 | 1.45 | 1.83 | N/A | N/A | 2.15 | 1.69 | 1.35 | 1.61 | 0.87 | 0.67 | 1.35 | 0.96 | 3.74 | 2.69 | 3.26 | 2.67 | 2.76 | 2.06 | 1.87 | 2.62 | 2.04 | 1.97 | 2.07 | 2.34 | 2.59 | 2.24 | 1.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/11/2002
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