Michael Sivy Commentary:
Sivy on Stocks by Michael Sivy Column archive
The Sivy Seventy
Top stocks from America's top industries.

NEW YORK (Money Magazine) - If there is any way to beat the market over the long run, it consists of following the strongest, most secure stocks and trying to scoop them up when they are measurably undervalued.

There are surprisingly few such stocks that you need to follow on an on-going basis -- we've come up with 70, which you can track in the table below.

What are the defining characteristics of these great growth stocks? Size is certainly part of it, and almost all of the stocks on the core list have market capitalizations and total revenues that top $5 billion a year.

We also looked for companies with diverse product lines and dominant positions in their industries.

As for growth, we sought companies that are capable of returning a steady 11 percent to 12 percent a year through a combination of earnings gains and yield.

THE SIVY SEVENTY «Click column headings to re-sort»
Company
(Ticker symbol)
Current
price
52-wk
high
52-wk
low
P/E
(next yr)
Proj.
growth
Div
Yield
Value
Ratio
Citigroup (C) $4.61 $5.43 $2.55 12.8 8% 0.0% 1.6
Applied Materials (AMAT) $13.62 $14.94 $10.31 11.9 11% 2.1% 0.9
Alcoa (AA) $14.19 $17.60 $8.10 11.9 9% 0.8% 1.2
General Electric (GE) $18.77 $18.98 $10.50 15.2 8% 2.1% 1.5
Comcast (CMCSA) $18.66 $19.04 $13.04 13.4 12% 2.0% 1.0
Bank of America (BAC) $18.57 $19.10 $7.00 9.7 5% 0.2% 1.9
Pfizer (PFE) $17.17 $20.36 $12.75 7.4 2% 4.2% 1.2
Corning (GLW) $20.00 $20.85 $13.30 10.2 13% 1.0% 0.7
Intel (INTC) $22.63 $22.75 $14.96 12.3 11% 2.8% 0.9
InterActiveCorp (IACI) $23.00 $24.47 $14.85 22.8 17% 0.0% 1.3
Lowe's (LOW) $25.77 $25.69 $18.02 15.3 13% 1.4% 1.1
Staples (SPLS) $24.15 $26.00 $18.72 15.1 15% 1.5% 0.9
Cisco Systems (CSCO) $26.44 $26.85 $17.13 15.5 12% 0.0% 1.3
Texas Instruments (TXN) $25.74 $27.00 $16.57 11.6 10% 1.9% 1.0
Limited Brands (LTD) $26.85 $27.09 $9.75 14.2 15% 14.9% 0.5
Sysco (SYY) $29.88 $30.00 $21.26 15.1 6% 3.4% 1.6
Microsoft (MSFT) $30.27 $31.50 $18.47 13.7 11% 1.7% 1.1
Wells Fargo (WFC) $32.01 $32.70 $16.14 11.0 15% 0.6% 0.7
Time Warner (TWX) $32.70 $32.93 $20.96 13.4 12% 2.6% 0.9
Harley-Davidson (HOG) $32.08 $33.02 $14.99 17.6 9% 1.2% 1.7
Home Depot (HD) $33.76 $33.57 $22.27 15.8 11% 2.8% 1.1
Johnson Controls (JCI) $32.09 $33.60 $15.56 13.8 13% 1.6% 0.9
Aetna (AET) $32.52 $35.96 $21.55 10.6 10% 0.1% 1.0
UnitedHealth Group (UNH) $32.27 $36.07 $21.95 9.6 14% 0.1% 0.7
Viacom B (VIAB) $35.85 $36.38 $17.97 12.1 10% 0.0% 1.2
Disney (DIS) $36.03 $36.88 $18.80 15.6 10% 1.0% 1.4
Lilly (LLY) $36.53 $38.00 $31.98 7.7 6% 5.4% 0.7
CVS Corp (CVS) $36.90 $38.27 $27.38 12.1 14% 0.9% 0.8
DuPont (DD) $38.72 $39.21 $23.91 14.4 8% 4.2% 1.2
Omnicom Group (OMC) $39.40 $40.29 $26.70 13.1 10% 2.0% 1.1
Walgreen (WAG) $36.82 $40.69 $27.89 13.8 14% 1.5% 0.9
Hershey Foods (HSY) $44.15 $44.47 $33.70 17.8 6% 2.9% 2.0
American Express (AXP) $44.43 $44.58 $17.50 14.0 10% 1.6% 1.2
ADP (ADP) $44.25 $45.22 $33.26 17.4 11% 3.1% 1.2
Best Buy (BBY) $44.87 $45.65 $31.25 11.5 14% 1.2% 0.8
J.P. Morgan Chase (JPM) $46.21 $47.47 $28.87 9.6 10% 0.4% 0.9
Fortune Brands (FO) $52.50 $51.09 $31.58 15.8 9% 1.4% 1.5
Illinois Tool Works (ITW) $47.76 $51.16 $30.81 14.2 14% 2.6% 0.9
Anheuser-Busch (BUD) $51.45 $53.70 $36.95 N/A N/A% 0.0% N/A
Hewlett-Packard (HPQ) $53.95 $54.00 $33.40 11.1 10% 0.6% 1.0
Aflac (AFL) $55.12 $56.12 $22.90 9.4 15% 2.0% 0.6
ConocoPhillips (COP) $56.01 $56.17 $37.52 7.6 7% 3.9% 0.7
Wal-Mart Stores (WMT) $55.19 $56.27 $47.35 12.6 11% 2.2% 1.0
Target (TGT) $56.00 $56.44 $36.36 13.0 14% 1.2% 0.9
Abbott Laboratories (ABT) $52.28 $56.79 $41.27 11.0 12% 3.4% 0.7
T. Rowe Price (TROW) $56.38 $56.94 $31.89 19.0 11% 1.9% 1.5
Coca-Cola (KO) $54.81 $59.45 $42.00 14.6 7% 3.2% 1.4
Procter & Gamble (PG) $62.69 $64.58 $46.98 15.4 10% 2.8% 1.2
Amgen (AMGN) $60.24 $64.76 $44.96 11.0 7% 0.0% 1.6
Johnson & Johnson (JNJ) $65.14 $65.95 $50.12 12.2 7% 3.0% 1.2
Northrop Grumman (NOC) $65.92 $66.69 $42.51 9.8 10% 2.6% 0.8
PepsiCo (PEP) $66.24 $67.00 $47.50 14.3 10% 2.7% 1.1
Caterpillar (CAT) $66.98 $67.00 $28.50 16.8 6% 2.5% 2.0
Schlumberger (SLB) $65.66 $72.00 $42.30 17.0 16% 1.3% 1.0
Boeing (BA) $71.43 $74.53 $35.81 15.9 8% 2.4% 1.5
United Technologies (UTX) $73.38 $74.97 $45.17 13.8 12% 2.3% 1.0
Anadarko Petroleum (APC) $72.34 $75.00 $40.28 26.3 8% 0.5% 3.1
Nike B (NKE) $75.45 $75.95 $48.76 17.6 12% 1.4% 1.3
Union Pacific (UNP) $75.82 $75.98 $44.00 14.7 13% 1.4% 1.0
ExxonMobil (XOM) $68.50 $76.54 $63.56 9.5 5% 2.5% 1.3
General Dynamics (GD) $76.89 $78.96 $43.11 11.0 12% 2.2% 0.8
Danaher Corp (DHR) $79.58 $81.10 $52.80 17.1 13% 0.2% 1.3
3M (MMM) $83.61 $85.17 $51.63 14.6 10% 2.5% 1.2
Colgate-Palmolive (CL) $84.70 $87.39 $57.15 15.8 11% 2.5% 1.2
FedEx (FDX) $90.51 $94.53 $49.20 17.9 14% 0.5% 1.2
IBM (IBM) $128.45 $134.25 $96.44 10.8 10% 1.7% 0.9
Last updated Apr 13 10:01
TOP


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Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer LIBOR Warning: Neither BBA Enterprises Limited, nor the BBA LIBOR Contributor Banks, nor Reuters, can be held liable for any irregularity or inaccuracy of BBA LIBOR. Disclaimer. Morningstar: © 2012 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2012 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2012. All rights reserved. Most stock quote data provided by BATS.