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
3M (MMM) $79.24 $88.35 $67.05 17.6 10.0% 2.3% 1.4
Abbott Laboratories (ABT) $47.89 $49.87 $37.50 19.1 10.5% 2.5% 1.6
Aetna (AET) $41.39 $52.48 $30.94 14.2 15.0% 0.1% 1.0
Aflac (AFL) $45.17 $49.65 $41.63 15.5 14.8% 1.4% 0.9
Alcoa (AA) $27.61 $36.96 $23.58 9.7 1.0% 2.2% 3.7
American Express (AXP) $57.82 $58.43 $48.21 18.8 12.4% 1.0% 1.5
Amgen (AMGN) $75.98 $84.50 $63.52 19.5 15.9% 0.0% 1.4
Anadarko Petroleum (APC) $47.52 $56.98 $39.51 8.5 8.7% 0.8% 0.4
Anheuser-Busch (BUD) $48.22 $50.00 $40.15 18.5 8.6% 2.5% 1.8
Applied Materials (AMAT) $17.68 $21.06 $14.39 15.9 16.5% 1.1% 1.6
Bank of America (BAC) $54.18 $54.87 $40.93 11.5 9.0% 4.1% 1.0
Best Buy (BBY) $54.68 $59.50 $42.05 20.2 15.0% 0.7% 1.4
Boeing (BA) $79.14 $89.58 $63.70 35.7 16.4% 1.5% 2.0
Burlington Northern (BNI) $79.49 $87.99 $59.32 15.8 15.1% 1.3% 1.0
CVS Corp (CVS) $31.35 $36.14 $23.89 20.4 13.6% 0.5% 1.4
Caterpillar (CAT) $62.35 $82.03 $49.75 11.7 17.0% 1.9% 0.7
Cisco Systems (CSCO) $24.19 $24.78 $16.87 18.9 15.0% 0.0% 1.8
Citigroup (C) $50.83 $51.33 $44.81 11.7 10.0% 3.9% 0.9
Coca-Cola (KO) $47.14 $47.50 $39.36 20.1 8.3% 2.6% 2.0
Colgate-Palmolive (CL) $62.78 $63.16 $51.19 20.9 11.0% 2.0% 2.0
Comcast (CMCSA) $40.00 $39.12 $25.35 46.4 10.0% 0.0% 6.8
ConocoPhillips (COP) $62.20 $72.50 $54.90 6.1 10.3% 2.3% 0.5
Danaher Corp (DHR) $71.02 $72.16 $49.94 21.9 14.4% 0.1% 1.5
Dell (DELL) $23.37 $33.22 $18.95 20.8 12.4% 0.0% 1.4
Disney (DIS) $31.98 $31.79 $23.35 19.6 12.7% 0.8% 1.6
DuPont (DD) $45.73 $46.90 $38.52 15.9 % 3.2% 5.4
ExxonMobil (XOM) $71.62 $71.40 $54.79 11.3 10.0% 1.8% 1.0
FedEx (FDX) $115.45 $120.01 $88.95 17.9 15.0% 0.3% 1.2
First Data (FDC) $24.17 $48.88 $21.93 21.0 12.0% 1.0% 0.8
Fortune Brands (FO) $76.88 $82.87 $68.45 14.1 12.0% 2.0% 1.2
Genentech (DNA) $84.52 $100.20 $75.58 39.1 29.8% 0.0% 1.7
General Dynamics (GD) $72.29 $77.98 $55.09 17.4 12.0% 1.3% 1.3
General Electric (GE) $35.59 $36.48 $32.06 17.9 10.6% 2.8% 1.4
Harley-Davidson (HOG) $67.97 $70.14 $47.31 17.8 11.7% 1.2% 1.4
Hershey Foods (HSY) $52.47 $59.05 $48.20 20.9 9.9% 2.1% 2.4
Home Depot (HD) $37.38 $43.95 $32.85 12.3 13.0% 1.6% 0.9
IBM (IBM) $91.54 $92.04 $72.73 15.3 12.0% 1.3% 1.2
Illinois Tool Works (ITW) $47.51 $53.54 $40.80 15.5 12.3% 1.8% 1.1
Intel (INTC) $21.77 $27.49 $16.75 25.7 9.5% 1.8% 1.9
InterActiveCorp (IACI) $30.41 $31.50 $23.54 20.1 11.8% 0.0% 3.2
J.P. Morgan Chase (JPM) $47.77 $48.57 $35.63 12.8 10.7% 2.9% 1.0
Johnson & Johnson (JNJ) $68.82 $69.41 $56.65 18.4 8.0% 2.2% 1.8
Johnson Controls (JCI) $83.50 $90.00 $66.03 13.6 12.0% 1.3% 1.2
Lilly (LLY) $57.29 $59.24 $49.47 18.3 10.0% 2.8% 2.1
Limited Brands (LTD) $29.55 $29.33 $18.81 18.0 12.0% 2.0% 1.2
Lowe's (LOW) $30.64 $34.85 $26.15 15.4 16.0% 0.7% 0.9
Merrill Lynch (MER) $87.30 $86.32 $62.60 12.3 12.9% 1.1% 0.9
Microsoft (MSFT) $28.35 $28.70 $21.46 20.9 12.0% 1.4% 1.8
Nike B (NKE) $93.67 $93.37 $75.52 16.5 13.0% 1.3% 1.3
Northrop Grumman (NOC) $65.91 $71.37 $52.30 15.8 12.5% 1.8% 1.1
Omnicom Group (OMC) $100.35 $101.50 $78.75 20.2 % 1.0% 20.9
PepsiCo (PEP) $63.82 $65.99 $56.00 21.1 11.1% 1.9% 1.7
Pfizer (PFE) $27.28 $28.60 $20.27 13.6 4.9% 3.5% 2.6
Procter & Gamble (PG) $63.50 $63.74 $52.75 22.1 12.0% 1.9% 1.7
Schlumberger (SLB) $64.11 $74.75 $42.64 21.2 17.4% 0.8% 1.3
Staples (SPLS) $26.04 $27.71 $21.08 20.7 16.0% 0.8% 1.3
Sysco (SYY) $34.35 $34.17 $26.50 23.1 13.0% 2.0% 1.7
T. Rowe Price (TROW) $46.31 $48.50 $31.71 25.4 12.0% 1.2% 1.9
Target (TGT) $59.27 $59.85 $44.70 19.1 14.0% 0.8% 1.4
Texas Instruments (TXN) $30.70 $36.40 $26.77 18.2 16.5% 0.5% 1.1
Time Warner (TWX) $19.99 $19.92 $15.70 23.0 10.0% 1.1% 1.8
Tyco International (TYC) $29.23 $31.28 $24.65 15.5 % 1.4% 11.7
United Technologies (UTX) $65.24 $67.47 $50.27 17.6 10.8% 1.6% 1.5
UnitedHealth Group (UNH) $49.37 $64.61 $41.44 16.8 16.5% 0.1% 1.0
Viacom B (VIAB) $39.45 $44.90 $32.42 19.6 12.0% 0.0% 0.0
Wal-Mart Stores (WMT) $51.75 $52.15 $42.31 17.9 13.0% 1.3% 1.3
Walgreen (WAG) $43.34 $51.60 $39.55 21.0 16.0% 0.7% 1.5
Washington Mutual (WM) $43.31 $47.01 $37.44 12.6 10.0% 4.9% 0.9
Wells Fargo (WFC) $36.43 $36.99 $29.64 14.6 10.0% 3.1% 1.2
Wyeth (WYE) $52.62 $54.13 $40.90 16.5 7.0% 2.0% 2.0
Last updated Oct 26 17:03
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Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2014 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2014. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2014 and/or its affiliates.