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
Genentech (DNA) $84.52 $100.20 $75.58 39.1 29.8% 0.0% 1.7
Schlumberger (SLB) $64.11 $74.75 $42.64 21.2 17.4% 0.8% 1.3
Caterpillar (CAT) $62.35 $82.03 $49.75 11.7 17.0% 1.9% 0.7
UnitedHealth Group (UNH) $49.37 $64.61 $41.44 16.8 16.5% 0.1% 1.0
Texas Instruments (TXN) $30.70 $36.40 $26.77 18.2 16.5% 0.5% 1.1
Applied Materials (AMAT) $17.68 $21.06 $14.39 15.9 16.5% 1.1% 1.6
Boeing (BA) $79.14 $89.58 $63.70 35.7 16.4% 1.5% 2.0
Walgreen (WAG) $43.34 $51.60 $39.55 21.0 16.0% 0.7% 1.5
Lowe's (LOW) $30.64 $34.85 $26.15 15.4 16.0% 0.7% 0.9
Staples (SPLS) $26.04 $27.71 $21.08 20.7 16.0% 0.8% 1.3
Amgen (AMGN) $75.98 $84.50 $63.52 19.5 15.9% 0.0% 1.4
Burlington Northern (BNI) $79.49 $87.99 $59.32 15.8 15.1% 1.3% 1.0
Aetna (AET) $41.39 $52.48 $30.94 14.2 15.0% 0.1% 1.0
Best Buy (BBY) $54.68 $59.50 $42.05 20.2 15.0% 0.7% 1.4
FedEx (FDX) $115.45 $120.01 $88.95 17.9 15.0% 0.3% 1.2
Cisco Systems (CSCO) $24.19 $24.78 $16.87 18.9 15.0% 0.0% 1.8
Aflac (AFL) $45.17 $49.65 $41.63 15.5 14.8% 1.4% 0.9
Danaher Corp (DHR) $71.02 $72.16 $49.94 21.9 14.4% 0.1% 1.5
Target (TGT) $59.27 $59.85 $44.70 19.1 14.0% 0.8% 1.4
CVS Corp (CVS) $31.35 $36.14 $23.89 20.4 13.6% 0.5% 1.4
Sysco (SYY) $34.35 $34.17 $26.50 23.1 13.0% 2.0% 1.7
Wal-Mart Stores (WMT) $51.75 $52.15 $42.31 17.9 13.0% 1.3% 1.3
Nike B (NKE) $93.67 $93.37 $75.52 16.5 13.0% 1.3% 1.3
Home Depot (HD) $37.38 $43.95 $32.85 12.3 13.0% 1.6% 0.9
Merrill Lynch (MER) $87.30 $86.32 $62.60 12.3 12.9% 1.1% 0.9
Disney (DIS) $31.98 $31.79 $23.35 19.6 12.7% 0.8% 1.6
Northrop Grumman (NOC) $65.91 $71.37 $52.30 15.8 12.5% 1.8% 1.1
American Express (AXP) $57.82 $58.43 $48.21 18.8 12.4% 1.0% 1.5
Dell (DELL) $23.37 $33.22 $18.95 20.8 12.4% 0.0% 1.4
Illinois Tool Works (ITW) $47.51 $53.54 $40.80 15.5 12.3% 1.8% 1.1
T. Rowe Price (TROW) $46.31 $48.50 $31.71 25.4 12.0% 1.2% 1.9
Microsoft (MSFT) $28.35 $28.70 $21.46 20.9 12.0% 1.4% 1.8
First Data (FDC) $24.17 $48.88 $21.93 21.0 12.0% 1.0% 0.8
General Dynamics (GD) $72.29 $77.98 $55.09 17.4 12.0% 1.3% 1.3
Fortune Brands (FO) $76.88 $82.87 $68.45 14.1 12.0% 2.0% 1.2
Procter & Gamble (PG) $63.50 $63.74 $52.75 22.1 12.0% 1.9% 1.7
Viacom B (VIAB) $39.45 $44.90 $32.42 19.6 12.0% 0.0% 0.0
Limited Brands (LTD) $29.55 $29.33 $18.81 18.0 12.0% 2.0% 1.2
Johnson Controls (JCI) $83.50 $90.00 $66.03 13.6 12.0% 1.3% 1.2
IBM (IBM) $91.54 $92.04 $72.73 15.3 12.0% 1.3% 1.2
InterActiveCorp (IACI) $30.41 $31.50 $23.54 20.1 11.8% 0.0% 3.2
Harley-Davidson (HOG) $67.97 $70.14 $47.31 17.8 11.7% 1.2% 1.4
PepsiCo (PEP) $63.82 $65.99 $56.00 21.1 11.1% 1.9% 1.7
Colgate-Palmolive (CL) $62.78 $63.16 $51.19 20.9 11.0% 2.0% 2.0
United Technologies (UTX) $65.24 $67.47 $50.27 17.6 10.8% 1.6% 1.5
J.P. Morgan Chase (JPM) $47.77 $48.57 $35.63 12.8 10.7% 2.9% 1.0
General Electric (GE) $35.59 $36.48 $32.06 17.9 10.6% 2.8% 1.4
Abbott Laboratories (ABT) $47.89 $49.87 $37.50 19.1 10.5% 2.5% 1.6
ConocoPhillips (COP) $62.20 $72.50 $54.90 6.1 10.3% 2.3% 0.5
Comcast (CMCSA) $40.00 $39.12 $25.35 46.4 10.0% 0.0% 6.8
Wells Fargo (WFC) $36.43 $36.99 $29.64 14.6 10.0% 3.1% 1.2
Citigroup (C) $50.83 $51.33 $44.81 11.7 10.0% 3.9% 0.9
3M (MMM) $79.24 $88.35 $67.05 17.6 10.0% 2.3% 1.4
ExxonMobil (XOM) $71.62 $71.40 $54.79 11.3 10.0% 1.8% 1.0
Lilly (LLY) $57.29 $59.24 $49.47 18.3 10.0% 2.8% 2.1
Washington Mutual (WM) $43.31 $47.01 $37.44 12.6 10.0% 4.9% 0.9
Time Warner (TWX) $19.99 $19.92 $15.70 23.0 10.0% 1.1% 1.8
Hershey Foods (HSY) $52.47 $59.05 $48.20 20.9 9.9% 2.1% 2.4
Intel (INTC) $21.77 $27.49 $16.75 25.7 9.5% 1.8% 1.9
Bank of America (BAC) $54.18 $54.87 $40.93 11.5 9.0% 4.1% 1.0
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
Coca-Cola (KO) $47.14 $47.50 $39.36 20.1 8.3% 2.6% 2.0
Johnson & Johnson (JNJ) $68.82 $69.41 $56.65 18.4 8.0% 2.2% 1.8
Wyeth (WYE) $52.62 $54.13 $40.90 16.5 7.0% 2.0% 2.0
Pfizer (PFE) $27.28 $28.60 $20.27 13.6 4.9% 3.5% 2.6
Alcoa (AA) $27.61 $36.96 $23.58 9.7 1.0% 2.2% 3.7
DuPont (DD) $45.73 $46.90 $38.52 15.9 % 3.2% 5.4
Tyco International (TYC) $29.23 $31.28 $24.65 15.5 % 1.4% 11.7
Omnicom Group (OMC) $100.35 $101.50 $78.75 20.2 % 1.0% 20.9
Last updated Oct 26 17:03
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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 Morningstar: © 2014 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 © 2014 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. 2014. All rights reserved. Most stock quote data provided by BATS.