The Daily Workshop
Report
by Robert Sheard
(TMF Sheard)
LEXINGTON, KY. (August 11, 1997)
Scroll to the bottom for year-to-date Growth and Value Screen results.
If you're interested in large-cap investing, you may want to print today's report out for safe-keeping. I've mentioned in many previous columns that for long-term investors, big is beautiful. One could limit the potential field to the top 100 stocks (by market cap) each year and do extremely well with some research on just those companies. And this year's rout by the Technology Portfolio does nothing to dispel my belief.
Recognizing that not everyone has easy access to lists of these stocks, then, today's column is essentially "the list" itself. For those of you interested in such a list, then, here are the top 100 American stocks, ranked by market capitalization as of the middle of last week. Fool on!
Company Symbol Market Cap $ (Mil) Gen'l Electric GE 226,898 Intel Corp. INTC 174,510 Microsoft Corp. MSFT 171,839 Coca-Cola KO 168,884 Exxon Corp. XON 161,137 Merck & Co. MRK 123,308 Philip Morris MO 110,673 Int'l Business Mach. IBM 108,242 Procter & Gamble PG 101,715 Wal-Mart Stores WMT 87,342 Johnson & Johnson JNJ 82,910 Bristol-Myers Squibb BMY 79,296 Du Pont DD 77,188 Pfizer Inc. PFE 74,085 Hewlett-Packard HWP 73,683 Amer. Int'l Group AIG 72,010 Citicorp CCI 65,993 Lilly (Eli) LLY 63,670 AT&T Corp. T 63,468 PepsiCo Inc. PEP 62,826 Mobil Corp. MOB 59,608 Lucent Technologies LU 55,666 Disney (Walt) DIS 55,438 Gillette G 54,137 Cisco Systems CSCO 53,778 SBC Communications SBC 53,137 BankAmerica Corp. BAC 52,875 Chevron Corp. CHV 52,389 Amer. Home Products AHP 52,142 NationsBank Corp. NB 50,401 Motorola Inc. MOT 50,200 Ford Motor F 49,014 Abbott Labs. ABT 48,843 Chase Manhattan Corp. CMB 48,654 Fannie Mae FNM 48,573 BellSouth Corp. BLS 47,539 Amoco Corp. AN 47,424 Gen'l Motors GM 46,481 Travelers Group TRV 45,171 GTE Corp. GTE 44,226 Amer. Express AXP 40,675 Compaq Computer CPQ 40,522 Boeing BA 40,516 Minnesota Mining MMM 39,942 Schering-Plough SGP 38,936 Schlumberger Ltd. SLB 38,273 Oracle Corp. ORCL 37,852 Home Depot HD 37,741 Warner-Lambert WLA 37,729 Ameritech Corp. AIT 37,158 McDonald's Corp. MCD 36,223 Allstate Corp. ALL 33,148 Bell Atlantic Corp. BEL 33,130 Banc One Corp. ONE 31,821 Morgan S. Dean Witter MWD 30,764 Dell Computer DELL 30,429 WorldCom Inc. WCOM 30,131 Texaco Inc. TX 30,042 Time Warner TWX 29,936 Monsanto MTC 29,583 Kimberly-Clark KMB 28,612 First Union Corp. FTU 27,620 Xerox Corp. XRX 27,597 Emerson Electric EMR 26,677 AlliedSignal Inc. ALD 26,277 Merrill Lynch & Co. MER 25,918 Sears Roebuck S 25,785 NYNEX Corp. NYN 25,306 Computer Associates CA 25,165 Texas Instruments TXN 24,847 Atlantic Richfield ARC 24,831 Chrysler C 24,702 First Chicago NBD FCN 24,348 Freddie Mac FRE 24,339 Wells Fargo & Co. WFC 23,941 Norwest Corp. NOB 23,850 Campbell Soup CPB 22,998 Columbia/HCA Healthcare COL 22,955 Morgan (J.P.) & Co JPM 22,824 Dow Chemical DOW 22,680 Eastman Kodak EK 22,583 Anheuser-Busch BUD 22,391 Medtronic Inc. MDT 22,371 Caterpillar Inc. CAT 22,181 United Technologies UTX 22,036 Electronic Data Sys. EDS 22,031 Colgate-Palmolive CL 21,764 Sara Lee Corp. SLE 21,629 Sprint Corp. FON 21,387 Kellogg K 20,929 First Data Corp. FDC 19,706 Lockheed Martin LMT 19,476 Pharmacia & Upjohn PNU 18,912 U.S. Bancorp USB 18,725 AirTouch Communic. ATI 18,615 MCI Communications MCIC 18,555 Bank of New York BK 18,301 U S West Communic. USW 18,139 NIKE Inc. 'B' NKE 18,132 Duke Energy DUK 18,128
Monthly Growth Screens (Jan. 3 to present) 57.47% Relative Strength 28.31% Investing for Growth 25.27% S&P 500 Index 23.43% YPEG Potential 17.04% Low Price/Sales 14.07% EPS Plus RS 9.19% Unemotional Growth -0.21% Formula 90 Annual Value Screens (Jan. 1 to present) 25.03% Dow Jones Ind Avg 22.69% Dogs of the Dow 22.41% Beating the S&P 19.46% Dow Combo 19.03% Unemotional Value 19.03% Beating the Dow 10.79% Foolish Four