25 Big Companies Worth a Look 7 comments
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Since I’ve been going through through the Forbes Best Small Companies, a brief look at the Best Big Companies is deserved. The list is comprised of 400 companies and Forbes sorts the list according to a 5 year total return.
Given that many large caps are still mispriced, but not all cheap, these candidates could be worthwhile long term buy and hold additions on declines.
| Name | 5-Year Total Return % | Sales ($bil) | Net Income ($mil) | Industry |
| Southwestern Energy (SWN) | 68.1 | 2.2 | 535 | Oil & Gas Operations |
| Apple (AAPL) | 54.6 | 32.5 | 4,834 | Technology Hardware & Equip |
| Hub Group (HUBG) | 45.7 | 1.9 | 63 | Transportation |
| Monsanto (MON) | 43.8 | 11.4 | 2,024 | Chemicals |
| Cliffs (CLF) | 38.5 | 3.5 | 556 | Materials |
| Spartan Stores (SPTN) | 37.9 | 2.6 | 40 | Food Markets |
| Mosaic (MOS) | 33.1 | 12.1 | 2,962 | Chemicals |
| EOG Resources (EOG) | 32.8 | 6.6 | 2,337 | Oil & Gas Operations |
| Village Super Market (VLGEA) | 31.4 | 1.2 | 25 | Food Markets |
| Priceline.com (PCLN) | 29.3 | 1.8 | 193 | Retailing |
| Hess (HES) | 29.2 | 43.3 | 2,944 | Oil & Gas Operations |
| Express Scripts (ESRX) | 28.8 | 21.2 | 708 | Health Care Equipment & Svcs |
| Google (GOOG) | 28.5 | 20.9 | 5,051 | Software & Services |
| XTO Energy (XTO) | 27.6 | 7.3 | 2,025 | Oil & Gas Operations |
| Psychiatric Solutions (PSYS) | 27.2 | 1.7 | 104 | Health Care Equipment & Svcs |
| CME Group (CME) | 26.6 | 2.4 | 855 | Diversified Financials |
| Occidental Petroleum (OXY) | 26.4 | 26.0 | 7,866 | Oil & Gas Operations |
| Precision Castparts (PCP) | 25.5 | 7.1 | 1,071 | Aerospace & Defense |
| McDermott Intl. (MDR) | 25.2 | 6.4 | 546 | Construction |
| Bucyrus International (BUCY) | 25.1 | 2.3 | 230 | Capital Goods |
| Peabody Energy (BTU) | 25.1 | 5.9 | 696 | Materials |
| Gilead Sciences (GILD) | 25.0 | 5.0 | 1,845 | Drugs & Biotechnology |
| Devon Energy (DVN) | 24.8 | 15.7 | 5,984 | Oil & Gas Operations |
| FMC (FMC) | 24.5 | 3.1 | 299 | Chemicals |
| Nucor (NUE) | 24.3 | 23.9 | 2,090 | Materials |
There are some well known names as well as some that I have never heard of before. I won't be going the full length of all 400 but will consider taking a look after completion of the Forbes Best Small Companies.
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This article has 7 comments:
Your one sentence packs in lots of important concepts.
Without clarification, this is merely interesting but not too enlightening.
What do you mean by ‘mispriced’?
What do you mean by ‘cheap’?
What do you mean by ‘worthwhile long term’?
What do you mean by ‘worthwhile long hold’?
What do you mean by ‘declines’?
"What do you mean by ‘mispriced’?"
market has priced the company incorrectly.
"What do you mean by ‘cheap’?"
doesnt trade with the required margin of safety.
"What do you mean by ‘worthwhile long term’?"
potential long term where you outperform the market
"What do you mean by ‘worthwhile long hold’?"
worthy of holding for > 5 or 10 years
"What do you mean by ‘declines’?"
decline in price to your buy target ranges.
There are a lot of great companies out there that appear cheap. I used to think that MOS was a steal at 60 dollars. Perceptions change along with the prices.
As long as the market continues to act this way, I think the only way to make money is to buy stocks that you don't mind owning over the long run ---- provided they pay a dividend ---- and trade around the core positions.