Skip to Content

Retirement Compounders

In each of my Intelligence Report Master Lists, (including my Retirement Compounders and Mutual Funds & ETFs) you’ll find a breakdown of my recommendations. Plus, you can easily look up all of the important statistics on my recommendations, such as price history, P/E and recent news, using this website’s stock quote search engine.

Consumer Discretionary

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Cracker Barrel Old Country Store(NASDAQ: CBRL) 26% 1972 2.86% Hold Sr.
Lowe's Companies Inc.(NYSE: LOW) 24% 1961 2.11% Buy Sr.
McDonald’s Corp.(NYSE: MCD) 14% 1976 2.48% Buy Sr.
Polaris Industries, Inc.(NYSE: PII) 5% 1987 2.73% Hold Sr.
Target Corp(NYSE: TGT) 2% 1965 4.39% Hold Sr.
Tiffany & Co.(NYSE: TIF) 13% 1988 2.14% Buy Sr.

Consumer Staples

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Altria Group, Inc.(NYSE: MO) 21% 1928 3.24% Hold Sr.
Archer Daniels Midland Co.(NYSE: ADM) 8% 1927 3.05% Hold Sr.
Church & Dwight Co.(NYSE: CHD) 16% 1901 1.44% Hold Sr.
Clorox(NYSE: CLX) 16% 1968 2.46% Hold Sr.
Coca-Cola Co.(NYSE: KO) 6% 1893 3.28% Hold Sr.
Colgate-Palmolive(NYSE: CL) 11% 1895 2.11% Hold Sr.
Costco Wholesale Corp.(NASDAQ: COST) 19% 2004 1.10% Hold Sr.
CVS Health Corp.(NYSE: CVS) 14% 1916 2.55% Buy Sr.
General Mills Inc(NYSE: GIS) 11% 1898 3.36% Hold Sr.
Hormel Foods Corp.(NYSE: HRL) 20% 1928 1.99% Hold Sr.
J.M. Smucker Co.(NYSE: SJM) 13% 1949 2.33% Hold Sr.
Kellogg Company(NYSE: K) 11% 1923 2.88% Hold Sr.
Kimberly-Clark Corp.(NYSE: KMB) 13% 1935 3.03% Buy Sr.
Kroger Co(NYSE: KR) 24% 2006 1.59% Hold Sr.
McCormick & Company, Inc.(NYSE: MKC) 15% 1929 1.80% Hold Sr.
PepsiCo, Inc.(NYSE: PEP) 14% 1952 2.78% Hold Sr.
Procter & Gamble(NYSE: PG) 10% 1891 3.14% Buy Sr.
Sysco Corp.(NYSE: SYY) 16% 1970 2.40% Hold Sr.
Wal-Mart Stores(NYSE: WMT) 5% 1973 2.58% Buy Sr.
Walgreens Boots Alliance(NYSE: WBA) 23% 1933 1.84% Hold Sr.

Energy

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Buckeye Partners LP †(NYSE: BPL) 12% 1987 7.78% Hold Sr.
Chevron Corporation(NYSE: CVX) 4% 1912 4.15% Hold Sr.
Enterprise Products Partners(NYSE: EPD) 7% 1998 6.14% Hold Sr.
ExxonMobil Corp.(NYSE: XOM) 3% 1882 3.82% Hold Sr.
Holly Energy Partners †(NYSE: HEP) 9% 2004 7.80% Buy Sr.
Magellan Midstream Partners(NYSE: MMP) 20% 2001 4.92% Hold Sr.
TC Pipelines LP †(NYSE: TCP) 12% 1999 6.91% Buy Sr.

Financial

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Bank of New York Mellon (NYSE: BK) 20% 1785 1.57% Hold Jr.
BB&T(NYSE: BBT) 11% 1934 2.77% Buy Jr.
Mastercard(NYSE: MA) 25% 2006 0.71% Hold Jr.
PNC Financial Services(NYSE: PNC) 17% 1865 1.82% Buy Jr.
State Street (NYSE: STT) 17% 1910 1.77% Buy Jr.
T. Rowe Price Group(NASDAQ: TROW) 7% 1986 3.17% Hold Sr.
Visa(NYSE: V) 28% 2008 0.69% Hold Jr.

Healthcare

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Abbott Laboratories(NYSE: ABT) 7% 1926 2.27% Hold Sr.
Becton, Dickinson, & Co.(NYSE: BDX) 23% 1926 1.52% Hold Sr.
Johnson & Johnson, Inc.(NYSE: JNJ) 18% 1944 2.57% Hold Sr.
Medtronic PLC(NYSE: MDT) 20% 1977 2.00% Hold Sr.

Industrial

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
3M Company(NYSE: MMM) 21% 1916 2.28% Buy Sr.
ABM Industries(NYSE: ABM) 18% 1965 1.55% Buy Sr.
Caterpillar Inc.(NYSE: CAT) 6% 1914 2.93% Hold Sr.
Cummins Inc(NYSE: CMI) 12% 2006 2.59% Buy Sr.
Donaldson Co.(NYSE: DCI) 6% 1956 1.52% Buy Sr.
Emerson Electric Co.(NYSE: EMR) 8% 1947 3.22% Buy Sr.
General Dynamics(NYSE: GD) 27% 1979 1.68% Buy Sr.
Graco Inc.(NYSE: GGG) 19% 1970 1.28% Buy Sr.
Illinois Tool Works Inc.(NYSE: ITW) 22% 1933 1.80% Buy Sr.
Lockheed Martin(NYSE: LMT) 30% 1995 2.62% Hold Sr.
MSA Safety(NYSE: MSA) 17% 1918 1.69% Buy Sr.
Northrop Grumman(NYSE: NOC) 35% 1951 1.56% Hold Sr.
Toro Co.(NYSE: TTC) 32% 1984 1.00% Buy Sr.
Union Pacific(NYSE: UNP) 17% 1900 2.20% Buy Sr.
United Technologies Corp.(NYSE: UTX) 12% 1936 2.20% Buy Sr.
W.W. Grainger Inc(NYSE: GWW) 0% 1965 3.00% Hold Sr.

Information Technology

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Analog Devices, Inc. (NASDAQ: ADI) 19% 2003 2.18% Buy Sr.
Automatic Data Processing(NASDAQ: ADP) 18% 1974 2.26% Buy Sr.
Harris Corp.(NYSE: HRS) 24% 1941 1.91% Buy Sr.
IBM(NYSE: IBM) -2% 1916 3.94% Buy Sr.
Texas Instruments(NASDAQ: TXN) 26% 1962 2.37% Buy Sr.

Materials

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Air Products and Chemicals(NYSE: APD) 16% 1954 2.65% Hold Sr.
Albemarle Corp.(NYSE: ALB) 14% 1994 1.12% Buy Sr.
Aptargroup, Inc.(NYSE: ATR) 12% 1993 1.50% Hold Sr.
Praxair Inc(NYSE: PX) 7% 1992 2.37% Hold Sr.
Royal Gold(NASDAQ: RGLD) 1% 2000 1.21% Hold Sr.
RPM International Inc(NYSE: RPM) 18% 1969 2.17% Hold Sr.
Sherwin-Williams Co(NYSE: SHW) 22% 1979 0.98% Buy Sr.

Real Estate

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
American Tower REIT(NYSE: AMT) 16% 2012 1.95% Buy Jr.
Equity LifeStyle Properties (NYSE: ELS) 22% 1993 2.30% Hold Sr.
W.P. Carey Inc(NYSE: WPC) 14% 1998 5.95% Hold Sr.

Telecommunication Services

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
AT&T(NYSE: T) 7% 1984 5.09% Buy Sr.
Verizon Communications(NYSE: VZ) 6% 1984 5.00% Hold Sr.

Utilities

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Aqua America(NYSE: WTR) 13% 1939 2.34% Hold Sr.
Avista Corp.(NYSE: AVA) 14% 1899 3.30% Hold Sr.
NextEra Energy Inc.(NYSE: NEE) 19% 1944 2.78% Hold Sr.
WEC Energy Group Inc (NYSE: WEC) 13% 1939 3.30% Hold Sr.

Special Situations

Name 5-Year% Avg
Return*
Dividend
Since
Current
Yield
Rating Type
Cimarex Energy Co(NYSE: XEC) 15% 2006 0.32% Hold
EOG Resources Inc(NYSE: EOG) 14% 1998 0.76% Hold
Kinder Morgan Inc.(NYSE: KMI) -4% 2011 2.67% Hold
National Instruments(NASDAQ: NATI) 11% 2003 2.11% Buy
Pioneer Natural Resources Co(NYSE: PXD) 12% 2004 0.05% Hold
Zimmer Biomet (NYSE: ZBH) 16% 2012 0.77% Buy

Key

  • One of Dick's Top 10 Common Stocks.
  • * Current Yield and 5-Year Average Annual Returns are determined as of 5/12/2017.
  • This security should not be held in a tax-deferred or tax-exempt account such as a traditional or Roth IRA or 401(k).
  • New to the Retirement Compounders list since the previous printed edition.
  • An "Unloved, Forlorn, and Out-of-favor" stock (see Jan. 2017 issue.)
  • Note: Prices, total returns and yields in the text differ slightly, as they reflect values at time of writing.
https://jimwoodsinvesting.stockinvestor.com/_/publications/intelligence-report/