Re: the safer bet is to go with the producer that is profitable in the current [environment].
You want to talk valuations? Here's Intel and its 40 uber-large-cap brethren. Who'd have thought Intel would ever sport a higher forward p/e than Cisco (or any other top 40 company!)?
You feel "safe" with a cyclical manufacturer trading at 4 times cycle peak sales? On a somewhat related note, I don't feel any "safer" with AMD for the next year or so either.
Symbol Company Name Rank Market Cap Price/Sales 52-Week High Low 5-Year High Price5-Year Low Price Forward Year P/E
GE General Electric 1 386,266,823,092 3.05 56.19 28.50 60.50 11.57 27.50
MSFT Microsoft Corporation 2 336,000,983,121 13.12 76.15 40.25 119.9 9.98 33.70
XOM Exxon Mobil Corporation 3 282,126,513,176 1.23 47.34 35.01 47.72 19.41 17.30
PFE Pfizer Inc 4 269,552,764,516 8.61 48.06 34.00 49.99 10.03 32.70
C Citigroup Inc. 5 244,413,373,372 2.10 57.38 34.51 59.13 9.43 17.20
WMT Wal-Mart Stores, Inc. 6 238,624,995,021 1.18 58.75 41.50 70.25 9.55 35.70
AIG American International 7 195,363,449,915 5.38 103.7 66.00 103.7 20.92 29.90
IBM International Business 8 193,047,131,960 2.18 119.9 80.06 139.1 20.78 25.20
BP BP p.l.c. 9 184,970,037,407 1.12 55.20 43.01 62.63 23.63 14.20
JNJ Johnson & Johnson 10 183,041,183,097 5.81 59.66 40.25 59.66 20.78 31.00
INTC Intel Corporation 11 173,986,084,106 5.72 47.88 18.96 75.81 6.23 53.60
GSK GlaxoSmithKline plc 12 166,629,839,630 5.08 60.24 47.15 76.17 22.25 25.90
MRK Merck & Co., Inc. 13 150,645,093,187 3.23 96.69 60.35 96.69 28.25 21.00
AOL AOL Time Warner Inc. 14 148,839,629,000 5.01 58.51 27.40 95.81 1.40 27.60
VOD Vodafone Group PLC 15 139,916,232,188 7.32 42.63 17.97 64.38 6.43 39.80
VZ Verizon Communications 16 137,121,217,354 2.06 59.38 43.80 69.50 27.56 16.50
SBC SBC Communications Inc. 17 131,787,109,765 3.02 59.00 38.20 59.94 23.00 16.70
KO Coca-Cola Company 18 122,240,465,922 6.09 63.38 42.37 88.94 36.06 31.30
RD Royal Dutch Petroleum 19 111,489,791,750 1.22 64.15 39.75 67.38 33.41 14.50
MO Philip Morris Companies 20 108,953,879,126 1.25 53.88 33.50 59.50 18.69 12.30
BMY Bristol-Myers Squibb 21 108,397,763,907 5.73 74.88 50.25 79.25 19.50 23.20
HBC HSBC Holdings plc 22 105,822,901,405 2.03 80.00 43.60 NC NC 14.90
NOK Nokia Corporation 23 101,256,229,782 3.54 53.75 12.70 62.50 1.95 33.30
TOT TOTAL FINA ELF S.A. 24 100,303,398,750 0.92 77.84 58.10 81.25 31.00 13.70
NVS Novartis AG 25 98,688,754,951 2.42 46.88 32.70 NC NC 25.20
TYC Tyco International Ltd. 26 97,824,257,000 2.92 63.21 39.24 63.21 8.09 18.20
BAC Bank of America 27 97,248,881,047 1.70 65.54 36.31 88.44 32.19 12.30
BRK.A Berkshire Hathaway'a' 28 96,761,038,000 NA 75,300.00 59,000.00 84,000.00 29,800.00 NA
PG Procter & Gamble 29 95,068,419,572 2.42 79.31 55.99 118.3 39.69 21.90
CVX ChevronTexaco 30 94,206,395,083 NA 93.77 84.80 NC NC 12.20
HD Home Depot, Inc. 31 94,149,069,789 1.93 53.73 30.30 70.00 9.23 31.80
CSCO Cisco Systems, Inc. 32 92,902,304,409 4.17 57.63 11.04 82.00 3.55 41.80
TM Toyota Motor Corporation 33 92,677,698,294 0.87 83.40 46.60 108.2 40.94 18.20
LLY Eli Lilly and Company 34 89,583,673,270 7.66 97.13 70.01 109.0 24.69 28.90
PEP PepsiCo, Inc. 35 85,205,229,135 3.68 50.00 40.25 50.00 27.25 29.40
ABT Abbott Laboratories 36 84,242,484,916 5.42 56.25 42.00 56.25 19.06 28.80
FNM Fannie Mae 37 81,030,946,945 1.69 89.38 71.75 89.38 27.50 15.70
AZN AstraZeneca PLC 38 79,470,000,000 5.23 52.38 40.90 53.25 18.36 25.70
AHP American Home Products 39 76,288,694,610 5.67 64.75 52.00 70.25 23.53 26.50
SC “Shell” Transport and 40 75,561,362,812 1.24 53.76 35.83 54.25 25.52 14.70
ORCL Oracle Corporation 41 75,490,092,436 6.96 35.00 10.16 46.47 2.93 28.90
-Eric |
