S&P 500 Index
S&P 500 Top 10: Value Investment Strategy
TOP 10 Value
VALUEVVV
GROWTHVV
SAFETYVV
COMBINED
1. Entergy (XL, US) ☀
Electric Utilities
1. Entergy (XL, US) ☀
Electric Utilities
100
47
24
85
2. Exelon (XXL, US) ☀
Electric Utilities
2. Exelon (XXL, US) ☀
Electric Utilities
94
29
91
100
3. SunTrust (XL, US) Regional Banks
3. SunTrust (XL, US) Regional Banks
94
67
60
95
4. Lorillard (XL, US) Tobacco
4. Lorillard (XL, US) Tobacco
92
50
100
100
5. L3 Technologies (XL, US) Aerospace & Defense
5. L3 Technologies (XL, US) Aerospace & Defense
92
32
47
81
6. Valero (XXL, US) ☀
Oil & Gas Refining
6. Valero (XXL, US) ☀
Oil & Gas Refining
91
38
94
89
7. Thermo Fisher Scientific (XXL, US) ☀
Life Sciences Tools & Services
7. Thermo Fisher Scientific (XXL, US) ☀
Life Sciences Tools & Services
90
51
43
89
8. Kohl's (XXL, US) ☀
Department Stores
8. Kohl's (XXL, US) ☀
Department Stores
88
41
71
93
9. PNC (XXL, US) ☀
Regional Banks
9. PNC (XXL, US) ☀
Regional Banks
88
38
37
32
10. Jefferies Financial Group (XL, US) Multi-Sector Holdings
10. Jefferies Financial Group (XL, US) Multi-Sector Holdings
63
36
65
54
January 1, 2014. Top 10s are published weekly by Top 10 schedule . (Free Stock Update )
S&P 500 Top 10: Growth Investment Strategy
TOP 10 Growth
VALUEVVV
GROWTHVV
SAFETYVV
COMBINED
1. Carnival plc (XXL, GB) Hotels, Resorts & Cruise Lines
1. Carnival plc (XXL, GB) Hotels, Resorts & Cruise Lines
94
20
77
100
2. Brown-Forman (XL, US) Distillers & Vintners
2. Brown-Forman (XL, US) Distillers & Vintners
50
83
100
100
3. BlackRock (XXL, US) ☀
Asset Management & Custody
3. BlackRock (XXL, US) ☀
Asset Management & Custody
61
57
79
100
4. Goldman Sachs (XXL, US) ☀
Investment Banking & Brokerage
4. Goldman Sachs (XXL, US) ☀
Investment Banking & Brokerage
62
29
17
17
5. Seagate Technology (XL, IE) Technology Hardware & Peripherals
5. Seagate Technology (XL, IE) Technology Hardware & Peripherals
77
100
54
50
6. Invesco (XL, US) ☀
Asset Management & Custody
6. Invesco (XL, US) ☀
Asset Management & Custody
81
62
63
85
7. Visa (XXL, US) ☀
Data Processing & Outsourcing
7. Visa (XXL, US) ☀
Data Processing & Outsourcing
21
100
66
83
8. Reynolds American (XXL, US) Tobacco
8. Reynolds American (XXL, US) Tobacco
58
77
33
50
9. Whole Foods Market (XXL, US) Food Retail
9. Whole Foods Market (XXL, US) Food Retail
33
100
1
1
10. Apple (XXL, US) ☀
Technology Hardware & Peripherals
10. Apple (XXL, US) ☀
Technology Hardware & Peripherals
36
100
33
33
January 1, 2014. Top 10s are published weekly by Top 10 schedule . (Free Stock Update )
S&P 500 Top 10: Safety Investment Strategy
TOP 10 Safety
VALUEVVV
GROWTHVV
SAFETYVV
COMBINED
1. Carnival plc (XXL, GB) Hotels, Resorts & Cruise Lines
1. Carnival plc (XXL, GB) Hotels, Resorts & Cruise Lines
94
20
77
100
2. Brown-Forman (XL, US) Distillers & Vintners
2. Brown-Forman (XL, US) Distillers & Vintners
50
83
100
100
3. Delta Air Lines (XXL, US) ☀
Airlines
3. Delta Air Lines (XXL, US) ☀
Airlines
82
63
75
86
4. Estee Lauder (XXL, US) ☀
Personal Products
4. Estee Lauder (XXL, US) ☀
Personal Products
63
60
100
86
5. PPG (XXL, US) ☀
Specialty Chemicals
5. PPG (XXL, US) ☀
Specialty Chemicals
63
50
63
100
6. W.W. Grainger (XL, US) ☀
Trading & Distribution
6. W.W. Grainger (XL, US) ☀
Trading & Distribution
24
56
100
63
7. Genuine Parts (XXL, US) ☀
Distributors
7. Genuine Parts (XXL, US) ☀
Distributors
52
56
100
70
8. Agilent (XL, US) ☀
Life Sciences Tools & Services
8. Agilent (XL, US) ☀
Life Sciences Tools & Services
68
33
100
100
9. CME Group (XL, US) Specialized Finance
9. CME Group (XL, US) Specialized Finance
45
57
70
100
10. Exxon Mobil (XXL, US) ☀
Oil & Gas Integrated
10. Exxon Mobil (XXL, US) ☀
Oil & Gas Integrated
32
23
97
65
January 1, 2014. Top 10s are published weekly by Top 10 schedule . (Free Stock Update )
S&P 500 Top 10: Combined Investment Strategy
TOP 10 Combined
VALUEVVV
GROWTHVV
SAFETYVV
COMBINED
1. Carnival plc (XXL, GB) Hotels, Resorts & Cruise Lines
1. Carnival plc (XXL, GB) Hotels, Resorts & Cruise Lines
94
20
77
100
2. Brown-Forman (XL, US) Distillers & Vintners
2. Brown-Forman (XL, US) Distillers & Vintners
50
83
100
100
3. BlackRock (XXL, US) ☀
Asset Management & Custody
3. BlackRock (XXL, US) ☀
Asset Management & Custody
61
57
79
100
4. Marriott (XL, US) ☀
Hotels, Resorts & Cruise Lines
4. Marriott (XL, US) ☀
Hotels, Resorts & Cruise Lines
70
1
100
100
5. PPG (XXL, US) ☀
Specialty Chemicals
5. PPG (XXL, US) ☀
Specialty Chemicals
63
50
63
100
6. Exelon (XXL, US) ☀
Electric Utilities
6. Exelon (XXL, US) ☀
Electric Utilities
94
29
91
100
7. Lorillard (XL, US) Tobacco
7. Lorillard (XL, US) Tobacco
92
50
100
100
8. Agilent (XL, US) ☀
Life Sciences Tools & Services
8. Agilent (XL, US) ☀
Life Sciences Tools & Services
68
33
100
100
9. CME Group (XL, US) Specialized Finance
9. CME Group (XL, US) Specialized Finance
45
57
70
100
10. General Motors (XXL, US) ☀
Automobile Manufacturers
10. General Motors (XXL, US) ☀
Automobile Manufacturers
60
25
100
100
January 1, 2014. Top 10s are published weekly by Top 10 schedule . (Free Stock Update )
☀ This company has a special achievement which is documented on its stock research page.
Top 10 lists may contain fewer than 10 stocks due to Obermatt’s top 10 quality standards .
Top 10 Stocks from the purely finance fact-based Obermatt Method for the investment strategies Value , Growth and Safety in the stock index S&P 500 Index from January 1, 2014.
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