The PBR1000 4th Quarter Rankings: The Race to the Finish!

November 20, 2013 by

Hurdle Race 92784-20131105

By Larry C. Paxton

The PBR1000 Quarterly Rankings Report 2013Q4 was released on October 30th to current subscribers of The PBR1000 and is now available to the general public. Please contact us if you are a subscriber and did not receive the email with the Excel file attached.

The usual questions pop up as we race to the end of the year. Who will have the most revenues and profits? Which companies will have the highest increase in stock prices? How will the retail sector do during the holiday season? What will be the final economic numbers for 2013 and what are the forecasts, or maybe that should be guesses in our still volatile times, for 2014? One of the many purposes of The PBR1000 is to provide some key data to help us with that analysis, and for many of us to help figure out how to position ourselves to be more successful in the future.

Highlights from The PBR1000 Quarterly Rankings Report 2013Q4 include:

  • Most data is through the end of the 3rd calendar quarter, September 30.
  • There are some data and Comments/News Briefs from October.
  • The number of companies included is 1,082.
  • New fields added include the current CEO and the year they became CEO.
  • The CEO name is hotlinked to a brief biography, generally from the corporate website.
  • The “C” column before the “Company Name” column designates the number of comments/news briefs for that company in the “Comments/News Briefs” column.

The Top 10 The PBR1000 Companies by stock price gains year to date are(Name/PBR Ranking/% gain YTD through Sept. 30th/% gain YTD through Nov. 15th):

  • AMR Corp(dba American Airlines)/109/414%/1371%
  • Fannie Mae/11/404%/1169%
  • Freddie Mac/32/385%/1085%
  • SunPower Corp/768/365%/496%
  • Zale Corp/908/270%/285%
  • Rite Aid Corp/104/250%/287%
  • Netflix/588/234%/278%
  • SuperValu/149/233%/179%
  • Best Buy/54/216%/269%
  • Caesar’s Entertainment/291/184%/187%

Similarly, The PBR1000 reports include some stock exchanges and commodities. Percent changes year to date through Sept. 30th and Nov. 15th are:

  • DJIA/15%/22%
  • NASDAQ/25%/32%
  • S&P 500/18%/26%
  • Gold/-21%/-23%
  • Silver/-28%/-32%
  • Oil/9%/0%

The PBR1000 Index is calculated by totaling up stock prices for a period for all companies tracked. Because Berkshire Hathaway(PBR5) has a significant impact on this index it is quoted with and without Berkshire Hathaway(“BH”). It is interesting to compare The PBR1000 Index with the other indices. Here are The PBR1000 index numbers percentage change for September 30, 2013, compared to December 31, 2012:

  • The PBR1000 with BH: 26%
  • The PBR1000 without BH: 23%

Note that percents are expressed in whole numbers. In the actual reports they are rounded to the nearest 2 decimal places.

The following additional reports will be released over the next few weeks, and more are being planned based on The PBR1000 subscriber feedback. These are free for The PBR1000 subscribers and available for a nominal fee for non-subscribers.

  • The PBR1000 Quarterly Rankings Report by Industry
  • The PBR1000 Quarterly Rankings Report by State

Companies removed from The PBR1000 during the 3rd quarter and reason for removal are(In alpha order, Company/PBR 3rd Quarter Rank/Reason):

  • BMC Software/816/Taken private by a consortium of equity companies
  • Gardner Denver/773/Acquired by KKR(PBR259)
  • Smithfield Foods/199/Acquired by Chinese company Shuanghui International
  • TMS International/736/Acquired by the Pritzker Organization
  • Vanguard Health Systems/366/Acquired by Tenet Healthcare(PBR255)

In October and November a lot of activity has already occurred. For example, Dell has gone private, and Office Depot and OfficeMax have merged. Check out The PBR1000 Breaking News on the www.PBRMarketTools.com home page and for recaps on the Blog page.

We are entering the holiday season. We will continue to update the PBRMarketTools homepage with breaking news, make available supplemental reports during the quarter, and look forward to providing the next The PBR1000 Quarterly Rankings Report early in 2014.

Please have a Happy and Blessed Holiday Season!

(The purpose of The PBR1000 is to provide a wide range of interested people  with key demographic, industry, financial, personnel, and comments/news briefs on over 1,000 publicly traded companies with principal offices in the US. This information is updated quarterly and published in Excel format as The PBR1000 Quarterly Rankings Report. During a quarter several supplementary reports are published as well.

Larry C. Paxton is the President/CEO of Pax Business Resources, LLC. PBRMarketTools is the marketing research unit. For several years Larry has worked for and provided products and services to The PBR1000 companies.)

Filed Under: Rankings Tagged With: , , , , , ,

Who’s #1, WalMart or Exxon?

June 5, 2013 by

It’s always fun to compare the Fortune 500 and PBR1000 lists, to find out if we came close to each other. When you take out the mutual fund companies, private companies, non-profits, associations and fraternal groups from the Fortune 500 list, and are left with the US publicly held companies, we actually come pretty close.

The lastest Fortune 500 list came out last month on May 6th, so we took a look. We had already heard some news about this year’s list and it was as a bit of a spoiler alert. As reported, Fortune proudly proclaimed that Logo-Walmart had retaken the #1 spot over            Logo-ExxonMobil.

However, a review of Walmart’s and ExxonMobil’s 2012 10-K reports showed that, in fact, ExxonMobil still had reported a higher revenue number than Walmart.

But, of course, there are some details to consider. ExxonMobil had a note reference in the Fortune 500 report, and in that note Fortune indicated that it had deducted excise taxes collected by ExxonMobil from the revenues to come up with a “total revenues” number. In a way, it does make sense, but it still put us in a quandary.

There are other similar situations. Hospital systems, who have an initial revenue number, then deduct a pretty large number for anticipated losses, show the resulting number as the total revenue number. We saw another company where shipping and handling charges were deducted from the gross revenue to come up with total revenue. After these “total” revenues are calculated, then typical cost of goods/services is deducted to arrive at a net income, then the usual business expenses are then deducted.

So which number should The PBR1000 Quarterly Report use for revenues? We have chosen to just be simple and use the top revenue number on the 10-K report and as reported in the SEC EDGAR reports. It’s simple, straightforward, and we don’t have to come up with explanations. And after all, what’s the difference of a few billion dollars?

So, while Walmart became #1 again, after a year lapse behind ExxonMobil, on the Fortune 500 list, The PBR1000 has decided to stay with ExxonMobil as #1.

Now it’s up to you! Who do you say should be Number 1? We are kind of a democracy at PBRMarketTools, so let us know, we might even make some changes based on your input!

 

Filed Under: Rankings