2011 Dow Dogs & Daredevils

In this week’s Barrons, Mike Santoli takes a closer look at the 30 individual Dow Industrial stocks.

A few observations worth noting: The winners were stable, defensive companies, while the losers were financials and the more cyclically sensitive names.  The 2011 winners marked their second consecutive successful year: McDonald’s (MCD), Home Depot (HD) and Kraft Foods (KFT) all did well. The laggards — Bank of America (BAC), Cisco Systems (CSCO), Hewlett-Packard (HPQ) and Alcoa (AA) — were also the laggards in 2010.

The most interesting data point to me was the performance bell curve. Will the fat middle was mostly flat (plus or minus a few %), there were 8 DJIA names out of the Dow 30 either rose or fell 20% or more last year. That is 26.67% whose performance is far away from the market average.

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Source:
Daredevils of the Dow
MICHAEL SANTOLI
Barron’s January 14, 2012  
http://online.barrons.com/article/SB50001424052748703409004577154732178350826.html

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