Tuesday, April 10, 2018

The Dow Jones


The Dow is bouncing and the value of the stock in these 30 US companies is fluctuating. But it’s a mistake to think that the Dow Jones Average is an accurate reflection of the US economy. This is a “representative” group of companies. Some have been around a long time and I think they represent a “club” of companies who are politically connected to those who keep them on the list, because they have friends who landed on the Mayflower.

The companies that make up the Dow are not the top 30 US companies ranked by revenue. The revenue of these companies spans Visa at $14 billion to Walmart at $486 billion. Half of these companies have revenues under $60 billion.  There are 186 companies with higher revenues than Visa. We have to wonder why some small companies are included in the Dow 30. I guess they are “representative”. Hmmmm.

In 2015, oil stocks were down because of low oil prices and they stopped drilling. But now oil stocks are back up. In 2015 technology and health insurance stocks were up in 2015.  But now some of those stocks are down. It’s like taking a ride on the ocean.  The companies on the Dow 30 include banks, pharmaceuticals, oil, electronics, retail, health insurance and conglomerates.

It makes more sense to watch stocks grouped by industry or watch the S&P 500 Index, but we have off-shored most of our industries. We are in a service economy working at service jobs. We started all of this in the 1990s when we entered the “Information Age” and the information wasn’t good.

About Dow 30 Companies

Dow Jones Industrials Average (DJIA) or the Dow 30 is a stock market index that shows how 30 large publicly owned companies in the United States (US) are trading in the stock market. The Dow 30 consists of companies across sectors. The components of the index has changed several times, since its creation in 1896. As of April 24, 2016, the Dow 30 consisted of the following companies: 3M, American Express, Apple, Boeing, Caterpillar, Chevron, Cisco Systems, Coca-Cola, E.I. DuPont de Nemours, ExxonMobil, General Electric (GE), Goldman Sachs, Home Depot, Intel, IBM, JPMorgan Chase, Johnson & Johnson (J&J), McDonald's, Merck, Microsoft, NIKE, Pfizer, Procter & Gamble (P&G), Travelers, United Technologies, UnitedHealth Group, Verizon Communications, Visa, Walmart, Walt Disney.

The chart below presents the 2015 revenues of the individual Dow 30 companies. Walmart leads the pack with $482 billion in revenues. The smallest company in Dow 30 companies in terms of revenues is Visa. Its 2015 revenues were $14 billion.


In April 2017 the Dow 30 index was at 20578.71 and climbed to 26078.89 by January 30, 2018.  It settled back by April 2018, to 23848.42.  The point gain in the Dow 30 from April 2017 to April 2018 was 3269.71. That’s a 15.9% gain.


The S&P 500 Index

In April 2017 the S&P 500 index was 2357.49. In January 2018 it had climbed to 2872.87.  In April 2018 it adjusted back to 2644.66. The point gain in the S&P 500 index from April 2017 to April 2018 was 287.17. That’s a 12.2% gain.


The full list of the fortune 500 companies in rank order by revenue is at: http://fortune.com/fortune500/list/


The Fortune 500 and the S&P 500 are different measures of companies in the United States, and they are compiled by two different companies. The Fortune 500 is an annual list of the 500 largest companies using the most recent revenue figures and includes public and private companies.

The S&P 500 is an index of 500 public companies that are selected by the S&P Index Committee. The main difference between the two lists is that one includes private companies, while the other only includes publicly traded large-cap companies.

The Fortune 500 is an annual list of the 500 largest companies in the U.S. using the most recent figures for revenues. It is compiled and managed by Fortune magazine and includes both public and private companies. The Fortune 500 can be used to gauge the health of the overall U.S. economy. When many companies of a sector are removed from the list, it may signal weakness in that particular sector.

The S&P 500 is an index composed of 500 large-cap stocks that represent the leading industries of the U.S. economy. The S&P Index Committee chooses which 500 companies should be placed in the index by analyzing liquidity, industry and market capitalization of publicly traded companies.

Large-cap companies are those that have a market capitalization of over $10 billion. The S&P 500 measures the overall risk, return and performance of the large-cap equities market. It is the main benchmark that investors and practitioners use to gauge the health of U.S. large-cap stocks.


Norb Leahy, Dunwoody GA Tea Party Leader

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