Fortune40 Best Stocks To Retire On Part2

11

CSCO

12

MSFT

13

WAG

14

GILD

15

MA

16

TMO

17

BHI

18

BDX

19

BMY

20

CSL

Cisco Systems, Inc.designs, manufactures and sells Internet protocol (IP)-based networking and other products related to the communications and information technology (IT) industry, and provides services associated with these products and their use. The Company provides a line of products for transporting data, voice, and video within buildings, across campuses, Cisco Systems Inc and around the world. Its products are designed to transform how people connect, communicate and collaborate. Cisco Systems, Inc.�s products, which include primarily routers, switches, and products that the Company refers to as its technologies, are installed at enterprises, public institutions, telecommunications companies, commercial businesses Microsoft Corporation develops, manufactures, licenses and supports a range of software products for computing devices. The Company's software products include operating systems for servers, personal computers and intelligent devices, server applications for distributed computing environments, information worker productivity applications, business Microsoft Corp solution applications, high-performance computing applications and software development tools and video games. It provides consulting and product support services, and trains and certifies computer system integrators and developers. Microsoft Corporation sells the Xbox 360 video game console and games, the Zune digital music and entertainment device, PC Walgreen Company (Walgreens) is principally a retail drugstore chain that sells prescription and non-prescription drugs, and general merchandise. General merchandise includes, among other things, beauty care, personal care, household items, candy, photofinishing, greeting cards, convenience foods and seasonal items. Customers can have prescriptions Walgreen Co filled at the drugstore counter, as well as through the mail, by telephone and via the Internet. As of August 31, 2008, Walgreens operated 6,934 locations in 49 states, the District of Columbia, Guam and Puerto Rico. Total locations do not include 217 convenient care clinics operated by Take Care Health Systems, Inc. (formerly known as I-Trax, Inc.), a Gilead Sciences, Inc. (Gilead) is a biopharmaceutical company that discovers, develops, and commercializes therapeutics in areas of unmet medical need. The Company has United States and international commercial sales operations, with marketing subsidiaries in Australia, Austria, Canada, France, Germany, Greece, Ireland, Italy, New Zealand, Portugal, Gilead Sciences Inc Spain, Switzerland, Turkey, United Kingdom, and United States. Its commercial team promotes Truvada, Viread, Emtriva, Hepsera, AmBisome, Letairis, and Flolan through direct field contact with physicians, hospitals, clinics, and other healthcare providers. Gilead�s corporate partner, Astellas Pharma, Inc. (Astellas), promotes and sells AmBisome in the MasterCard Incorporated (MasterCard) is a global payment solutions company that provides a variety of services in support of the credit, debit and related payment programs of over 24,000 financial institutions and other entities that are its customers. Through its threetiered business model as franchisor, processor and advisor, the Company develops and MasterCard Inc markets payment solutions, process payment transactions, and provides support services to its customers and, depending upon the service, to merchants and other clients. It manages a family of payment card brands, including MasterCard, MasterCard Electronic, Maestro and Cirrus, which it license to its customers. The Company conducts its business principally Thermo Fisher Scientific Inc. (Thermo Fisher), incorporated in 1956, is engaged in serving science. It provides analytical instruments, equipment, reagents and consumables, software and services for research, manufacturing, analysis, discovery and diagnostics. The Company Thermo Fisher Scientific operates through two segments: analytical technologies and laboratory products and Inc services. Analytical technologies segment includes pharmaceutical, biotechnology, academic, government and other research and industrial markets. Laboratory products and services segment offers combination of products and services that allows its customers to engage in their core business functions of research, development, manufacturing, clinical Baker Hughes Incorporated (Baker Hughes) is engaged in the oilfield services industry. The Company is a supplier of wellbore related products and technology services, including products and services for drilling, formation evaluation, completion and production and reservoir technology and consulting to the worldwide oil and natural gas industry. The Baker Hughes Inc Company operates through two segments: the Drilling and Evaluation segment, and the Completion and Production segment. In April 2008, the Company acquired two reservoir consulting firms, Gaffney, Cline & Associates (GCA) and GeoMechanics International (GMI).

Becton Dickinson & Co

Becton, Dickinson and Company (BD) is a medical technology company engaged in the manufacture and sale of a range of medical supplies, devices, laboratory equipment and diagnostic products used by healthcare institutions, life science researchers, clinical laboratories, industry and the general public. The segments in which the Company operates include BD Medical, BD Diagnostics and BD Biosciences. On May 12, 2008, the Company acquired Cytopeia Inc.

Bristol-Myers Squibb Company (BMS) is engaged in the discovery, development, licensing, manufacturing, marketing, distribution and sale of pharmaceutical and nutritional products. The Company had two segments: Pharmaceuticals and Nutritionals. The Pharmaceuticals segment is made up of the global pharmaceutical and international consumer medicines Bristol-Myers Squibb Co business. The Nutritionals segment consists of Mead Johnson Nutritionals (Mead Johnson), primarily an infant formula and children�s nutritionals business. In January 2008, the Company completed the divestiture of Bristol-Myers Squibb Medical Imaging (Medical Imaging) to Avista Capital Partners L.P. In June 2008, BMS acquired Kosan Biosciences, Inc., Carlisle Companies Incorporated (Carlisle) is a holding company for Carlisle Corporation, and its wholly owned subsidiaries. Carlisle is a diversified manufacturing company, which manufacture and distribute a range of products. On January 25, 2008, the Company acquired 100% of the equity of Dinex International, Inc. (Dinex), a supplier of foodservice Carlisle Companies Inc products to the healthcare and other institutional industries. On April 28, 2008, the Company acquired 100% of Carlyle Incorporated (Carlyle), a provider of aerospace and network interconnection solutions.

Comment from my 2008 list Super numbers all round

$18.80

$30.13

$37.21

Comment from my 2008 list good margins, good profits

$24.04

$32.17

$43.50

Comment from my 2008 list below average FCF growth in FCF but margins are rock solid

$29.34

$24.42

$52.74

Good margins and returns but inconsistent. FCF and earnings are also inconsistent

$46.83

$50.42

$60.85

Outside circle of competence

$165.84

NA

NA

Marings, growth and return metrics are good. FCF growth has been very strong but wonder whether it can be sustained. Increased margins in FY 2008. Sales becoming flat.

$40.39

$39.76

$40.75

Not a steady generator of FCF. Too many ups and downs for a large cap, CROIC is paltry, great earnings growth but can't convert it to cash

$36.45

$46.65

$130.00

Has consistently produced plenty of FCF but FCF growth has been minimal, very good CROIC of 15%, steady growth in shareholders equity/book value, stable rising margins, debt to equity is consistently dropping, sales has been increasing.

$70.70

$82.04

$138.00

FCF is positive most of the time but inconsistent as in not able to raise it steadily with some big losses in between, average return metrics, normalized earnings is also low and inconsistent, margins and sales unstable. I wouldn't consider as a retirement stock.

$20.24

$17.11

$29.94

Comment from my 2008 list low FCF, CROIC , consistent margins,

$24.79

$35.27

$70.00