Industry and Product
A Defendable Niche. Does the company have a sustainable competitive advantage?
Growth Profile
Strong 3 to 5+ years earnings.
High Return on Shareholders Equity. 15% or more.
Operations
Modest Capital Spending needs. How much does the company have to spend to maintain current operations? Freedom to adjust prices for inflation.
Financials
Low Debt levels. A Debt to Equity ratio of less than 50% is preferred.
Management
Effective management. How good are they at expanding operations, reinvesting in future growth opportunities, or repurchasing shares?
Management
Effective management. How good are they at expanding operations, reinvesting in future growth opportunities, or repurchasing shares?
Valuation
Attractive financial ratios. Relative to peers, the market, and historic ratios?
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6000+
U.S. Traded
Companies
Screened
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150-200
Meet
Initial
Criteria
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50-75 in
Stock Universe
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