Screener Results – April 2018

We ran a screen to filter stocks with the following criteria:

  • Companies domiciled and listed in North America, Western Europe, and Singapore i.e. devloped markets.
  • Primary security of the company only, with active trading status.
  • Low P/E: below 12x. In other words, high immediate earnings power (earnings yield on each dollar invested today) of over 8% per year.
  • Low Debt / Capital
  • High ROE: above 10% per year average over the last 5 years.
  • High Diluted EPS growth: above 10% per year average over the last 5 years.
  • Market capitalization over 1 billion USD.
  • Low Enterprise Value (at VSJ, we call it Enterprise Cost): below 1.3x Market capitalization

This screener resulted in only 31 stocks from across the developed world, out of tens of thousands of listed companies. This is a remarkable small list, which make research and selection a lot easier and quicker.

The following 8 caught our attention:

  • Audi AG (Germany)
  • Universal Insurance Holdings (USA)
  • Rentokil Initial PLC (Britain)
  • Cirrus Logic Inc (USA)
  • Canfor Pulp Products Inc (Canada)
  • MGI Coutier (France)
  • Industrial Alliance Insurance (Canada)
  • JetBlue Airways Corp (USA)

I would highly recommend you research them fully, and understand them. Feel free to comment your thoughts on each of them below this post.

To your profitable investing,

-SW

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