Saturday, December 18, 2010

5 minute screening test to select the companies you wish to do deeper analysis

Source: Bullbear Stock Investing Notes

Investing is fun especially when you have a good strategy that is delivering positive returns consistently. Patience is required to maximise returns.

Do you have a quick way to select the companies you wish to do deeper analysis? It is very useful to have a good screening method that you can quickly apply to select these stocks, preferably within a short time of not more than 5 minutes.

Let me share here one of my screening methods.

1. Selecting Growth Stocks

Look at the Revenue, PBT and Earnings (or diluted EPS) over a 5 or 10 year period.

Select those companies that can deliver both topline and bottomline growths of 15% or more.

2. The earnings must translate into positive CFO and positive FCF (= CFO-Capex).

3. The debt of the company must be reasonable. Debt/Equity < 50%.

4. The PBT margin must be growing or at least maintain over these years. Gross margin of at least 50% and net margin of at least 10%.

5. Preferably the cash and cash equivalent should be more than the total debts of the company.

6. ROE of at least 15%.

7. The company should have declared dividends regularly, preferably also increasing dividends over the years.

8. DPO ratio should be less than 50% and more than 30%.


Also read:

Secrets of successful investing by former king of remisiers: Prospect, Patience and Invest for Long-Term.


Those who have invested in good quality companies in the depth of the bear market of 2007 and 2008 would have enjoyed good returns in the KLSE to-date.

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