Investment Jungle

As promised, here are the candidates that emerged from my latest Rule #1 screen.

Rule #1 Screen Results 05-12-2008

Company Name
Symbol
Earnings Yield

First Regional Bancorp
FRGB
15.12

Goldman Sachs Group Inc
GS
10.64

Frontier Financial Corp
FTBK
9.95

Noble Corp
NE
8.83

Manitowoc Co
MTW
7.44

Westpac Banking
WBK
6.87

Oceaneering International
OII
5.38

First Service Corp
FSV-T
5.23

CVS Caremark Corp
CVS
5.00

Aptargroup Inc
ATR
4.60

Kirby Corp
KEX
4.50

National Research Corp
NRCI
3.28

Ritchies Bros Auctioneers Inc
RBA-T
2.63

Quite a few financials showed up on this list. Although in my screen […]

Popularity: 43%

Back on September 21, 2007, I started working on a new screen to find Rule #1 companies.
What screening criteria did I use? Well, considering that I am still following the Rule #1 methodology, it is basically the same as it was the last time. Since it has been so long, let me […]

Popularity: 43%

It has been awhile since I have run a Rule #1 stock screen.  My last Rule #1 screen was performed back on May 21st, 2007.  I went through each and every stock that made that list and performed my Rule #1 analysis on them.  Some made it to the Rule #1 portfolio, and some didn’t.
Now, […]

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As you know, for a Rule #1 investor, the return on invested capital is the most important of the Big Five.
In Phil Town’s own words (page 66)
It’s a measure of how effectively a company uses the money (borrowed or owned) invested in its operations.  As such, it’s also an indicator of how effective a company’s […]

Popularity: 25%

Investment Jungle reader Tri mentioned a couple of stocks that he considers are wonderful businesses selling at an attractive price. That got me thinking that I should re-evaluate the screen that I initially used to find these Rule #1 companies.
So, I sat down and came up with a screen for finding these wonderful Rule […]

Popularity: 75%

Well, after having worked to develop an effective screen for quality dividend paying stocks, I was not overly impressed with my results. So, as I had mentioned in my original post, I have decided to revert to the simple way to screen for quality dividend paying stocks - using the Mergent Dividend Achievers list.
[…]

Popularity: 33%

Well, I have been struggling with my stock screener for the past few days trying to transfer the characteristics of a dividend paying stock into a screen that I could use.
Based on the characteristics I want, I was able to develop the following screen:

10 yr dividend growth rate > 20%
10 yr cash flow growth rate […]

Popularity: 37%

The first stock that I analyzed using the Rule #1 methodology was Walgreen Co. So how appropriate that I will use that stock as the first stock I look at its dividend analysis.
Please bear with me as this is my first time using this analysis technique. Based on the characteristics of a quality […]

Popularity: 34%

Before I begin analyzing dividend paying stocks, I would like to develop a screen that will allow the ‘cream of the crop’ dividend payers to rise to the top.
One simple way would be to simply use the list provided by Mergent Dividend Achievers. This site offers a list of the cream of the crop […]

Popularity: 71%

In order to help me find Rule #1 businesses quickly, I developed a stock screen as I had discussed in my last post. My goal was to quickly find businesses that not only met the Rule #1 criteria for a wonderful business but were also selling at attractive prices.
To determine my moat, I screened […]

Popularity: 57%