This article is a website version of our weekly FREE Best Ideas Newsletter sent on 26.09.2023. Sign up here to get it in your inbox every Tuesday.
Are you struggling to find exactly the type of companies you want to buy?
If not, we can help.
Specific type of company search
Consider this request from one of our subscribers:
They are on the hunt for companies still primarily owned by their founders or insiders. Their focus was on self-funded firms with minimal external financing or debt.
Their current process relied heavily on tips from friends and brokers, and they were eager to find a more systematic approach for identifying potential research candidates.
As you've likely realized, these criteria aren't easily screened using strict accounting ratios like debt-to-equity for example.
However, there are a few clever ways to pinpoint companies that fit the bill.
Here's what we recommended:
We suggested the customer create a custom screen based on their criteria using the following ratios:
MV Size Ratio: This allows you to search for companies of any market value. Learn more
External Finance Ratio: Ideal for finding companies growing without external funding. Learn more
1-Year Sales Growth (or 5-Year Sales Growth): Use this to identify fast-growing companies. Learn more
Buyback % Ratio: To identify firms not continuously issuing stock for growth. You can even set it to 0% or negative for those buying back shares. Learn more
Liquidity Qi Indicator: This helps find companies with a stable base of large shareholders, such as founders or family holdings. Learn more
Start here and fine tune
You might need to fine-tune the sliders to fit your specific needs. Feel free to experiment until you find your perfect match.
The beauty of this approach lies in its creativity. There are a lot of inventive ways to leverage the 110 ratios and indicators available in our Screener to precisely identify the companies you're seeking.
All the ratios are here
Don't forget that our glossary page offers detailed information on all these ratios and indicators, including tips on utilizing them effectively in the Screener.
Need assistance or have questions? We're just an email away. Click on the "Need Help" button on all pages of our website and give us a brief description of the type of company you're looking for. We strive to answer all emails within a few hours.
Let's make your company search smarter and more efficient.
Quant Value newsletter update
Despite recent volatility in North American portfolio is still up an average of 14.2% mainly due to Celestica which is up 106.7%.
Europe is also struggling but all ideas are up an average of 7.5%
Asia, especially Japan is just unstoppable with 24 current ideas up an average of 27.4%
The 10 ideas left in the 2022 crash portfolio continues to do well and is up an average of 30.4%
If these returns sound interesting, you can get more information here: Your Treasure Map to Europe, Asia, and North America's Hidden Gems!
Shareholder Yield Letter update
Since May when we started the 20 ideas have already paid an average dividend of 0.8% and am sitting on an average return of 3.9% after the pull back in the markets last week.
If this sounds like the kind of companies, you would like to invest in you can find more information here: Invest big, win bigger with our market beating large-cap strategy!
Your, helping you find better investment ideas analyst
PS To find great companies that exactly meet your investment strategy right now click here.
PPS It is so easy to forget, why not sign up now before you get distracted?
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