ETFs with returns between 5% and 150% in the previous 12 months, market price > $5 and market capitalization > $50 M
Stocks with returns between 25% and 150% in the previous 12 months, market price > $5 and market capitalization > $0.5 B
These Stocks (equities, funds or ETFs) which have Yielded an Average Annual Dividend Return Greater than 7% in the Past 5 Years while the capital gain was above 0.
Biotech stocks with favorable analyst and STA coverage
Global Equity ETFs with market cap > $ 1B and MER < 0.5%
ETFs with at least $ 1B in market cap, 5% dividend yield and positive capital gain in both last 12 and 60 months.
Aerospace and Defence Stocks with a market cap over $1B, dividend yield over 3% and EPS growth over 5% in the past 5 years.
Banks with at least $ 1B market cap, high return on equity and high dividend yield.
These Are the Top Quartile Companies in Their sectors for Dividend Growth in the Most Recent Reported 5 years.
These Are the Top Quartile Companies in Their sectors for Earnings Growth in the Most Recent Reported 5 years.
These Are the Top Quartile Companies in Their sectors for Revenue Growth in the Most Recent Reported 5 years.
These are the top quartile companies in their sectors for Gross Profit / Assets ratio in the most recent reported year. This ratio has been found to have a strong positive correlation with long-term stock performance.
These stocks are among the top 25% among their sectors on 5 year total return (capital gain + dividend payment)
These are the top quartile securities with the lowest total debt to equity ratio for their sectors.
These are the top quartile securities with the highest return on invested capital for their sectors.
These are the top quartile securities with the highest return on assets for their sectors.
These are the top quartile securities with the highest return on equity for their sectors.
These are the top quartile securities with lowest price /free cash flow ratio for their sectors.
These are the top quartile securities with lowest price /cash flow ratios for their sectors.
These are the top quartile securities with lowest price /book ratios for their sectors.
These are the top quartile securities with lowest price / earning ratios for their sectors.
Stocks which are in the top quartile for delivering highest average dividend yield per year in the past 5 years.
Companies with positive cash flow in the 4 most recent reported quarters.
Companies with positive earnings in the 4 most recent reported quarters.
Small-cap stocks have a market capitalization between 300M and 2B dollars. Although small-cap stocks are more volatile than large-cap stocks, and get less coverage from the market, investing in the right small cap stock can yield higher return as they have more room for growth than large-cap stocks.
Mid-cap stocks have a market capitalization between $ 2B to $ 10 B. Historically, mid-cap stocks have demonstrated better returns than small and big cap stocks.They are less risky than small-cap and have a comparable risk to large cap stocks. However, they do get less coverage and attention from the market and require further fundamental research. Try combining this with a fundamental screen to get the best stocks list.
These are companies with market capitalization of US$ 10 B or more. At least a part of your portfolio should be invested in large cap stocks. These stocks are relatively stable, have a lot of information available due to extensive analyst coverage and tend to pay high dividends.
Stocks with low standard deviation (second quartile) and low P/B ratios
This is a simple screen but quite powerful. It picks stocks with most stable returns over the past 5 years in any market. We filter the stocks with the lowest standard deviation of annual returns and highest total returns compared to other stocks in the same market.
This screen is used by many non-institutional investors to screen stocks with high potential. The philosophy is to focus on large companies with high market capitalization, high dividend yield and high return on invested capital compared to peers.
These stocks are filtered on the basis of what all good analysts look for. Good cash flow - which means they have a profitable business, low debt to equity - which means that they are not burdened by debt, high return on equity - which means the management is creating value and large market capitalization - which means they are resilient. Although these stocks may not be market superstars and may be trading low compared to their peers, they can add long-term stability and growth to your portfolio.
Stocks ranked buy by analysts with a projected price increase.
Stocks held by Dodge & Cox ($50 B Cap)
Stocks held by Third Point ($ 10 B Cap)
Stocks held by Carl Icahn Capital Management ($ 22B Cap)
Stocks held by Bill & Melinda Gates foundation ($19 B Cap)
Stocks held by Lone Pine Capital ($19 B Cap)
Securities held by FPA Crescent Fund ($10B Cap)
Stocks held by Gardner , Russo & Gardner ($ 12 B market cap)
Major holdings of Cantillon Capital Management ($ 7 B portfolio)
Stocks owned by Fairfax Capital
Stocks owned by Berkshire Hathaway ($148 B Cap)
SPACs. also known as "blank check companies" are shell corporations listed on a stock exchange with the purpose of acquiring private companies, thus making them public without going through the traditional initial public offering process.
SPACs. also known as "blank check companies" are shell corporations listed on a stock exchange with the purpose of acquiring private companies, thus making them public without going through the traditional initial public offering process.
Companies involved in the creation and distribution of vaccines
Stocks scoring high on Environment, Social and Governance rankings based on the iSTOXX global esg group index and MSCI global impact index
Top holdings of Inspire Global Hope funds which invests in "inspiring companies which meet the Biblically Responsible Index"
Most reputable companies as identified by reputationinstitute.com
These are the fortune 500 companies with female CEOs. There is a belief that companies with female CEOs tend to outperform their peers.
These are stocks of companies involved in legitimate marijuana-related businesses. As marijuana gets more legalized some of these companies may grow or get acquired by big pharma.
These are the top holdings in the MSCI World Islamic Index.