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January 12, 2007

Enterprising Stock Lists



The following companies have passed the requirements of the enterprising investor, which include:
1)  Sufficiently strong financial condition; Current Ratio greater than 1.5,
2)  Earnings stability; Positive Net Income for the last 5 years,
3)  Dividend record; Currently pays a dividend,
4)  Earnings growth; Earnings are greater today than they were 5 years ago.
*The company must pass at least 3 of the 4 tests in order to be suitable for the enterprising investor.

Our requirements for the enterprising investor are based on Benjamin Graham's The Intelligent Investor, but have been modernized and updated.

After screening the Russell 3000 for all of the companies that pass the requirements of the enterprising investor, we sort them to provide a starting point for research.  Here are the results:

15 companies trading at greatest discount to intrinsic value:

UACLUNIVERSAL TRUCKLOAD
TPXTEMPUR PEDIC INTL
BRWBRISTOL WEST HLDGS
IMHIMPAC MORTGAGE HLDG
HBPHUTTIG BUILDING
HITKHI-TECH PHARMACAL CO
SBPSANTANDER BANCORP
CNSCOHEN & STEERS, INC.
ISYSINTEGRAL SYSTEMS INC
WTIW&T OFFSHORE, INC.
BHBCBEVERLY HILLS BANC
VNBCVINEYARD NATIONAL
MURMURPHY OIL CORP
SMRTSTEIN MART, INC.
PLPCPREFORMED LINE PROD

15 companies with the lowest PE Ratio (calculated using Our Methods):

CNSCOHEN & STEERS, INC.
IMHIMPAC MORTGAGE HLDG
FMTFREMONT GENERAL CORP
NEWNEW CENTURY FIN'L
LEVLEVITT CORP FLORIDA
DRCTDIRECT GENERAL CORP
NLNL INDUSTRIES INC
NFINOVASTAR FINANCIAL
OFGORIENTAL FIN'L
OHBORLEANS HOMEBUILDERS
CORSCORUS BANKSHARES
WCIWCI COMMUNITIES INC
DADEDADE BEHRING HOLDS
WTIW&T OFFSHORE, INC.
ESCAESCALADE, INC

15 companies with the highest Return on Invested Capital (ROIC) using Warren Buffet's definitions of owner earnings and contributed capital:

EPAXAMBASSADORS GROUP
CLMSCALAMOS ASSET MANAGE
GHLGREENHILL & CO., INC
CMECHI MERC EXCHG HLDGS
CHKECHEROKEE INC.
VALUVALUE LINE INC
SOLDHOUSEVALUES INC
ADBEADOBE SYSTEMS INC
ABSADOBE SYSTEMS INC
TZOOTRAVELZOO INC
LLTCLINEAR TECHNOLOGY
MCOMOODY'S CORP
USTUST INC
USNAUSANA HEALTH SCIENCE
QLGCQLOGIC CORP



 

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Comments



Which stock screener did you use to get this data? I tried to reproduce this with MSN Moneycentral screener and could not properly set the criteria specified above.

We screen using an excel spreadsheet that draws data from ThomsonOne.

I'm not sure what criteria you would need to reproduce it in online screeners.

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