MG Stocks & Screens

Cover - overallInside this monthly publication is a listing of all the companies reviewed by ModernGraham (currently 217 different companies) in a handy table with some key figures.  It then proceeds to screen the companies regarding different topics.

Inside, you will find screens for:

  • Undervalued Companies
  • Fairly Valued Companies
  • Overvalued Companies
  • Defensive Investor Companies
  • Enterprising Investor Companies
  • Speculative Companies
  • Lowest PEmg Ratio – Defensive Investor
  • Lowest PEmg Ratio – Enterprising Investor
  • Stocks Trading Closest to NCAV
  • Companies Trading Close to 52 Week High
  • Companies Trading Close to 52 Week Low
  • Companies With the Highest Beta
  • Companies With the Lowest Beta

Since the January 2014 issue, you will also find the following mock portfolios:

  • Defensive Undervalued
  • Enterprising Undervalued

In addition, you can review ModernGraham’s Glance at the Dow, a valuation of the Dow Jones Industrial Average as a whole and its individual components!

Finally, please leave a review or a comment with suggestions for improvements.  I want this product to be a valuable tool for your enjoyment!*

*As always, ModernGraham makes no recommendations for investments in specific situations.  Please consult a registered broker or investment advisor regarding your individual investment decisions.

Download the March 2014 Issue Preview or subscribe to our emails to get a free copy of the March 2014 issue!

Gain Access to the Issues:

To gain access to the issues of ModernGraham Stocks & Screens, you must become a premium subscriber.  A subscription is only $4.99/month, and you get access to the current issue as well as all previous issues.  To become a subscriber, follow these steps:

  1. Register through this page, following the directions to pay.  Acceptable payment options are Visa, Mastercard, American Express, Discover, Paypal, and more.
  2. Once your payment is complete, visit the Subscriber Content page to access the issues.
  3. When you return later, you can login to your account here.

Available Issues:  

  • April 2014 (includes 217 companies)
  • March 2014 (includes 184 companies) (free when you sign up for our daily email updates)
  • February 2014 (126 companies)
  • January 2014 (76 companies)
  • December 2013 (36 companies) 

Get a free copy of ModernGraham Stocks & Screens: March 2014 by signing up for our free daily email list! Sign up now and make sure you don't miss any valuations.

54 comments for “MG Stocks & Screens

  1. Mark Wright
    December 31, 2013 at 2:50 am

    Although Canada based, I’ve just started to dip a toe into
    the U.S. market, so, as a novice in that market and Defensive investor, I’ve found your MG summaries very
    useful and illuminating.

    • December 31, 2013 at 6:53 am

      That’s great! I’m so glad you’re finding the site useful. Thanks for sharing.

      • Lyle Stronneman
        April 2, 2014 at 8:14 am

        I am an older, small investor who appreciates MG’s free advice on dividend paying stocks. I have been “dripping” for over 30 years and find your advice helps me decide where to send my money each month. I do have a brokerage account and I want to use your site to decide which dividend paying stocks I should by for my retirement.

        Thanks for all your services for us, the smaller investor.

        • April 4, 2014 at 1:54 pm

          Lyle,

          Thanks for the comment. I’m glad you’re enjoying the site and finding it useful!

  2. Terry Donohue
    January 5, 2014 at 9:08 am

    Another Canadian here who has been investing for over 40 years and was attracted to your post on MBGV for 3M which I have owned since the 70′s. Wondering if you could look at GE or have you already?

  3. Todd Templeton
    January 16, 2014 at 2:39 pm

    Investor

  4. roger voeller
    January 17, 2014 at 10:28 am

    I would like to receive my free copy of December 2013 MG stocks and screens. Thanks

    • January 17, 2014 at 10:37 am

      Roger, you should have received an email with instructions on how to download your copy when you subscribed. The subject line is “Thank you for subscribing!” If you did not receive this, let me know and I will email you a copy.

      • Gururaj Rao
        January 17, 2014 at 11:19 am

        I subscribed too – but the message I received was “Your subscription to our list has been confirmed.
        For your records, here is a copy of the information you submitted to us…” No mention of how to download the copy.

        • January 17, 2014 at 11:51 am

          I searched your email and couldn’t find it in the subscriber list. Would you mind subscribing again? If you do, you should get the “Thank you for subscribing!” email within an hour, and it will include instructions for the free copy.

          Thanks, and sorry for the confusion!

  5. Gordon Jobs
    January 26, 2014 at 5:15 pm

    Something I was looking for since ever. Great way to value stocks.
    Thank you

    • January 26, 2014 at 7:40 pm

      Thanks for the comment! I’m glad you like the site.

  6. Carl Turnquest
    January 28, 2014 at 9:10 am

    Hi, I recently downloaded the February 2014 Stocks and Screens but the company lists aren’t hyperlinks so I can’t click on them. Also the “summary of all reviewed companies” only includes a portion of the 120+ companies that are supposed to be listed. Please help.

    • January 28, 2014 at 9:28 am

      Carl: Thanks for purchasing the February issue! There are hyperlinks to the company valuations in the section titled “List of All Companies Included in this Month’s Edition.” Also, all 126 companies reviewed should be included in the section titled “Alphabetical Summary of all Companies Reviewed by ModernGraham.”

      I’ll also send this to you via email. Please let me know if you have any other questions.

      • Carl Turnquest
        January 28, 2014 at 10:07 am

        Yes Ben the companies are listed and it looks like hyperlinks but I can’t click on them. Also the alphabetical summary of companies list ends on page 8 with CBG.

        • January 28, 2014 at 10:16 am

          Ah. You are looking at the February 2014 Preview, rather than the purchased edition. I will email you the PDF in case you missed downloading it after completing the Paypal purchase.

          • Carl Turnquest
            January 28, 2014 at 10:39 am

            ok got it, thanks!

  7. Gary Rick
    January 28, 2014 at 12:21 pm

    I just discovered your web site and find it intrigueing. I inherited some div stocks 20 yrs ago and just recently decided to reallocate using “Seeking Alpha as ” as a tool and discovered a whole different world. And now with MG further frontiers seem to be unfolding. I’m looking forward to spending my mornings with MG and making my investments with sound tried and true, (and profitable) assitance.

    • January 28, 2014 at 12:54 pm

      Gary, that’s great! I’m glad you’re finding the site to be useful, and enjoying getting into investing more. It’s a great hobby, and one that can literally return dividends.

  8. Bob Cavan
    February 1, 2014 at 8:28 am

    I have clicked on the above web site so I could order your Feb issue, but it is like clicking on nothing. I can not put in any information.

    • February 1, 2014 at 9:23 am

      Bob, Thanks for pointing that out. I’m trying to figure out the problem.

  9. Ralph Kuhn
    February 1, 2014 at 9:21 am

    New to your site…looks good, but the “share” side bar is a nuisance. ..can’t get rid of it.

  10. Brooks Shull
    February 2, 2014 at 8:46 am

    I subscribed and would like to get the free preview for December 2013; however, I never received the email with the download instructions. I only received the, “Your subscription to our list has been confirmed. For your records, here is a copy of the information you submitted to us…” email from Mailchimp.

    Can you please send me the download instructions?

    Thank you.

    • February 2, 2014 at 8:49 am

      Thanks for asking. You should receive an email with instructions shortly. It emails automatically within an hour of subscribing, and has the subject line “Thank you for subscribing!”

      Thanks again, and I hope you enjoy it!

  11. wolf mann
    February 2, 2014 at 10:17 am

    Understand and appreciate the work you put into this…
    wonder if you have an opinion on Market Cap vs Enterprise Value

    and

    Number of shares outstanding in a Company…
    it does not seem that P/E ratio’s are enough to show the impact the number of shares a company issued
    has on Individual Investors. W.M.

    • February 3, 2014 at 2:13 pm

      Thanks for the comment. I think Enterprise Value can be a useful tool to use in further analysis of the companies; however, it isn’t needed for a ModernGraham analysis. Graham’s only inclusion of market cap is as a requirement for Defensive Investors to use when screening investment opportunities. For that purpose, market cap is sufficient and an easier metric for lay investors to utilize.

  12. Mark
    February 3, 2014 at 10:23 am

    I ready receive your emails. May I obtain a copy of the screens?

  13. esteban de ridder
    February 7, 2014 at 10:14 am

    Av Centenario 901

  14. esteban
    February 7, 2014 at 10:18 am

    Hi
    I just bought “February list…” and I don´t know how to get it from the site. Could you help me?
    Thanks
    Esteban

    • February 7, 2014 at 10:31 am

      Yes, I sent you an email. Thanks for your purchase!

  15. rob desruisseaux
    February 8, 2014 at 4:39 pm

    I just purchased your Feb 2014 list and I’m not sure how to access the list. Purchased through
    Lori DesRuisseaux paypal and email address.

    Thanks!

    Rob

    • February 9, 2014 at 7:37 am

      Rob, Please check your email. Thanks for your purchase!

  16. John Brandy
    February 11, 2014 at 11:33 am

    Hi Benjamin -

    This is great stuff! I’m wondering if you’ve considered putting the information that’s in your PDF into Excel, either in addition to what you do already or instead of the PDF. Rationale is: I can determine whether a stock is Defensive, Enterprising or Speculative by the Investor Type column you’re already doing, and I can determine the Underpriced or Fairly Priced or Overpriced Status from your valuation vs. the recent price. So, I don’t need the extra tables. What I’d like to be able to do without a lot of scrubbing and re-sorting is to include your analysis in with some others (like from Yahoo! Finance Data or Morningstar) and give yours a higher weighting because of the Graham factor.

    I can scrub the data which I’ve subscribed to, but it would be a whole lot easier if it was all in Excel to begin with.

    Also, the PEmg column only appears in the extra tables and not in the Alphabetical Listing table. If all the data was in one Alphabetical Listing table in Excel, then it would extremely easy to sort however I wanted. You could still publish your PDF version as well in whatever form you want, with just a link to the Excel table for those who want it.

    Thanks!

    • February 12, 2014 at 8:32 am

      John,

      Thanks for the suggestion! By readers providing feedback, I can work on improving the overall product.

      I will consider making it available as an Excel spreadsheet, though I may need to release that as a completely new product – possibly subscription based. That said, I can certainly add the PEmg column to all of the tables.

  17. Dennis Hagers
    February 12, 2014 at 3:31 am

    Dear Benjamin,

    I purchased the februari stock list last week via paypal. But I haven’t received anything yet.
    Can you please help? Emailadres is the same..

    Thanks,
    Dennis

    • February 12, 2014 at 8:33 am

      Dennis – I will send you an email shortly with the PDF. Paypal is supposed to direct you to a page on my site for download, so I’m not sure what went wrong.

  18. JB
    February 13, 2014 at 5:39 am

    I paid the 4.99 for the February edition. It came up on my screen, read some pieces and clicked somewhere, then got redirected to the website. I cannot retrieve what I purchased. Suggestions?

    • February 13, 2014 at 6:31 am

      JB – I’ve sent you an email with the document. Thanks for your purchase!

  19. Jim
    February 17, 2014 at 9:05 pm

    Hi,
    I’m looking at the December issue and see BHI has a mg Valuation of 90 cents… I looked over the latest BHI report, from Nov 2013, and see the no-growth valuation would be $24, and that current assets less TOTAL liabilities would be over $1.2 Billion. Even with the wealth destruction evident in the EPS trend, I can’t wrap my head around your 90 cent valuation. Can you elaborate?
    Jim

    • February 17, 2014 at 9:15 pm

      Jim,
      The low valuation for BHI is a result of the shrinking earnings. BHI’s EPSmg went from $4.92 in 2008 to an estimated $2.87 for 2013. That drop leads an estimate of growth that is very poor. Since the formula we use from Graham is Value = EPSmg x (8.5 + 2g), in cases with negative growth, you may find very low valuations. That typically will mean any value in the company will come from the balance sheet, or one could speculate that the growth rate going forward will be different from the historically demonstrated growth. With BHI, it may be that the value is higher for those reasons (and it’s good to note that the net current asset value is $2.77), but the valuation that comes out of the MG valuation model expressly uses the formula from Graham.
      Hope that helps.
      -Ben

      • Jim
        February 17, 2014 at 9:42 pm

        Got it – thanks for the quick reply! At $60, BHI has certainly eaten up it’s margin of safety, but if it comes back down it would be nice to dig into the story on the wealth destruction and if they can turn it around.
        Jim

  20. Haig Ermoian
    February 21, 2014 at 5:31 pm

    Do you have a fee program for the Stocks and Screens based on an annual basis such that subscribers will receive a email notice when to pull the monthly report of Stocks and Screens. I am already a subscriber to your weekly reports.
    If so, how do I order?
    Thank you,

    • February 23, 2014 at 4:10 pm

      Haig – On the 4th Wednesday of every month, I post the new issue to this page. I also write a post announcing that it is available, and that announcement should show up in the regular email subscription feed.

  21. Oscar C. Huerta
    February 26, 2014 at 10:34 pm

    Would you be able to a Valuation for Corning ($GLX)? It looks to be a possible Defensive or Enterprising Investor candidate.

    Excellent modernizing application of Graham’s life work. Thank you, Benjamin!

  22. Oscar C. Huerta
    February 26, 2014 at 10:50 pm

    I apologize for the typo. I meant Corning Incorporated $GLW. https://www.google.com/finance?q=NYSE%3AGLW&ei=YtANU4jBIdHSqAHUkQE

    Thanks, Benjamin!

  23. Marc DeRose
    March 1, 2014 at 10:12 am

    Hello Ben,

    I just purchased the “ModernGraham Stocks & Screens: March 2014″ information through PayPal and received the receipt from PayPal. However, I don’t see a download link anywhere. Could you send me that download link please?

    Thanks.
    Marc

  24. Errol Kroner
    March 2, 2014 at 1:32 pm

    Downloaded your March MG and my computer went into an error. Therefore I never received
    the report. Any way you can e-mail it to me at the above e-mail address. Thank you.

  25. Al
    March 24, 2014 at 11:02 pm

    With so much talk about stocks being overvalued, I’m glad to find someone that helps with the legwork of determining value investments. When the downturn occurs I feel confident ill be better prepared than most. I purchased your March screens and am looking forward to April. Thanks.

  26. Craig A Moddelmog
    April 2, 2014 at 2:26 pm

    This has proved to be a great place to start identifying quality companies to own. Great work to you all!

    • April 4, 2014 at 1:56 pm

      Craig: I’m glad you’re enjoying the site! Thanks for the comment.

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