Portfolio Business Plan and other information

Stock screen from one of my favorite SA authors;

Index (your choice)
Dividend (any/none)
PE (most recent full year)
PE (full year forward)
PEG Ratio
Revenue Growth (last 3 years)
Earnings Growth (last 3 years)
Debt to Equity


My stock screen

Dividend>2.5%
PE<20
PEG<2
5 Yr DGR > 5%
Payout Ratio<75%
Market Cap>Large (13B)
other factors-business cycle, P/B, CCC list, sector, small cap speculative
This is only a starting point for further research-analyst projections and reports from Argus Research, Credit Suisse, and Standard and Poors, Reuters and Ned Davis, M* rating, company treatment of stockholders, buybacks, dividend history, age of company, beta, geopolitical effects, demographic effects etc 


Really, investing is not that hard - own great businesses that consistently earn a lot of money, own them for the long term, and pay as little as humanly possible to acquire them.

Portfolio Business Plan - Own a portfolio of quality companies that have a safe and growing earnings and dividend history. Continue to acquire more ownership in these companies at a price that is at or below fair value. Pass ownership to the next generation and instill in them an attitude of custodianship and responsibility to preserve and grow the investments for each coming generation.