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chickenhead
03-26-2007, 04:16 PM
came up with an interesting one here.

>20% return on equity
<20% debt/equity
>20% eps growth 5yr
>20% oper. margin
>20% free cash/revenue

comes up with 10 companies. Sorted by market cap. Normally when you run such a narrow screen you get a bunch from one sector. Think these are interesting as they are a varied group. strong businesses.

PetroChina ptr major oil + gas
TaiwanSemi tsm semiconductors
Occidental Petro oxy independent oil + gas
Franklin Templeton ben diversified financial
McGraw Hill mhp publishing
Coach coh retailer
Arch Capital Group acgl insurance
RenaissanceRe Holdings rnr reinsurance
Portfolio Recovery praa collection agency
Ambassadors Group epax educational training

chickenhead
07-25-2007, 10:22 AM
came up with an interesting one here.

>20% return on equity
<20% debt/equity
>20% eps growth 5yr
>20% oper. margin
>20% free cash/revenue

comes up with 10 companies. Sorted by market cap. Normally when you run such a narrow screen you get a bunch from one sector. Think these are interesting as they are a varied group. strong businesses.

PetroChina ptr major oil + gas
TaiwanSemi tsm semiconductors
Occidental Petro oxy independent oil + gas
Franklin Templeton ben diversified financial
McGraw Hill mhp publishing
Coach coh retailer
Arch Capital Group acgl insurance
RenaissanceRe Holdings rnr reinsurance
Portfolio Recovery praa collection agency
Ambassadors Group epax educational training

ptr: +35.7%
tsm: -3.3%
oxy: +24.6%
ben: +12.2%
mhp: -4.3%
coh: -4.6%
acgl: +6.6%
rnr: +16.5%
praa: +23.4%
epax: +14.0%


average: +12.08%
S+P over same time +7.1%

I likey. Time to update the Roaring 20's.

fergie
07-25-2007, 11:52 PM
Thanks Chick,

We'll have a lok at some of these.
Fergie