04-22-2021, 07:47 PM
I start with CCC list, all very good companies, check.
Go right to Tweed, Chowder and Graham numbers, good value, check.
From there I check payout ratios, PEG ratios, duddle around a bit. If it (they) fill a void in my portfolio, I buy them.
The entire process takes very little time. [I used to spend way more time, now that time is used devising futures strategies that work (for me), they are much more profitable but do require more time and a bit more nerve.]
If I want to get a little fancy, I check their historic dividend yield spreads and maybe sell off when overvalued and buy another undervalued. Example was JPM for MO recently.
I am not an accountant, I am not an insider, this system works for me.
Go right to Tweed, Chowder and Graham numbers, good value, check.
From there I check payout ratios, PEG ratios, duddle around a bit. If it (they) fill a void in my portfolio, I buy them.
The entire process takes very little time. [I used to spend way more time, now that time is used devising futures strategies that work (for me), they are much more profitable but do require more time and a bit more nerve.]
If I want to get a little fancy, I check their historic dividend yield spreads and maybe sell off when overvalued and buy another undervalued. Example was JPM for MO recently.
I am not an accountant, I am not an insider, this system works for me.