Here are the weekly results from this screen:
| Name | Ticker | Price | Fair Value | Margin of Safety | Yield % | MOS % |
| MSC Industrial Direct Co Inc | MSM | $60.33 | $79.00 | $18.67 | 2.9% | 24% |
| Parker Hannifin Corp | PH | $93.02 | $120.00 | $26.98 | 2.7% | 22% |
| Rockwell Automation Inc | ROK | $97.12 | $120.00 | $22.88 | 2.7% | 19% |
| John Wiley & Sons Inc Class A | JW.A | $43.52 | $53.00 | $9.48 | 2.7% | 18% |
Might have missed my window for the GAP trade – don’t see anything else from this screen that I am interested in yet. The 52 Week Low Listing might get longer soon – given the current market volatility – hopefully there will be some nice buy candidates.
Based on the following screen:
- Morningstar analysis available.
- Less than 5% above its 52 week low.
- Greater than or equal to Narrow moat.
- Free cash flow/enterprise value greater than 5% (should be above what the 10 Year Treasury Bond is yielding).
- Financial Health Grade >= B.
- Forward P/E <= 20.
- Stock Industry not = Asset Management
- Dividend Yield % >= 2.5
- For candidates that have passed all the filters, review the individual stocks Return on Invested Capital (ROIC) for the previous 10 years to select the best long term candidates.
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