A stock actually passed the 52 Week Low Screen this week:
Ticker | Price | Fair Value | Margin of Safety | Yield % |
WSM | $47.64 | $73.00 | $25.36 | 3.07% |
Click on the link to research further.
Williams-Sonoma is an interesting company that I would be very interested in buying at the right price. They now sport over a 3% dividend – and have very attractive Return on Invested Capital (ROIC). With that said – I believe we are going thru a shake out in the retail space, based on the Amazon Effect – need to dive deeper into WSM’s online performance.
52 Week Low stock picks are 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 % >= 3
- 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.
Extra: I found this Bloomberg article very interesting. Did you know that the retirement age in China — with almost 22 percent of the world’s 65-plus population — is 60 for men and 55 for women?
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