South Texas Money Management Filter
0.35%February 01 | MyPlanIQ portfolio symbol P_38116

Screen for equities meeting the following criteria:

  • Market caps above $50 million
  • Price/Free Cash Flow below 15
  • Price/Sales below 2
  • Positive sales growth in the past 5 years, and quarter over quarter
  • Positive EPS growth in the past 5 years, and quarter over quarter
  • Encouraging DuPont breakdown: Most recent quarter’s (Net Profit margin)*(Asset turnover)*(Leverage ratio)

 

 
The resulting 15 stocks.

  • Assisted Living Concepts (ALC): Operates senior living residences in the United States. Market cap at $334.09M.
  • Ascena Retail Group (ASNA): Operates as a specialty retailer of apparel for women and tween girls. Market cap at $2.91B.
  • Belden,  (BDC): Designs, manufactures, and markets cable, connectivity, and networking products. Market cap at $1.45B.
  • CF Industries (CF): Manufactures and distributes nitrogen and phosphate fertilizer products. Market cap at $10.93B.
  • Comcast (CMCSA): Provides entertainment, information, and communications. Market cap at $77.78B.
  • CNO Financial (CNO): Development and marketing of health insurance, annuity, life insurance. Market cap at $1.61B.
  • Coventry Health Care (CVH): Operates as a managed healthcare company in the United States. Market cap at $4.38B.
  • Life Technologies (LIFE): Operates as a life sciences company. Market cap at $7.47B.
  • Parker Hannifin (PH): Manufactures fluid power systems, electromechanical controls, and related components. Market cap at $12.74B.
  • RTI Biologics. (RTIX): Produce orthopedic and other surgical implants. Market cap at $199.87M.
  • Standex International. (SXI): Operates as a diversified manufacturing company. Market cap at $517.8M.
  • Symetra Financial (SYA): Operates as a financial services company in the life insurance industry. Market cap at $1.32B.
  • Tetra Tech . (TTEK): Provides technical services for resource management. Market cap at $1.6B.
  • Universal Health Services. (UHS): Operates acute care hospitals. Market cap at $3.78B.
  • Verint Systems. (VRNT): Provides actionable intelligence solutions. Market cap at $1.15B.


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Historical Return Chart

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Return Calculator

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Rolling Returns

From 01/25/2010 to 02/01/2016, the worst annualized return of 3-year rolling returns is 4.73%.

From 01/25/2010 to 02/01/2016, the worst annualized return of 5-year rolling returns is 8.76%.

From 01/25/2010 to 02/01/2016, the worst annualized return of 10-year rolling returns is NA.

Maximum Drawdown

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