Screening and Valuation Tools

To assist in finding the best stocks that are at inflection points, we use various quantitative and technical screens to screen a universe of over 5000 stocks. Our quantitative screens rank the stocks in order based on earnings dynamics such as: consistency of earnings growth, earnings acceleration, earnings surprise and earnings revisions. Return on Equity and Debt levels. They also take into account stock price relative strength and valuation considerations such as price to sales, price to earnings and price to cash flow ratios. The valuation tools take into account absolute measures as well as relative to historical valuations and to its sector. We want to make sure that we are getting the best value possible for that extra unit of growth. Our Value and Income screens add consistancy of dividend payments, the growth rate of dividends and price to book value amongst others.