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History This screen seeks to replicate the approach of Warren Buffett,  arguably the most successful living investor - based on the summary/interpretation by Mary Buffett (a former daughter-in-law) in the best-selling book, "The New Buffettology".  In Chapter 13, Mary Buffett outlines a number of screening-type criteria entitled "Warren's Checklist for Potential Investments: His Ten Points of Light", which we summarise out below. Not all of these points are quantitative in nature, admittedly, but there's certainly the beginnings of a good Buffett screen, and one with a slightly different emphasis to that of the Buffett-Hagstrom screen. This version uses the Sustainable Growth method to calculate the "expected return". more »

FAIL
EPS Gwth Streak > 4
PASS
ROE % 5y Avg > 15
PASS
ROCE % 5y Avg > 12
PASS
FCF > 0
PASS
Long Term Debt < 5 * Net Profit before Extraords
PASS
Price 5y CAGR % > 0
PASS
NAV PS 5y CAGR % > 0
PASS
Earnings Yield % Last Yr > 3
PASS
Exp. Return (Sust Gwth) > 15
FAIL
Qualifies in the top 200 stocks sorted by Exp. Return (Sust Gwth) descending

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