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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 »

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

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  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
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