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Benjamin Graham Defensive Investor Screen 200 Qualifying

Benjamin Graham Defensive Investor is a demanding, deep value 'bargain' investing strategy based on rules suggested by legendary investor, Benjamin Graham, who wrote The Intelligent Investor. The strategy focuses on value stocks with good quality financial characteristics. It uses price-to-earnings as a valuation measure and looks for larger companies with a consistent track record of earnings and dividend growth, manageable debt and a high current ratio. Ben Graham wrote: "An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative." Defensive Investor is a stricter approach than Ben Graham's enterprising strategy, which look for unpopular companies, special situations and 'bargain' issues.

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This is an independent study based upon the methods of...
Picture of Benjamin Graham

Benjamin Graham

Known as the Father of Value Investing, wrote the Intelligent Investor

The Intelligent Investor: The Classic Text on Value Investing

by Benjamin Graham

Presents the philosophy of 'value investing', which helps protect investors against the areas of possible substantial error and teaches them to develop long-term strategies with which they will be comfortable down the road. This book enables you to make the right decisions to protect your investments and make them a success.

This screen uses the following criteria:

  • Sales £m > 150
  • Current Ratio > 2
  • P/3y Avg Earnings < 25
  • P/E < 20
  • Graham Multiplier < 22.5
  • EPS 5y CAGR % > 2.9
  • EPS Streak > 4
  • Div Streak > 4
  • Long Term Debt < Working Capital

Results are sorted by:

  • P/3y Avg Earnings in ascending order


And limited to the first 200 Results


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Performance Tracking


Returns FTSE 100
1 week 2.9% 1.1% 3.6% 8.4% - 2.9% 4.0% 0.3%
1 month 7.0% 10.8% 22.5% 28.5% 5.2% 22.1% 41.5% 12.8%
3 months -4.2% 6.1% 4.9% 23.8% 10.8% 14.3% 21.8% 6.8%
6 months 2.9% 15.9% 21.5% - - - - 12.7%
1 year -16.4% 15.5% 8.6% - - - - 3.8%
2 years -26.3% 9.2% 9.1% - - - - -0.6%
Annualised -7.9% 4.3% 4.5% 138.2% 43.0% 63.6% 136.7%
 
Risks
Max Drawdown -54.4% -16.5% -22.1% -7.9% -7.4% -8.7% -17.0%
Avg Holdings 2.9 18.4 13.6 5.6 1.6 25 5
Diversification Low Good Moderate Low Low Good Low

 Studies based on equal weighted portfolios of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.



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200 Qualifying

Ticker Name Sales £m Current Ratio P/3y Avg Earnings P/E Graham Multiplier EPS 5y CAGR % EPS Streak Div Streak Flag
Subscriber Subscriber United Kingdom
Subscriber Subscriber United Kingdom
Subscriber Subscriber United States
Subscriber Subscriber United Kingdom
Subscriber Subscriber Hong Kong
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Singapore
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Singapore
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Singapore
Subscriber Subscriber United Kingdom
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Australia
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber United States
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Australia
Subscriber Subscriber Japan
Subscriber Subscriber Belgium
Subscriber Subscriber United Kingdom
Subscriber Subscriber Korea, Republic of
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Romania
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Romania
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber United Kingdom
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Taiwan
Subscriber Subscriber Japan
Subscriber Subscriber Singapore
Subscriber Subscriber Japan
Subscriber Subscriber United Kingdom
Subscriber Subscriber Japan
Subscriber Subscriber United States
Subscriber Subscriber Korea, Republic of
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Ireland
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber United States
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber United States
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber France
Subscriber Subscriber United Kingdom
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber United States
Subscriber Subscriber Japan
Subscriber Subscriber Turkey
Subscriber Subscriber Korea, Republic of
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber United States
Subscriber Subscriber Taiwan
Subscriber Subscriber Japan
Subscriber Subscriber India
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Denmark
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Singapore
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Switzerland
Subscriber Subscriber United States
Subscriber Subscriber New Zealand
Subscriber Subscriber Japan
Subscriber Subscriber United States
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Singapore
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Korea, Republic of
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber India
Subscriber Subscriber Japan
Subscriber Subscriber Taiwan
Subscriber Subscriber Hong Kong
Subscriber Subscriber Greece
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber India
Subscriber Subscriber Japan
Subscriber Subscriber New Zealand
Subscriber Subscriber Poland
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Turkey
Subscriber Subscriber Japan
Subscriber Subscriber United Kingdom
Subscriber Subscriber France
Subscriber Subscriber Japan
Subscriber Subscriber Taiwan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan
Subscriber Subscriber Japan

Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.



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