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Geraldine Weiss Lite Dividend Screen 8 Qualifying in UK

A blue-chip focused screen focused on buying blue-chip stocks whose dividend yields are near the high of their historical ranges and selling when the dividend yield declines to historic lows. Geraldine Weiss was the founding editor of Investment Quality Trends - one of the longest-lived investment newsletters.  According to a 2002 Forbes article,  she has seven criteria in total (but the last criteria comprises a further six "blue-chips only" conditions). A stock: 1. Must be undervalued as measured by its dividend yield on a historical basis. 2. Must be a growth stock that has raised dividends at a compound annual rate of at least 10% over the past 12 years. 3. Is selling for two times book value or less. 4. Has a P/E ratio of 20-to-1 or below. 5. Has a dividend payout ratio in the 50% area (or less) to ensure dividend safety with room for growth. 6. Debt is 50% or less of total capitalization. 7. Meets all six of our Blue Chip Criteria: dividend raised five times in the last 12 years, carries an A rating from S&P, has at least 5 million shares outstanding, at least 80 institutional investors hold the stock, 25 uninterrupted years of dividends and earnings improvements in seven of the last 12 years. While it’s difficult to replicate this screen exactly for the UK market, we’ve produced a Geraldine Weiss-lite version along similar lines.  To learn more about this strategy please click here »

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About Geraldine Weiss

Known as the Grande Dame of Dividends, one of the most famous female investors in the world. Former editor of Investment Quality Trends. Author of Dividends don't Lie.

This screen is based on a UK dataset. It uses the following criteria:

  • Div Streak > 5
  • DPS Increases > 3
  • DPS Decreases < 1
  • 10y EPS Increases > 3
  • Yield % > 0.9 * Yield % 5y High Avg (Weiss)
  • Shares Out > 5000000
  • Payout Ratio % < 50
  • LT Debt / Avg Assets < 50
  • Current Ratio > 2

Results are sorted by:

  • DPS Gwth % in descending order


And limited to the first 50 Results


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Geraldine Weiss Lite Dividend Screen Graphical History in

Returns

Timeframe Screen Returns FTSE 100 Outperformance
1 week -0.12% 2.03% -2.2%
1 month -0.73% 1.79% -2.5%
3 months 8.96% -2.22% 11.2%
6 months 8.81% -0.31% 9.1%
1 year 22.31% 6.27% 16.0%
2 years 39.29% 15.64% 23.7%
Since inception 40.74% 24.4% 16.3%
Annualised 15.59%

Risk

Maximum Drawdown-16.58%
Average No. of Holdings4.1
Diversification LevelLow

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


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8 Qualifying in

Ticker Name Div Streak DPS Increases DPS Decreases 10y EPS Increases Yield % Yield % 5y High Avg (Weiss) Shares Out Payout Ratio % LT Debt / Avg Assets Current Ratio DPS Gwth %
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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.