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Warren Buffett - Hagstrom Screen 10 Qualifying in UK

Warren Buffett is the greatest living investor whose investing style was best modelled in the books by Robert Hagstrom.  Buffett's approach is a highly fundamentals-focused one blending both Graham-esque value investing principles and an emphasis on the calibre of the business franchise. In essence, it looks for simple, understandable companies that have a monopoly position and pricing power (for example, through strong brand recognition), so as to ensure consistent profits and a good return on equity, but where there is significant unrecognized value.   Our quantitative model here cannot aim to replicate the qualitative work and understanding that Buffett brings to stock selection, but aims to highlight the kinds of companies showing the longer term fundamental strength and cashflow generation that attracts him. To learn more about this strategy please click here »

This is an independent study based upon the methods of...
Picture of Warren Buffett

Warren Buffett

The world's most famous living investor, chairman and CEO of Berkshire Hathaway

The Essential Buffett: Timeless Principles for the New Economy

by Robert G. Hagstrom

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

  • Mkt Cap £m > 500
  • Op Profit > 0
  • Op Profit 1y ago > 0
  • Op Profit 2y ago > 0
  • Op Profit 3y ago > 0
  • Op Profit 4y ago > 0
  • Op Profit 5y ago > 0
  • ROE % > 15
  • ROE % PTTM > 15
  • ROE % 2y Ago > 15
  • Rank ( P/FCF ) > 70%
  • Op Mgn % > Industry GroupMedian
  • Net Mgn % > Industry GroupMedian
  • Is Primary Listing == 1

Results are sorted by:

  • P/FCF in ascending order


And limited to the first 50 Results


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Performance Tracking


Returns FTSE 100
1 week 1.1% 3.3% 0.6% 1.8%
1 month 2.7% 11.0% 11.2% 7.7%
3 months -3.5% -1.5% 7.0% -0.1%
6 months -2.6% -3.4% - -0.8%
1 year -3.5% 1.6% - 1.0%
2 years 22.9% - - 17.4%
Annualised 18.2% 1.5% 31.2%
 
Risks
Max Drawdown -15.8% -18.3% -7.8%
Avg Holdings 5.8 5.6 15.2
Diversification Low Low Good

 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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10 Qualifying in

Ticker Name Mkt Cap £m Op Profit Op Profit 1y ago Op Profit 3y ago Op Profit 5y ago ROE % ROE % 2y Ago P/FCF Op Mgn % Net Mgn % Sector
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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.