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Warren Buffett - Hagstrom Screen 50 Qualifying

Warren Buffett - Hagstrom is a quality investing strategy inspired by modelling of Warren Buffett's investment approach in books by investment strategist Robert Hagstrom, including The Warren Buffett Way. It is a strategy that combines Buffett's focus on value and business quality. It uses price-to-free cash flow as a valuation measure and assesses quality using operating profit and return on equity. In his book, Robert Hagstrom explains: "Your goal as an investor should be simply to purchase, at a rational price, a part interest in an easily understood business whose earnings are virtually certain to be materially higher, five, ten, and twenty years from now." Remember, Buffett is famous for looking beyond financial measures when examining the quality of a business franchise.

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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 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 0.7% 2.6% 1.8% - 1.9% 4.5% - 3.0%
1 month -2.0% 5.0% 3.3% - -0.7% 4.6% - 0.6%
3 months -5.9% 16.5% 22.8% - 14.0% 28.4% - 9.0%
6 months -1.5% -19.4% 10.2% - - - - 11.5%
1 year -5.0% -18.0% 5.3% - - - - 14.5%
2 years 14.0% 20.5% 8.4% - - - - 3.5%
Annualised 15.4% 6.0% 3.7% 0.0% 23.8% 69.7% 0.0%
 
Risks
Max Drawdown -20.2% -37.4% -34.4% -0.0% -16.6% -10.1% -0.0%
Avg Holdings 5.7 7.3 22.7 0 3 14 0
Diversification Low Low Good Low Low Moderate 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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50 Qualifying

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 Flag
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Subscriber Subscriber Consumer Defensives United States
Subscriber Subscriber Basic Materials Portugal
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Subscriber Subscriber Consumer Cyclicals United States
Subscriber Subscriber Consumer Cyclicals Hong Kong
Subscriber Subscriber Energy United Kingdom
Subscriber Subscriber Energy Turkey
Subscriber Subscriber Industrials United States
Subscriber Subscriber Financials Japan
Subscriber Subscriber Consumer Defensives United States
Subscriber Subscriber Industrials Turkey
Subscriber Subscriber Financials United States
Subscriber Subscriber Telecoms United States
Subscriber Subscriber Energy United States
Subscriber Subscriber Financials Hong Kong
Subscriber Subscriber Financials United States
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Subscriber Subscriber Financials Japan
Subscriber Subscriber Healthcare United States
Subscriber Subscriber Financials United Kingdom
Subscriber Subscriber Financials Canada
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Subscriber Subscriber Financials United States
Subscriber Subscriber Financials United States
Subscriber Subscriber Industrials United States
Subscriber Subscriber Technology 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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