Warren Buffett - Hagstrom Screen 13 Qualifying in UK

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.

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

We have no Product Description at this time.

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

Can these rules be improved? Submit a suggestion »
Want to make your own version? Create a Duplicate

Performance Tracking

Returns FTSE 100
1 week 0.3% -1.5% 2.3% 0.7%
1 month -0.9% -2.6% -2.8% 0.2%
3 months 8.5% 9.1% 4.3% 3.0%
6 months 2.2% 14.6% -9.4% -9.4%
1 year 29.7% 46.1% -4.7% -5.2%
2 years 26.8% 52.6% - -4.1%
Annualised 21.7% 17.1% 4.3%
Max Drawdown -18.7% -18.3% -21.5%
Avg Holdings 5.8 7 21.3
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.

Please subscribe to see the companies that qualify for this independent study of the Warren Buffett - Hagstrom Screen Strategy.
Plans start from as little as 25 per month. 14 day FREE TRIAL available.

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
Subscriber Subscriber Financials
Subscriber Subscriber Financials
Subscriber Subscriber Financials
Subscriber Subscriber Telecoms
Subscriber Subscriber Basic Materials
Subscriber Subscriber Consumer Cyclicals
Subscriber Subscriber Healthcare
Subscriber Subscriber Financials
Subscriber Subscriber Energy
Subscriber Subscriber Consumer Cyclicals
Subscriber Subscriber Consumer Cyclicals
Subscriber Subscriber Technology
Subscriber Subscriber Financials

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.

Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis