Portfolio Screen August 2017

Compounders…they’re a rare breed. Even rarer is a compounder at a cheap price. Below I’ve created the following screen to make things a little easier for you.

It’s a simple screen. All I’ve done is compile companies which have grown free cash flow by a minimum of eight periods out of an 11-year stretch.  I also made sure each business had an average return on invested capital of 20% or above over the same period.

At a glance, you can see there are some pretty big names in there. Apple, Inc. (NASDAQ:APPL), Priceline Group Inc. (NASDAQ:PCLN) and Moody’s Corp (NYSE:MCO) to name a few.

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