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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Three Stocks to Compound Your Investment

There are usually two camps among value investors – value and quality. Those in the value camp are Ben Graham followers. They’re always looking for cheap opportunities and buying business far below their intrinsic value.

Those in the quality camp prefer Warren Buffett style investments. These are businesses with durable economic moats and can continue to compound your investment for years into the future.

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