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Selection of Value Stocks April 2021

Selection of Value Stocks April 2021
In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market.One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allows us to limit the universe of around 80K stocks to just ~80.

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Selection of Value Stocks March 2021

Selection of Value Stocks March 2021
Our approach
In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market.

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Selection of Value Stocks February 2021

Selection of Value Stocks February 2021. Our approach: In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market. One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allow us to limit the universe of around 80K companies to just ~80. Equities presented in this list are potential candidates for newly created equity portfolios or re-balancing of existing ones. Such a portfolio has the potential to withstand pressures of the current economic environment.

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High Dividend Stock Selection January 2021

High Dividend Stock Selection January 2021
In a late-cycle, low-yield world, there is opportunity in high dividend stocks. This is further justified due to the gap between stocks dividends and bond yields at near record-high levels. Also, high dividends could return in 2021 as the limits set on dividend policy during the pandemic will gradually fade away.

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Investment Committee December 2020 and Year ahead

These are the key points and trade ideas discussed in our monthly investment committee: Our consensus view for the year ahead is for a less volatile 2021 in comparison with the extremely volatile 2020, spiked from the pandemic.
Our view is that we are in a Post Recession Point at the moment, with unemployment at high rates but falling.

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Selection of Value Stocks December 2020

In value investing we are focusing on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market. One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allow us to limit the universe of around 80K companies to just 60. Companies presented in this list are potential candidates for newly created equity portfolios or rebalancing existing ones. Such a portfolio has the potential to withstand pressures of the current economic environment.

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Selection of Value Stocks November 2020

These metrics limit the equities selection to companies with solid fundamentals and hence, potential to withstand pressures of the current economic environment amid the pandemic. We excluded sectors from our databases where value investing theory does not apply (e.g. financials, technology). We also exclude sectors where we see no room for over-performance and sectors with uncertainties in the short term due to second and third waves of covid-19 such as Airlines & Tourism. The lasting pandemic also creates room for further upside on Healthcare sector, therefore, it was added to our sectors.

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Selection of Value Stocks (October 2020)

In value investing we are looking for undervalued companies with strong balance sheets, trading significantly lower than their actual fundamentals. One of the most effective ways to identify such stocks is the Piotroski score. In this analysis we use Piotroski filter higher than 6.30, adding filters for P/E < 30, FCF yield on price and Net Debt/EBITDA.

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Selection of Value Stocks (September 2020)

In value investing we are looking for undervalued companies with strong balance sheets, trading significantly lower than their actual fundamentals. One of the most effective ways to identify such stocks is the Piotroski score. In this analysis we use Piotroski filter higher than 6.30, adding filters for P/E < 30, FCF yield on price and Net Debt/EBITDA.

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