Screening Filters & Rationale
Market Cap >= $2 billion:
- Purpose: Focus on established energy companies with significant market presence.
- Rationale: Larger market cap indicates stability and reduced risk compared to smaller companies.
Dividend Yield (TTM) >= 2%:
- Purpose: Target companies providing consistent income through dividends.
- Rationale: Ensures the investment generates passive income, aligning with income-focused strategies.
Weekly Average Turnover >= $1 million:
- Purpose: Ensure sufficient liquidity for easy entry and exit.
- Rationale: High turnover reflects active trading and reduces the risk of price manipulation.
P/E Ratio (TTM) <= 20:
- Purpose: Identify companies with reasonable valuations.
- Rationale: A lower P/E ratio suggests the stock is not overvalued, offering potential for growth.
Ticker Selection:
- Purpose: Narrow down to energy companies meeting all criteria.
- Rationale: Ensures the final list aligns with the user's $2000 investment goal in the energy sector.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.