Screening Filters & Rationale
Market Cap ≥ $5 billion:
- Purpose: Focus on large-cap stocks for stability and reduced risk.
- Rationale: Larger companies are typically more established and less volatile, aligning with a value-focused strategy.
Dividend Yield (TTM) ≥ 2%:
- Purpose: Identify stocks providing consistent income through dividends.
- Rationale: A higher dividend yield indicates potential undervaluation and aligns with income-focused investment goals.
Weekly Average Turnover ≥ $5 million:
- Purpose: Ensure liquidity for ease of buying and selling.
- Rationale: High turnover reflects active trading, reducing the risk of illiquidity in the portfolio.
P/E Ratio (TTM) ≤ 8:
- Purpose: Target stocks with low price-to-earnings ratios for potential undervaluation.
- Rationale: A low P/E ratio suggests the stock may be undervalued relative to its earnings.
P/B Ratio ≤ 0.8:
- Purpose: Focus on stocks trading below their book value.
- Rationale: A low P/B ratio indicates potential undervaluation and a margin of safety for investors.
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.