Yes stocks

Context Clarification

Your question, “How to get a transfer of stocks from someone?”, is primarily about the process/mechanics of transferring shares (e.g., from a family member, friend, or another account). The screening filters your colleague applied instead focus on which kinds of stocks might be attractive or suitable to receive in such a transfer—especially if you want them to be relatively stable, income‑generating, and high quality.

So the filters don’t address the legal/operational steps of a transfer; they address the type of stocks one might reasonably want to be transferred.

Screening Filters

1. Market Cap ≥ $50B

   • Purpose: Restrict results to large, established companies.
   • Rationale:
     • Large-cap stocks (≥ $50 billion) tend to be more stable, widely followed, and highly liquid.
     • If you’re receiving a transfer, liquid, widely traded names are easier to hold, value, and sell later if needed.
     • Brokerages and custodians handle these common large caps smoothly, which can make administrative aspects of transfer simpler (fewer odd cases like illiquid microcaps or OTC securities).

2. Beta: LowRisk

   • Purpose: Focus on stocks with lower price volatility relative to the overall market.
   • Rationale:
     • For someone receiving a stock transfer (often in the context of gifts, inheritance, or long‑term holding), lower volatility can be desirable so the portfolio doesn’t swing wildly.
     • A low beta suggests the stock may be more defensive and less sensitive to market drops, which can be comforting if you didn’t “choose” the position yourself but are inheriting/receiving it.

3. Revenue 5‑Year CAGR ≥ 7%

   • Purpose: Ensure the company has demonstrated solid top-line growth over the last five years.
   • Rationale:
     • A sustained revenue compound annual growth rate of at least 7% indicates a business that’s expanding rather than stagnating.
     • For transferred holdings you might keep for many years, you generally want companies whose underlying business is growing, supporting the potential for earnings growth and long-term value.

4. Dividend Yield (TTM) Between 2.5% and 6%

   • Purpose: Target stocks that provide a moderate, sustainable level of income.
   • Rationale:
     • A 2.5–6% yield is typically considered “reasonable income” without immediately signaling distress (very high yields can be red flags that the dividend is unsustainable, or the stock price has fallen heavily).
     • Many people who receive transfers (e.g., from parents or grandparents) value regular dividend income, either to reinvest or use as cash flow.
     • This range helps avoid zero‑dividend growth stocks on one extreme and potentially risky ultra‑high‑yield names on the other.

5. Analyst Consensus: Strong Buy or Moderate Buy

   • Purpose: Filter for stocks that are generally viewed positively by professional analysts.
   • Rationale:
     • Positive consensus (Strong/Moderate Buy) suggests that, based on currently available information, the company’s fundamentals and outlook are considered favorable.
     • If you’re receiving a transfer and want some external validation that the holdings are sensible to keep, analyst sentiment can serve as one supplemental check.

Why Results Match Your Situation

• Focus on quality and stability: The combination of large market cap, low risk (beta), established revenue growth, and reasonable dividends points you toward well-known, relatively stable, and fundamentally sound companies—sensible candidates to receive and hold after a transfer.
• Suitability for long-term holding: Transfers often come with a long-term mindset (gifts, estate planning, or consolidating family holdings). These filters emphasize businesses that can plausibly be held for years without excessive risk or constant monitoring.
• Income plus growth balance: The dividend requirement plus growth and positive analyst views aim to balance current income with potential capital appreciation, which is typically attractive for someone receiving an equity portfolio.

If you’d like, I can next outline the actual steps to get a stock transfer done (e.g., between two brokerage accounts, from a relative, or via gifting/estate processes), since that part isn’t covered by the filters.