Companies where officers and directors still hold more than a fifth of the stock, so the people running it are exposed to the same outcome as the people who own it.
Insider held: Over 20%
Since published-5.3%(-5.1% vs SPY)
A track-record-weighted measure of investing ability — new accounts stay near the baseline until history backs them. Call accuracy is shown on its own, in the call record, and is not part of this score.
Companies where officers and directors still hold more than a fifth of the stock, so the people running it are exposed to the same outcome as the people who own it.
Insider held: Over 20%
Companies where more than a tenth of the freely traded shares have been sold short. A list of what other people are betting against.
Short % of float: Over 10%
The other half of the beta pair: companies that have historically moved more than twice as hard as the market in both directions.
Beta: Over 2
Companies whose price has historically moved less than half as much as the market, for the defensive end of a portfolio.
Beta: Under 0.5
Everything yielding over 5%, with no test of whether the company can afford it. Published as the control for the covered-dividend screen, not as a recommendation.
Dividend yield: Over 5%
Companies yielding over 3% that are paying out less than three quarters of what they earn, so the dividend has room to survive a bad year.
Dividend yield: Over 3% · Payout ratio: Under 75%
Big companies trading on a low multiple of earnings that are also generating real free cash flow, so the cheapness is not simply an accounting artefact.
P/E: Under 15 · Market cap (USD): Over $10bn · FCF yield: Over 5%
Businesses that earn a high return on the equity they employ, keep most of each sale as gross profit, and do it without much borrowed money. The kind of company that can fund its own growth.
Debt / equity: Under 1 · Gross margin: Over 60% · ROE: Over 20%