Subject: Re: Dividend investing
I took yours and did what I think (?) is a closer approximation of my original post.
After your crap filters, simple market cap top 1700 as a quickie approximation of the VL universe.
Then 50-HTD-80 and 0.4% friction as I tested it.
Current picks and stats. This crap filter passes LP's which one may or may not want to do.
Rank Ticker Company Name field6=mktcapq1.s field7=dpsind.s field8=sprc [Yield] [Equity] [NetInc] field10=ratio:field0,field1 field11=product:100,field10 [ROEfake] [ROE]
1 CLX CLOROX COMPANY THE 18843 4.88 122.3 0.039902 27 694 25.7037 2570.37 100 2570.37
2 ABBV ABBVIE INC 343421.8 6.56 183.76 0.035699 1420 4195 2.954225 295.4225 100 295.4225
3 KMB KIMBERLY CLARK CORP 44756.4 5.04 130.13 0.038731 1101 2465 2.238874 223.8874 100 223.8874
4 DKL DELEK LOGISTICS PARTNERS L P 2225.8 4.44 43.04 0.10316 97.4 149.1 1.530801 153.0801 100 153.0801
5 YOU CLEAR SECURE INC CL A 2379.1 0.77 26.29 0.029289 116.7 176.3 1.510711 151.0711 100 151.0711
6 WEN WENDY S COMPANY THE 3053.1 1 12.31 0.081235 130.2 191.6 1.471582 147.1582 100 147.1582
7 CQP CHENIERE ENERGY PARTNERS LP 30063.2 3.28 55.76 0.058824 2052 2469 1.203216 120.3216 100 120.3216
8 KNTK KINETIK HOLDINGS INC CL A 3511 3.12 41.59 0.075018 -2549.7 228.1 -0.08946151 -8.94615 100 100
9 PZZA PAPA JOHN S INTERNATIONAL INC 1393.9 1.84 49 0.037551 -431.9 78.1 -0.1808289 -18.0829 100 100
10 HPQ HP INC 27037.9 1.1576 23.91 0.048415 -1276 2517 -1.972571 -197.257 100 100
11 USAC USA COMPRESSION PARTNERS LP 3109 2.1 24.65 0.085193 -180.7 96.5 -0.5340343 -53.4034 100 100
12 IRM IRON MOUNTAIN INC DELAWARE 28291.9 3.14 103.05 0.030471 -698.5 122 -0.17466 -17.466 100 100
13 MO ALTRIA GROUP INC 92437.5 4.08 60.49001 0.067449 -3510 10212 -2.909402 -290.94 100 100
14 TDG TRANSDIGM GROUP INC 74665.9 75 1470.68 0.050997 -5671 1901 -0.3352143 -33.5214 100 100
15 PM PHILIP MORRIS INTERNATIONAL INC 220251.4 5.4 184.95 0.029197 -10901 7599 -0.697092 -69.7092 100 100
16 TNL TRAVEL LEISURE CO 3544.1 2.24 49.47 0.04528 -903 418 -0.4629014 -46.2902 100 100
17 SMG SCOTTS MIRACLE GRO COMPANY THE 3726.2 2.64 63.48999 0.041581 -290.1 36.1 -0.1244398 -12.444 100 100
18 WU WESTERN UNION COMPANY THE 3580.2 0.94 8.449999 0.111243 939.4 915 0.974026 97.4026 100 97.4026
19 AMGN AMGEN INC 158678.6 9.52 272.44 0.034943 6207 5933 0.9558563 95.58562 100 95.58562
20 SPG SIMON PROPERTY GROUP INC 57030.7 8.4 159.08 0.052804 2564.9 2052.9 0.8003821 80.03821 100 80.03821
21 APAM ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 2967.3 3.55 42.82 0.082905 356.5 261.4 0.7332398 73.32398 100 73.32398
22 RRR RED ROCK RESORTS INC CL A 2804.9 2 50.93 0.03927 247.1 156 0.6313233 63.13233 100 63.13233
23 RHP RYMAN HOSPITALITY PROPERTIES INC REIT 5941.1 4.6 100.9 0.04559 531.5 291.5 0.5484478 54.84478 100 54.84478
24 KTB KONTOOR BRANDS INC 4303.1 2.08 64.6 0.032198 426.7 229.2 0.5371455 53.71455 100 53.71455
25 NSP INSPERITY INC 3096.3 2.4 60.01 0.039993 119 63 0.5294118 52.94118 100 52.94118
26 AMT AMERICAN TOWER CORP REIT 91683.8 6.48 221.63 0.029238 3534.8 1826.3 0.5166629 51.66629 100 51.66629
27 PEP PEPSICO INC 205370.9 5.69 129.09 0.044078 18389 9370 0.5095438 50.95438 100 50.95438
28 LAZ LAZARD INC 4487.1 2 45.33 0.044121 603 304.5 0.5049751 50.49751 100 50.49751
29 OUT OUTFRONT MEDIA INC 2964.2 1.2 15.87 0.075614 566.9 264.8 0.4671018 46.71017 100 46.71017
30 BKE BUCKLE INC THE 1929.2 3.9 44.4 0.087838 445.3 195.8 0.4397036 43.97036 100 43.97036
31 HESM HESS MIDSTREAM LP CL A 4448.5 2.8392 38.03 0.074657 601.3 250.1 0.4159322 41.59322 100 41.59322
32 KO COCA COLA COMPANY THE 287112.7 2.04 69.73999 0.029252 26202 10784 0.4115716 41.15716 100 41.15716
33 LAMR LAMAR ADVERTISING COMPANY CL A 12466.4 6.2 120.92 0.051274 1030 422.4 0.4100971 41.00971 100 41.00971
34 ENR ENERGIZER HOLDINGS INC 2310.7 1.2 20.31 0.059084 133.9 54.4 0.4062734 40.62733 100 40.62733
35 WES WESTERN MIDSTREAM PARTNERS LP 15510.3 3.64 38.69 0.094081 3183.4 1279.3 0.401866 40.1866 100 40.1866
36 PSA PUBLIC STORAGE 52421.3 12 294.76 0.040711 5216.3 1970.9 0.3778349 37.78349 100 37.78349
37 UPS UNITED PARCEL SERVICE INC CL B 101949.1 6.56 100.4 0.065339 15660 5856 0.3739464 37.39464 100 37.39464
38 AES THE AES CORP 8228.8 0.7038 10.15 0.06934 3468 1293 0.3728374 37.28374 100 37.28374
39 HAS HASBRO INC 8413.9 2.8 70.6 0.03966 1169.9 426 0.3641337 36.41337 100 36.41337
40 HSY THE HERSHEY COMPANY 33110.3 5.48 173.13 0.031653 4684.9 1648 0.3517685 35.17685 100 35.17685
41 MC MOELIS & COMPANY CL A 4977.3 2.6 59.53 0.043675 484.5 169.7 0.350258 35.0258 100 35.0258
42 OMC OMNICOM GROUP INC 16406.2 2.8 71.7 0.039052 4373.2 1449.7 0.3314964 33.14964 100 33.14964
43 MTN VAIL RESORTS INC 5785.6 8.88 158.42 0.056054 895.4 290.1 0.3239893 32.39893 100 32.39893
44 MPLX MPLX LP 53426.2 3.826 51.13 0.074829 13838 4438 0.3207111 32.07111 100 32.07111
45 BBY BEST BUY CO INC 15984.7 3.8 66.37 0.057255 2763 883 0.3195802 31.95802 100 31.95802
46 SLVM SYLVAMO CORP 2971.5 1.8 50.77 0.035454 908 286 0.314978 31.4978 100 31.4978
47 BMY BRISTOL MYERS SQUIBB COMPANY 118278.9 2.48 46.92 0.052856 17389 5419 0.3116338 31.16338 100 31.16338
48 GILD GILEAD SCIENCES INC 128564.7 3.16 106.19 0.029758 19162 5965 0.3112932 31.12932 100 31.12932
49 DDS DILLARD S INC CL A 6087.4 26 403.31 0.064467 1857.9 577.3 0.3107271 31.07272 100 31.07272
50 CNS COHEN & STEERS INC 4328.1 2.48 76.01 0.032627 507.7 157 0.3092377 30.92377 100 30.92377