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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: mungofitch 🐝🐝🐝 GOLD
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Number: of 6131 
Subject: Re: cash-roe screen Mungofitch
Date: 08/23/25 4:57 AM
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No. of Recommendations: 7
I have used this cash_ROE screen (slightly tweaked for my use) for past 5 years since it was posted and have had very good and consistant return beating the SP every year.
...
Yes, it's been very good for five years. It put us into a list of stocks that have made everyone happy for five years, and kept us there - GOOG, AMZN, MSFT, META, NVDA, TSLA.
But I have to ask myself if it's been a fabulous screen, or has it been lucky to hitch a ride on one of the greatest bubbles in modern history.



I don't know the details of the poster's screen variant or how it's being used, but by construction, those six that you mention can be at most 15% of an equally weighted 40 stock screen. While I was running the screen it did pick NVDA, but that wasn't the most profitable ticker for the era. I think it came in about fourth.

Jim

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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
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