No. of Recommendations: 4
I do not have easy access to VL, have to go to a library 50 miles away. I can get figures for the Russell and S&P stocks from barchart{.}com. And can screen to discard all the ones that don't have a VL timelines rating.
My first trial did not have MSFT as a pick, which didn't seem right. Turns out that barchart lists "cash" as _only_ cash-on-hand, whereas the generally accepted figure is "Cash and Short Term Investments". There also is some discrepancy between various data sources, some list the financial figures from the lastest quarter and some from the preceeding quarter. From what I gather, VL sometimes is up to a year out-of-date.
Anyway....after getting all that resolved, the list I got 24 of the 40 the same picks as Jim mentioned in post 2931. Adrian had 31 same as Jim, I had 22 same as Adrian.
My 40 had average ROE 51.6%, P/E 20.9, yield 2.19%
Average market cap $116.3 billion. Because of MSFT being so large. Excluding MSFT was 54.8 billion.
Median mktcap 14.0 billion.
Probably close enough.
These picks:
EXPO CNS MED BKE MSFT SCHW CSCO ACN COST APO AMP MMC TJX ROST EXPD NKE
EOG MPWR MLI PAYX VVV V NTAP WIRE CALM RHI BCC SIG PAYC BBY WWE DDS NSP
LRCX LSTR IDCC MGY AOS PBF DKS
