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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: opihiman911   😊 😞
Number: of 6131 
Subject: Re: cash-roe screen Mungofitch
Date: 08/22/25 3:18 PM
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No. of Recommendations: 6
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.

In lizdgal post there is a message link that refers to 2 different versions of the cash_roe with the first version as the classic. I'm interested in the second version using a dividend requiremnt along with ROE as its first criteria.

As I'm getting closer to retirement age the dividend cushion is getting more appealing both as a cash flow and as a floor support, but I more like that it includes some of the smaller cap members in its intial sort. With the last 10 years being mostly large and mega cap growth period, I think it is time for a rotation toward some of the under looked smaller large and mid caps to start floating to the top.

Is this dividend version of cash_roe printed in the weekly rankings? If not is it able to be added. I have already done it manually over the last couple weeks but would like an "official" version to compare my work with.

Opihi
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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
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