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Investment Strategies / Mechanical Investing
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Author: mapg   😊 😞
Number: of 3957 
Subject: Re: Trends and Ranks 21-Feb-25
Date: 02/22/2025 3:22 PM
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No. of Recommendations: 4
The Fidelity Stock Screener has the following data elements available and updated daily. S&P GMI metrics are similar to data Value line published.

Four Key GMI Metrics - S&P Capital IQ Fundamental Analysis Key fundamental data elements

 Valuation - The valuation metric combines fundamental data to determine if a company is overvalued or undervalued in relation to its peers.

 Quality – The quality metric uses fundamental data to assess a company’s overall earnings quality in relation to its peers. This metric uses information across all financial statements of the firm.

 Growth Stability – Growth Stability is an assessment of how stable the growth of earnings and cash flow has been over time. Companies with greater growth stability in comparison to their peers are more highly rated by this measure.

 Financial Health – Financial Health uses fundamental data to view the company’s debt and interest obligations (among other factors) to its financial health in comparison to its peers

My screens Ranking - of Four Key GMI Metrics and RoE

Metrics Above average approach with improvements (are-in-progress) after some trial and error. Several crap filters not shown here.

Return on Equity (TTM) = 50% WtAvg

 Financial Health(>=40) = 20% WtAvg

 Quality(>=40) = 15% WtAvg

 Growth Stability(>=40) = 10% WtAvg

 Valuation(>=40) = 5% WtAvg

%off 52wH < 25

GD_
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