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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: mapg x2  😊 😞
Number: of 6131 
Subject: Re: Trends and Ranks 21-Feb-25
Date: 02/22/25 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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This community has written 6,106 posts about Mechanical Investing. The article-length ones it recommended most:
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