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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rrr12345   😊 😞
Number: of 15062 
Subject: Re: Diversifying away from Berkshire
Date: 12/30/2022 5:52 AM
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No. of Recommendations: 6
'FWIW, I believe these would be the current picks, in descending order of reported rate of growth of sales per share.
LNG CQP KLAC LPX IT MA ABBV AAPL BX IDXX
CDW SHW SMG CAH MCO WAT DVA SPGI TPX AMGN'

Here's what I get from a similar screen, using Morningstar data:

criretia, total number of companies passing screen

US stocks, 9162
plus Market cap > $12B, 505
plus ROE in years 1,2,3 &4 > 30, 49
plus 3-year revenue growth > 8%, 23

Companies passing screen, in descending order of market cap:

Apple, Microsoft, Visa, Eli Lilly, Mastercard, UPS, Qualcomm, SP Global, Applied Materials, Zoetis Inc, Lam Research, KLA Corp, O'Reilly Automotive, Moody's, Mettler-Toledo (not US), Cheniere Energy, Tractor Supply Corp, T.Rowe Price, CDW Corp, Texas Pacific Land Corp, LPL Financial Holdings, FactSet Research Systems, Aspen Technology

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