Jan. 19, 2012 Issue of Buffett-Munger Bargains Newsletter Is Ready

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Buffett-Munger Screener - Good Companies at Fair or Undervalued Prices


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What is Buffett-Munger Screener?

Click for details: Most Weighted Stocks Performance vs. S&P500

"Buffett-Munger Screener" can be used to find companies with high quality business at undervalued or fair-valued prices:

Companies that have high Predictability Rank, that is, companies that can consistently grow its revenue and earnings.
Companies that have competitive advantages. It can maintain or even expand its profit margin while growing its business
Companies that incur little debt while growing business
Companies that are fair valued or under-valued. We use PEPG as indicator. PEPG is the P/E ratio divided by the average growth rate of EBITDA over the past 5 years.

From the back testing study from 1998-2008 we have found strong correlations between the Predictability of Businesses and the long term return of stocks, the group of undervalued highly predictable companies performed the best. This group had an annualized gain of 20%, while the market just averaged 2.7% a year.

For details, go to: What Worked In The Market From 1998-2008? Part II. Under-Valued Predictable Companies And Buffett-Munger Screener

We can clearly see that companies with higher Predictability Rank had much better stock performances. The possibility of losing money with long term holding period is also greatly reduced.

To see the current list of Buffett-Munger Companies, please join us as a Premium Member.

Predictability	Market Cap ($mil)	10-Y EBITDA Growth Rate (%)	5-Y EBITDA Growth Rate (%)	12-M EBITDA Growth Rate (%)	P/E	PE/5-Y EBITDA Growth Rate
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	545.1	11	14.1	42.2	5.8	0.41
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	25284.3	28.6	26.9	26.6	18.1	0.67
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	574	23.3	23.4	22.6	17.8	0.76
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	992.1	16.7	13.4	17.6	11	0.82
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	5889.3	24.6	25.3	16.8	27.4	1.08
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	8018.9	13.5	13.4	22	18.7	1.40
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	212434	11.1	9.5	12.5	14.1	1.48
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	3086.9	12.8	12.8	32.3	20	1.56
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	4111.9	17.9	15.6	10.1	24.8	1.59
Currently /5 Business Predictability Rank: 5-Star (On Watch) Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	2858.4	12	10.5	-5.2	16.7	1.59
Currently /5 Business Predictability Rank: 5-Star (On Watch) Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	991.3	11.4	13.4	-1.4	21.3	1.59
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	7715.2	10	9.8	11.2	16.7	1.70
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	4026.6	22.2	27.5	59.7	49.3	1.79
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	8523.5	13	10.4	12.1	19.3	1.86
Currently /5 Business Predictability Rank: 5-Star Back Testing (Jan. 1998 - Aug. 2008) Results: Average gain of all 5-Star stocks: 12.1%/year. % of Stocks that are in still loss if held for 10yrs: 3%. Top Ranked Predictable Companies & What is Predictability Rank?	808.7	18.2	19.5	4.3	37.2	1.91

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