March. 22, 2015 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?


"Buffett-Munger Screener" can be used to find companies with high quality business at undervalued or fair-valued prices:
  1. Companies that have high Predictability Rank, that is, companies that can consistently grow its revenue and earnings.
  2. Companies that have competitive advantages. It can maintain or even expand its profit margin while growing its business
  3. Companies that incur little debt while growing business
  4. 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.

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User Comments

Jrt
ReplyJrt - 1 month ago
Another data discrepancy: CPSI

Severe warning sign states:
Sloan Ratio: Poor quality of earnings
When Sloan Ratio (0.33) higher than 0.25 or lower than -0.25, earnings are more likely to be made up of accruals.

Further drill down click reveals:
Dec14 .33
So far so good

Further detail drill down click reveals this....

Computer Programs and Systems Inc (NAS:CPSI)
Sloan Ratio
0.08 (As of Dec. 2014)

Computer Programs and Systems Inc's Sloan Ratio for the quarter that ended in Dec. 2014 was 0.08.

When Sloan Ratio (0.33) higher than 0.25 or lower than -0.25, earnings are more likely to be made up of accruals.

Computer Programs and Systems Inc has a Sloan Ratio of 0.08, indicating the company is in the safe zone and there is no funny business with accruals.


Information accuracy you can take to the bank!
As either the sloan ratio is on the money or its not?
Cant tell from the data discrepancy on the site.

Sad as assumed data points on the site can be trusted (although at times delayed)
Gurufocus4alf
ReplyGurufocus4alf - 3 months ago
I missed the train. Here's this great tool. UH... where is it, how do I get access to it, how do I use it? Like DUH... I'm missing something...??
Lyoung_lim@facebook
ReplyLyoung_lim@facebook - 6 months ago
How often are the stocks in the screen updated? Some of the stocks do not look cheap.
Gurufocus
ReplyGurufocus - 6 months ago
Fixed.
Shades
ReplyShades - 6 months ago
The stocks were showing a few minutes ago but cant see anything now. Why is this ? Please fix this
Narrog
ReplyNarrog - 6 months ago
Why the heck is not a single stock visible, although there are "65 total records"?
And why does GuruFocus not repair this, although other users have already complained (see below)?
JEANRSMITH1@GMAIL.COM
ReplyJEANRSMITH1@GMAIL.COM - 11 months ago
I will not waste my time again.
Facoid737@google
ReplyFacoid737@google - 11 months ago
Rocket123,
CAPITAL NO FRIENDS
Rocket123
ReplyRocket123 - 1 year ago
Why are there no stocks here for this screener? How do you know this is what Buffett/Munger uses since they don't discuss how they calculate intrinsic value?



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