From Google group "Lonnie Courtney Clay" thread "What I found worth posting today"
https://groups.google.com/forum/?hl=en#!topic/lonnie-courtney-clay/cJ-5h1SMNMI
In the dynamic turmoil of this week's market, you might find the performance of these stocks to be enlightening. I am not even going to take the time to check them as of today. This old post should give you a feel for the sort of metric which I would use if I had a couple of trillion dollars to invest.
Of course stocks are just a single part of an investment strategist's arsenal. The key to successful investment of large sums is ROTATION. A balanced portfolio includes stocks, commodities, futures contracts, real estate, precious and strategic metals, corporate and governmental bonds, cash (eek!) and control of supply services just to name the heavy hitters.
companies with market cap > 3 billion &
which have annual revenue more or less market cap or greater,
net profit margin about or > 4%,
return on average equity about or > 10%
This list is the same as in the previous post. I added two numbers which have annual revenue more or less market cap or greater,
net profit margin about or > 4%,
return on average equity about or > 10%
after each stock. The first is the market cap in billions. The second
is the p/e ratio, with ---- if there was a loss rather than profit.
basic materials - 17:
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
capital goods -16 :
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
conglomerates -1 :
http://www.google.com/finance?
consumer cyclical -5 :
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
consumer non-cyclical -10 :
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
Energy -9 :
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
Financial -11 :
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
Healthcare -4 :
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
Services -21 :
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
Technology - 10:
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
Transportation -2 :
http://www.google.com/finance?
http://www.google.com/finance?
Utilities -11 :
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
http://www.google.com/finance?
- hide quoted text -
Total of 122 companies met the criteria above. That is enough
diversity in my uneducated (and crazy) opinion.
Lonnie Courtney Clay Laughing Crazy Coot TARZAN Chic Logo Guy
No comments:
Post a Comment