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BetterInvesting by Betterinvesting, Educating Investor.. - 3d ago

This stock screen was originally published in the May 13, 2019 edition of the BetterInvesting Weekly newsletter and is based on results from a MyStockProspector.com screen that met the following criteria as of May 16:

Ten-year annual sales, EPS growth ≥ 7%.

Ten-year annual sales, EPS growth R2 ≥ 0.70.

Annual dividend growth ≥ 10%.

Ten-year annual dividend growth R2 ≥ 0.80.

Current dividend yield ≥ 2%.

Analysts’ projected 5-year annual EPS growth ≥ 5%.

Click here to download the stock screen as a Microsoft Excel file

Or view or download on Scribd.com

BetterInvesting Weekly is the free e-mail newsletter from the editors of BetterInvesting Magazine. Each issue features timely investing news, articles and a stock screen to help subscribers identify quality growth companies for further study.

To start receiving free stock screens in your inbox, subscribe to BetterInvesting Weekly HERE.

Companies listed are for educational purposes only. No investment recommendations are intended.

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BetterInvesting by James M. Skubik, Cfa, Provident Inv.. - 3d ago

from the May investment comments by Provident Investment Management

The market enters the first-quarter earnings season with modest expectations. Expectations are for Q1 earnings to decline just over 4% as we lap the benefit from tax reform and companies work to digest higher labor, transportation and raw materials costs. If expectations prove correct, this would be the first quarterly earnings decline since 2016.

Given full-year earnings are anticipated to grow in the mid single digits for 2019, of particular focus will be companies’ outlook for the remainder of the year. Sales for 2019 are expected to grow nearly 5%, which should help with increased costs.

We’ve seen pockets of frothiness in the market. The recent parade of IPOs — like the highly anticipated upcoming offering from Uber — aren’t necessarily indicative of cautious markets. Yet the forward P/E for the S&P 500 is currently below 17x. This is reasonable in a low interest rate environment, which helps boost the relative attractiveness of stocks.

If companies provide better-than-expected Q1 results coupled with an upbeat outlook for the remainder of the year, this could very well mean a continuation of the positive market trends we have seen so far this year.

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BetterInvesting by Betterinvesting, Educating Investor.. - 1w ago

This stock screen was originally published in the May 6, 2019 edition of the BetterInvesting Weekly newsletter and is based on results from a Value Line screen that met the following criteria as of May 9:

Financial Strength rating ≥ B++.

Projected 3-5-year annual sales, EPS growth rates ≥ 5% .

Projected 3-5-year total total high return ≥ 10%.

Earnings Predictability, Price Growth Persistence, Price Stability ratings ≥ 90.

Click here to download the stock screen as a Microsoft Excel file

Or view or download on Scribd.com

BetterInvesting Weekly is the free e-mail newsletter from the editors of BetterInvesting Magazine. Each issue features timely investing news, articles and a stock screen to help subscribers identify quality growth companies for further study.

To start receiving free stock screens in your inbox, subscribe to BetterInvesting Weekly HERE.

Companies listed are for educational purposes only. No investment recommendations are intended.

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ICLUBcentral president Doug Gerlach will discuss the higher long-term potential of small-cap growth stocks relative to large-cap stocks and provide some small-company selections in his free MoneyShow Las Vegas live stream at 4:30 p.m. Eastern (1:30 Pacific) on Wednesday, May 15. Doug, who is the editor in chief of the SmallCap Informer and award-winning Investor Advisory Service newsletters, will review key factors investors should consider when studying small-company growth stocks.

To register for Doug’s free live stream, go to The MoneyShow Las Vegas live stream registration page.

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Nucor BetterInvesting Stock to Study July 2019

MADISON HEIGHTS, Mich. – May 2, 2019 – The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced Nucor Corporation (NYSE: NUE) as its July 2019 “Stock to Study” and 3M Company (NYSE: MMM) as its July 2019 “Undervalued Stock” for investors’ informational and educational use.

“The committee selected Nucor for its historical operational excellence, reasonable valuation and potential benefits of capital expansion in the United States,” said Adam Ritt, editor of BetterInvesting Magazine. “For the Undervalued selection, the committee cited 3M’s current reasonable valuation, dividend and opportunities for a recovery in the stock price over the next 18 months.”

Check BetterInvesting’s August issue for more details about these selections. Go to the trial version of BetterInvesting’s online tools to study the investment potential of Nucor and 3M by viewing their fundamental data and applying judgments.

Committee members are Robert M. Bilkie, Jr., CFA; Daniel J. Boyle, CFA; Marisa Bradbury, CFA; Philip S. Dano, CFA; Walter J. Kirchberger, CFA; and Adam Ritt.

As stated, the BetterInvesting committee’s Stock to Study and Undervalued Stock choices are for the informational and educational uses of investors and are not intended as investment recommendations. BetterInvesting urges investors to educate themselves about the stock market so they can make informed decisions about stock purchases.

About BetterInvesting

BetterInvesting is a national nonprofit organization that has been empowering individual investors since 1951. Founded in Detroit, the association (formerly known as National Association of Investors Corporation) was borne of the conviction that anyone can become a successful long-term investor by following common-sense investing practices. BetterInvesting has helped more than 5 million people become better, more informed investors by providing webinars, in-person events, easy-to-use online tools for analyzing stocks, a monthly magazine and a community of volunteers and like-minded investors. For more information about BetterInvesting, visit its website at www.betterinvesting.org or call toll free (877) 275-6242.

Follow us on Twitter and Facebook.

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BetterInvesting by Betterinvesting, Educating Investor.. - 3w ago

This stock screen was originally published in the April 22, 2019 edition of the BetterInvesting Weekly newsletter and is based on results from a MyStockProspector.com screen that met the following criteria as of April 22:

Annual revenues ≤ $1 billion.

Five-year annual sales, EPS growth ≥ 12%.

Last 4 quarters’ sales, EPS growth ≥ 3%.

Five-year annual sales, EPS growth R2 ≥ 0.90.

Trend in pretax profitability ≥ Even.

Five-year annual average ratio of debt to equity ≤ 33%.

Current P/E ≤ 35.

Click here to download the stock screen as a Microsoft Excel file

Or view or download on Scribd.com

BetterInvesting Weekly is the free e-mail newsletter from the editors of BetterInvesting Magazine. Each issue features timely investing news, articles and a stock screen to help subscribers identify quality growth companies for further study.

To start receiving free stock screens in your inbox, subscribe to BetterInvesting Weekly HERE.

Companies listed are for educational purposes only. No investment recommendations are intended.

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BetterInvesting by Walter Kirchberger, Cfa - 3w ago

from the Sigma Investment Counselors blog

Dependence on subsidies entails significant, and potentially existential, risk factors. A case can be made in favor of subsidizing new technology, for limited periods, in order to mitigate early, low-volume-related costs as potential participants seek to reach critical mass. However, subsidies are generally of limited duration, as the long-term costs are not supportable.

Investors should seek to understand the importance of subsidies when assessing a company’s potential. For example, China has been a major proponent of electric vehicles and, through generous subsidies, became the world’s largest manufacturer of EVs, accounting for more than 50% of global EV volume. According to official figures, there are currently 487 EV makers operating in China.

China’s interest in EVs may be driven by factors that may not be applicable to most other countries. See our blog dated June 16, 2017, titled “Coal Powered Cars.” China has now determined that a change in policy is required. Accordingly, China recently announced that subsidies would be slashed by more than 50%, starting in June, and eliminated completely by the start of 2021. It is expected that the vast majority of China’s EV manufacturers will vanish along with the subsidies.

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BetterInvesting by Betterinvesting, Educating Investor.. - 1M ago

This stock screen was originally published in the April 15, 2019 edition of the BetterInvesting Weekly newsletter and is based on results from a MyStockProspector.com screen that met the following criteria as of April 16:

Annual revenues between $1 billion and $10 billion.

Ten-year annual sales, EPS growth ≥ 7%.

Ten-year annual sales, EPS growth R2 ≥ 0.80.

Current P/E ≤ 30.

Five-year average annual return on equity ≥ 15%.

Trends in return on equity and pretax profitability ≥ Even

Click here to download the stock screen as a Microsoft Excel file

Or view or download on Scribd.com

BetterInvesting Weekly is the free e-mail newsletter from the editors of BetterInvesting Magazine. Each issue features timely investing news, articles and a stock screen to help subscribers identify quality growth companies for further study.

To start receiving free stock screens in your inbox, subscribe to BetterInvesting Weekly HERE.

Companies listed are for educational purposes only. No investment recommendations are intended.

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Lori Schock is Director, SEC Office of Investor Education and Advocacy

What’s the big fuss about investment fees? Do they really matter that much? You bet! When investing, you will come across different kinds of fees, from trading commissions to annual management fees. Different types of fees affect your investment returns differently, and you should take that into consideration when making choices on your financial future.

Size Matters
Certain fees may seem small at first, but over time they can cost you big time. The most important factor to consider when you’re investing is the kind of service you want from an investment professional and the costs associated with that service. Some investment professionals and their services have charges per transaction. Transaction fees include commissions — a financial professional buys or sells a stock for you; markups — a broker-dealer sells you securities that it has in its inventory; sales loads — mutual fund charges similar to a commission; and surrender charges — early withdrawal from a variable annuity.

Other types of investment professionals charge ongoing fees or an annual fee based on the size of the portfolio. These can include investment advisory fees — paid to an adviser for managing your portfolio; annual operating expenses — associated with the management and marketing of investment products like mutual funds and exchange-traded funds; 401(k) fees — associated with operating and administrative costs; and annual variable annuity fees — covering administration expenses.

If you pay an annual fee based on the size of your investment portfolio, you often pay a higher percentage the smaller the portfolio. There are also a variety of additional fees you might pay regarding your account, such as general maintenance fees, for not maintaining a minimum balance, costs for wire transfers and inactivity.

Whichever type of investment professional you choose, ask questions and make sure you understand the fee structure and the level of service you’re paying for.

Fees Can Shrink Your Portfolio
Recently, I participated in a retirement plan discussion at a teachers conference. I almost fell off my chair when I heard someone mention they paid a 15% fee to switch their investment. Fifteen percent! I quickly pointed out that fees alone, especially the ongoing kind, could eat up a huge chunk, if not all, of any gains for the investor.

Here’s how. Take for example, a 1% fee over a 20-year time period on a $100,000 investment. One percent doesn’t sound like a lot, but over time it can add up. With a 4% annual investment return, that 1% annual fee will reduce your portfolio by nearly $30,000 compared with the effect of a 0.25% annual fee. That’s a significant amount of money that could be working for you in other ways toward your financial future. For further details, check out our Investor Bulletin on “How Fees and Expenses Affect Your Investment Portfolio.”

Shop Around and Negotiate
There are thousands of investment professionals to choose from. Your first step is to make sure you’re dealing with a registered professional by conducting a free background check on Investor.gov. When you’re doing research, don’t be afraid to shop around for an investment professional who offers low fees. “Price” isn’t everything, but it’s certainly a key factor when considering which investment professional to work with. If you find one you like, but the fees are on the high side, ask if the firm will consider a lower fee. It never hurts to ask, and it may save you a ton of money in the long run.

Don’t Fuss — Get the Facts
Since fees can have a huge impact on your investment returns, make sure you ask your investment professional about them up front at the beginning of your relationship.  Decide whether you think the investment advice you’re getting is worth paying a higher percentage fee or if you could get along with a lower annual fee or per transaction fee arrangement. Consider all your fee options and then choose what’s best to meet your financial goals.

The Securities and Exchange Commission disclaims responsibility for any private publication or statement of any SEC employee or commissioner. This article expresses the author’s views and does not necessarily reflect those of the commission, the commissioners or other members of the staff.

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BetterInvesting by Betterinvesting, Empowering Investo.. - 1M ago

This stock screen was originally published in the April 8, 2019 edition of the BetterInvesting Weekly newsletter and is based on results from a MyStockProspector.com screen that met the following criteria as of April 9:

Ten-year annual sales, EPS growth ≥ 5%.

Ten-year annual sales, EPS growth R2 ≥ 0.90.

Trends in return on equity, pretax profitability on sales ≥ Even.

Relative value between 0.80 and 1.20.

Ratio of current P/E to 10-year annual historical EPS growth ≤ 2.0.

Click here to download the stock screen as a Microsoft Excel file

Or view or download on Scribd.com

BetterInvesting Weekly is the free e-mail newsletter from the editors of BetterInvesting Magazine. Each issue features timely investing news, articles and a stock screen to help subscribers identify quality growth companies for further study.

To start receiving free stock screens in your inbox, subscribe to BetterInvesting Weekly HERE.

Companies listed are for educational purposes only. No investment recommendations are intended.

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