モッシァレうチーズ

東京下町で働く58歳顔本職人・銀蔵の旅日記

スクリーニング

とある条件で検索してみました。

 

AAPL , Apple Inc. , 459.68 , 4:00pm , 428.591B , 24.012 , 9.71 , 45.58 , 65.981

BHP , BHP Billiton Limi , 82.15 , 4:00pm , 218.625B , 21.503 , 15.38 , 44.724 , 103.331

NVO , Novo Nordisk A/S , 129.41 , 4:02pm , 72.923B , 21.541 , 21.35 , 46.932 , 22.829

MA , Mastercard Incorp , 390.32 , 4:00pm , 49.538B , 23.465 , 14.98 , 42.481 , 40.795

F , Ford Motor Compan , 12.79 , 4:01pm , 48.603B , 3.085 , 7.21 , 317.125 , 40.139

BIDU , Baidu, Inc. , 134.53 , 4:00pm , 46.955B , 27.191 , 28.87 , 53.925 , 86.924

GILD , Gilead Sciences, , 54.69 , 4:00pm , 41.084B , 20.371 , 10.67 , 45.47 , 26.628

POT , Potash Corporatio , 46.93 , 4:00pm , 40.299B , 15.329 , 12.18 , 42.058 , 26.761

PCLN , priceline.com Inc , 546.98 , 4:00pm , 27.230B , 24.493 , 17.94 , 46.685 , 57.298

TJX , TJX Companies, In , 34.53 , 4:01pm , 26.045B , 17.519 , 15.41 , 42.957 , 20.27

ESRX , Express Scripts, , 52.08 , 4:00pm , 25.337B , 13.957 , 14.3 , 48.842 , 27.408

MHS , MedcoHealth Solut , 63.61 , 4:02pm , 24.621B , 9.949 , 14 , 35.223 , 22.317

RCI , Rogers Communicat , 38.91 , 4:02pm , 20.805B , 10.429 , 11.72 , 39.296 , 29.769

CF , CF Industries Hol , 186.75 , 4:02pm , 12.386B , 16.671 , 8.18 , 32.822 , 48.52

ROST , Ross Stores, Inc. , 51.76 , 4:00pm , 11.834B , 20.662 , 15.9 , 45.897 , 31.577

CLF , Cliffs Natural Re , 75.12 , 4:00pm , 10.743B , 15.036 , 7.2 , 38.662 , 39.839

BVN , Compania Mina Bue , 42.13 , 4:01pm , 10.720B , 13.33 , 10.95 , 32.741 , 28.584

DLTR , Dollar Tree, Inc. , 85.65 , 4:00pm , 10.194B , 19.295 , 18.07 , 32.381 , 29.679

LULU , lululemon athleti , 64.58 , 4:00pm , 9.266B , 28.926 , 39.97 , 38.806 , 58.644

MNST , Monster Beverage , 105.71 , 4:00pm , 9.204B , 24.098 , 28.53 , 31.964 , 21.1

 

スクリーニング終了

最近はもう、スクリーニングに時間が取れませんので、この週末にいろいろ調べて、年間の投資計画を策定しました。これから新たに面白い会社が出てきたとしても、それはパスということですね。会社なんていっぱいありますので、チャンスを見送ることに問題はありません。

とりあえずこれからニューヨークに向かいます。

スクリーニング

検索条件は

Yield >3 and <5

これで400くらいヒットしたのを、ROAで並べ替えて、上から約50取りました。

Ticker Price Mcap ROE ROA FPER Yield
CPSI 51.11 565.4M 52.917 38.623 19 3.3
SCCO 30.18 25.381B 57.323 28.726 10.82 4.9
BKE 40.87 1.916B 39.927 27.915 12.38 3.3
LLTC 30.03 6.840B 159.635 26.281 14.58 3.1
PM 78.48 136.318B 178.867 22.617 15.01 4.5
BBL 58.39 155.392B 44.724 21.503 6.77 3
NGT 23.32 137.6M 38.854 21.011 0 4.6
RGR 33.46 637.0M 28.69 20.33 15.93 3
TEO 17.88 3.520B 35.92 19.917 5.34 4.6
OZM 8.41 847.6M -454.084 19.273 6.62 3.3
WDR 24.77 2.113B 38.806 19.182 11.26 3.3
WHG 36.55 253.7M 23.16 18.344 0 4.2
EC 44.52 90.092B 32.547 18.186 10.63 3.2
AHGP 51.98 3.112B 74.257 18.121 13.64 4.9
PETS 10.38 214.3M 19.365 17.243 15.26 3.1
KLAC 48.25 8.042B 31.551 17.24 11.12 3.4
VIVO 18.84 776.9M 19.451 17.093 18.84 4.1
STO 25.61 81.487B 26.602 16.397 9.18 4
INTC 24.25 123.481B 27.207 16.11 10.19 3.4
CLMS 12.51 251.8M 37.891 16.102 15.07 3.1
NTRI 12.93 351.4M 27.338 16.026 13.47 3.9
MCD 100.33 102.659B 39.804 15.858 17.51 3
FII 15.15 1.572B 32.887 15.709 9.35 4.5
GSK 45.63 226.827B 37.582 15.294 13.04 4.8
NCMI 12.4 668.7M 0 14.675 20.33 4.3
LDR 51.5 485.9M 31.1 14.237 17.64 3.7
ADI 35.78 10.661B 24.614 13.978 13.06 3
BMY 35.24 59.715B 30.167 13.508 17.45 4.9
TSM 12.91 66.910B 25.176 13.384 6.98 3.9
HCSG 17.69 1.181B 17.146 13.02 26.01 4.3
MHP 44.97 13.194B 38.972 12.845 14.05 3.3
CLX 66.56 8.780B 272.906 12.655 15.06 3.4
CVX 106.4 211.894B 24.195 12.172 8.18 3.8
BTI 94.88 94.000B 39.344 12.115 14.42 3
CATO 24.2 705.6M 18.859 11.608 10.52 3.2
TPI 0.59 17.3M 18.06 11.593 0 3.6
CHL 48.49 194.615B 21.466 11.064 0 3.1
ESP 23.31 50.6M 13.882 11.043 12.67 4.6
MAT 27.76 9.401B 27.351 11.038 11.81 3.5
SYY 29.33 17.188B 26.765 10.941 13.83 3.6
HWCC 13.82 245.5M 21.627 10.597 11.81 3.8
K 50.57 18.162B 52.498 10.5 14.37 3.2
KOP 34.36 707.9M 47.591 10.451 10.08 4.2
RCI 38.51 20.591B 39.296 10.429 11.67 3.4
PAYX 30.11 10.912B 35.822 10.413 18.47 4.9
AVP 17.47 7.526B 43.956 10.248 9.87 3
GPC 61.2 9.526B 19.361 9.941 15.45 3.8
TOT 51.11 115.212B 19.617 9.939 7.3 5
LNCR 25.71 2.277B 18.643 9.928 11.38 3.5

 

 

screening

PER50倍以下、過去5年間の純利益成長率10%以上でスクリーニングしてみました。

Ticker Mcap ROE ROA FPE PE growth
IRDM 534.4M 6.207 4.402 11.48 13.321 178.388
LUK 5.760B 29.216 8.003 0 3.518 171.4
FSCI 257.6M 7.16 4.866 59.65 22.381 169.516
SPA 85.8M 6.519 5.225 6.98 17.902 165.706
CZZ 3.007B 32.685 4.325 11.73 4.13 140.515
EZCH 800.3M 8.215 6.021 22.26 45.554 134.451
HITK 495.5M 28.55 21.742 10.76 9.995 119.934
NOG 1.522B 11.072 9.388 17.9 36.114 113.08
DDD 755.5M 21.052 8.971 18.74 20.478 110.532
EBSB 273.8M 6.66 0.765 29.65 19.318 103.801
BHP 189.350B 44.724 21.503 10.64 8.325 103.331
SVM 1.095B 30.507 21.489 8.53 12.329 99.935
GMCR 7.021B 15.274 10.387 12.45 34.412 95.651
LPHI 122.0M 10.011 10.732 0 21.306 92.953
RBCN 217.8M 25.809 19.993 11.33 4.387 89.079
DEER 161.6M 24.681 14.99 3.8 4.58 88.525
ARUN 1.997B 23.212 -0.438 23.01 31.416 87.366
BIDU 41.119B 53.925 27.191 26.32 44.515 86.924
FSLR 2.999B 14.455 7.872 8.17 5.608 84.453
VECO 825.4M 39.841 21.891 11.61 2.981 84.445
HSNI 2.211B 23.76 10.845 15.2 19.058 78.164
AVGO 7.183B 31.444 15.968 10.48 13.251 76.128
GTAT 919.8M 70.065 17.622 4.56 4.656 74.542
ANAT 1.932B 4.881 0.656 0 11.304 73.59
DISCA 16.005B 15.167 8.934 14.21 16.838 72.687
LOPE 703.1M 30.296 16.698 12.69 17.418 71.165
WMAR 251.9M 9.363 3.866 11.76 10.802 69.201
CMLS 456.5M 248.267 2.65 8.78 2.196 68.506
BPI 1.162B 66.653 36.46 7.89 7.336 67.172
DDIC 188.6M 21.326 10.46 9.26 10.043 66.823
TSU 11.353B 27.976 7.043 14.38 7.619 66.653
CAVM 1.388B 17.803 3.914 24.64 32.132 66.116
IEC 49.3M 22.875 9.177 5.49 7.353 65.509
SMBL 330.6M 2.628 3.292 18.7 39.231 64.882
KEYN 361.3M 26.943 4.347 15.37 7.076 63.884
DIT 39.7M 19.424 9.746 0 6.036 62.515
RDWR 626.9M 9.624 3.585 19.82 37.771 62.128
AAPL 374.858B 41.673 22.05 10.23 14.398 61.136
BOFI 170.1M 14.89 1.233 5.76 8.099 60.94
SPRD 986.2M 58.46 15.595 7.63 8.916 60.835