S&P 500 - Sector Stock Watch

The Applied Finance Group’s (AFG’s) goal is to help its clients pick the best stocks in any index, sector or market cap through the use of its Economic Margin (EM) methodology, valuation techniques, and ability to evaluate management’s capability to create shareholder wealth. The EM methodology helps investors understand the true economic profitability a company has earned by making adjustments to correct for some of the common distortions in traditional GAAP accounting practices. The valuation model AFG has built has proven through time to identify mis-priced securities which helps its clients take advantage of those mis-pricings and outperform their chosen benchmark (most commonly the S&P 500).

Below is a list of companies from the S&P 500, one from each major AFG sector (Excluding Financials), that meet AFG’s criteria to be considered as an attractive investment opportunity based on expected improvement in EMs, attractive valuation and a management team following a wealth creating strategy.

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Comments

[richjoy403:]

OK, I cannot go toe-to-toe with VE on their methodology, and frankly I don't know them from horse pucky. I am a bit suspect when sources I don't know use weasel-words like "attractive" (not buy or sell) based on a unique or off-beat methodology (do they have an agenda, do they profit from advancing prices of the equities they tout?).

I already own ABT, and I'm not impressed with it's recent performance. I wish VE had gone on record -- do they think ABT will be $65 in 3 months, 6 months?

Sep 08 07:34 AM