Average daily volume
Estimate sales growth
Project earnings growth
Determine appropriate future price-to-earnings multiple
Select best stock addition to current portfolio
Return on equity
|LEVEL 1 screens a universe of over 9000 domestic and foreign stocks to identify an investable
group of companies.
LEVEL 2 applies another screen to narrow the universe by using fundamental criteria such as
growth and valuation measures and selects 50 companies with the best combined results.
LEVEL 3 The top 50 companies are individually vetted as possible candidates for the portfolio.