Hi everybody! Every once in a while, I like to do a big-picture look at the companies on my wishlist. Just to keep an eye on the companies thereon, see if there’s any worth removing or adding. My list has changed pretty significantly since I first wrote about it, so it was time for an update anyway. I basically run my criteria on my entire wishlist, so that it gives me a good starting point for things to research. Without further ado:
Green boxes means the criterion passes, red means it doesn’t, yellow means I don’t know. Burgundy lines show companies that are going removed from my watchlist, and the notes section usually explains why.
Most companies fail only because they are overvalued, but here are a few companies that look appealing right now:
Companies that pass all criteria: CAT, DE, XOM, CMCSA
Companies that only fail one criterion (or have one unknown): MON, DOV, GWW, HP, AFL, BEN, DLR, HCP, WMT, EMR, CPA, WTR
Google Spreadsheets is being stupid and won’t display properly on this page, so I put a downloadable PDF of the spreadsheet here. Hope it helps!
Any companies on this list catching your eye?
Disclosure: None.
6 Comments
Excellent listing. XOM is definitely one of my watchlist and looks like it met all of your criteria.
Cheers!
BeSmartRich
Yep! It’s one of the companies that really look good to me, but I’m not convinced it’s as low as it can go right now. Don’t think the troubles in oil will be done for a while.
DD,
I grabbed some CAT last month, DE has been in my portfolio for few months now, I’ve been slowly accumulating my position on XOM but a little cautious with the price of oil, I see it as an opportunity for the long run. I am not very familiar with CMCSA. Thanks for sharing your state wish list.
FFF
FrugalitytoFinancialFreedom recently posted…January Stock Sell and Buy
Glad we agree on what presents a good value! I used to own CMCSA a while back, but sold, IDK why. Seems like a good company; I’ve been hoping to get back in for a while. Thanks for reading!
Thats one heck of a spreadsheet you’ve got there DD. I’ll be sure to keep checking back on these posts… save me a lot of research work! haha I’ve actually been thinking of investing in DE and its on this list which definitely adds to the conviction.
Haha, that’s why I did it! Glad you found it useful.