Message Font: Serif | Sans-Serif
 
No. of Recommendations: 10
Here is the first draft of a screen to find companies that meet some of the criteria in the book It's Earnings That Count by Hewitt Heiserman. The data is from SIPro as of 5/21/06.

Suggestions for improvement would be most welcome.

Here are the criteria I used…

Price > $1.00
TTM Sales > $1M
Sector Not Energy
Intangibles Asset Ratio <= 20%
Debt to Equity Ratio <= 75%
Sales Growth 5 Years >= 30%
Short Interest % of Float <= 15%
Nonrecurring Items TTM >= 0
Nonrecurring Items Y1 >= 0
Nonrecurring Items Y2 >= 0
Nonrecurring Items Y3 >= 0
Free Cash Flow/Share Y1 >= 0
Free Cash Flow/Share Y1 > Free Cash Flow/Share Y2
Free Cash Flow/Share Y2 > Free Cash Flow/Share Y3
Total Assets Q1 > Total Liabilties Q1
Enterprising Profits TTM > 18
Enterprising Profits Y1 > Enterprising Profits Y2
Enterprising Profits Y2 > Enterprising Profits Y3

The screen found the following companies…
Company               Ticker   Price   Mktcap      Sales   P/E
-------------------- ------ ------ ------- -------- ----
ADTRAN, Inc. ADTN 24.50 1,881 517 18.8
Advisory Board Co ABCO 50.32 939 165 39.0
Ambassadors Group EPAX 26.63 550 67 26.6
Ansoft Corporation ANST 20.36 483 74 35.7
Apollo Group, Inc. APOL 51.26 8,856 2,409 20.2
Apple Computer, Inc. AAPL 64.51 54,866 17,306 32.6
BHP Billiton (ADR) BHP 43.24 130,950 29,217 16.8
C.H. Robinson CHRW 44.07 7,655 5,973 35.0
Canadian National UCNI 43.55 23,199 6,550 16.8
CDW Corporation CDWC 55.85 4,435 6,405 17.0
Commercial Metals CMC 49.39 2,971 6,752 10.0
Ctrip.com Int CTRP 48.60 1,534 65 57.2
Expeditors Int EXPD 97.10 10,359 4,101 46.5
Gilead Sciences GILD 54.94 24,999 2,291 28.6
Great Northern Iron GNI 122.25 183 18 12.3
Harley-Davidson HDI 49.68 13,346 5,731 14.2
Hurco Companies HURC 28.75 182 127 11.1
Interactive Int ININ 9.97 163 66 55.4
IPSCO Inc. (USA) IPS 94.28 4,533 3,169 7.9
JLG Industries JLG 22.82 2,408 2,047 20.7
Kohl's Corporation KSS 57.76 19,955 13,844 22.7
Labor Ready, Inc. LRW 24.18 1,319 1,290 20.2
LCA-Vision Inc. LCAV 54.17 1,124 216 32.8
Logitech Int (ADR) LOGI 38.73 3,711 1,797 21.0
Lone Star Tech LSS 49.56 1,525 1,338 6.7
MicroStrategy Inc MSTR 97.03 1,293 278 22.2
Monarch Casino MCRI 29.01 549 144 25.2
Novo Nordisk (ADR) NVO 63.14 20,440 6,041 20.8
NVIDIA Corporation NVDA 24.33 8,570 2,474 27.6
Oregon Steel Mills OS 42.92 1,533 1,317 13.3
POSCO (ADR) PKX 69.26 22,236 27,813 4.4
Robert Half Int RHI 41.48 7,126 3,512 28.6
San Juan Basin RTrust SJT 35.59 1,659 166 10.2
Tele de Sao Paul TSP 21.42 10,539 6,676 8.7
Texas Instruments TXN 31.97 49,811 13,487 21.7
Toll Brothers, Inc. TOL 27.83 4,308 6,204 5.5
Toro Company, The TTC 47.37 2,020 1,802 18.7
United Parcel Service UPS 79.94 86,708 44,216 22.4
USANA Health Sciences USNA 37.18 682 341 18.3
Varian Medical Sys VAR 46.36 6,091 1,481 30.3
Websense Inc. WBSN 23.25 1,116 157 29.8
Westlake Chemical Co WLK 31.38 2,045 2,441 9.4
Wolverine World Wide WWW 23.49 1,310 1,079 17.4
World Acceptance Co WRLD 32.09 588 243 15.9
World Air Holdings WLDA 9.00 215 679 8.2

Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.