Rule#1: Kennzahlen von CH-Unternehmen

Ich habe dieses Buch auch gelesen, siehe meine Buchkritik:

Mit wertorientierten Investieren den Markt schlagen

Ich war bei der Suche wie man die Regeln am Besten zur Anwendung bringt, auf die folgende Webseite gestossen: ROIC. Habe mich dort auch eingeschrieben. Bei der Suche nach einer deutschsprachigen interessanten Seite zu diesem Thema, wurde ich nicht fündig.

Ich verfolge aber nicht diesen Value-Ansatz, es ist mir zeitlich zu aufwändig.

Abalone wrote:

H.. benötige ich unter anderem ROIC, Kapitalrendite, Umsatz, Eigenkapital, Cashflow, EPS von dem potentiellen Unternehmen und dies bis 10 Jahre zurück.

Guck mal hier: http://www.fuw.ch/

oben, Ticker in "Aktienführer" eingeben.

Dies ein Forumbeitrag aus roicommunity

Quote:

I was drawn to the thread 'Rule #1 Companies for Sale' posted by 'Rachel' since it had so many replies. The initial posts mentioned 51 companies. I figured somebody had posted these companies for the benefit of others (hence the numerous other posts). After going thru 11 pages, I was sorely disappointed.

I could not figure out how somebody could come up with 51 companies. I have access to one of the best stock databases and screening criteria (S&P's CapitalIQ - a slight variant of S&P's Compustat database) available and following Phil Town's strict criteria of Big 5 selection, I only came up with 10 companies (see my post, 'Big 5 companies from S&Ps CapitalIQ database').

I reasoned that one way to get a larger selection would be to 'loosen' the screening criteria (my screening criteria is in the other post and follows Phil Town's Big 5 criteria exactly). The post in the other thread 'Rule #1 Companies for Sale' did mention that the 51 companies did not always have an FCF growth rate greater than 10% but the poster said that he didn't think that was important because Phil did not give FCF the same importance as the other criteria. I could 'loosen' my FCF criteria too but that would not be true to the book.

There are many great companies that won't be picked up in a screening if the first filter is always looking for 10 yr ROIC, SALES, EPS, BV AND FCF. This is because these companies were publicly listed only in the last 10 years. What if I removed the 10 yr filter and looked for 'Big 5' stocks that fulfilled the ROIC, SALES, EPS, BV and FCF with low debt for 5 yrs and 1yr only? That would loosen the criteria and give me more than my initial selection of 10 stocks (see my post, 'Big 5 companies from S&Ps CapitalIQ database').

Surprise, surprise - I came up with 51 'Big 5' stocks if I limited my screening to 5 yrs and 1 yr. Of course, my selection of stocks may be different than the one for sale on EBay simply because I did not 'loosen' my FCF criteria.

Note - my initial criteria was to look at all stocks listed in US exchanges. Some of these stocks are foreign stocks which are listed in the US and some are on 'Pink Sheets'. My screen shows the foreign ticker symbol and not the US one so if you are interested in these stocks, you will have to find the ticker yourself. For US companies, I have listed the ticker symbol. Also, many folks will warn you to stay away from 'Over the Counter' or 'Pink Sheet' stocks.

Anyway - without further ado - here's the list of 51 companies.

FLIR Systems Inc (FLIR), Grey Wolf Inc (GW), Genentech Inc (DNA), Voestalpine AG, Valero Energy Corp (VLO), Geberit AG, Southern Copper Corp. (PCU), Vallourec SA, Grant Prideco Inc. (GRP), Polo Ralph Lauren (RL), Coventry Health Care Inc. (CVH), Patterson-UTI Energy Inc (PTEN), Perusahaan Perseroan Perseropt PTelekomunikasi Indonesia tbk, Franklin Resources (BEN), China Mobile Limited, Rofin-Sinar Technologies Inc (RSTI), Aaron Rents Inc (RNT), Group Five Ltd, RLI Corp (RLI), Techne Corp (TECH), Florida Rock Industries (FRK), EVS Broadcast Equipment NV, Wipro Ltd, American Oriental Bioengineering Inc (AOB), CPL Resources plc, HCL Infosystems Ltd, Coach Inc (COH), Healthways Inc (HWAY), Phonak Holding AG, Abercrombie & Fitch Co (ANF), Ansoft Corp (ANST), Aveva Group plc, Bebe Stores Inc (BEBE), CBOT Holdings Inc, CH Robinson Worldwide Inc (CHRW), Chicago Bridge and Iron Co. NV (CBI), Esprit Holdings Ltd, Hansen Natural Corp (HANS), Infosys Technologies Ltd, Keystone Automotive Industries Inc (KEYS), Kingdee International Software Group Co. Ltd., Logitech International SA, Natco Group Inc (NTG), Philadelphia Consolidated Holding Corp (PHLY), Ports Design Ltd., Reserve Petroleum Co., Straumann Holding AG, T Rowe Price Group Inc. (TROW), Thor Industries Inc (THO), USANA Health Sciences Inc. (USNA), Yahoo Japan Corp.

Maybe I'll run my screen to pick up 'Big 5' stocks with 7 yr, 5 yr and 1yr history. Also, I can run it for all stocks listed on major US exchanges which will wipe out the Pink Sheet stocks. Oh well - homework for another day and another post. Now - Go Play

In der Liste hat es auch mehrere Schweizer Unternehmen. Ich habe mich von dieser Strategie abgewendet, weil es nur ganz wenige Unternehmen gibt, welche die Kriterien von Rule #1 aktuell erfüllen. Ich möchte aber mein Geld nicht erst in einigen Jahren investieren.

Danke euch vielmals!

Werde mich in die Rule#1-Materie einarbeiten, mal sehen was daraus wird...