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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC   😊 😞
Number: of 12538 
Subject: Re: OT: big companies
Date: 07/31/2023 9:31 AM
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No. of Recommendations: 3
Here are some recent picks, to get a feel for what it recommends.
MSFT TSM CSCO ACN COST NKE NVDA BHP INFY TJX
ROST EOG AB EXPD STM AMP BBY EQH LOGI SIG
HLI TER TXN SEIC KLIC MPWR WIRE PBF NTAP MLI
RHI CNS NSP DKS WSM LPLA LSTR UFPI BCC DDS
The average dividend yield of that set is 1.81%.
The average earnings yield is 6.66% (P/E of 15.0)
Average ROE (last full fiscal) 49.1%


I had a go using the free library version of Value Line. I match 31/40 tickers.

I think mainly the small caps don't show on my list.
For example, AB (3.7B market cap) disappears when I add 'Cash And Mkt Securities' to the screen.
AB looks like one to avoid in any case.

My list:
MSFT Microsoft Corporation
TSM Taiwan Semiconductor Manufacturing Co Ltd
CSCO Cisco Systems Inc
ACN Accenture Plc New
PRU Prudential Financial Inc
COST Costco Wholesale Corporation
NKE Nike Inc
NVDA NVIDIA Corp
BHP BHP Group Ltd. ADR
INFY Infosys Limited
ROST Ross Stores Inc
EOG EOG Resources Inc
EXPD Expeditors International of Washington Inc
STM STMicroelectronics
AMP Ameriprise Financial Inc
LOGI Logitech International SA
SIG Signet Jewelers Ltd
TER Teradyne Inc
TXN Texas Instruments Incorporated
KLIC Kulicke and Soffa Industries Inc
MPWR Monolithic Power Sys.
WIRE Encore Wire
BBY Best Buy Company
PBF PBF Energy
MLI Mueller Industries Inc
WFG West Fraser Timber
PAYX Paychex Inc
CNS Cohen and Steers Inc
DKS Dicks Sporting Goods Inc
WSM Williams Sonoma
LPLA LPL Financial Holdings Inc
LSTR Landstar System
UFPI UFP Industries
SHOO Steven Madden Ltd
DDS Dillards Inc
NVO Novo Nordisk
MGY Magnolia Oil & Gas
BKE Buckle Inc
GGG Graco Inc
RGR Sturm Ruger and Co

Average dividend yield 1.94%
Average ROE 41%
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