- Strong Economic Franchise - EPS can increase every year consistently, clients willing to pay for the increment in price, net free cash flow (in another term - the company could spend lesser in PPE while maintaining a health growth in revenue and net profit)
- A growing company in a mature industry (a.k.a. find a good company in a boring industry )
- Avoid counters that are widely under coverage by most research analysts
- Strong Balance Sheet, prefer Cash & Equivalents > Total Debts
- Top Management keep buying from the Open Market
- PEG Ratio < 1.0 indicating that the growth of EPS outpace the growth in PE
14 August 2013
Smaller Cap Stocks Investing
Some of the pointers I read from the book Value Growth Investing. I try to summarize it and share it here with you:
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