List of Investment Ideas
The list of all 64 investment ideas with configured filters and sorting.
Idea Name | Description | Filters |
|---|---|---|
| All-Weather Low-Risk | Stable, low-volatility long-term performers. | Beta (5Y): < 0.9, Sharpe Ratio: > 0.6 |
| Analyst Favorites | Highly-rated stocks with high upside. | Rating: > 75, Target Upside: > 0.15 |
| Buffett-Style QARP (Quality at a Reasonable Price) | High-profit, stable companies selling at fair valuations. | Profit Margin: > 0.15, P/E: < 20, Debt to Equity: < 0.7 |
| Capital Efficient Growth | Growth companies with strong profitability and great risk-adjusted returns. | Profit Margin: > 0.1, Revenue CAGR (5Y): > 0.08, Free Cash Flow CAGR (5Y): > 0.08 |
| Cheap on Sales | Undervalued based on revenue multiples. | P/S: < 2, Revenue CAGR (5Y): > 0.05 |
| Cigar-Butts (Deep Value) | Dirt-cheap companies trading below book value but still showing earnings growth. | P/B: < 1, Debt to Equity: < 0.5, P/E: < 8 |
| Contrarian Picks | Beaten-down stocks with strong long-term earnings trends. | Annual Performance: < -0.2, EPS CAGR (5Y): > 0.05 |
| Dividend Aristocrat-Style | Companies with both high yield and strong dividend growth. | Dividend Yield: > 0.02, Dividends CAGR (5Y): > 0.08 |
| EBITDA Growth Leader | Strong EBITDA expansion over 5 years. | EBITDA CAGR (5Y): > 0.12 |
| Free Cash Flow Aristocrats | Best-in-class free cash flow compounders. | Free Cash Flow CAGR (5Y): > 0.08, Free Cash Flow Yield: > 0.05 |
| Free Cash Flow Machines | Stocks that generate massive free cash flow relative to price. | Free Cash Flow Yield: > 0.08, Profit Margin: > 0.1 |
| Free Cash Flow Momentum | Companies with accelerating free cash flow growth. | Free Cash Flow CAGR (5Y): > 0.15 |
| GARP – Growth at a Reasonable PEG | Growth companies without extreme valuations. | PEG: < 1.2, EPS CAGR (5Y): > 0.1 |
| High-Moat Low-Debt Winners | High-margin companies with low leverage. | Operating Margin: > 0.18, Debt to Equity: > 0.4 |
| High-Quality Compounders | Long-term compounders with strong multi-year revenue and cash flow growth. | Revenue CAGR (5Y): > 0.1, Free Cash Flow CAGR (5Y): > 0.1, Profit Margin: > 0.1 |
| Hyper Growth Leaders | Explosive revenue + earnings growth companies. | EPS CAGR (5Y): > 0.25, Revenue CAGR (5Y): > 0.2 |
| Low PEG High-Conviction | Extremely undervalued growth stocks. | PEG: > 0.8 |
| Low Volatility + Strong Fundamentals | Stable, low-beta stocks with healthy margins. | Beta (5Y): < 0.8, Profit Margin: > 0.08 |
| Low Volatility Dividends | Description: Safer dividend payers with lower market risk. | Dividend Yield: > 0.02, Beta (5Y): < 0.9 |
| Low-Debt Performers | Fast-growing companies with very low leverage. | Debt to Equity: < 0.3, Operating Margin: > 0.12 |
| Stable Dividend Value | Value stocks with strong dividends and low debt. | Dividend Yield: > 0.03, Debt to Equity: < 0.6, P/E: < 20 |
| Strong Moats | High-profit-margin companies with pricing power and durable advantages. | Operating Margin: > 0.2, Profit Margin: > 0.15 |
| Undervalued Growth | Growth stocks priced below their intrinsic expectation. | PEG: < 1, P/E: < 15 |
| Undervalued Profit Machines | High-margin companies with low valuations. | Operating Margin: > 0.2, P/E: < 15 |
| Lowest P/E Ratio | Stocks with the lowest P/E Ratio | No filters |
| Lowest Forward P/E | Stocks with the lowest Forward P/E | No filters |
| Lowest PEG Ratio | Stocks with the lowest PEG Ratio | No filters |
| Lowest P/S Ratio | Stocks with the lowest P/S Ratio | No filters |
| Lowest P/B Ratio | Stocks with the lowest P/B Ratio | No filters |
| Highest EPS Growth | Stocks with the highest EPS Growth | No filters |
| Highest Free Cash Flow Yield | Stocks with the highest Free Cash Flow Yield | No filters |
| Highest Dividend Yield | Stocks with the highest Dividend Yield | No filters |
| Highest Profit Margin | Stocks with the highest Profit Margin | No filters |
| Highest Operating Margin | Stocks with the highest Operating Margin | No filters |
| Lowest Debt to Equity | Stocks with the lowest Debt to Equity | No filters |
| Highest Revenue Growth | Stocks with the highest Revenue Growth | No filters |
| Highest Dividend Growth | Stocks with the highest Dividend Growth | No filters |
| Highest Free Cash Flow Growth | Stocks with the highest Free Cash Flow Growth | No filters |
| Highest Analyst Rating | Stocks with the highest Analyst Rating | No filters |
| Highest Analyst Target Upside | Stocks with the highest Analyst Target Upside | No filters |
| Highest Annual Performance | Stocks with the highest Annual Performance | No filters |
| Highest Five Year Performance | Stocks with the highest Five Year Performance | No filters |
| Lowest Beta | Stocks with the lowest Beta | No filters |
| Highest 5Y Earnings Growth | Stocks with the highest 5Y Earnings Growth | No filters |
| Highest 5Y EBITDA Growth | Stocks with the highest 5Y EBITDA Growth | No filters |
| Highest Sharpe Ratio | Stocks with the highest Sharpe Ratio | No filters |
| ETF: Lowest Expense Ratio | ETFs with the lowest Expense Ratio | No filters |
| ETF: Lowest P/E Ratio | ETFs with the lowest P/E Ratio | No filters |
| ETF: Lowest Forward P/E | ETFs with the lowest Forward P/E | No filters |
| ETF: Lowest PEG Ratio | ETFs with the lowest PEG Ratio | No filters |
| ETF: Lowest P/S Ratio | ETFs with the lowest P/S Ratio | No filters |
| ETF: Lowest P/B Ratio | ETFs with the lowest P/B Ratio | No filters |
| ETF: Lowest Beta | ETFs with the lowest Beta | No filters |
| ETF: Highest Annual Performance | ETFs with the highest Annual Performance | No filters |
| ETF: Highest 5-Year Performance | ETFs with the highest 5-Year Performance | No filters |
| ETF: Highest 10-Year Performance | ETFs with the highest 10-Year Performance | No filters |
| ETF: Highest Profit Margin | ETFs with the highest Profit Margin | No filters |
| ETF: Highest Operating Margin | ETFs with the highest Operating Margin | No filters |
| ETF: Lowest Debt to Equity | ETFs with the lowest Debt to Equity | No filters |
| ETF: Highest EPS Growth | ETFs with the highest EPS Growth | No filters |
| ETF: Highest Revenue Growth | ETFs with the highest Revenue Growth | No filters |
| ETF: Highest Dividend Growth | ETFs with the highest Dividend Growth | No filters |
| ETF: Highest Free Cash Flow Growth | ETFs with the highest Free Cash Flow Growth | No filters |
| ETF: Highest Sharpe Ratio | ETFs with the highest Sharpe Ratio | No filters |