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This is a group of screens based on quality. They illustrate four different approaches to implementing that style: (1) use of "absolute" rules, such as a requirement that debt be less than 50 percent of capital, that return on equity be above 12 percent, etc. (2) use of rules that compare a company's fundamental quality ratios to those of other firms in the same industry, (3) use of rules that compare fundamental quality ratios for a particular company to those of all others in or database, and (4) a comprehensive approach that seeks companies whose fundamental quality ratios compare well to those of industry peers and to the database as a whole. Each of these screens can be used as is, presumably combined with a ranking system. We connected each to one of our broad-based pre-set ranking systems, the QVG (Quality-Value-Growth) system. Feel free to experiment by combining these screens with other ranking systems (we suggest broadening the range of selections by using a ranking system that is not based purely on quality criteria). These screens are also useful as instructional models: you can save the one that most closely matches your preferences and then modify it as you choose, perhaps using ideas gleaned from other kinds of pre-set screens.
NameType1 Mo Ret3 Mo Ret1 Yr Ret3 Yr Ret5 Yr Ret
Premium Access Only Quality - BasicStock11.8%5.7%6.5%161.3%98.9%
Premium Access Only Quality - Compared to Industry PeersStock7.1%1.9%-5.9%69.1%11.2%
Premium Access Only Quality - ComprehensiveStock7.1%1.9%-5.9%82.7%26.7%
Premium Access Only Quality - Compared to MarketStock8.3%0.6%-10.4%63.9%-1.2%
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