Buford, Dickson, Harper & Sparrow, Inc. - Portfolio Management for Institutional Clients

Since 1995 – Celebrating our 15th Year in Business
 

OUR INVESTMENT PROCESS

Roll your mouse over the steps below for details:

Step 1: Weekly Screening
Step 2: Earnings Acceleration
Step 3: ROE Identification
Step 4: Project a Target Price
Step 5: Price Momentum
Step 6: Fundamental Research
Step 7: Bullpen of Stocks
Step 8: Sell Process

Step 1: Weekly Screening

The process begins with a weekly quantitative screen using the Zacks database to identify companies with earnings momentum.

Characteristics include:

  • Positive current and next fiscal year estimates
  • Positive earnings surprises
  • Raised earnings estimates by at least one percent
  • Liquidity minimums

Earnings momentum is verified using First Call data. Stocks that do not have earnings momentum on both databases are eliminated.

 

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One Metropolitan Square
211 North Broadway Suite 2080 St. Louis, MO 63102 (314) 725-5445 www.bdhscapital.com