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Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 2
What Can GuruFocus Do For You? Stock Markets covered:
All global market 30-year financial and valuation data, annual and quarterly
Stock Idea Generation All-In-One Stock Screener Guru Stock Picks and Holdings Insider Buys Value Investing Screeners
Stock Idea Validation
Financial Strength and Business Quality What Gurus are doing with the stock What Insiders are doing with the stock Valuation:
• Absolute valuation – DCF Model • Historical valuation – 10-year P/E, P/B, P/S ratios • Relative valuation – Comparable companies • Warning Signs
All-In-One Stock Screener (I)
All-In-One Screener - the only screener you will need to do all the screening you want.
Covers all stock markets released (US, Canadian, UK, European etc)
More than 200 existing filters, and unlimited number of customized filters Fundamental
Valuation Ratios
Profitability
Growth
Historical valuation
Valuation percentiles
Technical
Dividends
Gurus
Insiders
Customized: create unlimited number of filters
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 3
All-In-One Stock Screener (I)
Filter from your portfolios
Filtering in specific list of stocks of your interest
Customize and Save. Bring up next time in one click
Pre-existing screeners Peter Lynch screen
Walter Schloss screen
High quality …
Excel download
Save results as portfolios and observe performances
Backtesting
Survival bias free
From 2006
US market
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 4
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 5
Guru Idea Generation - Individual Guru Portfolios
Guru quarterly trades Current Portfolio Real Times Picks – Guru trades reported within 2-10 days. Positions/Picks in particular industry / market cap International Picks ETFs Preferred stocks Option holdings (calls, puts) Guru bargains Value ideas in Gurus’ portfolios:
Undervalued Predictable companies Low p/e stocks Top growth companies Top dividend yield companies Top Insider buys
Guru Portfolio reports (PDF) - A comprehensive Guru Portfolio report
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 6
Idea Generation From Insider Trades Insider Trades
CEO, CFO Buys Companies that are bought by their CEOs, CFOs.
Insider Cluster Buys Stocks that multiple company officers and directors have bought.
Double Buys Companies that both Gurus and Insiders are buying
Triple Buys Companies that both Gurus and Insiders are buying, and Company is buying back
Excel Download
Insider Trend The aggregated trades of insiders
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 7
Proven Value Strategies
Buffett-Munger Screener
Quality stocks young Buffett would buy
Ben Graham Net Current Asset Bargain Screener
Companies Ben Graham would buy, sold at below net cash
Undervalued Predictable companies
DCF calculation applied to predictable companies, large margin of safety exists.
Historical Low P/S Companies
Predictable companies that are sold at historical low P/S ratios
A model portfolio that tracks the performance of the strategy
Historical Low P/B Companies
Predictable companies that are sold at historical low P/S ratios
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 8
Performances of Value Strategies
Year S&P 500 Buffett-Munger
Screener top 25
Top 25
Undervalued
Predictable
Companies
Top 25 Historical
Low P/S Ratio
Companies
Top 25 Historical
Low P/B Ratio
Companies
2009 24.7% 28.6% 55.7%
2010 11.6% 19.5% 20.2% 16.4% 19%
2011 -0% 6% -3.3% -1.9% -2%
2012 13.4% 11.8% 5% 17.4% 15.9%
2013 (Jan. 19) 4.2% 4.9% 3.2% 2.5% -2.3%
Since Inception 91% 96.1% 32.1% 37.4%
Outperforming the S&P 26.6% 31.7% 0.2% 5.5%
Screener Links Screener Here Screener Here Screener Here Screener Here
Invest with strategies that have been proven successful over long term * All numbers do not include dividends.
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 9
Monthly Newsletters
Ben Graham Net Current Asset Bargain Newsletter
One net-net are highlighted per month
Buffett-Munger bargains
Research reports on one undervalued high quality stocks per month
Micro-cap Magic Formula Newsletter
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 10
Other Value Ideas
Broad market valuations based on Total Market Cap/GDP
Shiller P/E Ratios
Global Market Valuation
Other ideas (See All-In-One screener)
52-week low guru/insider stocks
High dividend stocks
S&P 500 grid
Manual of Stocks
“I think I could make you 50% a year on $1 million. No, I know I could. I guarantee that … You have to turn over a lot of rocks to find those little anomalies. You have to find the companies that are off the map – way off the map.”
PDF documents that you can flip through. One page for each company with key fundamental data and valuation ratios.
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 11
Excel Add-In
GURUF: An Excel function that works in both Windows and MAC version of Excel
You can call any company data from Excel
Existing Excel templates
Create your own Excel templates
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 12
Portfolio Tools
Create and track the performances of your portfolios
Private or public portfolios
Set up email alerts from:
Price movements
Guru trades
Insider trades
Valuation thresholds
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 13
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 14
Excel Downloads
Individual Portfolios
Aggregated Portfolios in different formats
Guru Stock Picks
Insider Trades
Value Screens
Historical Financial data
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 15
Email Alerts
Opt-in daily and weekly email updates.
Follow your favorite gurus, and receive email alerts
Set up watch lists and portfolios and receive email alerts when gurus or insiders trade the stocks.
Part II
Stock Idea Validation
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 16
Getting Started with a Stock
Type a symbol in the search box.
A dropdown menu appears.
Scroll to the page you want to go to.
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 17
Ranking and Valuation
Financial Strength
Profitability
Growth
Valuation ratios
30-year financial and valuation data
Warning signs
Comparison between competitors
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 18
Copyright: GuruFocus.com, LLC. GuruFocus.com – stock picks and market insight of Warren Buffett Gurus 19
Premium Membership
Premium Members have full access to the all the features described in this presentation.
Global member can access the regions they subscribe
7-day Free Trial
The Secured link for signing up: https://www.gurufocus.com/membership/upgrade.php
