Email of the day on filtering by valuations
Comment of the Day

August 15 2014

Commentary by Eoin Treacy

Email of the day on filtering by valuations

The valuation levels of the Greg Fisher’s Asian Prosperity with P/E at 9, P/B at 1, historic ROE at 18% and dividend yield at 4.2% just popped out at me and I was hoping to find the top 10 listing of this inaccessible fund. Alas I did not fund such a list. The best I can tell from a 2013 interview with Greg Fisher is that they are small to midcap stocks, consumer stock bias, and hold little correlation to the larger cap stocks in the main indices. The portfolio breakdown is something like: 40% Japan, 20% Malaysia, 15% Indonesia, 10% Singapore, 7% Vietnam, 3% South Korea. None it would seem come from greater China. It would be wonderful If FTM could screen Asian stocks based on these compelling valuation parameters. I am sure that many subscribers would find this useful too. Thank you again for valuable postings such as this on. 

Eoin Treacy's view

Thank you for this informative email. I’m afraid that at the current time we do not receive fundamental data via our feed so we cannot screen for P/Es, P/Bs etc. On a more positive note, I was happy to see on return from my vacation that our programmers are actively engaged in recreating and improving the filters we had in Fullermoney.com.

 

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