Few players—stars such as Willy Mays, Hank Aaron, Mike Trout and Mookie Betts—can make baseball’s 30-30 Club. It’s for players who hit 30 home runs and steal 30 basis in the same season.
I have a 30-30 Club for companies. To make it, a company must post a return on stockholders’ equity of 30% or better, and boast earnings growth averaging 30% or more for the past five years. (It must also have a market value of $2 billion or more.)
Forty-seven companies made the roster this year. Each of them deserves a spotlight and a drum roll. I wouldn’t buy all their stocks, however, since many are highly priced, and a few are highly indebted.
Picks ຂອງຂ້ອຍ
I recommend six 30-30 club members this year.
ທອງແດງພາກໃຕ້
Medifast
Williams-Sonoma
ກຸ່ມສື່ Nexstar
Even more of a bargain at eight times earnings is ເຄື່ອງກິລາຂອງ Dick (DKS).
Cheapest of all, at six times earnings, is ອຸດສາຫະກໍາ Mueller
The Honor Roll
The largest stocks that achieved 30-30 status this year are ຕົວອັກສອນ
Boasting the fastest five-year earnings growth are ຫ້ອງທົດລອງ Bio-Rad
Standing out for extremely high profitability were ຍຸດຕິ ທຳ ອີຊາກ (FICO), ອາກາດປະທັບຕາ
ຫາຍໄປໃນການກະ ທຳ
You may be wondering about some big-name investor favorites. Where are Amazon
Amazon.com came excruciatingly close, missing the return-on-equity cut-off by less than one percentage point. Apple is spectacularly profitable, but its earnings growth rate for the past five years is about 19%. Meta Platforms, formerly called Facebook, missed both criteria by a whisker. Microsoft just missed the cut with 27% earnings growth. Tesla’s return on equity was 22%, and it hasn’t been profitable long enough for a five-year earnings growth rate to be calculated.
ບັນທຶກທີ່ຜ່ານມາ
I’ve been compiling the 30-30 Club roster most years since 1999. In the 17 years in which I made recommendations, my picks have averaged a 10.4% return (including dividends). The Standard & Poor’s Total Return Index has averaged 8.4%.
ຈົ່ງຈື່ໄວ້ວ່າຜົນໄດ້ຮັບຖັນຂອງຂ້ອຍແມ່ນສົມມຸດຕິຖານແລະບໍ່ຄວນສັບສົນກັບຜົນໄດ້ຮັບທີ່ຂ້ອຍໄດ້ຮັບສໍາລັບລູກຄ້າ. ນອກຈາກນີ້, ການປະຕິບັດທີ່ຜ່ານມາບໍ່ໄດ້ຄາດຄະເນອະນາຄົດ.
My selections have been profitable ten times out of 17, and have beaten the S&P ten times.
A year ago, I recommended three stocks. Regeneron Pharmaceuticals posted a 56% return. LGI Homes
Full Roster
In my 30-30 roster this year, but not mentioned above, are 26 other companies, listed below:
Atkore (ATKR), BJ’s Wholesale Club Holdings (BJ), Boot Barn Holdings (BOOT) Builders FirstSource
Also: Generac Holdings (GNRC), Group 1 Automotive
Completing the list: Texas Pacific Land
Disclosure: For clients and personally, I own Alphabet, Apple, D.R. Horton, Encore Wire and Lam Research. One or more of my clients owns Adobe, Amazon.com, Bio-Rad, Microsoft, Nvidia, Progressive, Sealed Air and Tesla.
John Dorfman ເປັນປະທານຂອງ Dorfman Value Investments LLC ໃນ Boston, Massachusetts, ແລະເປັນນັກຂຽນທີ່ລວບລວມ. ບໍລິສັດຫຼືລູກຄ້າຂອງລາວອາດຈະເປັນເຈົ້າຂອງຫຼືການຄ້າຫຼັກຊັບທີ່ສົນທະນາໃນຄໍລໍານີ້. ລາວສາມາດຕິດຕໍ່ໄດ້ທີ່ [email protected].
Source: https://www.forbes.com/sites/johndorfman/2022/04/11/alphabet-nvidia-tesla-apple-netflix-roe-earnings-growth/