PU Stock Screening: Understanding Style Box Essay
Description
defines an applicable style box and generates a 25 security
portfolio whose members satisfy the criteria that characterizes the style box.
These range from portfolios emphasizing growth to those emphasizing value
investing styles. The screening software is available on various sites including
Yahoo, Google, CNBC. An accompanying 4 pages double spaces . describes the
characteristics chosen and the parameters each student used to generate the
qualifying stocks. For example a value investor might use Price /Earnings
ratios less than 10, Price to Book ratios less than 2, with high liquidity.
growth investor might choose stocks with high recent earnings increases, high
profitability, with low dividend payouts
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