NameLittle Book That Beats the Market
CreatorLuke
Performance7.62
Current Holdings36
Rules
MarketCap > 50M;
Volume;
evtoebit < 10;
evtoebit > 1;
roic > 0.20;
debt;
equity > 0;

The formula in the book written by Joel Greenblatt. Focusing on a good earnings yield accompanied by high-quality companies with good ROICs. You will have to manually remove financials and utility companies from this list.


Copy Screen Create Alert
Buy Date Exchange Symbol Company Market Cap Volume evtoebit roic debt equity Buy Price Current Price % Change
2017‑11‑10 NYSE KNL Knoll 1,014.36 122,400.00 8.93 0.26 220.00 339.84 20.01 20.63 3.10
2017‑11‑09 OTC KCDMY Kimberly-Clark de Mexico S.A.B. de C.V. ADR 3,668.63 14,600.00 3.09 0.27 7,057.00 259.00 10.34 10.34 0.00
2017‑11‑09 NYSE UAL United Continental Holdings 17,663.26 1,804,600.00 6.56 0.24 1,516.00 8,970.00 58.39 59.69 2.23
2017‑10‑31 NASDAQ ALGT Allegiant Travel 2,181.82 95,800.00 8.08 0.39 165.84 473.83 136.40 137.05 0.48
2017‑09‑29 NASDAQ MEET MeetMe 194.00 756,700.00 13.19 0.24 0.00 252.10 3.64 2.62 -28.02
2017‑09‑22 NASDAQ PMD Psychemedics 100.43 7,000.00 9.97 0.33 1.47 17.23 17.43 18.20 4.42
2017‑08‑07 NASDAQ ARLP Alliance Resource Partners 1,391.23 216,900.00 8.06 0.19 100.00 1,155.52 19.30 18.70 -3.11
2017‑08‑07 NYSE NBLX Noble Midstream Partners 1,026.27 69,600.00 10.74 0.25 200.00 542.67 43.75 50.50 15.43
2017‑07‑21 NASDAQ PPC Pilgrim's Pride 8,829.11 418,700.00 11.01 0.23 2,629.08 1,700.32 22.48 35.31 57.07
2017‑07‑21 NYSE NTI Northern Tier Energy 1,993.00 342,400.00 0.45 342.00 376.30 21.41 21.41 0.00
2017‑07‑21 NASDAQ ODP Office Depot 1,731.06 4,368,400.00 3.77 0.24 265.00 2,042.00 5.93 3.25 -45.19
2017‑07‑21 NASDAQ HNNA Hennessy Advisors 77.54 600.00 0.21 27.01 48.69 16.24 16.57 2.03
2017‑07‑21 NYSE MCK McKesson 29,030.40 2,220,600.00 5.41 0.28 8,015.00 11,143.00 165.92 145.80 -12.13
2017‑07‑21 NYSE MHFI McGraw Hill Financial 27,832.57 1,354,900.00 8.69 0.53 3,568.00 839.00 107.92 107.92 0.00
2017‑07‑21 NYSE LEA Lear 12,172.65 349,200.00 9.02 0.21 1,953.00 3,871.10 144.51 176.20 21.93
2017‑07‑21 NYSE SVU Supervalu 630.67 812,600.00 0.40 1,601.00 370.00 3.26 16.64 410.43
2017‑07‑21 OTC NMKTF Newmarket Gold 74.52 60,400.00 1.17 0.25 611.69 628.45 6.30 6.30 0.00
2017‑07‑21 NASDAQ SPKE Spark Energy 166.06 122,600.00 4.51 0.36 109.38 36.10 20.45 12.50 -38.88
2017‑07‑21 NYSE ITT ITT 4,572.48 370,500.00 9.99 0.22 196.70 1,651.60 41.63 52.09 25.13
2017‑07‑21 NYSE SRI Stoneridge 636.08 158,800.00 12.41 0.37 9.52 224.53 15.48 22.34 44.32
2017‑07‑21 NYSE CINR Ciner Resources 0.00 6,800.00 7.93 0.33 135.90 146.60 27.21 25.50 -6.28
2017‑07‑21 NYSE APAM Artisan Partners Asset Management 0.00 321,200.00 -0.02 0.52 200.00 156.15 32.55 38.55 18.43
2017‑07‑21 NASDAQ IDCC InterDigital 2,632.87 260,800.00 6.28 0.31 281.77 820.10 78.55 74.25 -5.47
2017‑07‑21 NASDAQ NRCIA National Research 118.60 14,200.00 3.38 0.23 1.69 88.84 28.60 33.40 16.78
2017‑07‑21 NYSE FL Foot Locker 5,371.08 3,007,600.00 5.18 0.23 126.00 2,894.00 47.21 40.54 -14.13
2017‑07‑21 NASDAQ CALM Cal-Maine Foods 2,278.76 191,000.00 -13.02 -0.09 5.05 827.56 37.10 47.30 27.49
2017‑07‑21 NYSE WNC Wabash National 1.20 662,800.00 -0.87 0.25 552.19 487.73 22.68 19.25 -15.12
2017‑07‑21 NYSE DST DST Systems 3,702.16 287,100.00 15.14 0.30 511.20 1,224.10 60.30 59.74 -0.93
2017‑07‑21 OTC UNIR Uniroyal Global Engineered Products 62.64 4,900.00 8.11 0.36 3.05 18.20 3.35 3.35 0.00
2017‑07‑21 NASDAQ LFVN Lifevantage 74.20 23,300.00 12.49 0.10 2.00 15.77 4.10 5.26 28.29
2017‑07‑21 NASDAQ SAMG Silvercrest Asset Management Group 121.88 5,800.00 7.41 0.20 0.72 50.10 13.50 15.20 12.59
2017‑07‑21 NASDAQ NRCIB National Research 189.23 2,400.00 5.16 0.23 1.69 88.84 49.00 53.28 8.73
2017‑07‑21 NYSE LYB LyondellBasell Industries 41,130.37 1,436,800.00 9.29 0.27 8,531.00 7,326.00 86.87 103.42 19.05
2017‑07‑21 NYSE BBY Best Buy 17,513.58 3,320,000.00 9.62 0.20 1,310.00 4,347.00 54.14 56.49 4.34
2017‑07‑21 NASDAQ GILD Gilead Sciences 95,139.47 4,369,000.00 7.08 0.30 1,747.00 24,845.00 73.76 72.82 -1.27
2017‑07‑21 NYSE DAL Delta Air Lines 37,989.77 4,160,100.00 0.24 6,766.00 11,810.00 52.26 50.41 -3.54