Try our mobile app
US Leaders

Strategy summary

Invest in a rotating portfolio of top US-based, non-financial companies. Strategy results are shown below. This page contains financial information on the 40 companies we screen for our portfolio. For a detailed overview of our US Leaders strategy and rationale behind it, follow the link

Read more

US Leaders — Screener 

Company
Price and
change
Year div-d yield
FCF Yield LTM
Last growth
Revenue/EBITDA
AVG growth
last/hist
EV /
LTM
EBITDA
(p75)
Express
potential
Value creation
Web 3m traffic
Technology
Google
2 248.02 -3.7%
0.0%
3.1% 
23.2% /
35.4%
29.3% /
35.6%
14.1x
-5.3%
Microsoft
254.08 -4.8%
1.0%
2.3% 
17.3% /
20.8%
19.1% /
19.2%
19.2x
-14.1%
Apple
140.82 -5.6%
0.6%
3.1% 
18.8% /
25.8%
22.3% /
18.9%
17.1x
-12.0%
Facebook
192.24 -5.1%
0.0%
6.4% 
22.8% /
31.0%
26.9% /
28.1%
9.3x
-8.6%
Amazon
2 142.25 -7.2%
0.0%
-0.5% 
24.9% /
12.0%
18.5% /
27.0%
17.8x
-13.3%
Adobe
397.88 -2.9%
0.0%
2.5% 
17.9% /
28.8%
23.4% /
23.7%
28.2x
-9.7%
Salesforce
157.33 -3.9%
0.0%
-6.8% 
22.9% /
-6.1%
8.4% /
41.5%
32.0x
-5.9%
Netflix
177.19 -7.0%
0.0%
-1.4% 
20.3% /
56.7%
38.5% /
41.3%
14.0x
-21.4%
Payments
Visa
199.99 -2.0%
0.7%
3.4% 
8.0% /
8.5%
8.3% /
8.3%
25.5x
-8.5%
PayPal
77.18 -3.2%
0.0%
0.4% 
18.1% /
15.3%
16.7% /
22.1%
15.9x
-8.6%
Mastercard
335.90 -0.9%
0.6%
1.4% 
8.7% /
8.2%
8.5% /
12.7%
31.1x
18.2%
Hardware
Intel
42.35 -4.6%
3.4%
6.2% 
0.8% /
-9.3%
-4.3% /
2.4%
5.6x
-9.2%
Nvidia
169.38 -6.8%
0.1%
0.7% 
56.9% /
70.6%
63.8% /
52.8%
36.7x
-5.8%
Software
Oracle
68.30 -5.0%
1.9%
2.3% 
3.0% /
3.6%
3.3% /
-1.1%
17.6x
-3.9%
Communications
AT&T
20.23 -1.7%
7.8%
25.3% 
-5.3% /
-4.2%
-4.8% /
0.8%
6.8x
-10.4%
Cisco
48.36 -4.4%
3.1%
3.5% 
2.9% /
0.8%
1.9% /
1.6%
11.9x
1.4%
Verizon
48.89 -0.1%
5.2%
-17.6% 
-1.0% /
-0.9%
-1.0% /
8.1%
7.4x
-15.4%
Comcast
42.13 -1.7%
2.4%
7.3% 
4.9% /
0.6%
2.8% /
6.4%
8.1x
-6.3%
Entertainment
Disney
104.30 -4.0%
0.0%
0.8% 
2.3% /
-10.9%
-4.3% /
4.8%
23.0x
6.5%
Consumer Brand
Procter & Gamble
145.04 -6.2%
2.4%
4.4% 
7.2% /
6.4%
6.8% /
7.0%
18.7x
Coca-Cola
61.20 -7.0%
2.8%
3.6% 
2.2% /
-12.9%
-5.4% /
6.1%
25.2x
24.8%
PepsiCo
163.65 -6.2%
2.6%
2.3% 
10.6% /
-3.6%
3.5% /
5.8%
18.9x
-2.4%
Philip Morris
106.18 -0.1%
4.7%
4.3% 
4.7% /
14.6%
9.7% /
4.3%
14.0x
6.9%
Nike
109.37 -5.6%
1.1%
1.3% 
4.2% /
8.3%
6.3% /
12.2%
21.9x
4.3%
Food
McDonalds
231.05 -4.4%
2.3%
3.6% 
4.6% /
-1.4%
1.6% /
9.0%
17.7x
0.4%
Retail
Walmart
122.43 -6.8%
1.8%
4.6% 
3.9% /
2.7%
3.3% /
3.9%
10.8x
-8.4%
Home Depot
285.18 -5.2%
2.4%
4.1% 
17.7% /
15.1%
16.4% /
13.5%
13.4x
-0.6%
Pharma
Johnson & Johnson
175.50 -1.9%
2.5%
4.2% 
9.3% /
-1.2%
4.1% /
5.2%
15.3x
-17.3%
Pfizer
50.40 -1.8%
3.1%
9.6% 
37.1% /
16.5%
26.8% /
17.2%
12.0x
-38.3%
Merck
92.10 -1.0%
2.9%
6.9% 
6.7% /
9.7%
8.2% /
10.5%
15.4x
0.1%
AbbVie
152.43 -1.5%
3.6%
6.3% 
20.0% /
25.0%
22.5% /
29.7%
12.5x
3.9%
Medtronic
103.57 -2.5%
2.4%
4.4% 
0.3% /
-0.6%
-0.2% /
4.2%
18.3x
-12.2%
Amgen
243.96 -0.6%
3.0%
4.3% 
5.1% /
6.2%
5.7% /
0.2%
15.0x
-15.9%
Abbott
112.74 -1.6%
1.6%
3.4% 
16.4% /
34.9%
25.7% /
19.2%
16.4x
-45.2%
UnitedHealth
471.38 -4.3%
0.9%
3.5% 
9.9% /
10.7%
10.3% /
11.0%
17.1x
Equipment
Boeing Company
125.52 -4.9%
0.0%
-5.2% 
-9.1% /
54.1%
22.5% /
-5.5%
-154.8x
-3.8%
Honeywell
193.87 -2.6%
2.0%
4.3% 
-4.5% /
-5.3%
-4.9% /
-2.6%
19.1x
-15.8%

In green are highlighted the companies included in the target portfolio, i.e. satisfying one of the conditions:
(1) show accelerated financials growth (average between revenue growth and EBITDA growth) and cost on the EV/EBITDA bases less than historical 75% percentile
(2) create fundamental value of more than 15% (see the details on the company page)

Market Attractiveness Index

chart technology by TradingView

Market Attractiveness Index calculated as average express-upside for TOP-5 US companies with highest potential

High values of index (>30%), indicate favorable moments for additional cash contributions to the stock market / stock purchases

Current value of the Index is 227.8%
(good time to start investing)

Target portfolio structure

Company
Price
Day
change
Week
change
Target
share
Value
creation
Web 3m traffic
 +1.9%
10.7%
24.8%
-8.6%
 +0.3%
10.7%
24.8%
3.9%
 +6.5%
9.7%
22.6%
-21.4%
 +1.9%
9.6%
22.3%
-38.3%
 +1.9%
9.2%
21.3%
-5.8%
 +6.5%
8.7%
20.2%
-45.2%
 -1.4%
8.2%
19.0%
-5.3%
 +0.8%
7.2%
16.6%
-0.6%
 -3.9%
6.9%
16.1%
-12.0%
 +2.5%
6.7%
15.6%
6.9%
 +4.9%
6.3%
14.6%
-9.7%
 +3.3%
6.2%
14.5%
0.1%
 
Download table (CSV) of target portfolio structure
 

Actual Performance

PeriodStrategyS&P500

Day -3.6%-4.0%

Week +2.4%-0.3%

Year to date -16.9%-18.0%

Since inception
(August 2019) +36.3%+37.8%

Maximum drawdown 26.0%

Date of drawdown 2020-03-22

Sharpe ratio 0.62

Portfolio (USD) and S&P500 dynamics (%)

chart technology by TradingView

News


GOOG   2022-05-19Forbes

Waymo Prepares To Bring Robotaxi Service To Phoenix Airport And More

FB   2022-05-18Seeking Alpha

Meta: Slowly Returning To Financial Sobriety

AAPL   2022-05-18Seeking Alpha

Apple: Upgraded To A Buy Rating, Despite Smartphone Headwinds

ABT   2022-05-18FreightWaves

What price will the supply chain pay for resiliency?

NVDA   2022-05-18Zacks Investment Research

Nvidia (NVDA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

NFLX   2022-05-18Forbes

Netflix Is Now Oversold

FB   2022-05-18Market Watch

10 years after Facebook's record-breaking IPO, a sense of déjà vu

ABT   2022-05-18CNBC

Senate panel investigates Abbott tax practices after contamination shut down baby formula plant

NFLX   2022-05-18Benzinga

Why Netflix Shares Are Falling Today

NVDA   2022-05-18Benzinga

Why Nvidia Shares Are Falling Today

Reviews

2022-05-19
#dividend #WHG

Westwood Group will pay dividends in the amount of 0.15 USD per share on 2022-06-01, which is 1.0% of the current price 15.33. Together with previous payments, the annual dividend yield will be 19.9%

(2022-03-02: 0.15 USD)
(2021-12-01: 0.15 USD)
(2021-08-04: 2.6 USD)
2022-05-18
#dividend #DHIL

Diamond Hill Investment Group will pay dividends in the amount of 1.5 USD per share on 2022-05-31, which is 0.8% of the current price 178.55. Together with previous payments, the annual dividend yield will be 13.4%

(2022-03-03: 1.5 USD)
(2021-11-25: 20 USD)
(2021-09-07: 1 USD)
2022-05-18
#dividend #HLI

Houlihan Lokey will pay dividends in the amount of 0.53 USD per share on 2022-05-31, which is 0.6% of the current price 87.42. Together with previous payments, the annual dividend yield will be 2.1%

(2022-02-28: 0.43 USD)
(2021-11-30: 0.43 USD)
(2021-08-31: 0.43 USD)
2022-05-18
#dividend #IEP

Icahn Enterprises will pay dividends in the amount of 2 USD per share on 2022-05-18, which is 3.6% of the current price 55.51. Together with previous payments, the annual dividend yield will be 14.4%

(2022-03-16: 2 USD)
(2021-11-12: 2 USD)
(2021-08-18: 2 USD)
2022-05-18
#dividend #JD

JD will pay dividends in the amount of 1.26 USD per share on 2022-05-18, which is 2.3% of the current price 53.67.
2022-05-17
#dividend #BCC

Boise Cascade Company will pay dividends in the amount of 2.62 USD per share on 2022-05-30, which is 3.4% of the current price 78.02. Together with previous payments, the annual dividend yield will be 10.2%

(2022-02-17: 0.12 USD)
(2021-11-29: 3.12 USD)
(2021-07-13: 2.1 USD)
2022-05-17
#dividend #BGFV

Big 5 Sporting Goods Corporation will pay dividends in the amount of 0.25 USD per share on 2022-05-30, which is 1.9% of the current price 13.22. Together with previous payments, the annual dividend yield will be 15.1%

(2022-03-09: 0.25 USD)
(2021-11-15: 1.25 USD)
(2021-08-30: 0.25 USD)
2022-05-17
#dividend #ICL

ICL Group Ltd will pay dividends in the amount of 0.238 USD per share on 2022-05-30, which is 2.0% of the current price 11.84. Together with previous payments, the annual dividend yield will be 7.5%

(2022-02-21: 0.231 USD)
(2021-11-30: 0.1937 USD)
(2021-08-16: 0.2216 USD)
2022-05-15
(review)
Weekly results
for USD strategies

US Leaders: +0.4%

Global Commodities: -4.4%

Trending Ideas: +1.0%

Rising Stars: -3.4%

vs S&P500: -2.4%
2022-05-15
#dividend #OMAB

Grupo Aeroportuario del Centro will pay dividends in the amount of 1.599 USD per share on 2022-05-19, which is 2.8% of the current price 56.65. Together with previous payments, the annual dividend yield will be 19.9%

(2022-01-13: 7.757 USD)
(2021-12-09: 1.908 USD)
2022-05-14
#dividend #GPRK

GeoPark Limited will pay dividends in the amount of 0.082 USD per share on 2022-05-24, which is 0.5% of the current price 14.96. Together with previous payments, the annual dividend yield will be 1.6%

(2022-03-22: 0.082 USD)
(2021-11-19: 0.041 USD)
(2021-08-13: 0.041 USD)
2022-05-14
#dividend #PTMN

Portman Ridge Finance Corporation will pay dividends in the amount of 0.63 USD per share on 2022-05-20, which is 2.8% of the current price 22.39. Together with previous payments, the annual dividend yield will be 11.1%

(2022-03-17: 0.63 USD)
(2021-11-11: 0.62 USD)
(2021-08-13: 0.6 USD)
2022-05-12
#dividend #NCMI

National CineMedia will pay dividends in the amount of 0.03 USD per share on 2022-05-19, which is 2.0% of the current price 1.495. Together with previous payments, the annual dividend yield will be 12.0%

(2022-03-15: 0.05 USD)
(2021-11-18: 0.05 USD)
(2021-08-19: 0.05 USD)
2022-05-12
#dividend #PIPR

Piper Sandler Companies will pay dividends in the amount of 0.6 USD per share on 2022-05-25, which is 0.5% of the current price 120.69. Together with previous payments, the annual dividend yield will be 7.7%

(2022-02-28: 5.1 USD)
(2021-11-19: 3 USD)
(2021-08-25: 0.55 USD)
2022-05-10
#dividend #ABR

Arbor Realty Trust will pay dividends in the amount of 0.38 USD per share on 2022-05-18, which is 2.3% of the current price 16.73. Together with previous payments, the annual dividend yield will be 8.7%

(2022-03-02: 0.37 USD)
(2021-11-11: 0.36 USD)
(2021-08-12: 0.35 USD)
2022-05-10
#dividend #AJX

Great Ajax will pay dividends in the amount of 0.26 USD per share on 2022-05-12, which is 2.8% of the current price 9.16. Together with previous payments, the annual dividend yield will be 11.7%

(2022-01-06: 0.36 USD)
(2021-11-11: 0.24 USD)
(2021-08-12: 0.21 USD)
2022-05-10
#dividend #CANG

Cango will pay dividends in the amount of 1.96 USD per share on 2022-05-23, which is 70.0% of the current price 2.8.
2022-05-10
#dividend #CORR

CorEnergy Infrastructure Trust will pay dividends in the amount of 0.05 USD per share on 2022-05-13, which is 2.1% of the current price 2.34. Together with previous payments, the annual dividend yield will be 8.5%

(2022-02-10: 0.05 USD)
(2021-11-12: 0.05 USD)
(2021-08-13: 0.05 USD)
2022-05-10
#dividend #EGLE

Eagle Bulk Shipping will pay dividends in the amount of 2 USD per share on 2022-05-12, which is 3.4% of the current price 58.92. Together with previous payments, the annual dividend yield will be 10.3%

(2022-03-11: 2.05 USD)
(2021-11-11: 2 USD)
2022-05-10
#dividend #GGB

Gerdau will pay dividends in the amount of 0.197 USD per share on 2022-05-16, which is 3.7% of the current price 5.3. Together with previous payments, the annual dividend yield will be 13.4%

(2022-03-07: 0.04 USD)
(2021-11-05: 0.294 USD)
(2021-08-16: 0.1767 USD)
2022-05-10
#dividend #SCU

Sculptor Capital Management will pay dividends in the amount of 0.11 USD per share on 2022-05-16, which is 0.9% of the current price 11.62. Together with previous payments, the annual dividend yield will be 8.0%

(2021-11-11: 0.28 USD)
(2021-08-13: 0.54 USD)