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

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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
Technology
Payments
Hardware
Software
Communications
Entertainment
Consumer Brand
Food
Retail
Pharma
Equipment

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
 +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%

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)