Transcript and Flipbook of 3rd Quarter Wrap Up – Investment Screening: Can We Filter For Productive Companies? Now Available

From the transcript:

After many years of inquiries, I have committed to create an investment screen based on the Solari Model. I have worked on it intermittently during 2016, with plans to offer it in 2017.

The creation of a Solari screen responds to subscriber, client, and colleague requests. Too often, an investor opens a statement, finds a stock he cannot live with, and calls to ask that it be sold. Or the investor worries that he or she owns stock in companies that will not successfully navigate the current environment. Hopefully, these risks can be reduced or avoided if investment advisors choose from a list of pre-screened companies.