More Replacement Tickers for Reshaping David Merkel's Portfolio

Readers have suggested some additional tickers for me.  Here they are:

General Electric (GE), Mircosoft (MSFT), Bristol-Meyers Squibb Co. (BMY), Boeing (BA), American National Insurance Co. (ANAT), Kansas City LIfe Ins. Co. (KCLI), and Deere & Co. (DE).

Beyond that, there was my country screen — cheap names in Taiwan and Korea that trade in the U.S.?

Woori Finance Holdings Co. Ltd ADR (WF),  Shinhan Financial Group Co. Ltd. (SHG),  LG Display Co. Ltd. (LPL),  Korea Electric Power  Co. (KEP),  Kookmin Bankd (KB),  Korea Electric Power Corp. (IMOS),  AU Optronics Corp. (AUO).

Then for the industry screen.  Here’s the most recent list of cheap industries; I used the ones labeled “Dig Through:”

Remember, this can be used in momentum mode (red) or value mode (green).  I’m using it in value mode, and it gave me a flood of tickers — remember, in this screen, Price-to-book times Price-to-next year’s earnings must be less than 10.  That’s usually a pretty strict criterion, but this time it turned out 121 tickers:

ABD ABG ACE ACGL AEG AEL AFG AGII AIG AMCP ASI AWH AWI AXA AZ BBI BBW BC BKI BWINA BWINB BWS BZ CAB CHB CINF CMRG CNA CNO CONN CPHL CRH DSITY.PK EBF EIHI FFG FMR FNF GBE GIII GLRE GNW GT HALL HMN HSTX IHC INDM ING INT IP IPCR KGFHY.PK KPPC LFG LGGNY LIZ LNY M MERC MGAM MHLD MIG MIGP MRH MRT MSSR MTE MW MYSZY.PK NP NSANY NSIT NYM OB OSK OXM PAG PCCC PEUGY.PK PL PMACA PNX PSS PTP PTRY RCL RE RNR ROCK RSC RT RUSHA RUSHB RUTH SAH SEAB SEOAY SIGI SMLC SSCC SSI SUR SWCEY.PK SWM THG TI TRH TUES TWGP UFCS UFS UNM UPMKY.PK USMO UTR VOXX VR WHR XL ZFSVY.PK

Well, the quantitative ranking method will have its work cut out when I build the main spreadsheet — it will take some effort to scrub the accounting data, and come to some buy decisions, but that’s my next task.

Comments

[d2cold]

wouldn't SKM fit in the 'cheap for Korea' mold?