Cerita Saham

Stock Criteria From Legend Investor - May be wrong!
Peter Lynch
CriteriaMetricRecommended Value
Business GrowthEarnings Growth Rate20% or higher annually
ValuationPrice-to-Earnings (P/E) RatioGenerally below 20
Debt LevelsDebt-to-Equity RatioBelow 1.0
Dividend PolicyDividend Yield1% or higher (preferably increasing)
Cash FlowFree Cash FlowPositive and consistent
Market PositionMarket CapitalizationFocus on mid-cap stocks ($2B - $10B)
PEG RatioPrice/Earnings to Growth (PEG)Below 1.0
UnderstandabilityBusiness SimplicitySimple and easy to understand
Insider OwnershipInsider BuyingSignificant insider ownership
Warrent Buffet
CriteriaMetricRecommended Value
Business QualityEconomic MoatStrong and sustainable
Revenue GrowthRevenue Growth Rate10% or higher annually
ProfitabilityReturn on Equity (ROE)15% or higher
ValuationPrice-to-Earnings (P/E) RatioBelow 20 or at least less than industry average
Debt LevelsDebt-to-Equity RatioBelow 0.5
Dividend PolicyDividend Yield2% or higher (with a history of increases)
Cash FlowFree Cash FlowPositive and growing
Management QualityManagement Track RecordProven and trustworthy
Market PositionMarket ShareLeading in their industry
Charlie Munger
CriteriaMetricRecommended Value
Business QualityEconomic MoatStrong and durable
ProfitabilityReturn on Equity (ROE)15% or higher
ValuationPrice-to-Earnings (P/E) RatioGenerally below 20
Debt LevelsDebt-to-Equity RatioBelow 0.5
Cash FlowFree Cash FlowConsistently positive and growing
Growth PotentialEarnings Growth Rate10% or higher over the long term
Management QualityManagement Track RecordHighly reputable and capable
Market PositionCompetitive AdvantageClear and sustainable
Price-to-Book RatioPrice-to-Book RatioBelow 1.5
LKH
CriteriaMetricRecommended Value
Business QualityCompetitive AdvantageStrong and sustainable
ValuationPrice-to-Earnings (P/E) RatioBelow 15 or lower than industry average
Price-to-Book (P/B) RatioPrice-to-Book RatioBelow 1.0
Earnings GrowthEarnings Growth RateConsistent double-digit growth
Debt LevelsDebt-to-Equity RatioBelow 1.0 or manageable
Cash FlowFree Cash FlowPositive and growing
Dividend PolicyDividend YieldPreferably above 2%
Management QualityManagement Track RecordProven track record and integrity
Margin of SafetyIntrinsic ValueAt least 30% below intrinsic value
Benjamin Graham
CriteriaMetricRecommended Value
ValuationPrice-to-Earnings (P/E) RatioBelow 15
Margin of SafetyIntrinsic ValueAt least 30% below intrinsic value
Asset ValuePrice-to-Book (P/B) RatioBelow 1.0
Earnings StabilityEarnings Per Share (EPS) GrowthConsistent over the past 5-10 years
Dividend PolicyDividend Yield2% or higher (with a history of payments)
Debt LevelsDebt-to-Equity RatioBelow 1.0
Current RatioCurrent RatioAbove 1.5
Net Current AssetsNet Current Assets per SharePositive
Investment DiversificationDiversification StrategyDiversified portfolio across sectors
Ray Dalio
CriteriaMetricRecommended Value
Economic MoatCompetitive AdvantageStrong and sustainable
ValuationPrice-to-Earnings (P/E) RatioGenerally below 15-20
DiversificationAsset AllocationBroad diversification across asset classes
Debt LevelsDebt-to-Equity RatioBelow 1.0 or manageable
Growth PotentialEarnings Growth Rate10% or higher over the next few years
Market TrendsEconomic IndicatorsFavorable macroeconomic conditions
Risk AssessmentValue-at-Risk (VaR)Acceptable risk level based on investor’s profile
Free Cash FlowFree Cash FlowPositive and consistently growing
Management QualityManagement Track RecordProven experience and good reputation
CorrelationAsset CorrelationLow correlation with other assets for diversification