10 Low-PEmg Companies for the Enterprising Investor – Introducing the Low-PEmg Portfolio

On the first Tuesday of every month, we will screen our database for the 10 companies with the lowest price to earnings ratio (ModernGraham-style) that are suitable for the enterprising investor.  These 10 companies will be placed in a mock portfolio and rebalanced to have a 10% allocation to each company.  The starting value of the portfolio is $100,000.00.  Dividends will be reinvested in the portfolio.

To see the portfolio, you can view this google spreadsheet.

This month, the screen resulted in the following companies being targeted:

• UnitedHealth Group (UNH) – 8.39


• International Shipholding Inc (ISH) – 8.51


• Chubb Corp (CB) – 9.06


• Psychemedics Corp (PMD) – 9.57


• Baker Hughes Inc (BHI) – 10.42


• American Electric Power Co (AEP) – 10.72


• Exxon Mobil Corp (XOM) – 10.86


• Merck & Co Inc (MRK) – 11.55


• Pfizer Inc (PFE) – 11.96


• Eaton Corp (ETN) – 12.14

The following transactions were made this month:

• Bought 400 shares of UNH for $10,016.00.


• Bought 325 shares of ISH for $10,013.25.


• Bought 198 shares of CB for $9,981.18.


• Bought 1613 shares of PMD for $10,000.60.


• Bought 234 shares of BHI for $9,982.44.


• Bought 323 shares of AEP for $10,009.77.


• Bought 146 shares of XOM for $10,017.06.


• Bought 316 shares of MRK for $9,995.08.


• Bought 604 shares of PFE for $9,996.20.


• Bought 176 shares of ETN for $9,959.84.

Photo provided by herval.

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