NEFF CONTRARIAN SCREENER

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Most investors wouldn't give a fund described as "relatively prosaic, dull, conservative" a second glance. That, however, is exactly how John Neff described the Windsor Fund that he headed for more than three decades. And while his style may not have been flashy or eye-catching, the returns he generated for clients were dazzling - so dazzling that Neff's track record may be the greatest ever for a mutual fund manager. By focusing on beaten-down, unloved stocks, Neff was able to find value in places that most investors overlooked. And when the rest of the market caught on to his finds, he and his clients reaped the rewards. Over his 31-year tenure (1964 to 1995), Windsor averaged a 13.7% annual return, beating the market by an average of 3.1 percentage points per year.

This screener filters for stocks on the basis of Neff's contrarian style of investing by looking for stocks that are 'on the bounce' - high 12m returns but comparatively low P/E, decent earnings and sales growth and positive free cashflow.

SCREENER CRITERIA

  • Valuation, Multiples
  • 12m Total Return to P/E Ratio: Top 25% within Industry
  • Profitability & Growth
  • 1y Sales Growth > 10%
  • 1y Sales Growth < 25%
  • 1y PAT Growth > 10%
  • 1y PAT Growth < 25%
  • Core Operating Margin: Top 25% within Industry
  • Absolute & per-share Earnings
  • Free Cash Flow (Last Financial Year) > 0
  • Free Cash Flow (Previous Financial Year) > 0

CONTRARIAN PICKS   (Displaying 1-15 of 30 results) Pages: 1 | 2 | next |

Industry Order DESC Market Cap Adj P/E TTM Last
Financial Results		 Revenue Growth
(1y)		 12m Returns Operating Margin Earnings Growth
1y		 12m Returns/
PE Ratio		 Free Cash Flow
LFY		 Free Cash Flow
PFY_1		 Last Close % Above
52w low		 % Below
52w high		 7d Returns 3m Returns Stock Rating Number of
Long Picks		 Number of
Short Picks		 Top Investors
Long Picks		 Top Investors
Short picks		 Adj P/E Ratio
(Annual Report)		 Price-to-Book EV/EBITDA Adj Net Margin Return on
Capital Employed		 Return on Assets RONW Long-term
Debt-to-Mcap		 Interest Coverage
Steel 39,062.1 6.2 2011 17.9% -28.4% 34.4% 36.0% 6.3 4,876.7 5,764.3 402.2 20.0% 33.9% -1.3% -18.1% 5 star rate 445 37 113 5 6.2 0.8 5.3 21.4% 16.8% 9.1% 14.6% 0.7 6.8
Real Estate 32,175.2 21.6 2011 20.5% -16.0% 54.8% 65.9% 3.1 893.9 300.0 189.5 8.5% 26.7% 3.8% -26.7% 5 star rate 201 25 28 8 27.1 2.3 15.9 40.7% 10.7% 4.4% 9.2% 0.5 2.2
Banks - Public Sector 17,390.0 5.3 2011 23.0% -23.2% 10.1% 33.2% 6.9 8,542.3 4,747.1 391.6 10.7% 30.2% -4.2% -29.4% 4 star rate 32 6 14 3 4.3 0.9 16.3 17.5% 6.0% 1.2% 20.1% 18.2 1.3
Aluminium & Aluminium Products 15,669.6 17.9 2011 17.9% -29.4% 19.9% 31.3% 1.8 1,072.2 678.3 60.9 26.1% 33.9% 6.6% -7.8% 1 star rate 11 3 0 1 15.1 1.4 7.6 17.4% 17.2% 9.6% 9.6% 0.0 16.0
Information Technology 8,002.1 11.1 2010 10.7% -8.5% 26.1% 19.1% 1.8 627.4 874.9 381.8 32.7% 20.2% -5.5% -7.1% 5 star rate 48 3 14 0 8.0 2.8 6.6 26.4% 37.7% 34.3% 34.3% 0.0 348.8
Personal Care 6,913.7 25.4 2011 21.4% 4.7% 17.1% 37.5% 1.5 60.7 121.1 458.5 40.0% 11.2% -3.4% 16.0% 3 star rate 11 2 4 1 30.5 10.1 24.1 18.9% 31.2% 24.9% 33.3% 0.0 18.3
Pharmaceuticals 5,230.8 14.4 2011 22.7% 1.5% 15.2% 40.3% 2.9 157.7 156.2 617.4 18.9% 10.6% -5.0% 8.9% 4 star rate 25 0 5 0 18.3 4.8 12.8 16.4% 24.8% 17.5% 26.6% 0.1 10.3
Print & Electronic Media 3,666.2 17.6 2011 23.0% -15.8% 28.2% 34.3% 2.1 63.1 180.3 201.0 12.9% 18.1% 2.4% -1.6% 4 star rate 17 6 5 2 13.7 4.3 9.2 21.4% 37.3% 24.5% 31.3% 0.1 25.0
Fertilizers 3,323.1 4.3 2011 18.4% 19.9% 22.1% 194.5% 45.4 885.7 102.0 415.0 25.9% 17.1% -1.1% -0.5% 4 star rate 24 0 7 0 4.4 1.2 2.9 15.8% 39.0% 23.3% 26.5% 0.1 58.8
Cigarettes & Tobacco 2,902.4 20.4 2011 22.7% 120.3% 18.5% 53.1% 2.7 52.3 29.1 1,878.4 118.9% 5.8% 4.0% 44.0% 3 star rate 5 1 2 0 32.2 11.0 18.2 15.6% 52.5% 35.9% 35.9% 0.0 ---
Print & Electronic Media 2,628.0 14.7 2011 18.4% -27.0% 25.6% 17.0% 1.4 54.8 162.1 83.0 0.0% 35.1% -10.2% -24.2% 4 star rate 17 0 4 0 12.8 3.8 7.7 18.3% 38.3% 23.4% 29.4% 0.1 42.9
Computers - Hardware 2,512.6 17.5 2011 15.1% -32.3% 19.9% 20.2% 1.2 83.4 131.7 829.1 13.0% 35.0% -0.7% -15.1% 2 star rate 6 5 3 1 16.2 4.2 13.6 19.5% 35.6% 26.1% 26.1% 0.0 17,404.0
Education 1,498.0 5.6 2011 22.6% -62.7% 42.7% 75.3% 13.5 287.3 626.4 154.7 0.0% 67.5% -0.5% -34.6% 5 star rate 96 19 16 4 3.8 0.9 4.1 38.1% 21.4% 16.9% 23.9% 0.4 8.8
Information Technology 1,203.5 3.4 2011 23.8% -42.2% 32.1% 37.4% 12.5 314.2 174.0 75.2 48.5% 47.2% 6.4% -25.4% 5 star rate 83 7 10 2 3.1 0.5 2.8 26.7% 18.0% 13.4% 21.5% 1.1 11.5
Moulded Luggage 1,159.4 13.7 2010 23.5% -36.3% 8.9% 437.6% 32.1 79.9 47.0 82.0 9.7% 59.9% 2.7% -34.3% 4 star rate 29 4 10 0 22.9 7.7 15.7 9.1% 28.0% 19.3% 29.1% 0.1 6.3