Martin Zweig: Growth with Reason

Buys on Martin Zweig’s approach from “Winning on Wall Street”: strong earnings growth confirmed by revenue — but never at any price. Earnings per share were positive in every available quarter, are up at least 15 percent from a year ago, and are growing faster than in the quarter before; revenue has also grown by at least 15 percent. The price-earnings ratio lands between 5 and 43 — below that something is usually wrong, above it no stock was cheap enough for Zweig — and the price trend over 12 months points up. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month; a stock is sold as soon as it no longer meets one of these conditions or is no longer rated green.

This portfolio buys shares.