I put together a new portfolio with ttm earnings projected to increase by 50% over the next two quarters, two quarters of YoY quarterly sales acceleration, four quarters of sequential sales growth, and a P/E above 20. I had to exclude
VRTS because ClearStation said "Huh?".
Presenting the Earning & Sales Growth (ESG) Portfolio (click on image to view all fields):
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ESG Portfolio |
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We'll see where it goes from here.
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