Spotless Management

Results

13

7 new

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

13 companies

	Company	Last Price	7D Return	1Y Return	Market Cap	Analysts Target	Valuation	Growth	Div Yield	Industry
	MSFT New	US$481.63	-4.4%	-5.5%	US$3.6t	US$569.56	26.7	14.2%	0.8%	Software
	AVGO New	US$380.00	-8.7%	30.5%	US$1.8t	US$527.88	61.7	33.7%	0.7%	Semiconductors
	GLW New	US$159.90	0.4%	147.8%	US$149.2b	US$191.40	72.5	28.3%	0.7%	Tech
	CMI New	US$620.81	-1.9%	54.3%	US$88.3b	US$757.35	31.5	18.5%	1.4%	Capital Goods
	STLD	US$249.81	-5.3%	94.8%	US$37.0b	US$272.64	22.3	17.6%	0.8%	Materials
	BAP New	US$368.44	-2.3%	47.1%	US$30.0b	US$418.81	2.6	13.5%	4.0%	Banks
	LUV New	US$42.49	-6.7%	34.5%	US$21.2b	US$51.68	24.8	21.7%	1.7%	Transportation
	KSPI	US$98.09	2.9%	4.3%	US$18.8b	US$101.47	8.0	13.9%	8.8%	Diversified Financials
	SM New	US$35.49	9.2%	38.7%	US$8.4b	US$40.33	8.4	20.3%	2.5%	Energy
	MGY	US$26.90	3.4%	16.5%	US$6.3b	US$32.82	15.2	16.4%	2.7%	Energy
	HLNE	US$101.10	-3.6%	-33.0%	US$5.6b	US$133.57	15.7	19.7%	2.4%	Diversified Financials
	ATAT	US$35.10	3.2%	1.6%	US$4.9b	US$49.30	17.7	16.2%	2.2%	Consumer Services
	DLO	US$13.64	-3.3%	-7.7%	US$4.1b	US$18.40	19.6	22.1%	1.4%	Diversified Financials

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