Invest primarily in equity securities of U.S. companies deemed attractively valued. Conduct fundamental analysis to identify investment opportunities. Now — the numbers.
This is an established company with proven profits.
Average growth of 17% a year over the last 4 years. Red columns mark years that ended in a loss.
The market pays 7.2× for every dollar of annual profit — cheap, which is either an opportunity or a warning.
No analyst target is on record for this company.
The stock trades near its peak today. For long-term holders the ride has paid off so far — though past performance guarantees nothing about the future.
Over the last 4 years, sales grew about 17% a year on average.
It pays out $3.66 per share each year — regular cash for whoever holds the stock.
The price action doesn’t yet back an upward turn.
We grade companies — revenue, margins, balance sheets. This is a fund, so there is no report card to give. That is not a low grade; it is a different kind of thing.
One-line summary: a basket, not a business. Judge it by what it holds.