The Barron’s Next 50 Cassandra Stock Selection Model is based on the Barron’s Next 50 Index, which is a proprietary index of Barron’s Next. The stocks in the Barron’s Next 50 Index are re-ranked according to the methodology employed by the Cassandra Stock Selection Model, which is a proprietary model of Paul M. Wendee & Associates, LLC.
We have taken this listing of stocks in the Barron’s Next 50 Index and run it through the Cassandra Stock Selection Model. We believe we can add significant value by viewing these holdings through the lens of our proprietary model which seeks to find companies to invest in that are: (1) good companies; (2) that are growing; and, (3) for which we are paying a reasonable or better price.
The Cassandra Stock Selection Model spreadsheet and notes for this Barron’s Next 50 Cassandra Stock Selection Model section can be accessed through the links below. A good way to think about this spreadsheet is that it is a list of pre-screened and ranked stocks that are in raw data form and can be “mined” by the user of the research.
Click the links below for the spreadsheets:
Barron’s Next 50 Cassandra Stock Selection Model 11-04-16
Click the link below for the notes and disclaimers:
Cassandra Stock Selection Model Notes 010314
IMPORTANT DISCLAIMER: The Cassandra Stock Selection Model is a term used to describe an investment strategy designed by Dr. Paul Wendee and Paul M. Wendee & Associates, LLC. The use of the strategy does not guarantee performance or investment success. Please see the other important disclaimers in the Casandra Stock Selection Model Notes 1-3-14 (below) and on the Intrinsic Value Wealth Report websites: IVWealthReport.com.
Please note that the data provided in this spreadsheet are only estimates based on our proprietary calculations and based on the data that is available to us. In some cases, the data provided to us is incomplete or erroneous. You should consider the stocks on this list to be in raw data form. They have not been independently analyzed by Dr. Wendee, Paul M. Wendee & Associates, LLC, or by any of its associates. You must only use this list as a starting point in your own research.