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LongGreatsneutralEvidence A · Cited methodology

John Neff — Low-PE Contrarian

What it finds: Cheap, dividend-paying names with positive top-line growth — Neff's famous total-return formula (yield + growth ÷ PE) approximated via low PE + 2.5%+ yield + revenue growth. • Source: 'John Neff on Investing' (2001), Vanguard Windsor Fund track record. • Typical trigger: PE ≤ 12, yield ≥ 2.5%, revenue growth ≥ 7%.

John Neff — 'John Neff on Investing' (2001). Vanguard Windsor Fund (1964-1995) returned ~14% CAGR vs S&P 500 ~11% using low-PE + yield + growth.

Filter breakdown

  • Price to earnings up to 12
  • Dividend yield 2.5%+
  • Sales growth 7%+
  • $5M+ a day
  • Price $10+ in US dollars (outside the US, companies worth $2B+ pass)
  • Sorted by price to earnings, lowest first

How to use this screen

Click Apply this screen to open the Screener pre-loaded with these filters. Re-rank the results by your preferred metric (Stockscore, Master Rank, RS Rank), then open any ticker for the full chart, factor breakdown, options-sentiment overlay and insider-buying history.

Screens are deterministic snapshots. They recompute every market day against the latest factor table. Save a copy in the Screener to tune thresholds for your own playbook.

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