Ground Rules

Welcome to my blog on ethical investing. I am a growth at reasonable price (GARP) investor with value tendencies. This blog will primarily serve as a journal to document my research of companies listed below. It should be noted that I do not deal with the following industries:

• Tobacco, Liquor, Meat
  
• Pornography
• Gambling
  
• Banks and Other Financial Institutions
• Defense

The companies that I follow meet the following criteria:

• Debt to Equity ratio less than 0.33
• Return on Invested Capital greater than 15%
• Institutional Ownership greater than 50%
• Net Profit Margin greater than Industry Average Profit Margin
• Current Ratio greater than 2

These are some of the companies that I will be tracking in this blog.

Retail:

1. Coach (COH)
2. American Eagle (AEO)
3. Best Buy (BBY)
4. Nike (NKE)
5. Copart (CPRT)
   

Technology:

1. Microsoft (MSFT)
   
2. Cisco (CSCO)
3. NetGear (NTGR)
   
4. Google (GOOG)
   
5. Apple (AAPL)
   
6. Dolby (DLB)
7. Corning (GLW)
8. Factset Research Systems (FDS)
   

Infrastructure:

1. Jacobs Engineering (JEC)
2. Aecom Tech (ACM)
3. Chicago Bridge and Iron (CBI)

Conglomerates:

1. 3M (MMM)
2. P&G (PG)
3. J&J (JNJ)
4. United Technologies (UTX)

Metals/Mining/Agriculture

1. Thompson Creek (TC)
2. Kinross Gold (KGC)
3. Titanium Industries (TIE)
4. Freeport McMoran (FCX)
5. Potash (POT)
   

Industrial:

1. Fastenal (FAST)
2. Precision Castparts (PCP)

Energy:

1. Diamond Offshore (DO)
2. Schlumberger (SLB)
3. Conoco Phillips (COP)
4. British Petroleum (BP)
5. First Solar (FSLR)

Healthcare:

1. Varian Medical Systems (VAR)
   
2. Immucor (BLD)
3. Abbott (ABT)
4. Stryker (SYK)
5. Quality Systems (QSII)
   

Transport:

1. UPS (UPS)
   
2. Fedex (FDX)
3. Burlington Northern Santa Fe (BNI)
   

Fom my next post, I will concentrate on individual companies and make recommendations based on valuation. Till then, happy investing!