Today, I’m looking for stocks with > 10% Shareholder yield, FCF yield, and Earnings yield (my personal magic formula) but I’ve also included > 10% Tangible BVPS (5 year) CAGR and a minimum market cap of $500 million for this screen. This combines lots of data into one simple screen covering quality, valuation, and shareholder orientation, while eliminating the smallest companies with skewed numbers.

I like to screen until I’m down to 10-30 stocks, to generate a list of quality companies, trading at fair or below fair prices, to dig deeper into. Here are today’s results:

$TPH (+2,23%)

$M (+4,19%)

$HOG (+0,1%)

$CRI (+0,77%)

$UAL (+1,49%)

$LBRT

$CROX (+1,9%)

$PLYM

$CHRD (-1,07%)

I currently own Chord and Crocs in different portfolios. Have owned Tri-Point Homes, United Airlines, and Macy’s in the past.

$UAL (+1,49%)

Q4 FY2024 results ended on December 31, 2024

- Total operating revenue: $14.7B, +7.8% YoY

- Net income: $985M, +64.2% YoY

- Diluted EPS: $2.95 vs $1.81 in Q4 2023

- Pre-tax margin: 8.9% vs 5.7% in Q4 2023

CEO Scott Kirby: "United had a unique strategy coming out of COVID and our people have delivered for customers leading to a structurally and permanently changed industry. 2024 was a strong year across the board for United as we've become the leading global airline."

🌱Revenue & Growth

- Passenger revenue: $13.3B, +6.9% YoY

- Cargo revenue: $521M, +29.6% YoY

- Other revenue: $899M, +12.0% YoY

- Premium cabin revenue up 10% YoY

- Corporate revenue up 7% YoY

💰Profits & Financials

- Operating income: $1.5B, +50.6% YoY

- Operating margin: 10.2% vs 7.3% in Q4 2023

- Fuel cost per gallon: $2.40 vs $3.13 in Q4 2023

- Available liquidity: $17.4B

- Net leverage ratio: 2.4x vs 2.9x in Q4 2023

📌Business Highlights

- Carried record 174M customers in 2024

- First in on-time departures at all seven hubs

- Announced SpaceX Starlink for 1,000+ aircraft

- Launched MileagePlus pooling program

- Operating 145 more mainline flights per day vs 2023

- Added service to nine new international destinations

🔮Future Outlook

- Expects robust demand trends in Q1 2025

- Domestic RASM projected to turn positive YoY

- Continues to see improvement in international RASM

- On path to achieve double-digit pre-tax margins

- Reiterates confidence in industry transformation

$NFLX (+1,59%)

$UAL (+1,49%)

$VZ (+0,34%)

$SCHW (+0,86%)

$PG (+0,35%)

$GE (+2,33%)

$ABT (-0,12%)

$KMI (+0,75%)

$MMM (+1,26%)

$AAL (+1,79%)

$BOKF (+0,3%)

$JNJ (+0,36%)

$HBAN (+0,01%)

$IBKR (-0,04%)

$FCX (-1,57%)

$AA (-1,3%)

$STX (+1,43%)

$TXN (+0,2%)

$KEY (+0,07%)

$ISRG (+1,26%)

$AXP (+2,59%)

$PRGS (+0,91%)

$HAL (-0,57%)

$DHI (+1,45%)

$FITB (+0,18%)

$GEV (+4,04%)

$TCBI (+0%)

$ALLY (+0,89%)

$COF (+0,56%)

$CSX (+0,16%)

$APH (+0,95%)

$ELV (+1%)

$CMA (+1%)

$DFS

$FOR

$GSBC

$ZION

$PLD

$NEE (-0,55%)

$TRV

$SRCE

$ALK

$BFST

$FFBC

$EQBK

$ERIC

$SMBK

$STLD

$WTFC

$UNP

All these stocks hit new 52 WEEK HIGHS at some point today

Visa $V (+1,01%)

Robinhood $HOOD (-1,85%)

$SOFI (+3,43%)

Delta Airlines $DAL (+1,1%)

Trade Desk $TTD (+2,97%)

DoorDash $DASH (+1,23%)

United Airlines $UAL (+1,49%)

Wells Fargo $WFC (-0,11%)

Booking $BKNG (+1,69%)

Abbvie $ABBV (-0,25%)

Agnico Eagle $AEM (-5,84%)

Alaska Airlines $ALK (+0,55%)

Apollo $APO (+2,71%)

Applovin $APP (-1,88%)

Ares Capital $ARCC (+0,72%)

Celestica $CLS

Coupang $CPNG (+2,81%)

Corteva $CTVA (-0,02%)

Carvana $CVNA (+1,03%)

Duolingo $DUOL

Garmin $GRMN (+1,14%)

Hilton $HLT
$ICE (+0,62%)

Incyte $INCY (-1,27%)

Leidos $LDOS (-0,11%)

Live Nation $LYV (+2,15%)

Madison Square Garden $MSGS (+0,28%)

Nasdaq $NDAQ (+0,71%)

Sprouts $SFM (+0,93%)

Nuscale $SMR

Sharkninja $SN

Synchrony $SYF (+0,78%)

Texas Roadhouse $TXRH (+0,32%)

VF Corp $VFC (+1,93%)

WellTower $WELL (+0,04%)

$UAL (+1,49%) | United Airlines Q3'24 Earnings Highlights:

🔹 Adj EPS: $3.33 (Est. $3.13) 🟢; DOWN from $3.65 YoY

🔹 Revenue: $14.84B (Est. $14.77B) 🟢; UP +2.5% YoY

🔸 Authorized a new $1.5B share repurchase program

Q4 Guidance:

🔹 Adj EPS: $2.50 - $3.00 (Est. $2.75) 🟡

Operational Metrics:

🔹 Capacity (Available Seat Miles): 81.54B; UP +4.1% YoY

🔹 Revenue Passenger Miles: 69.55B; UP +2.7% YoY

🔹 Load Factor: 85.3% (vs. 86.4% YoY) 

🔹 PRASM: 16.63 cents; DOWN -2.4% YoY 

🔹 CASM-ex: 12.26 cents; UP +6.5% YoY 

Segment Revenue:

🔹 Passenger: $13.56B; UP +1.6% YoY

🔹 Cargo: $417M; UP +25% YoY

🔹 Other: $865M; UP +7.9% YoY

Fuel Statistics:

🔹 Fuel Consumed: 1.17B gallons; UP +3.4% YoY

🔹 Average Fuel Price per Gallon: $2.56; DOWN -13% YoY

Share Repurchase Program:

🔸 Board authorized a new $1.5B share repurchase program

🔸 First buyback since suspension in 2020 due to COVID-19

🔸 Limit of $500M in aggregate repurchases through year-end 2024

🔸 Operational Highlights:

— Generated $7.2B of operating cash flow and $3.4B of free cash flow year-to-date

— Demand continues to be strong; Corporate revenues up 13% YoY in September

— Premium revenues up 5% YoY; Basic Economy revenue up 20% YoY

CEO Scott Kirby's Commentary:

🔸 "As predicted, unproductive capacity left the market in mid-August, and we saw a clear inflection point in our revenue trends that propelled United to exceed Q3 expectations."

For a second time I hit $4,000 in my portfolio. I’m 15 years old and I’ve been trading for over a year now. I was down $1,100 all-time back in April, but all the companies in my portfolio have skyrocketed over the last 2 months so I am now a little more than $100 away from breaking even all-time.

The plan I have for the near-future is to sell a large portion of $RIVN (-2,27%) and invest that money into other companies. $RIVN (-2,27%) makes up a huge percentage of my portfolio and was the main cause of my $1,100 loss back in April so I don’t want to risk such a large amount of money with one company. Also, Rivian doubled in value over the last 3 months so I don’t see that being sustainable long term.

I’m currently looking at investing into $DNUT (-0,87%) and $UAL (+1,49%) in the near future