How To Capture Extra Value From The FTSE 100

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By

Owain Bennallack

Published in Investing Strategy on 31 January 2013

VIDEO: Owain Bennallack talks to Rory Gillen about extracting extra value from FTSE 100 shares and outperforming the market over time.

Owain Bennallack talks to Rory Gillen, author of 3 Steps To Investing Success, about a disciplined approach to extracting extra value from FTSE 100 shares and outperforming the market over time.

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Click below to watch Rory and Owain's video

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johnnygibber 01 Feb 2013 , 11:53am

Interesting points - would be interested to know some more about price to cash flow ratio's.

Any recommended links for this sort of info ? (or just a case of Company by company analysis).


Cheers
JG

TMFFlaneur 01 Feb 2013 , 1:50pm

Hi JG,

In his book '3 steps to investment success' Rory reckons his low price/cash flow strategy returned 16.2% in the UK annualised between 1995-2011, which is actually higher than the low P/E returns of 11% annualised. He sources his data to Compay Refs and his own Gillen Markets data, with modifications made for dividend yield.

We use Capital IQ data here at the Fool when we do this sort of thing, which is an industry strength research tool like Bloomberg etc.

Some of the more wallet-friendly third-party data screeners out there may well enable you to do this sort of filter reliably, but I can't point you to one directly -- perhaps a reader can help?

johnnygibber 02 Feb 2013 , 9:08am

Hi Flaneur

Many thanks for inputs - I just downloaded his ebook and was looking at exactly same stats. Very impressive.

Seems a filter like this I would need to pay for.

Cheers
JG

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