{"id":50240,"date":"2017-01-30T15:03:15","date_gmt":"2017-01-30T20:03:15","guid":{"rendered":"http:\/\/thedisciplinedinvestor.com\/blog\/?p=50240"},"modified":"2017-01-30T15:04:28","modified_gmt":"2017-01-30T20:04:28","slug":"stock-screen-highest-effective-tax-rates","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2017\/01\/30\/stock-screen-highest-effective-tax-rates\/","title":{"rendered":"Stock Screen: Highest Effective Tax Rates"},"content":{"rendered":"

Considering the idea that there is a push by the Trump administration for tax reform along with tax reduction, we looked to a screen in order to find companies that may benefit. This was a topic of discussion on The Disciplined Investor Podcast (#494)<\/a> <\/strong>and we promised to make that list available.<\/p>\n

The effective tax rate is the average rate at which a corporation is taxed. For our use, this is the average rate at which its pre-tax profits are taxed.<\/p>\n

One of the ways that we like to find stocks is to start with a screen – or the Quantitative<\/em> approach. This starting point is the approach used in the TDI Managed Growth Strategy<\/a><\/strong>.<\/p>\n

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(If you would like a virtual tour of the TDI Managed Growth Strategy – CLICK HERE<\/a><\/strong>)<\/p>\n

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Here are the details of the screen:<\/p>\n

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  • <\/i> 30% – 50% Effective Tax Rate<\/li>\n
  • <\/i> 30-Day Average Volume > 1 Million<\/li>\n
  • <\/i> EPS Growth YoY >0.00%<\/li>\n
  • <\/i> Revenue Growth YoY > 0.00%<\/li>\n
  • <\/i> Market Cap > $1 Billion<\/li>\n<\/ul>\n<\/div>\n

    The idea is to find companies with high rates, growing earnings and revenues that may see a very healthy bump to earnings and<\/span> margins if their tax rate is reduced.<\/p>\n

    The results:<\/p>\n[gview file=”https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2017\/01\/Effective-Tax-Rate-Screen.pdf”]\n","protected":false},"excerpt":{"rendered":"

    Considering the idea that there is a push by the Trump administration for tax reform along with tax reduction, we looked to a screen in order to find companies that may benefit. This was a topic of discussion on The Disciplined Investor Podcast (#494) and we promised to make that list available. The effective tax […]<\/p>\n","protected":false},"author":1,"featured_media":50244,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[510],"tags":[181],"class_list":["post-50240","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blogandupdates","tag-stock-screen","et-has-post-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/50240","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=50240"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/50240\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media\/50244"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=50240"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=50240"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=50240"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}