Updated ‘How To Guide’ for Dividend Geek Screeners

The following guide explains how I use the screener tools available on the Dividend Geek website to easily find the top undervalued dividend growth stocks for further investigation. Of course your selection criteria may vary, but I believe I have captured the most important selection criteria (metrics) for you to find great companies to investigate. This guide is also listed under ‘Screeners’ on the top menu bar for easy reference.

How To Use the Dividend Geek Screeners

The Dividend Geek screeners are designed to quickly review undervalued dividend growth stocks to find the best candidates for further investigation. Each screener is sorted by discount to fair value, separating the undervalued stocks (highlighted in bright green, green and yellow) to the top of the screener from the overvalued stocks (highlighted in red) to the bottom half of the screener, to eliminate the overvalued companies from the review process.

Screening Steps

1. Starting in the first/top row from left to right review each cell (metric) for the undervalued stock and disqualify those with red flags using our selection criteria (red text) or your own.

2. Compare the remaining stocks that passed the red flag review process against each other, and determine the top 3 based on the selection criteria you give to each metric to meet your investing strategy and portfolio objectives.
3. Do your own personal due diligence for the top three candidates that you found using the screener.

Once I have selected my top 3 companies from the screener review I analyze them in more depth. I find out more about their financial stability, and review their historical trends to make sure that I’m confident in owning them if I choose to.

The table below has important information about each screener column and how I use them. Your methods may vary for your needs and objectives, or as you refine your own investing system.

*Disclaimer: Information is provided “as is” and solely for informational purposes, not for trading purposes or advice. Sources may not always provide data. Quotes may be delayed up to 20 minutes.

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