111103 Nifty screen

	A	B	C	D	E	F	G	H
1		Nifty candidates	Sector	Cap (£m)	10y ROE(%)	PB	Ass/Eq	10y EY(%)

2	1	JKX Oil And Gas	oil and gas producers	270	21	0.9	1.3	23
3	2	BHP Billiton	mining	41,235	31	1.2	1.8	26
4	3	UTV Media	media	111	26	0.9	2.2	30
5	4	Clarkson	industrial transportation	197	26	1.6	1.6	16
6	5	IFG Group	financial services	119	25	1.2	2.0	20
7	6	Braemar Shipping Services	industrial transportation	73	19	1.1	1.5	16
8	7	CPL Resources	support services	90	20	1.5	1.5	13
9	8	Rio Tinto	mining	49,107	28	1.3	2.2	22
10	9	National Express	travel and leisure	1,151	27	1.1	2.4	24
11	10	Chime Communications	media	163	18	1.0	1.7	17
12	11	Dewhurst	electronic and electrical equipment	12	16	0.9	1.5	19
13	12	Sportingbet	travel and leisure	233	19	1.3	1.7	15
14	13	Haynes Publishing	media	17	16	0.9	1.5	17
15	14	Colefax Group	household goods and home construction	33	17	1.3	1.5	13
16	15	Clarke (T)	construction and materials	18	30	0.8	3.4	39
17	16	Jacques Vert	general retailers	29	20	1.2	2.2	17
18	17	Smith And Nephew	health care equipment and services	4,944	29	2.6	1.6	11
19	18	Dewhurst	electronic and electrical equipment	11	16	1.2	1.5	13
20	19	Cranswick	food producers	339	19	1.5	1.7	12
21	20	Game Group	general retailers	64	17	0.2	2.0	73
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23		Potentially good businesses at cheap looking prices
24		Ranked by:
25		Profitability: Average Return on Equity (high is good)
26		Value: Price to book value (low is good)
27		Gearing: Assets/Equity (low is good)
28		Exclusions:
29		Companies with 1 and average 3,5 and 10y ROE <=10%
30		Companies with market valuations below £5m
31		199 companies met the criteria, the top 10% are shown
32		Data: Sharelockholmes, 3 November 2011
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