A | B | C | D | E | F | G | H | I | J | K | L | M | |
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2 | CQSS (Cazadividendos Quality Scoring System) - Latest Update: January 2023 | ||||||||||||
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5 | Please do not request edit access. The sheet cannot be downloaded, copied or printed. | ||||||||||||
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7 | The scoring system employs nine of the most widely used quality indicators and assigns 0-5 points to each quality indicator (0-15 for M* Economic Moat) | ||||||||||||
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9 | Value Line [VL] Price Stability | Dividend Growth stocks are stocks with a record of paying regular and increasing dividends. | |||||||||||
10 | Value Line [VL] Financial Strength | A dividend growth strategy is a buy-and-hold approach to investing that seeks out these kinds of equities. | |||||||||||
11 | Value Line [VL] Safety | ||||||||||||
12 | Morningstar [M*] Economic Moat | Growth stocks are those companies expected to grow sales, earnings and cash flows at a faster rate than the market average. | |||||||||||
13 | Morningstar [M*] Financial Health | Growth stocks typically don’t pay dividends and are often put in contrast with value stocks | |||||||||||
14 | Morningstar [M*] Stewardship | ||||||||||||
15 | Morningstar [M*] Fair Value Uncertainty | Value stocks refer to shares of companies that appear to trade at a lower price relative to their fundamentals, | |||||||||||
16 | Standards & Poors's [S&P] Credit Ratings | such as dividends, earnings or sales. | |||||||||||
17 | Simply Safe Dividends [SSD] Dividend Safety Scores | ||||||||||||
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19 | 1) VL Safety used for Canadian DGI stocks instead of VL Price Stability | ||||||||||||
20 | 2) M* Financial Health Score from the Quantitative Equity Report used for European DGI stocks if M* Financial Health is not available | ||||||||||||
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23 | Points USA/CAN DGI | VL Price Stability | VL Safety | VL Financial Strenght | M* Financial Health | M* Stewardship | M* Fair Value Uncertainty | S&P Credit Rating | SSD Dividend Safety | ||||
24 | 5 | 100 | 1 | A++ | A | Exemplary | Low | All AAA and AA levels | 81-100 (Very Safe) | ||||
25 | 4 | 85-95 | 2 | A+ / A | B | Standard | Medium | All A levels | 61-80 (Safe) | ||||
26 | 3 | 65-80 | 3 | B++ | C | High | All BBB levels | 41-60 (Borderline Safe) | |||||
27 | 2 | 40-60 | 4 | B+ | D | Poor | Very High | 21-40 (Unsafe) | |||||
28 | 1 | 10-35 | B | ||||||||||
29 | 0 | 5 | 5 | <B | F | Extreme | <BBB- | 0-20 (very Unsafe) | |||||
30 | |||||||||||||
31 | Points USA/CAN DGI | M* Economic Moat | |||||||||||
32 | 15 | Wide | |||||||||||
33 | 12 | Narrow | |||||||||||
34 | 6 | None | |||||||||||
35 | |||||||||||||
36 | Overall Score - USA/CAN Dividend Growth Investing: (*) | (*) Prorations are made when the S&P Credit Rating does not exist | |||||||||||
37 | |||||||||||||
38 | 50-49-48-47 | Exceptional | |||||||||||
39 | 46-45-44-43-42 | Excellent | |||||||||||
40 | 41-40-39-38-37 | Fine | |||||||||||
41 | 36-35-34-33-32 | Decent | |||||||||||
42 | 31-30-29-28-27 | Poor | |||||||||||
43 | < 27 | Inferior | |||||||||||
44 | |||||||||||||
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46 | |||||||||||||
47 | Points USA HG | VL Price Stability | VL Financial Strenght | M* Financial Health | M* Stewardship | M* Fair Value Uncertainty | |||||||
48 | 5 | 100 | A++ | A | Exemplary | Low | |||||||
49 | 4 | 85-95 | A+ / A | B | Standard | Medium | |||||||
50 | 3 | 65-80 | B++ | C | High | ||||||||
51 | 2 | 40-60 | B+ | D | Poor | Very High | |||||||
52 | 1 | 10-35 | B | ||||||||||
53 | 0 | 5 | <B | F | Extreme | ||||||||
54 | |||||||||||||
55 | Points USA HG | M* Economic Moat | |||||||||||
56 | 15 | Wide | |||||||||||
57 | 12 | Narrow | |||||||||||
58 | 6 | None | |||||||||||
59 | |||||||||||||
60 | Overall Score - USA High Growth: | ||||||||||||
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62 | 40-39-38-37-36 | Exceptional | |||||||||||
63 | 35-34-33-32 | Excellent | |||||||||||
64 | 31-30-29-28 | Fine | |||||||||||
65 | 27-26-25-24 | Decent | |||||||||||
66 | 23-22-21-20 | Poor | |||||||||||
67 | < 20 | Inferior | |||||||||||
68 | |||||||||||||
69 | |||||||||||||
70 | |||||||||||||
71 | Points EUR DGI | M* Financial Health | M* Financial Health Score | M* Stewardship | M* Fair Value Uncertainty | S&P Credit Rating | |||||||
72 | 5 | A | 86-100 | Exemplary | Low | All AAA and AA levels | |||||||
73 | 4 | B | 76-85 | Standard | Medium | All A levels | |||||||
74 | 3 | C | 66-75 | High | All BBB levels | ||||||||
75 | 2 | D | 50-65 | Poor | Very High | ||||||||
76 | 1 | ||||||||||||
77 | 0 | F | <50 | Extreme | <BBB- | ||||||||
78 | |||||||||||||
79 | Points EUR DGI | M* Economic Moat | |||||||||||
80 | 15 | Wide | |||||||||||
81 | 12 | Narrow | |||||||||||
82 | 6 | None | |||||||||||
83 | |||||||||||||
84 | Overall Score - EUR Dividend Growth Investing: (*) | (*) Prorations are made when the S&P Credit Rating does not exist | |||||||||||
85 | |||||||||||||
86 | 35-34-33 | Exceptional | |||||||||||
87 | 32-31-30-29 | Excellent | |||||||||||
88 | 28-27-26-25 | Fine | |||||||||||
89 | 24-23-22-21 | Decent | |||||||||||
90 | 20-19-18-17 | Poor | |||||||||||
91 | < 17 | Inferior | |||||||||||
92 | |||||||||||||
93 | |||||||||||||
94 | |||||||||||||
95 | Points APAC | M* Financial Health | M* Stewardship | M* Fair Value Uncertainty | S&P Credit Rating | ||||||||
96 | 5 | A | Exemplary | Low | AAA and all AA levels | ||||||||
97 | 4 | B | Standard | Medium | All A levels | ||||||||
98 | 3 | C | High | All BBB levels | |||||||||
99 | 2 | D | Poor | Very High | |||||||||
100 | 1 |