- Aggressive Growth for counters with earnings growth of at least 15%
- Cyclical names with compelling valuations
- Special Situations stocks (buyouts/mergers /restructuring)
- Asset Plays with large discounts to underlying assets
- Steady Growth for those with a predictable steady stream of earnings growth
- Moat counters with strong franchise and competitive advantage
- Yield plays with high but sustainable dividends.
So which do you specialise in?
