Financial Priorities - Pyramid - Morningstar

Ms. Benz from Morningstar proposes an investment pyramid which has as basis "having a goal" and only at the top the "investment selection".

So the ranking in terms of priorities are as follows:

1. The Basis: Setting and Prioritizing Your Financial Goals 
2. Managing Your Saving and Spending Rate
3. Your Asset Allocation
4. Your Own Behavior 
5. Managing for Tax Efficiency   
6. The Top: Making Investment Selections
   

Food for thought... although turning stones to find interesting companies and stocks is more fun😉
I would also add Risk and Money Management as important topics in this process.

Link to the article:
http://news.morningstar.com/articlenet/article.aspx?id=789005

Schroders Blog - Value Investing Strategy Works Also in Emerging Markets & Sectors

Schroders writes about value investing in China and mentions Chinese distiller Kweichow Moutai and Russian utilities like Inter RAO as examples working in the past.

Links:
Schroders articles:

http://www.schroders.com/en/uk/the-value-perspective/blog/all-blogs/a-value-strategy-works-in-emerging-markets-as-much-as-developed-ones/

http://www.schroders.com/en/uk/the-value-perspective/blog/all-blogs/why-whole-sectors-being-tarred-with-the-same-brush-is-good-news-for-value-investing/

Interesting statement from 2nd article:
"...Regular visitors to The Value Perspective will be well aware of our view that some parts of the stockmarket – particularly the supposedly stable, low-volatility, ‘safe-haven’ sectors, such as food, beverages and tobacco – are historically very expensive while others, such as financials and mining, remain historically cheap...."

Company info on FT:
Kweichow Moutai: https://markets.ft.com/data/equities/tearsheet/summary?s=600519:SHH
Inter RAO: https://markets.ft.com/data/equities/tearsheet/summary?s=IRAO:MCX

Amiral Gestion - Fund

http://www.amiralgestion.com/uk/

Dividend Investing

Information about dividend investing in the US (DRIP), includes a list of stocks with dividends:

http://www.dripinvesting.org/tools/tools.asp

Article about Geraldine Weiss and stock screen:

https://www.forbes.com/2002/02/12/0212adviser.html

Dorfman Screen - ROE and Earning Growth

John Dorfman writes about a screen where the company must have a 30% return on equity and 30% earnings growth over last five years.

In 2017 36 companies made the cut, among them mentioned:
Texas Instruments (TXN)
MasterCard (MA)
Viacom (VIA)
NVR
Gilead Sciences (GILD)

http://dorfmanvalue.com/only-red-hot-companies-can-make-my-30-30-club/

Gilead has according to Yahoo Finance a trailing P/E below 7 and a ROE of 70.
https://finance.yahoo.com/quote/GILD/key-statistics?p=GILD

Dorfman - Casualty List

John Dorfman writes about his stock screen "casualy list":

http://dorfmanvalue.com/transocean-and-essendant-are-on-the-casualty-list/

Deep Value Investment Fund

According to the description:
"A small cap fund that looks for unloved companies priced at a discount to their liquid assets. Largely UK weighted, the fund has a bias to the service sectors."
http://www.ch-investments.co.uk/our-funds/deep-value-investments-fund

Companies mentioned in the March 2017 fact sheet:
Lamprell plc
Sanshin Electronics
Indigivision Group
Record
PV Chrystalox Solar
H&T Group
B P Marsh & Partners
Hydrogen Group
Thalassa Holdings
Hargreaves Services
McKay Securities
Bovis Homes Group
Enteq Upstream