Value Line Investment Survey: Investment Portfolio Stock Analysis

This report uses the Value Line Investment Survey to identify stocks with a beta of 1.2, focusing on growth as the primary investment objective and growth in income as the secondary objective. The screener utilizes dividend yield, target price range, beta, and stock price to detect suitable investment stocks. A portfolio consisting of ten stocks, including Antero Midstream Part., Citizens Fin'l Group, Lam Research Corp, Delta Air Lines Inc, Ally Financial, Jefferies Fin'l Group, Bank of America Corporation, Lear Corp, Grace (W.R.) & Co., and LogMeIn Inc., is constructed based on these criteria. The analysis aims to improve long-term investment returns by selecting stocks with high dividend growth and favorable future target price ranges, as indicated in the provided tables and references.

Running head: VALUE LINE INVESTMENT SURVEY
Value line investment survey
Name of the Student:
Name of the University:
Authors Note:

VALUE LINE INVESTMENT SURVEY
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Table of Contents
1. The Screener used identifying stocks with beta 1.2, where the primary investment objective
is growth and secondary investment objective is growth in income:.........................................2
References and Bibliography:....................................................................................................4

VALUE LINE INVESTMENT SURVEY
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1. The Screener used identifying stocks with beta 1.2, where the primary investment
objective is growth and secondary investment objective is growth in income:
The Value Line Investment Strategy can be used for adequately conducting the
relevant screen, where Dividend Yield, target price range, beta and stock price is mainly used
for detecting the stock for investment. The primary objective for growth is Dividend yield,
and target price range is used for supporting the secondary investment objective1.
Stocks Ticker
Bet
a
Dividend
Yield
Target price
Range
Current
price
Antero Midstream Part. AM 1.2 6.30% $45.00 - $65.00 $27.96
Citizens Fin'l Group CFG 1.2 2.97% $50.00 - $70.00 $36.03
Lam Research Corp LRCX 1.2 2.86% $230.00 - $350.00 $152.75
Delta Air Lines Inc DAL 1.2 2.38% $70.00 - $105.00 $58.86
Ally Financial ALLY 1.2 2.27% $45.00 - $65.00 $26.48
Jefferies Fin'l Group JEF 1.2 2.27% $45.00 - $70.00 $21.97
Bank of America
Corporation BAC 1.2 2.11% $35.00 - $50.00 $28.04
Lear Corp LEA 1.2 2.02% $225.00 - $340.00 $134.87
Grace (W.R.) & Co. GRA 1.2 1.54% $105.00 - $155.00 $62.33
1 Research.valueline.com. N. p., 2018. Web. 30 Nov. 2018.

VALUE LINE INVESTMENT SURVEY
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LogMeIn Inc. LOGM 1.2 1.35% $110.00 - $165.00 $89.87
Stocks
Portfolio
Weight
Number of
Stocks
Antero Midstream Part. $5,000.00 179
Citizens Fin'l Group $5,000.00 139
Lam Research Corp $5,000.00 33
Delta Air Lines Inc $5,000.00 85
Ally Financial $5,000.00 189
Jefferies Fin'l Group $5,000.00 228
Bank of America Corporation $5,000.00 178
Lear Corp $5,000.00 37
Grace (W.R.) & Co. $5,000.00 80
LogMeIn Inc. $5,000.00 56
The above table relevantly indicates the overall portfolio which is created from the
identified 10 stocks that fulfil all the relevant requirements of the investment. The stock with
beta of 1.2, high dividend growth and future target price range would eventually help in
detecting stocks, which can be used for formulating the overall portfolio. Therefore, the
screen is used for improving relevant returns from investment in the long run.

VALUE LINE INVESTMENT SURVEY
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References and Bibliography:
Amador, João, and Sónia Cabral. "Global value chains: A survey of drivers and
measures." Journal of Economic Surveys 30.2 (2016): 278-301.
Bowen, Howard. Investment in learning: The individual and social value of American higher
education. Routledge, 2018.
Krueger, Thomas M., and Mark A. Wrolstad. "Impact of the Reputation Quotient® on
investment performance." Corporate Reputation Review 19.2 (2016): 140-151.
Research.valueline.com. N. p., 2018. Web. 30 Nov. 2018.