Abbot Financial Management 510 Turnpike Street, Suite #101
North Andover, MA 01845
Abbot Financial Management Phone Number
Equity Strategy

Our equity investment objective is to create a diversfied portfolio of stocks. Equities within sectors offering the best relative values with favorable long term growth prospects. Selected companies must be well managed, financially strong, and have clearly defined business plans.

These companies must be a leader in their industry, have a proven ability to grow revenue, and have a record of increasing earnings and dividends.

STOCK SELECTION PROCESS

We look at:

VALUE

  • P-E Ratio

  • Price/Book

  • Price/Cash Flow

  • Return on Assets

GROWTH
  • Strong balance sheet

  • Quality of management

  • Consistent earnings

  • Advances in technology