You need quality stocks during times of turmoil. Here's one good strategy for picking them

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There is a close correlation between returns on invested capital (ROIC) and stock performance over long periods. Here are the 20 companies in the S&P 500 that have achieved the highest average ROIC over the past 10 years.

You may be aware of how difficult it is for fund mangers to outperform stock indexes. And now all investors face the challenge of a slowing economy as the Federal Reserve tightens monetary policy to cool the U.S. economy and clamp down on inflation.

ROIC sheds light on a corporate management team’s ability to make the most efficient use of the money invested to fund its business. For a top-down approach, there is no need to make fair comparisons. Looking back 10 years , ROIC data is available for 453 members of the S&P 500. The table includes 10-year total returns for the stocks, with dividends reinvested. Of the 20 companies, all but four have beaten the S&P 500’s 10-year return of 242% through Aug. 31.

Looking ahead: ratings and price targets Sell-side analysts tend to avoid placing negative ratings on stocks. One reason is that bad news or a long decline for a company may already be “baked into” its share price.

 

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