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Individual Securities

SVA Plumb Financial’s team of analysts conducts proprietary research using a thorough, independent, hands-on approach. The goal is to find companies we believe are likely to perform well under current economic conditions as well as over complete business cycles. We study companies through an historical context as well as a forward-looking approach, looking for quality companies we can purchase at a reasonable price.

As we look for prospective companies, we focus on these key factors:

  • Financial strength
  • Cash flows
  • Earnings expectations

We are constantly striving to advance our fundamental research. Over the last several years, our deeper investigation of the business balance sheet has paid off.

Additionally, we continue to focus on how companies are funded, as we have observed the dangers of leverage in recent years.

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