Cypress Capital Management | Process
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Our process starts by analyzing over 5,000 companies using the key metrics listed below. By filtering our stocks though this stringent process, it narrows our company list to only the strongest companies.

Our Investment Selection Process


    • We like to invest our client’s money in companies that can grow over time.  Why?  Because it’s one number that is hard to fake.  Our firm was founded on the principals of accounting, and we’ve always made sure to steer away from companies that use questionable accounting practices.  Sales growth is a solid indicator.

  • Operating Margin Growth

    • This simply tells us if earnings are growing faster than sales.  A company that’s able to expand its operating margins is usually a company that has a dominant position in the industry.  This company can raise prices without seeing a drop-off in sales, and that’s a nice place to be.


    • This is at the heart of all good financial analysis, and we rely on it as well.  As long as any company is able to grow its earnings consistently, its stock will do well.


    • It’s not enough to just see a company’s earnings growth, we also want to see its rate of growth increase.


    • Speaking of beating earnings, we also look to see if a stock has been able to beat its earnings estimates, and by how much. This is an important number to watch because it often shows a stock that Wall Street isn’t paying much attention to.

  • Analyst Earnings Revisions

    • We like to see stocks that have had their earnings estimates increased by Wall Street analysts.  This usually tips us off to a stock that’s about to “beat earnings”.


    • This tells us how much money a company has left over after paying for the costs of its business. Having strong cash flow is important because it allows a company to invest more resources in growing its business.


    • This is the gold standard. ROE tells us how efficiently a company is managing its resources. We can’t interview the managers of the companies, so we like to think of ROE as a report card for management.


Cypress Capital Management is a registered investment advisor located in Wyoming.  Cypress Capital Management and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Cypress Capital Management maintains clients. Cypress Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cypress Capital Management’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Cypress Capital Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Cypress Capital Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Cypress Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cypress Capital Management, please contact the SEC, FINRA or the state securities regulators for those states in which Cypress Capital Management maintains a filing. A copy of Cypress Capital Management’s current written disclosure statement discussing Cypress Capital Management’s business operations, service, and fees is available from Cypress Capital Management upon written request. Cypress Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cypress Capital Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Cypress Capital Management made reference to directly or indirectly by Cypress Capital Management in its web site, or indirectly by a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of Cypress Capital Management’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Cypress Capital Management’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Cypress Capital Management, or form any other investment professional. Cypress Capital Management is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.


To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Cypress Capital Management’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Cypress Capital Management,  or from any other investment professional.