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John Bajkowski

author Image John Bajkowski is president of AAII.


Articles by this Author

Areas of Expertise: stock screening, dividend investing, model portfolios, Stock Superstars Report

Topics Presented in Speeches: “Finding a Stock Winner: First Step Screening” and “AAII Shadow Stock Portfolio: From Theory to Application”

Biography:
John Bajkowski is president of AAII. As financial analyst for AAII, John writes a column on screening stocks. He also serves on the Dividend Investing and Stock Superstars advisory committees. He earned a bachelor’s degree in finance and management from DePaul University. He has been with AAII for over 25 years.

Articles by this Author


  1. The First Cut »

    Stocks on the Move With Price Momentum

    A starting point for investors. This issue's focus is on finding stocks with improving relative strength percentage rankings, and the highest prices as a percentage of their 52-week highs.

    October 2009 | Journal

  2. The First Cut »

    Financially Stable Stocks With Low Prices

    A starting point for investors. A recent study found that portfolios of low-priced stocks outperformed higher-priced stocks, and the excess performance was not explained by firm factors such as size or valuation. With that in mind, this issue's First Cut focuses on stocks that are selling at prices below $5 per share and that have indications of both long-term financial stability and financial strength.

    September 2009 | Journal

  3. Stocks With Possible

    The First Cut »

    Stocks With Possible "Hidden" Earnings

    A starting point for investors. This issue's focus is on firms with possible "hidden" earnings, indicated by a record of positive free cash flow that is currently greater than earnings and that are trading with low price-to-free-cash-flow ratios.

    August 2009 | Journal

  4. The First Cut »

    Stocks With a Competitive Edge

    A starting point for investors. This issue's focus is on firms with positive sales growth and above-average profit margins.

    July 2009 | Journal

  5. The First Cut »

    High Quality + High Yield + High Growth Stocks

    A starting point for investors. This issue's focus is on Lowell Miller's strategy for investing in high-quality growth stocks with high and growing dividends.

    June 2009 | Journal

  6. The First Cut »

    Magic Formula Stocks

    A starting point for investors. This issue's focus is on Joel Greenblatt's "Magic Formula" for picking stocks: high returns on capital, and a low price-to-enterprise valu

    May 2009 | Journal

  7. The First Cut »

    Benjamin Graham Bear Market Stocks

    A starting point for investors. This issue's focus is on stocks with low prices relative to a firm's net current assets, a basic Benjamin Graham approach to finding stocks trading well below their instrinsic value.

    April 2009 | Journal

  8. The First Cut »

    The Outcasts: Stocks Removed From the S&P 500

    A starting point for investors. This issue's focus is on stocks possibly neglected due to their removal from the S&P 500 index.

    February 2009 | Journal

  9. The First Cut »

    All-Star Stocks That Pass the Most Screens

    A starting point for investors. This issue's focus is on finding companies that passed the most AAII Stock Screens.

    January 2009 | Journal

  10. First Cut »

    The First Cut: Cash-Rich Firms

    A starting point for investors. This issue's focus is on finding companies with high levels of net cash per share relative to their share prices.

    November 2008 | Journal

  11. First Cut »

    The First Cut: Momentum Stocks With Positive Earnings Surprises

    A starting point for investors. This issue's focus is on finding companies with positive earnings surprises over the last quarter, coupled with above-average relative price strength.

    October 2008 | Journal

  12. First Cut »

    The First Cut: Stocks With Low Accrual Ratios

    A starting point for investors. This issue's focus is on finding companies that actually generate more cash than their accrual earnings indicate by screening for accrual ratios. The accrual ratio is calculated by subtracting free cash flow from net income, dividing the result by total assets and presenting the figure as a percentage.

    September 2008 | Journal

  13. First Cut »

    The First Cut: Real Dogs: Pet-Care Stocks

    A starting point for investors. This issue's focus is on finding stocks in the pet-care industry, an area that some investors believe may be "recession-proof."

    August 2008 | Journal

  14. First Cut »

    The First Cut: Dividend Achievers

    A starting point for investors. This issue's focus is on finding stocks with the highest long-term dividend growth rate, and stocks with the highest yields.

    July 2008 | Journal

  15. First Cut »

    The First Cut: Using Enterprise Value to Locate Bargains

    A starting point for investors. This issue's focus is on finding bargain stocks using a stock's enterprise value to gauge the worth of a company.

    June 2008 | Journal