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Features: Stock Screening and Analysis

Implementing the Weiss Blue-Chip Screen

June 18, 2016 by John Bajkowski

Deriving screen criteria from Geraldine Weiss’ approach of investing in blue-chip stocks to build a stock screen that gives a prospective list of stocks.

A Snapshot of Fourth-Quarter 2015 Earnings Trends Using Estimize

February 20, 2016 by Christine Short

Christine Short, corporate earnings expert at Estimize, reports on projected growth as the current reporting season unfolds.

Screening for Stocks Using David Dreman’s Contrarian Strategy

November 21, 2015 by Jaclyn N. McClellan

Converting the contrarian approach made famous by David Dreman into a useable screen to find prospective stocks.

Backtesting the Revised MAGNET Stock Screens

July 18, 2015 by Jaclyn N. McClellan

An examination of the hypothetical results of Jordan Kimmel’s revised MAGNET stock screens.

Creating a Contrarian Screen: The 52-Week Low Formula

June 21, 2014 by Joe Lan

A discussion of Luke Wiley’s approach to stock-picking and how to build a screen using his five filters.

Screening for Quality Growth, Value & Momentum

Fourth Quarter 2013 by Wayne A. Thorp

Translating the Novy-Marx approach for finding quality value stocks into a screen using Stock Investor Pro and Excel.

A CAN SLIM Screen With No Float but Plenty of Lift

Second Quarter 2013 by Wayne A. Thorp

Tweaking the CAN SLIM screen criteria to allow more stocks to pass, while preserving its potential for success.

Creating the Revised Graham Enterprising Investor Screen

First Quarter 2013 by Joe Lan

Creating a more realistic version of the popular Graham Enterprising Investor screen using Stock Investor Pro.

Tracking the Analysts

May 2012 by Wayne A. Thorp

Tracking earnings expectations, and their changes, is an important and a potentially rewarding strategy for stock investors.

Tracking the Analysts

May 2012 by John Bajkowski

Tracking earnings expectations, and their changes, is an important and a potentially rewarding strategy for stock investors.

Screening With the Big, Safe Dividend Formula: The Advanced BSD Approach

Fourth Quarter 2011 by Wayne A. Thorp

Recreating Charles Carlson’s advanced approach for seeking stocks with a safe and growing dividend and growth potential.

Screening With the Big, Safe Dividend Formula

Third Quarter 2011 by Wayne A. Thorp

Charles Carlson’s stock-picking approach seeks stocks with above-average growth potential and a safe and growing dividend.

Grant Henning’s Fundamental-Value Stock Trading System

September 2010 by Wayne A. Thorp

After Henning developed a technical-momentum approach to stock-picking, he discovered that there are times when value stocks with strong earnings do better. A look at Henning's ranking system using a fundamental-value approach.

Screening on Jim Slater's Zulu Principle

June 2010 by Wayne A. Thorp

In the 15-plus years I have been reading investing texts—especially related to stock screening—I have found the subject to be decidedly centered in the U.S. Therefore, when I ran across a book written on the other side of the pond in England, I jumped at the chance to see what it had to say.

The Stockpiling Approach to Stock Trading

Second Quarter 2010 by Cara Scatizzi

A look at Phil Town’s book, “Payback Time,” and how to build a screen based on the approach.

Benjamin Graham's Net Current Asset Value Approach

February 2010 by Wayne A. Thorp

One of Benjamin Graham's original selection methodologies dating back to the early 1930s has been largely overlooked. The methodology focuses on stocks trading at prices less than their net current asset values (NCAVs). This CI Online Exclusive explains the NCAV approach, highlighting how you can use computerized stock screening tools to identify stocks meeting Graham's criteria.

Beating the Market With Charles Kirkpatrick

September 2009 by Wayne A. Thorp

The market downturn over the last year or so has been a nightmare for many investors. On one end of the spectrum are the “buy and hold” investors who saw their portfolios battered by the broad-based decline in equities.

Using the Magic Formula for Investing

August 2009 by Cara Scatizzi

Learning to successfully invest in the stock market is simple, according to Joel Greenblatt’s “The Little Book That Beats the Market” (Wiley, 2005). Greenblatt is the founder and a managing partner of Gotham Capital, a private investment partnership. He is an adjunct professor at the Columbia University Graduate School of Business, and holds a B.S. and an MBA from the Wharton School.

Rules of Attraction: The MAGNET Stock Selection Process

June 2009 by Wayne A. Thorp

Jordan Kimmel blends value, growth and momentum investing styles into a singular approach, which he termed the MAGNET Stock Selection Process.

CAN SLIM Analysis Using Online Tools

July/August 2006 by Wayne A. Thorp

AAII's stock screen based on William O'Neil's CAN SLIM approach has shown superior long-term performance. How to implement the CAN SLIM strategy yourself using readily available websites.

It’s Never Too Late: Trading on Stock Upgrades

July/August 2005 by Wayne A. Thorp

Should you buy a stock after it’s upgraded by an analyst? How to judge what direction a stock might take after a positive analyst change.

Feature: Changing the Holding Period of AAII Stock Screens

May/June 2005 by John Bajkowski

What would happen to performance if you ran AAII stock screens quarterly or semiannually instead of monthly? The results may surprise you.

Implementing a Dividend Yield Screen

July/August 2004 by Wayne A. Thorp

How to find undervalued stocks with a strong dividend history using AAII’s Stock Investor Pro and four Web-based stock screening services.

The IBD Stable 70 Screen

September/October 2003 by Wayne A. Thorp

Search for “recession-proof” companies using Investor’s Business Daily’s Stable 70 list as a guide.

Screening on Dual Cash Flow

January/February 2001 by John Bajkowski

A twist on cash flow analysis focuses on the strength and quality of a firm’s cash flow.

Stock Screening With Walter Schloss

May 2009 by Cara Scatizzi

A disciple of Benjamin Graham and his value investing technique, Schloss looked for stocks that were hitting new lows and those trading at a price lower their their book value per share.