Consensus: Stocks That Pass the Most Screens
by John Bajkowski
This month’s First Cut filters for the stocks that passed the greatest number of strategies tracked by AAII. This process is accomplished by examining the results of every screen and identifying stocks passing more than one strategy. As of November 12, 2010, 1,024 stocks passed at least one of the 60 screens tracked by AAII. However, only 25 stocks passed four or more screens, and they are the stocks that made the First Cut this month. Note that some screens such as the growth-oriented O’Neil CANSLIM and the deep-value Graham Enterprising approaches did not have any companies that passed at the time of screening.
The stocks are first ranked by the number of screens passed and then by their price-earnings ratio. The price-earnings ratio (price divided by trailing earnings per share) is a basic valuation gauge. The earnings growth rate measures bottom line performance. Market capitalization (number of shares outstanding times the price) measures firm size. Stock price performance is highlighted with relative price strength ranks over the last 13 weeks and 52 weeks.
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While you cannot automatically consider a group of consensus stocks to be a diversified portfolio, they may present a good First Cut for constructing your personal portfolio. Optimally, the group of screening approaches a stock passes is diverse enough to capture unique, yet desirable qualities. Further information on each of the screening strategies can be found at the Stock Screens area of AAII.com.
—John Bajkowski, President, AAII
| Company (Ticker) |
No. of Screens Passed |
Screens Passed |
P/E Ratio (X) |
EPS Growth Rate (3-Yr) (%) |
Market Cap ($ Mil) |
Relative Strength % Rank |
Share Price (11/12) ($) |
||
|
13-Wk (%) |
52-Wk (%) |
||||||||
| Industry | |||||||||
| EZCORP, Inc. (EZPW) | 6 | Buffett(Hagstrom), IBD Stable70, Inve$tWare, PEG(Est, Hist), Zweig | 12.9 | 30.6 | 1,315 | 87 | 90 | 25.19 | Consumer Fin'l Serv |
| China Automotive Systems, Inc. (CAAS) | 6 | Buffett(EPS, SG), P/E Rel, Rule #1, Templeton, Wanger | 14.1 | 54.9 | 428 | 21 | 36 | 15.78 | Auto & Truck Parts |
| MWI Veterinary Supply (MWIV) | 6 | Driehaus, IBD Stable70, Lakonishok, PEG(Hist), ROE, Zweig | 21.8 | 24.5 | 725 | 73 | 85 | 58.79 | Biotech & Drugs |
| World Acceptance Corp. (WRLD) | 5 | Buffett(EPS, SG), Driehaus, IBD Stable70, PEG(Hist) | 8.3 | 21.0 | 653 | 47 | 84 | 41.72 | Consumer Fin'l Servs |
| Telefonica S.A. ADR (TEF) | 5 | ADR, Neff, O'Shaugh(Val), PEG(Est, Hist) | 10.3 | 20.7 | 111,405 | 52 | 28 | 74.03 | Communic'ns Servs |
| Brush Engineered Material (BW) | 5 | EstRev5%, Kirkpatrick(Val), Lakonishok, Oberweis, P/Sales | 23.7 | -31.0 | 710 | 92 | 92 | 34.90 | Electronic Inst. & Controls |
| Buffalo Wild Wings (BWLD) | 5 | IBD Stable70, Inve$tWare, PEG(Hist), Templeton, Zweig | 24.1 | 22.5 | 880 | 70 | 57 | 48.40 | Restaurants |
| Valassis Communic'ns (VCI) | 4 | P/FrCashFl, Fund'l Rule, Magic For, Neff | 4.2 | 8.3 | 1,542 | 29 | 93 | 31.05 | Advertising |
| ITT Educational Servs (ESI) | 4 | P/FrCashFl, IBD Stable70, Magic For, Neff | 5.6 | 42.7 | 1,906 | 22 | 17 | 59.73 | Schools |
| Western Digital Corp. (WDC) | 4 | Buffett(EPS, SG), Magic For, ROE | 5.9 | 33.4 | 7,487 | 84 | 27 | 32.58 | Computer Storage |
| Amedisys, Inc. (AMED) | 4 | Fisher, P/FrCashFl, Muhlenkamp, Rule #1 | 6.2 | 41.7 | 809 | 64 | 21 | 27.86 | Healthcare Facilities |
| TRW Automotive Holdings Corp. (TRW) | 4 | EstRev5%, Kirkpatrick(Bargain), O'Shaugh(Grth), Oberweis | 8.1 | -33.2 | 5,987 | 85 | 95 | 49.65 | Auto & Truck Parts |
| UnitedHealth Group (UNH) | 4 | Dreman Est Rev, P/E Rel, PEG(Est, Hist) | 9.2 | 2.9 | 40,335 | 59 | 69 | 36.67 | Insur (Accid & Hlth) |
| Chevron Corp. (CVX) | 4 | DivYd, DowDgs, DRPsHiYd, O'Shaugh(Val) | 10.2 | -12.4 | 171,942 | 50 | 50 | 85.44 | Oil & Gas - Integr'd |
| ReneSola Ltd. ADR (SOL) | 4 | EstRev5%, Magnet, O'Shaugh(Grth), Oberweis | 10.6 | -52.4 | 966 | 91 | 98 | 11.13 | Semiconductors |
| Telecom Argentina S.A. ADR (TEO) | 4 | Buffett(Hagstrom), Dreman, Lynch, PEG(Hist) | 11.1 | 30.2 | 4,780 | 73 | 77 | 24.28 | Communic'ns Servs |
| Research In Motion (RIMM) | 4 | Buffett(EPS, SG), IBD Stable70, ROE | 11.3 | 57.7 | 30,841 | 50 | 33 | 58.80 | Communic'ns Equip |
| Intel Corp. (INTC) | 4 | DivYd, Dow Dogs, O'Shaugh(Val), P/E Rel | 11.6 | -3.6 | 120,094 | 55 | 49 | 21.53 | Semiconductors |
| IDACORP, Inc. (IDA) | 4 | Dreman, Dreman EstRev, Driehaus, Graham | 12.0 | 4.1 | 1,785 | 34 | 67 | 36.34 | Electric Utilities |
| LDK Solar Co., Ltd. (LDK) | 4 | Kirkpatrick(Barg, Grth), Magnet, Oberweis | 12.4 | -101.9 | 1,647 | 95 | 94 | 12.53 | Semiconductors |
| Psychiatric Solutions, Inc. (PSYS) | 4 | EstRev5%, IBD Stable70, P/E Rel, Templeton | 12.4 | 23.7 | 1,929 | 33 | 86 | 33.68 | Healthcare Facilities |
| Novartis AG ADR (NVS) | 4 | ADR, DRPsHiYd, O'Shaugh(Val), PEG(Hist) | 12.8 | 8.6 | 127,393 | 52 | 46 | 55.64 | Major Drugs |
| Johnson & Johnson (JNJ) | 4 | DivYd, Dow Dogs, O'Shaugh(Val), Weiss | 13.1 | 5.7 | 174,854 | 50 | 43 | 63.67 | Major Drugs |
| LKQ Corp. (LKQX) | 4 | IBD Stable70, Inve$tWare, PEG(Hist), Templeton | 20.1 | 30.1 | 3,257 | 64 | 68 | 22.55 | Auto & Truck Parts |
| Cognizant Technology Solutions (CTSH) | 4 | IBD Stable70, Inve$tWare, PEG(Hist), ROE | 29.0 | 32.2 | 19,189 | 47 | 79 | 63.23 | Software & Programming |
| Source: AAII's Stock Investor Pro, Thomson Reuters, and I/B/E/S. Data as of 11/12/2010. | |||||||||
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Discussion
Why isn't a consensus screen inserted in to Stock Investor Pro ?
posted over 2 years ago by Ronald from New York
Can you add consensus screen, as independent new 70th screen?
posted over 2 years ago by Ganesh from New York
OK, I've been doong something similar by hand for quite a while. Tkae a lot of unnecessary time since it could easily be done by the computer, if we had such a program. How come there isn't a similar analysis available in Stock Investor Pro?
posted over 2 years ago by C from Texas
I think the investment results of this type of screen would be interesting!
posted over 2 years ago by Walter from Florida
What has the return using the consensus approach?
posted over 2 years ago by CSarahan from District of Columbia
IT WOULD BE NICE TO GET ANSWERS TO THE QUESTIONS POSTED UNDER DISCUSSION ABOVE.
WILL THE ANSWERS BE POSTED AT SOME POINT? WILL I BE NOTIFIED? PLEASE RESPOND TO JAMATRUDI@COMCAST.NET THANKS.
posted over 2 years ago by Joan from New Jersey
why is your website slower than molasses in the wintertime, and why do I get an error message simply by clicking a link within your slow site??
posted over 2 years ago by Gordon from North Carolina
I think it would be a good idea to list the top
ten or fifteen stocks that pass the most AAII screens each year in the January issue and the return on a portfolio of stocks listed from the previous January issue.
posted over 2 years ago by W from Florida
Me, thinks I will write a little excel formula for this.
posted over 2 years ago by Donald from Florida
Here is a performance update for those that are interested.
http://seekingalpha.com/instablog/914029-dark-liquidity/169220-consensus-stocks-that-pass-the-most-screens
posted about 1 year ago by Donald from Michigan
