Articles belonging to ‘Predefined’

Multiscreen Selector and Crosstab Report

March 2014
One of the features that Stock Investor Pro subscribers frequently ask about is the ability to run multiple screens on the stock universe. Stock Investor 4.0 added this feature, allowing users to see not only which companies passed the most screens but also which screens these companies passed. This installment of Stock Investor News walks you through using the new Crosstab Report, which allows you to find companies that are passing several screens and filter for the companies that are passing the most number of screens. Read more »

Creating Advanced Stock Screens Using the ‘Or’ Function and Parentheses

February 2014
Arguably the most difficult task for new users of Stock Investor Pro is setting up a custom stock screen with their own filters. Filters allow you to apply comparison statements to the entire universe of stocks (or a subset such as a portfolio) in order to isolate those stocks that match your desired criteria. In the October 2013 issue of Stock Investor News, we explained how to create basic custom screens. This issue finishes the discussion by showing how to apply two advanced features when screen building: the ‘or’ function and parentheses. Read more »

Predefined Stock Screens

December 2013
After installing Stock Investor Pro for the first time, many new users of the program are unsure of where to begin. One of the most popular features of the software is its collection of over 60 preinstalled stock screens, many of which are based upon the screening principles of well-known investors such as Warren Buffett, William O’Neil, and Martin Zweig. Other screens are tied to basic principles of investing, such as the low price-to-sales ratio. This installment of Stock Investor News shows new and existing users how these predefined screens work, and offers additional resources and tips for getting the most out of AAII’s screen collection. Read more »

Introducing and Creating the CAN SLIM No Float Screen

April 2013
The Stock Investor Pro program currently contains two screens based on William O’Neil’s CAN SLIM approach. The first screen, listed as *O’Neil (CAN SLIM) in SI Pro, is based on William O’Neil’s investing methodology outlined in the second edition of his book, “How to Make Money in Stocks.” Read more »

Introducing the Graham Enterprising Revised Screen

February 2013
Stock Investor Pro contains several screens based Benjamin Graham’s popular intrinsic value approach. Most of our Graham screens have performed well, but the Graham Enterprising Investor screen suffered from a small universe of passing stocks. In the October 2012 AAII Journal, AAII President John Bajkowski discussed a method to adjust the Graham Enterprising Investor screen to allow for more passing companies while staying true to the methodology. The newly created screen not only allows for more passing companies, but the long-term performance is also better than the original screen, and the price volatility is lower. Read more »

Predefined Stock Screens

December 2011
After installing Stock Investor Pro for the first time, many new users of the program are unsure of where to begin. One of the most popular features of the software is the collection of 62 preinstalled stock screens, many of which are based upon the screening principles of well-known investors such as Warren Buffett, William O’Neil, and Martin Zweig. Read more »

Tweedy, Browne’s “What Has Worked in Investing”

May 2011
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Kirkpatrick Screens Using Relative Data

February 2010
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Getting the Most Out of Stock Investor’s Predefined Stock Screens

August 2004
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Updating the Foolish Approach to Stock Picking

February 2004
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The IBD Stable 70 Screen

November 2003
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Introducing the Hagstrom Buffett Growth and Value Screen

February 2003
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