Stock Screens

  • Screen Performance Snapshots

  • Screen    		 Annual Price Gain (%)
    YTD 1 Yr 5 Yr Total Category

  • YTD

    1.
    Piotroski 9
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 321.3% 525.6% 49.3% 27.2% Value
    2.
    Piotroski 8
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 82.9% 45.1% 15.5% 42.7% Value
    3.
    Stock Market Winners
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    		 55.2% 30.2% -0.8% 18% Growth &
    Value
    4.
    Oberweis Octagon
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    		51.4% 31.7% 1.9% 13.3% Growth &
    Value
    5.
    Graham--Enterprising Investor
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 19.5% 40.7% 19.9% 20.3% Value
    6.
    Price-to-Free-Cash-Flow
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    		 17.5% 61.9% 11.1% 19.9% Value
    7.
    Neff
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    		 16.2% 37.6% 6.8% 20.1% Value
    8.
    O'Shaughnessy--Tiny Titans
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 14.2% 30.4% 3.9% 29.6% Growth &
    Value
    9.
    O'Shaughnessy--All Cap
    Growth at a reasonable price screen created by James O'Shaughnessy.
    		 12.9% 20.8% 3.8% 11.8% Growth &
    Value
    10.
    Dividend Screen--Non-DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 12.3% 20.4% 0.8% 12.3% Value
    11.
    Value on the Move--PEG With Hist Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 12.2% 37.8% 2.9% 13.9% Growth &
    Value
    12.
    Graham--Defensive Investor (Non-Utility)
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 11.9% 27.7% 15.9% 17.1% Value
    13.
    Driehaus
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    		 10.9% 31.5% 18.9% 10.9% Growth
    14.
    Murphy Technology
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    		 10.7% 6.7% -4.1% -6.7% Sector/
    Specialty
    15.
    Rule #1 Investing
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    		 9.9% 38.4% 0.4% 9.2% Growth &
    Value
    16.
    Dual Cash Flow
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    		 9.7% 29.6% 3.4% 16% Sector/
    Specialty
    17.
    Lynch
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    		 9.6% 49% 9.8% 16.1% Growth &
    Value
    18.
    Value on the Move--PEG With Est Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 8.8% 24.1% 5.7% 19.4% Growth &
    Value
    19.
    Return on Equity
    A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.
    		 7.9% 26.4% 4.2% 12.6% Growth
    20.
    Dividend Screen--DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 7.9% 16.9% 0.2% 7.5% Value
    21.
    Fisher (Philip)
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    		 7.1% 14.3% 3.2% 8.6% Growth &
    Value
    22.
    Insider Net Purchases
    Who insiders are, what requirements they must obey, and what insider data is important.
    		 6.7% 14% -6.7% 0.3% Sector/
    Specialty
    23.
    P/E Relative
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    		 6.3% 26.2% 12.6% 16.7% Value
    24.
    T. Rowe Price
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    		 6% 10% 2.7% 5.3% Growth &
    Value
    25.
    Buffett--Hagstrom
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    		 5.9% 20.5% 5.1% 13.4% Growth &
    Value
    26.
    Est Rev Up
    Introduction to the use of earnings estimates.
    		 5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    27.
    Magic Formula
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    		5.1% 26.6% 10.7% 13.2% Growth &
    Value
    28.
    Buffettology--Sustainable Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 5% 26.7% 7.7% 10.8% Growth &
    Value
    29.
    Dreman
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    		 4.8% 14.2% 0.5% 10.2% Value
    30.
    Buffettology--EPS Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 4.8% 23.4% 4.9% 8.9% Growth &
    Value
    31.
    Templeton
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    		 4.4% 9.8% 2.9% 8% Growth &
    Value
    32.
    Dividend (High Relative Yield)
    Using the dividend-yield approach to invest during volatile markets.
    		 4.4% 14.9% -0.6% 7.1% Value
    33.
    Est Rev Up 5%
    Introduction to the use of earnings estimates.
    		 3.8% 22.9% 23.7% 28.9% Sector/
    Specialty
    34.
    Est Rev Down 5%
    Introduction to the use of earnings estimates.
    		 3.6% 18.4% -2.2% 0% Sector/
    Specialty
    35.
    IBD Stable 70
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    		 3.5% 25.3% -1.2% 8.8% Growth
    36.
    O'Shaughnessy--Growth Market Leaders
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 3.5% 12.2% -3.2% 4.8% Growth &
    Value
    37.
    Est Rev Down
    Introduction to the use of earnings estimates.
    		 3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    38.
    Dogs of the Dow
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		3% 17.4% -6.4% -1.1% Value
    39.
    Price-to-Sales
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    		 2.8% 21.3% 3.7% 15.3% Growth &
    Value
    40.
    Foolish Small Cap 8
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    		 2.8% 43.6% -6.7% 11.9% Growth
    41.
    Lakonishok
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    		 2.6% 19.2% 10.3% 13.8% Value
    42.
    O'Shaughnessy--Small Cap Growth & Value
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 2.3% 12.8% 3.3% 17.7% Growth &
    Value
    43.
    Dreman With Est Revisions
    Utilizing contrarian stocks with upward earnings revisions.
    		 2.2% 14.3% 7.9% 13.8% Value
    44.
    Inve$tWare Quality Growth
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    		 0.8% 20.1% -0.1% 5% Growth
    45.
    ADRs
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    		 0.6% 14.2% 5.6% 8.8% Sector/
    Specialty
    46.
    Dogs of the Dow--Low Priced 5
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		0.6% 9.7% -14.8% -2.8% Value
    47.
    O'Shaughnessy--Growth
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 0.4% 24.3% 1.4% 16.2% Growth &
    Value
    48.
    Weiss Blue Chip Div Yield
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    		 0.4% 15.7% 2.9% 8.5% Value
    49.
    Wanger (Revised)
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    		 0.3% 15.7% 2.9% 7.2% Growth &
    Value
    50.
    Cash Rich Firms
    Locating firms with a high proportion of cash to share price.
    		 -0.7% 15.9% 3.7% 13% Value
    51.
    Graham--Defensive Investor (Utility)
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    		 -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    52.
    Zweig
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    		 -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    53.
    O'Shaughnessy--Value
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    		 -2.6% 12.8% -4.7% 4.4% Value
    54.
    Fundamental Rule of Thumb
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    		 -3.8% 15.4% 8.3% 18.2% Value
    55.
    Muhlenkamp
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    		 -4.1% 10.2% -1.2% 11.2% Growth &
    Value
    56.
    Kirkpatrick Growth
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		 -6.9% 16.3% 24.5% 20.1% Growth
    57.
    Foolish Small Cap 8 Revised
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    		 -9.3% 32.6% 9.3% 20.5% Growth &
    Value
    58.
    Kirkpatrick Bargain
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-10.4% 5.3% 11% 7% Growth &
    Value
    59.
    MAGNET Simple
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    60.
    Schloss
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    		-16.7% -6.5% 5.5% 13.6% Value
    61.
    O'Neil's CAN SLIM
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    		 -22.2% -22.3% 17.2% 28% Growth
    62.
    O'Neil's CAN SLIM Revised 3rd Edition
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    		 -24.2% -22.9% -4.6% 14.5% Growth
    63.
    MAGNET Complex
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -27.1% -38.3% -9.5% 15% Growth &
    Value
    64.
    Kirkpatrick Value
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-36.7% -28% 15.9% 12% Growth &
    Value

  • 1-Year

    1.
    Piotroski 9
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 321.3% 525.6% 49.3% 27.2% Value
    2.
    Price-to-Free-Cash-Flow
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    		 17.5% 61.9% 11.1% 19.9% Value
    3.
    Lynch
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    		 9.6% 49% 9.8% 16.1% Growth &
    Value
    4.
    Piotroski 8
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 82.9% 45.1% 15.5% 42.7% Value
    5.
    Foolish Small Cap 8
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    		 2.8% 43.6% -6.7% 11.9% Growth
    6.
    Graham--Enterprising Investor
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 19.5% 40.7% 19.9% 20.3% Value
    7.
    Rule #1 Investing
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    		 9.9% 38.4% 0.4% 9.2% Growth &
    Value
    8.
    Value on the Move--PEG With Hist Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 12.2% 37.8% 2.9% 13.9% Growth &
    Value
    9.
    Neff
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    		 16.2% 37.6% 6.8% 20.1% Value
    10.
    Foolish Small Cap 8 Revised
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    		 -9.3% 32.6% 9.3% 20.5% Growth &
    Value
    11.
    Oberweis Octagon
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    		51.4% 31.7% 1.9% 13.3% Growth &
    Value
    12.
    Driehaus
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    		 10.9% 31.5% 18.9% 10.9% Growth
    13.
    O'Shaughnessy--Tiny Titans
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 14.2% 30.4% 3.9% 29.6% Growth &
    Value
    14.
    Stock Market Winners
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    		 55.2% 30.2% -0.8% 18% Growth &
    Value
    15.
    Dual Cash Flow
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    		 9.7% 29.6% 3.4% 16% Sector/
    Specialty
    16.
    Graham--Defensive Investor (Non-Utility)
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 11.9% 27.7% 15.9% 17.1% Value
    17.
    Buffettology--Sustainable Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 5% 26.7% 7.7% 10.8% Growth &
    Value
    18.
    Magic Formula
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    		5.1% 26.6% 10.7% 13.2% Growth &
    Value
    19.
    Return on Equity
    A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.
    		 7.9% 26.4% 4.2% 12.6% Growth
    20.
    P/E Relative
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    		 6.3% 26.2% 12.6% 16.7% Value
    21.
    IBD Stable 70
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    		 3.5% 25.3% -1.2% 8.8% Growth
    22.
    O'Shaughnessy--Growth
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 0.4% 24.3% 1.4% 16.2% Growth &
    Value
    23.
    Value on the Move--PEG With Est Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 8.8% 24.1% 5.7% 19.4% Growth &
    Value
    24.
    Buffettology--EPS Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 4.8% 23.4% 4.9% 8.9% Growth &
    Value
    25.
    Est Rev Up 5%
    Introduction to the use of earnings estimates.
    		 3.8% 22.9% 23.7% 28.9% Sector/
    Specialty
    26.
    Est Rev Up
    Introduction to the use of earnings estimates.
    		 5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    27.
    Price-to-Sales
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    		 2.8% 21.3% 3.7% 15.3% Growth &
    Value
    28.
    O'Shaughnessy--All Cap
    Growth at a reasonable price screen created by James O'Shaughnessy.
    		 12.9% 20.8% 3.8% 11.8% Growth &
    Value
    29.
    Buffett--Hagstrom
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    		 5.9% 20.5% 5.1% 13.4% Growth &
    Value
    30.
    Dividend Screen--Non-DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 12.3% 20.4% 0.8% 12.3% Value
    31.
    Inve$tWare Quality Growth
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    		 0.8% 20.1% -0.1% 5% Growth
    32.
    Lakonishok
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    		 2.6% 19.2% 10.3% 13.8% Value
    33.
    Est Rev Down
    Introduction to the use of earnings estimates.
    		 3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    34.
    Est Rev Down 5%
    Introduction to the use of earnings estimates.
    		 3.6% 18.4% -2.2% 0% Sector/
    Specialty
    35.
    MAGNET Simple
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    36.
    Dogs of the Dow
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		3% 17.4% -6.4% -1.1% Value
    37.
    Dividend Screen--DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 7.9% 16.9% 0.2% 7.5% Value
    38.
    Kirkpatrick Growth
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		 -6.9% 16.3% 24.5% 20.1% Growth
    39.
    Cash Rich Firms
    Locating firms with a high proportion of cash to share price.
    		 -0.7% 15.9% 3.7% 13% Value
    40.
    Wanger (Revised)
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    		 0.3% 15.7% 2.9% 7.2% Growth &
    Value
    41.
    Weiss Blue Chip Div Yield
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    		 0.4% 15.7% 2.9% 8.5% Value
    42.
    Fundamental Rule of Thumb
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    		 -3.8% 15.4% 8.3% 18.2% Value
    43.
    Dividend (High Relative Yield)
    Using the dividend-yield approach to invest during volatile markets.
    		 4.4% 14.9% -0.6% 7.1% Value
    44.
    Dreman With Est Revisions
    Utilizing contrarian stocks with upward earnings revisions.
    		 2.2% 14.3% 7.9% 13.8% Value
    45.
    Fisher (Philip)
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    		 7.1% 14.3% 3.2% 8.6% Growth &
    Value
    46.
    ADRs
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    		 0.6% 14.2% 5.6% 8.8% Sector/
    Specialty
    47.
    Dreman
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    		 4.8% 14.2% 0.5% 10.2% Value
    48.
    Insider Net Purchases
    Who insiders are, what requirements they must obey, and what insider data is important.
    		 6.7% 14% -6.7% 0.3% Sector/
    Specialty
    49.
    O'Shaughnessy--Small Cap Growth & Value
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 2.3% 12.8% 3.3% 17.7% Growth &
    Value
    50.
    O'Shaughnessy--Value
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    		 -2.6% 12.8% -4.7% 4.4% Value
    51.
    O'Shaughnessy--Growth Market Leaders
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 3.5% 12.2% -3.2% 4.8% Growth &
    Value
    52.
    Muhlenkamp
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    		 -4.1% 10.2% -1.2% 11.2% Growth &
    Value
    53.
    T. Rowe Price
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    		 6% 10% 2.7% 5.3% Growth &
    Value
    54.
    Templeton
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    		 4.4% 9.8% 2.9% 8% Growth &
    Value
    55.
    Dogs of the Dow--Low Priced 5
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		0.6% 9.7% -14.8% -2.8% Value
    56.
    Murphy Technology
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    		 10.7% 6.7% -4.1% -6.7% Sector/
    Specialty
    57.
    Graham--Defensive Investor (Utility)
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    		 -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    58.
    Kirkpatrick Bargain
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-10.4% 5.3% 11% 7% Growth &
    Value
    59.
    Zweig
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    		 -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    60.
    Schloss
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    		-16.7% -6.5% 5.5% 13.6% Value
    61.
    O'Neil's CAN SLIM
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    		 -22.2% -22.3% 17.2% 28% Growth
    62.
    O'Neil's CAN SLIM Revised 3rd Edition
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    		 -24.2% -22.9% -4.6% 14.5% Growth
    63.
    Kirkpatrick Value
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-36.7% -28% 15.9% 12% Growth &
    Value
    64.
    MAGNET Complex
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -27.1% -38.3% -9.5% 15% Growth &
    Value

  • 5-Year

    1.
    Piotroski 9
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 321.3% 525.6% 49.3% 27.2% Value
    2.
    Kirkpatrick Growth
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		 -6.9% 16.3% 24.5% 20.1% Growth
    3.
    Est Rev Up 5%
    Introduction to the use of earnings estimates.
    		 3.8% 22.9% 23.7% 28.9% Sector/
    Specialty
    4.
    Graham--Enterprising Investor
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 19.5% 40.7% 19.9% 20.3% Value
    5.
    Driehaus
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    		 10.9% 31.5% 18.9% 10.9% Growth
    6.
    O'Neil's CAN SLIM
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    		 -22.2% -22.3% 17.2% 28% Growth
    7.
    Graham--Defensive Investor (Non-Utility)
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 11.9% 27.7% 15.9% 17.1% Value
    8.
    Kirkpatrick Value
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-36.7% -28% 15.9% 12% Growth &
    Value
    9.
    Piotroski 8
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 82.9% 45.1% 15.5% 42.7% Value
    10.
    P/E Relative
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    		 6.3% 26.2% 12.6% 16.7% Value
    11.
    MAGNET Simple
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    12.
    Price-to-Free-Cash-Flow
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    		 17.5% 61.9% 11.1% 19.9% Value
    13.
    Kirkpatrick Bargain
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-10.4% 5.3% 11% 7% Growth &
    Value
    14.
    Magic Formula
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    		5.1% 26.6% 10.7% 13.2% Growth &
    Value
    15.
    Lakonishok
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    		 2.6% 19.2% 10.3% 13.8% Value
    16.
    Lynch
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    		 9.6% 49% 9.8% 16.1% Growth &
    Value
    17.
    Est Rev Up
    Introduction to the use of earnings estimates.
    		 5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    18.
    Foolish Small Cap 8 Revised
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    		 -9.3% 32.6% 9.3% 20.5% Growth &
    Value
    19.
    Fundamental Rule of Thumb
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    		 -3.8% 15.4% 8.3% 18.2% Value
    20.
    Dreman With Est Revisions
    Utilizing contrarian stocks with upward earnings revisions.
    		 2.2% 14.3% 7.9% 13.8% Value
    21.
    Buffettology--Sustainable Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 5% 26.7% 7.7% 10.8% Growth &
    Value
    22.
    Neff
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    		 16.2% 37.6% 6.8% 20.1% Value
    23.
    Value on the Move--PEG With Est Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 8.8% 24.1% 5.7% 19.4% Growth &
    Value
    24.
    ADRs
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    		 0.6% 14.2% 5.6% 8.8% Sector/
    Specialty
    25.
    Schloss
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    		-16.7% -6.5% 5.5% 13.6% Value
    26.
    Buffett--Hagstrom
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    		 5.9% 20.5% 5.1% 13.4% Growth &
    Value
    27.
    Buffettology--EPS Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 4.8% 23.4% 4.9% 8.9% Growth &
    Value
    28.
    Return on Equity
    A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.
    		 7.9% 26.4% 4.2% 12.6% Growth
    29.
    O'Shaughnessy--Tiny Titans
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 14.2% 30.4% 3.9% 29.6% Growth &
    Value
    30.
    O'Shaughnessy--All Cap
    Growth at a reasonable price screen created by James O'Shaughnessy.
    		 12.9% 20.8% 3.8% 11.8% Growth &
    Value
    31.
    Price-to-Sales
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    		 2.8% 21.3% 3.7% 15.3% Growth &
    Value
    32.
    Cash Rich Firms
    Locating firms with a high proportion of cash to share price.
    		 -0.7% 15.9% 3.7% 13% Value
    33.
    Dual Cash Flow
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    		 9.7% 29.6% 3.4% 16% Sector/
    Specialty
    34.
    O'Shaughnessy--Small Cap Growth & Value
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 2.3% 12.8% 3.3% 17.7% Growth &
    Value
    35.
    Graham--Defensive Investor (Utility)
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    		 -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    36.
    Fisher (Philip)
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    		 7.1% 14.3% 3.2% 8.6% Growth &
    Value
    37.
    Value on the Move--PEG With Hist Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 12.2% 37.8% 2.9% 13.9% Growth &
    Value
    38.
    Wanger (Revised)
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    		 0.3% 15.7% 2.9% 7.2% Growth &
    Value
    39.
    Weiss Blue Chip Div Yield
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    		 0.4% 15.7% 2.9% 8.5% Value
    40.
    Templeton
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    		 4.4% 9.8% 2.9% 8% Growth &
    Value
    41.
    T. Rowe Price
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    		 6% 10% 2.7% 5.3% Growth &
    Value
    42.
    Oberweis Octagon
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    		51.4% 31.7% 1.9% 13.3% Growth &
    Value
    43.
    O'Shaughnessy--Growth
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 0.4% 24.3% 1.4% 16.2% Growth &
    Value
    44.
    Dividend Screen--Non-DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 12.3% 20.4% 0.8% 12.3% Value
    45.
    Dreman
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    		 4.8% 14.2% 0.5% 10.2% Value
    46.
    Rule #1 Investing
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    		 9.9% 38.4% 0.4% 9.2% Growth &
    Value
    47.
    Dividend Screen--DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 7.9% 16.9% 0.2% 7.5% Value
    48.
    Inve$tWare Quality Growth
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    		 0.8% 20.1% -0.1% 5% Growth
    49.
    Dividend (High Relative Yield)
    Using the dividend-yield approach to invest during volatile markets.
    		 4.4% 14.9% -0.6% 7.1% Value
    50.
    Stock Market Winners
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    		 55.2% 30.2% -0.8% 18% Growth &
    Value
    51.
    IBD Stable 70
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    		 3.5% 25.3% -1.2% 8.8% Growth
    52.
    Muhlenkamp
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    		 -4.1% 10.2% -1.2% 11.2% Growth &
    Value
    53.
    Est Rev Down 5%
    Introduction to the use of earnings estimates.
    		 3.6% 18.4% -2.2% 0% Sector/
    Specialty
    54.
    O'Shaughnessy--Growth Market Leaders
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 3.5% 12.2% -3.2% 4.8% Growth &
    Value
    55.
    Est Rev Down
    Introduction to the use of earnings estimates.
    		 3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    56.
    Zweig
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    		 -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    57.
    Murphy Technology
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    		 10.7% 6.7% -4.1% -6.7% Sector/
    Specialty
    58.
    O'Neil's CAN SLIM Revised 3rd Edition
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    		 -24.2% -22.9% -4.6% 14.5% Growth
    59.
    O'Shaughnessy--Value
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    		 -2.6% 12.8% -4.7% 4.4% Value
    60.
    Dogs of the Dow
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		3% 17.4% -6.4% -1.1% Value
    61.
    Foolish Small Cap 8
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    		 2.8% 43.6% -6.7% 11.9% Growth
    62.
    Insider Net Purchases
    Who insiders are, what requirements they must obey, and what insider data is important.
    		 6.7% 14% -6.7% 0.3% Sector/
    Specialty
    63.
    MAGNET Complex
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -27.1% -38.3% -9.5% 15% Growth &
    Value
    64.
    Dogs of the Dow--Low Priced 5
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		0.6% 9.7% -14.8% -2.8% Value

  • Total

    1.
    Piotroski 8
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 82.9% 45.1% 15.5% 42.7% Value
    2.
    O'Shaughnessy--Tiny Titans
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 14.2% 30.4% 3.9% 29.6% Growth &
    Value
    3.
    Est Rev Up 5%
    Introduction to the use of earnings estimates.
    		 3.8% 22.9% 23.7% 28.9% Sector/
    Specialty
    4.
    O'Neil's CAN SLIM
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    		 -22.2% -22.3% 17.2% 28% Growth
    5.
    Piotroski 9
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 321.3% 525.6% 49.3% 27.2% Value
    6.
    Zweig
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    		 -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    7.
    MAGNET Simple
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    8.
    Foolish Small Cap 8 Revised
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    		 -9.3% 32.6% 9.3% 20.5% Growth &
    Value
    9.
    Graham--Enterprising Investor
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 19.5% 40.7% 19.9% 20.3% Value
    10.
    Kirkpatrick Growth
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		 -6.9% 16.3% 24.5% 20.1% Growth
    11.
    Neff
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    		 16.2% 37.6% 6.8% 20.1% Value
    12.
    Price-to-Free-Cash-Flow
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    		 17.5% 61.9% 11.1% 19.9% Value
    13.
    Value on the Move--PEG With Est Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 8.8% 24.1% 5.7% 19.4% Growth &
    Value
    14.
    Fundamental Rule of Thumb
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    		 -3.8% 15.4% 8.3% 18.2% Value
    15.
    Stock Market Winners
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    		 55.2% 30.2% -0.8% 18% Growth &
    Value
    16.
    O'Shaughnessy--Small Cap Growth & Value
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 2.3% 12.8% 3.3% 17.7% Growth &
    Value
    17.
    Graham--Defensive Investor (Non-Utility)
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 11.9% 27.7% 15.9% 17.1% Value
    18.
    P/E Relative
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    		 6.3% 26.2% 12.6% 16.7% Value
    19.
    O'Shaughnessy--Growth
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 0.4% 24.3% 1.4% 16.2% Growth &
    Value
    20.
    Lynch
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    		 9.6% 49% 9.8% 16.1% Growth &
    Value
    21.
    Dual Cash Flow
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    		 9.7% 29.6% 3.4% 16% Sector/
    Specialty
    22.
    Est Rev Up
    Introduction to the use of earnings estimates.
    		 5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    23.
    Price-to-Sales
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    		 2.8% 21.3% 3.7% 15.3% Growth &
    Value
    24.
    MAGNET Complex
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -27.1% -38.3% -9.5% 15% Growth &
    Value
    25.
    O'Neil's CAN SLIM Revised 3rd Edition
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    		 -24.2% -22.9% -4.6% 14.5% Growth
    26.
    Value on the Move--PEG With Hist Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 12.2% 37.8% 2.9% 13.9% Growth &
    Value
    27.
    Lakonishok
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    		 2.6% 19.2% 10.3% 13.8% Value
    28.
    Dreman With Est Revisions
    Utilizing contrarian stocks with upward earnings revisions.
    		 2.2% 14.3% 7.9% 13.8% Value
    29.
    Schloss
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    		-16.7% -6.5% 5.5% 13.6% Value
    30.
    Buffett--Hagstrom
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    		 5.9% 20.5% 5.1% 13.4% Growth &
    Value
    31.
    Oberweis Octagon
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    		51.4% 31.7% 1.9% 13.3% Growth &
    Value
    32.
    Magic Formula
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    		5.1% 26.6% 10.7% 13.2% Growth &
    Value
    33.
    Cash Rich Firms
    Locating firms with a high proportion of cash to share price.
    		 -0.7% 15.9% 3.7% 13% Value
    34.
    Return on Equity
    A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.
    		 7.9% 26.4% 4.2% 12.6% Growth
    35.
    Dividend Screen--Non-DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 12.3% 20.4% 0.8% 12.3% Value
    36.
    Kirkpatrick Value
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-36.7% -28% 15.9% 12% Growth &
    Value
    37.
    Foolish Small Cap 8
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    		 2.8% 43.6% -6.7% 11.9% Growth
    38.
    O'Shaughnessy--All Cap
    Growth at a reasonable price screen created by James O'Shaughnessy.
    		 12.9% 20.8% 3.8% 11.8% Growth &
    Value
    39.
    Muhlenkamp
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    		 -4.1% 10.2% -1.2% 11.2% Growth &
    Value
    40.
    Driehaus
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    		 10.9% 31.5% 18.9% 10.9% Growth
    41.
    Buffettology--Sustainable Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 5% 26.7% 7.7% 10.8% Growth &
    Value
    42.
    Dreman
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    		 4.8% 14.2% 0.5% 10.2% Value
    43.
    Rule #1 Investing
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    		 9.9% 38.4% 0.4% 9.2% Growth &
    Value
    44.
    Buffettology--EPS Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 4.8% 23.4% 4.9% 8.9% Growth &
    Value
    45.
    ADRs
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    		 0.6% 14.2% 5.6% 8.8% Sector/
    Specialty
    46.
    IBD Stable 70
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    		 3.5% 25.3% -1.2% 8.8% Growth
    47.
    Fisher (Philip)
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    		 7.1% 14.3% 3.2% 8.6% Growth &
    Value
    48.
    Weiss Blue Chip Div Yield
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    		 0.4% 15.7% 2.9% 8.5% Value
    49.
    Templeton
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    		 4.4% 9.8% 2.9% 8% Growth &
    Value
    50.
    Graham--Defensive Investor (Utility)
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    		 -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    51.
    Dividend Screen--DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 7.9% 16.9% 0.2% 7.5% Value
    52.
    Wanger (Revised)
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    		 0.3% 15.7% 2.9% 7.2% Growth &
    Value
    53.
    Dividend (High Relative Yield)
    Using the dividend-yield approach to invest during volatile markets.
    		 4.4% 14.9% -0.6% 7.1% Value
    54.
    Kirkpatrick Bargain
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-10.4% 5.3% 11% 7% Growth &
    Value
    55.
    T. Rowe Price
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    		 6% 10% 2.7% 5.3% Growth &
    Value
    56.
    Inve$tWare Quality Growth
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    		 0.8% 20.1% -0.1% 5% Growth
    57.
    O'Shaughnessy--Growth Market Leaders
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 3.5% 12.2% -3.2% 4.8% Growth &
    Value
    58.
    O'Shaughnessy--Value
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    		 -2.6% 12.8% -4.7% 4.4% Value
    59.
    Insider Net Purchases
    Who insiders are, what requirements they must obey, and what insider data is important.
    		 6.7% 14% -6.7% 0.3% Sector/
    Specialty
    60.
    Est Rev Down 5%
    Introduction to the use of earnings estimates.
    		 3.6% 18.4% -2.2% 0% Sector/
    Specialty
    61.
    Est Rev Down
    Introduction to the use of earnings estimates.
    		 3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    62.
    Dogs of the Dow
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		3% 17.4% -6.4% -1.1% Value
    63.
    Dogs of the Dow--Low Priced 5
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		0.6% 9.7% -14.8% -2.8% Value
    64.
    Murphy Technology
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    		 10.7% 6.7% -4.1% -6.7% Sector/
    Specialty

  • Category

    1.
    Piotroski 9
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 321.3% 525.6% 49.3% 27.2% Value
    2.
    Piotroski 8
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    		 82.9% 45.1% 15.5% 42.7% Value
    3.
    Graham--Enterprising Investor
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 19.5% 40.7% 19.9% 20.3% Value
    4.
    Price-to-Free-Cash-Flow
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    		 17.5% 61.9% 11.1% 19.9% Value
    5.
    Neff
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    		 16.2% 37.6% 6.8% 20.1% Value
    6.
    Dividend Screen--Non-DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 12.3% 20.4% 0.8% 12.3% Value
    7.
    Graham--Defensive Investor (Non-Utility)
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    		 11.9% 27.7% 15.9% 17.1% Value
    8.
    Dividend Screen--DRPs
    A screen for stocks with DRPs (dividend reinvestment plans).
    		 7.9% 16.9% 0.2% 7.5% Value
    9.
    P/E Relative
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    		 6.3% 26.2% 12.6% 16.7% Value
    10.
    Dreman
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    		 4.8% 14.2% 0.5% 10.2% Value
    11.
    Dividend (High Relative Yield)
    Using the dividend-yield approach to invest during volatile markets.
    		 4.4% 14.9% -0.6% 7.1% Value
    12.
    Dogs of the Dow
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		3% 17.4% -6.4% -1.1% Value
    13.
    Lakonishok
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    		 2.6% 19.2% 10.3% 13.8% Value
    14.
    Dreman With Est Revisions
    Utilizing contrarian stocks with upward earnings revisions.
    		 2.2% 14.3% 7.9% 13.8% Value
    15.
    Dogs of the Dow--Low Priced 5
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    		0.6% 9.7% -14.8% -2.8% Value
    16.
    Weiss Blue Chip Div Yield
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    		 0.4% 15.7% 2.9% 8.5% Value
    17.
    Cash Rich Firms
    Locating firms with a high proportion of cash to share price.
    		 -0.7% 15.9% 3.7% 13% Value
    18.
    O'Shaughnessy--Value
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    		 -2.6% 12.8% -4.7% 4.4% Value
    19.
    Fundamental Rule of Thumb
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    		 -3.8% 15.4% 8.3% 18.2% Value
    20.
    Schloss
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    		-16.7% -6.5% 5.5% 13.6% Value
    21.
    Murphy Technology
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    		 10.7% 6.7% -4.1% -6.7% Sector/
    Specialty
    22.
    Dual Cash Flow
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    		 9.7% 29.6% 3.4% 16% Sector/
    Specialty
    23.
    Insider Net Purchases
    Who insiders are, what requirements they must obey, and what insider data is important.
    		 6.7% 14% -6.7% 0.3% Sector/
    Specialty
    24.
    Est Rev Up
    Introduction to the use of earnings estimates.
    		 5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    25.
    Est Rev Up 5%
    Introduction to the use of earnings estimates.
    		 3.8% 22.9% 23.7% 28.9% Sector/
    Specialty
    26.
    Est Rev Down 5%
    Introduction to the use of earnings estimates.
    		 3.6% 18.4% -2.2% 0% Sector/
    Specialty
    27.
    Est Rev Down
    Introduction to the use of earnings estimates.
    		 3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    28.
    ADRs
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    		 0.6% 14.2% 5.6% 8.8% Sector/
    Specialty
    29.
    Graham--Defensive Investor (Utility)
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    		 -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    30.
    Stock Market Winners
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    		 55.2% 30.2% -0.8% 18% Growth &
    Value
    31.
    Oberweis Octagon
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    		51.4% 31.7% 1.9% 13.3% Growth &
    Value
    32.
    O'Shaughnessy--Tiny Titans
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 14.2% 30.4% 3.9% 29.6% Growth &
    Value
    33.
    O'Shaughnessy--All Cap
    Growth at a reasonable price screen created by James O'Shaughnessy.
    		 12.9% 20.8% 3.8% 11.8% Growth &
    Value
    34.
    Value on the Move--PEG With Hist Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 12.2% 37.8% 2.9% 13.9% Growth &
    Value
    35.
    Rule #1 Investing
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    		 9.9% 38.4% 0.4% 9.2% Growth &
    Value
    36.
    Lynch
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    		 9.6% 49% 9.8% 16.1% Growth &
    Value
    37.
    Value on the Move--PEG With Est Growth
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    		 8.8% 24.1% 5.7% 19.4% Growth &
    Value
    38.
    Fisher (Philip)
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    		 7.1% 14.3% 3.2% 8.6% Growth &
    Value
    39.
    T. Rowe Price
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    		 6% 10% 2.7% 5.3% Growth &
    Value
    40.
    Buffett--Hagstrom
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    		 5.9% 20.5% 5.1% 13.4% Growth &
    Value
    41.
    Magic Formula
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    		5.1% 26.6% 10.7% 13.2% Growth &
    Value
    42.
    Buffettology--Sustainable Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 5% 26.7% 7.7% 10.8% Growth &
    Value
    43.
    Buffettology--EPS Growth
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    		 4.8% 23.4% 4.9% 8.9% Growth &
    Value
    44.
    Templeton
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    		 4.4% 9.8% 2.9% 8% Growth &
    Value
    45.
    O'Shaughnessy--Growth Market Leaders
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 3.5% 12.2% -3.2% 4.8% Growth &
    Value
    46.
    Price-to-Sales
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    		 2.8% 21.3% 3.7% 15.3% Growth &
    Value
    47.
    O'Shaughnessy--Small Cap Growth & Value
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 2.3% 12.8% 3.3% 17.7% Growth &
    Value
    48.
    O'Shaughnessy--Growth
    O'Shaughnessy tries to predict the future using historical long-term trends.
    		 0.4% 24.3% 1.4% 16.2% Growth &
    Value
    49.
    Wanger (Revised)
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    		 0.3% 15.7% 2.9% 7.2% Growth &
    Value
    50.
    Zweig
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    		 -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    51.
    Muhlenkamp
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    		 -4.1% 10.2% -1.2% 11.2% Growth &
    Value
    52.
    Foolish Small Cap 8 Revised
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    		 -9.3% 32.6% 9.3% 20.5% Growth &
    Value
    53.
    Kirkpatrick Bargain
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-10.4% 5.3% 11% 7% Growth &
    Value
    54.
    MAGNET Simple
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    55.
    MAGNET Complex
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    		 -27.1% -38.3% -9.5% 15% Growth &
    Value
    56.
    Kirkpatrick Value
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		-36.7% -28% 15.9% 12% Growth &
    Value
    57.
    Driehaus
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    		 10.9% 31.5% 18.9% 10.9% Growth
    58.
    Return on Equity
    A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.
    		 7.9% 26.4% 4.2% 12.6% Growth
    59.
    IBD Stable 70
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    		 3.5% 25.3% -1.2% 8.8% Growth
    60.
    Foolish Small Cap 8
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    		 2.8% 43.6% -6.7% 11.9% Growth
    61.
    Inve$tWare Quality Growth
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    		 0.8% 20.1% -0.1% 5% Growth
    62.
    Kirkpatrick Growth
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    		 -6.9% 16.3% 24.5% 20.1% Growth
    63.
    O'Neil's CAN SLIM
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    		 -22.2% -22.3% 17.2% 28% Growth
    64.
    O'Neil's CAN SLIM Revised 3rd Edition
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    		 -24.2% -22.9% -4.6% 14.5% Growth
  • Benchmark: S&P 500 -2.3% 18.5% -1.8% 12.3%