Stock Screens

Stock Screens Index Explanation Splash image

The purpose of AAII's Stock Screen area is to provide you with access to a wide range of stock strategies and investment approaches.

We update our stock screens monthly, covering over 60 stock investment strategies as well as the companies that pass each screen.

Data as of 2/28/2013
  • Screen Performance Snapshots (click tabs to change sort order)
  • YTD


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    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.
    46.4% 45.3% 33.5% 33.3% 25.9% 2.06 Value
    2.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    17.7% 18.9% 3.3% 14.9% 13.0% 1.92 Growth & Value With Price Momentum
    3.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    16.2% -18.0% -6.2% 2.8% 2.2% 2.16 Growth & Value
    4.
    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.
    12.1% -6.9% -0.1% 13.6% 12.6% 1.70 Value
    5.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.1% 14.0% 14.3% 20.4% 24.4% 1.89 Growth With Price Momentum
    6.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    11.6% 21.4% 21.3% 21.0% 11.9% 2.26 Growth With Price Momentum
    7.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    10.8% 17.4% 6.6% 18.5% 16.0% 1.50 Value With Price Momentum
    8.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    10.2% -3.5% -8.4% 16.7% 11.1% 2.21 Growth & Value
    9.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    9.9% 22.6% 22.2% 29.0% 21.6% 2.91 Growth & Value With Price Momentum
    10.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    9.6% 41.2% 17.0% 20.7% 20.1% 1.47 Growth & Value With Price Momentum
    11.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    9.5% 10.2% 3.4% 7.2% 14.5% 1.85 Growth With Price Momentum
    12.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 5.1% 1.8% 17.9% 23.8% 1.92 Value With Price Momentum
    13.
    S&P MidCap 400 Value (TR)
    9.2% 15.4% 8.8% 11.7% 7.2% 1.11 Indexes
    14.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.2% 3.8% 3.0% 11.1% 13.0% 1.54 Growth
    15.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    9.0% 19.3% -7.2% 0.6% 0.4% 1.59 Value
    16.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    8.4% 16.6% 16.4% 19.3% 13.7% 1.19 Value With Price Momentum
    17.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    8.4% 0.1% 4.9% 10.2% 10.1% 1.65 Value
    18.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 17.5% 16.0% 18.6% 16.1% 1.13 Earnings Estimates
    19.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 15.3% 15.8% 18.7% 16.0% 1.13 Earnings Estimates
    20.
    S&P MidCap 400
    8.1% 14.3% 6.9% 10.5% 7.7% 1.22 Indexes
    21.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    8.1% 15.8% -0.2% 3.2% 1.4% 1.23 Value
    22.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.0% 12.5% 6.6% 20.6% 17.9% 1.31 Growth & Value With Price Momentum
    23.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    8.0% 13.3% 5.8% 13.7% 7.8% 1.43 Growth & Value
    24.
    S&P 500 Value (TR)
    7.9% 13.0% 3.5% 8.7% 4.1% 1.00 Indexes
    25.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    26.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    27.
    Who insiders are, what requirements they must obey, and what insider data is important.
    7.7% -5.9% -5.9% 2.1% -1.6% 1.81 Specialty
    28.
    All Exchange-Listed Stocks
    7.6% 10.1% 5.6% 12.4% 9.2% 1.38 Indexes
    29.
    S&P MidCap 400 Growth (TR)
    7.4% 16.5% 8.9% 12.5% 10.9% 1.31 Indexes
    30.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    7.4% 19.3% 5.4% 20.6% 18.1% 1.50 Value With Price Momentum
    31.
    S&P SmallCap 600 Growth (TR)
    7.3% 18.2% 9.7% 12.9% 8.0% 1.31 Indexes
    32.
    Dow Jones 30
    7.3% 10.8% 2.8% 5.9% 3.4% 0.97 Indexes
    33.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    7.2% 9.2% 3.6% 9.6% 7.5% 0.89 Value
    34.
    S&P SmallCap 600 Value (TR)
    7.2% 15.1% 7.6% 11.5% 7.3% 1.22 Indexes
    35.
    S&P SmallCap 600
    7.1% 15.1% 7.0% 10.8% 6.6% 1.27 Indexes
    36.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    7.1% 9.0% -2.5% 6.4% 4.8% 1.35 Value
    37.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 7.4% 21.2% 28.4% 22.2% 1.74 Value
    38.
    Using the dividend-yield approach to invest during volatile markets.
    6.9% 12.6% 6.7% 8.1% 7.7% 0.95 Growth & Value
    39.
    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% 2.5% 6.2% 20.9% 16.3% 2.17 Growth With Price Momentum
    40.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    6.9% 9.8% 15.1% 17.4% 17.1% 1.77 Value
    41.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    6.8% 16.4% 0.6% 10.2% 15.8% 1.39 Growth With Price Momentum
    42.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 12.2% 5.2% 12.8% 13.0% 1.03 Growth & Value With Price Momentum
    43.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    6.3% 14.2% 7.3% 14.0% 14.9% 1.32 Growth & Value
    44.
    Locating firms with a high proportion of cash to share price.
    6.3% -5.3% -0.6% 8.4% 9.6% 1.37 Value
    45.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    6.3% 14.1% 8.4% 15.9% 8.4% 1.37 Growth & Value
    46.
    S&P 500
    6.2% 11.1% 2.6% 6.1% 2.6% 1.00 Indexes
    47.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    6.1% 18.4% 10.5% 15.0% 13.9% 1.11 Growth & Value
    48.
    Introduction to the use of earnings estimates.
    5.9% 21.5% 23.9% 29.9% 25.4% 1.84 Earnings Estimates
    49.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    5.9% 13.0% 9.1% 13.5% 12.1% 1.28 Growth
    50.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    5.9% 19.8% 12.0% 13.8% 10.5% 1.22 Value
    51.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.8% 11.9% -1.3% 6.4% 5.7% 1.19 Value With Price Momentum
    52.
    A screen for stocks with DRPs (dividend reinvestment plans).
    5.8% 12.4% 6.9% 7.5% 7.8% 1.10 Growth & Value
    53.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.7% 15.7% 9.9% 12.2% 9.8% 1.22 Growth & Value
    54.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.6% 10.6% 11.1% 13.3% 10.4% 1.28 Growth & Value
    55.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    5.6% -2.1% 2.1% 14.7% 11.8% 1.21 Growth & Value
    56.
    Utilizing contrarian stocks with upward earnings revisions.
    5.4% 22.3% 14.5% 20.4% 15.3% 1.36 Earnings Estimates
    57.
    S&P 500 Growth (TR)
    5.4% 14.0% 6.9% 8.0% 4.1% 1.10 Indexes
    58.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    4.9% 11.3% 15.3% 11.0% 10.0% 1.77 Growth & Value
    59.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    4.9% 10.7% 3.2% 14.6% 11.2% 1.36 Value With Price Momentum
    60.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.9% 16.8% 7.4% 10.9% 12.5% 0.91 Growth & Value
    61.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    4.6% 8.5% 8.4% 9.3% 5.8% 1.25 Growth
    62.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    4.5% 11.4% 3.9% 4.5% -4.1% 2.79 Growth & Value
    63.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    4.1% 10.2% 4.3% 9.7% 10.0% 1.25 Growth & Value
    64.
    Introduction to the use of earnings estimates.
    3.9% 23.8% 24.5% 30.6% 28.3% 1.75 Earnings Estimates
    65.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.9% 16.6% 11.9% 11.9% 10.2% 1.18 Growth
    66.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    3.6% 19.8% 14.1% 20.0% 17.0% 1.37 Value
    67.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.3% 18.7% 12.9% 13.7% 9.9% 1.24 Growth & Value
    68.
    NASDAQ 100
    2.9% 14.6% 9.4% 10.5% 6.7% 1.82 Indexes
    69.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.8% 13.5% 12.7% 15.9% 18.3% 1.63 Growth & Value
    70.
    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.
    2.8% 0.6% -0.5% 10.4% 11.1% 1.85 Value
    71.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.
    2.7% -2.1% -8.4% 11.8% 19.1% 1.79 Growth & Value
    72.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.4% -8.5% 1.8% 11.5% 16.1% 2.17 Growth & Value
    73.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    0.0% -7.2% -21.7% -4.4% 11.8% 2.74 Growth & Value With Price Momentum
    74.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    0.0% 3.7% 3.0% 9.2% 11.2% 2.21 Growth With Price Momentum
    75.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 25.9% 9.4% 12.2% 9.1% 1.67 Growth & Value
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -2.1% -19.0% -9.0% 1.5% 5.1% 1.34 Growth & Value With Price Momentum
    77.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -4.1% -3.4% -9.3% 9.0% 6.4% 1.46 Growth & Value With Price Momentum
    78.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.6% 12.5% 3.6% 16.9% 18.0% 1.75 Value

    3-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    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.
    46.4% 45.3% 33.5% 33.3% 25.9% 2.06 Value
    2.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    9.6% 41.2% 17.0% 20.7% 20.1% 1.47 Growth & Value With Price Momentum
    3.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 25.9% 9.4% 12.2% 9.1% 1.67 Growth & Value
    4.
    Introduction to the use of earnings estimates.
    3.9% 23.8% 24.5% 30.6% 28.3% 1.75 Earnings Estimates
    5.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    9.9% 22.6% 22.2% 29.0% 21.6% 2.91 Growth & Value With Price Momentum
    6.
    Utilizing contrarian stocks with upward earnings revisions.
    5.4% 22.3% 14.5% 20.4% 15.3% 1.36 Earnings Estimates
    7.
    Introduction to the use of earnings estimates.
    5.9% 21.5% 23.9% 29.9% 25.4% 1.84 Earnings Estimates
    8.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    11.6% 21.4% 21.3% 21.0% 11.9% 2.26 Growth With Price Momentum
    9.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    3.6% 19.8% 14.1% 20.0% 17.0% 1.37 Value
    10.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    5.9% 19.8% 12.0% 13.8% 10.5% 1.22 Value
    11.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    9.0% 19.3% -7.2% 0.6% 0.4% 1.59 Value
    12.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    7.4% 19.3% 5.4% 20.6% 18.1% 1.50 Value With Price Momentum
    13.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    17.7% 18.9% 3.3% 14.9% 13.0% 1.92 Growth & Value With Price Momentum
    14.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.3% 18.7% 12.9% 13.7% 9.9% 1.24 Growth & Value
    15.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    6.1% 18.4% 10.5% 15.0% 13.9% 1.11 Growth & Value
    16.
    S&P SmallCap 600 Growth (TR)
    7.3% 18.2% 9.7% 12.9% 8.0% 1.31 Indexes
    17.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 17.5% 16.0% 18.6% 16.1% 1.13 Earnings Estimates
    18.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    10.8% 17.4% 6.6% 18.5% 16.0% 1.50 Value With Price Momentum
    19.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.9% 16.8% 7.4% 10.9% 12.5% 0.91 Growth & Value
    20.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.9% 16.6% 11.9% 11.9% 10.2% 1.18 Growth
    21.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    8.4% 16.6% 16.4% 19.3% 13.7% 1.19 Value With Price Momentum
    22.
    S&P MidCap 400 Growth (TR)
    7.4% 16.5% 8.9% 12.5% 10.9% 1.31 Indexes
    23.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    6.8% 16.4% 0.6% 10.2% 15.8% 1.39 Growth With Price Momentum
    24.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    8.1% 15.8% -0.2% 3.2% 1.4% 1.23 Value
    25.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.7% 15.7% 9.9% 12.2% 9.8% 1.22 Growth & Value
    26.
    S&P MidCap 400 Value (TR)
    9.2% 15.4% 8.8% 11.7% 7.2% 1.11 Indexes
    27.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 15.3% 15.8% 18.7% 16.0% 1.13 Earnings Estimates
    28.
    S&P SmallCap 600
    7.1% 15.1% 7.0% 10.8% 6.6% 1.27 Indexes
    29.
    S&P SmallCap 600 Value (TR)
    7.2% 15.1% 7.6% 11.5% 7.3% 1.22 Indexes
    30.
    NASDAQ 100
    2.9% 14.6% 9.4% 10.5% 6.7% 1.82 Indexes
    31.
    S&P MidCap 400
    8.1% 14.3% 6.9% 10.5% 7.7% 1.22 Indexes
    32.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    6.3% 14.2% 7.3% 14.0% 14.9% 1.32 Growth & Value
    33.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    6.3% 14.1% 8.4% 15.9% 8.4% 1.37 Growth & Value
    34.
    S&P 500 Growth (TR)
    5.4% 14.0% 6.9% 8.0% 4.1% 1.10 Indexes
    35.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.1% 14.0% 14.3% 20.4% 24.4% 1.89 Growth With Price Momentum
    36.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.8% 13.5% 12.7% 15.9% 18.3% 1.63 Growth & Value
    37.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    8.0% 13.3% 5.8% 13.7% 7.8% 1.43 Growth & Value
    38.
    S&P 500 Value (TR)
    7.9% 13.0% 3.5% 8.7% 4.1% 1.00 Indexes
    39.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    5.9% 13.0% 9.1% 13.5% 12.1% 1.28 Growth
    40.
    Using the dividend-yield approach to invest during volatile markets.
    6.9% 12.6% 6.7% 8.1% 7.7% 0.95 Growth & Value
    41.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.6% 12.5% 3.6% 16.9% 18.0% 1.75 Value
    42.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.0% 12.5% 6.6% 20.6% 17.9% 1.31 Growth & Value With Price Momentum
    43.
    A screen for stocks with DRPs (dividend reinvestment plans).
    5.8% 12.4% 6.9% 7.5% 7.8% 1.10 Growth & Value
    44.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 12.2% 5.2% 12.8% 13.0% 1.03 Growth & Value With Price Momentum
    45.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.8% 11.9% -1.3% 6.4% 5.7% 1.19 Value With Price Momentum
    46.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    4.5% 11.4% 3.9% 4.5% -4.1% 2.79 Growth & Value
    47.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    4.9% 11.3% 15.3% 11.0% 10.0% 1.77 Growth & Value
    48.
    S&P 500
    6.2% 11.1% 2.6% 6.1% 2.6% 1.00 Indexes
    49.
    Dow Jones 30
    7.3% 10.8% 2.8% 5.9% 3.4% 0.97 Indexes
    50.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    4.9% 10.7% 3.2% 14.6% 11.2% 1.36 Value With Price Momentum
    51.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.6% 10.6% 11.1% 13.3% 10.4% 1.28 Growth & Value
    52.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    4.1% 10.2% 4.3% 9.7% 10.0% 1.25 Growth & Value
    53.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    9.5% 10.2% 3.4% 7.2% 14.5% 1.85 Growth With Price Momentum
    54.
    All Exchange-Listed Stocks
    7.6% 10.1% 5.6% 12.4% 9.2% 1.38 Indexes
    55.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    6.9% 9.8% 15.1% 17.4% 17.1% 1.77 Value
    56.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    7.2% 9.2% 3.6% 9.6% 7.5% 0.89 Value
    57.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    7.1% 9.0% -2.5% 6.4% 4.8% 1.35 Value
    58.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    4.6% 8.5% 8.4% 9.3% 5.8% 1.25 Growth
    59.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 7.4% 21.2% 28.4% 22.2% 1.74 Value
    60.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 5.1% 1.8% 17.9% 23.8% 1.92 Value With Price Momentum
    61.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.2% 3.8% 3.0% 11.1% 13.0% 1.54 Growth
    62.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    0.0% 3.7% 3.0% 9.2% 11.2% 2.21 Growth With Price Momentum
    63.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    64.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    65.
    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% 2.5% 6.2% 20.9% 16.3% 2.17 Growth With Price Momentum
    66.
    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.
    2.8% 0.6% -0.5% 10.4% 11.1% 1.85 Value
    67.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    8.4% 0.1% 4.9% 10.2% 10.1% 1.65 Value
    68.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    5.6% -2.1% 2.1% 14.7% 11.8% 1.21 Growth & Value
    69.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.
    2.7% -2.1% -8.4% 11.8% 19.1% 1.79 Growth & Value
    70.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -4.1% -3.4% -9.3% 9.0% 6.4% 1.46 Growth & Value With Price Momentum
    71.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    10.2% -3.5% -8.4% 16.7% 11.1% 2.21 Growth & Value
    72.
    Locating firms with a high proportion of cash to share price.
    6.3% -5.3% -0.6% 8.4% 9.6% 1.37 Value
    73.
    Who insiders are, what requirements they must obey, and what insider data is important.
    7.7% -5.9% -5.9% 2.1% -1.6% 1.81 Specialty
    74.
    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.
    12.1% -6.9% -0.1% 13.6% 12.6% 1.70 Value
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    0.0% -7.2% -21.7% -4.4% 11.8% 2.74 Growth & Value With Price Momentum
    76.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.4% -8.5% 1.8% 11.5% 16.1% 2.17 Growth & Value
    77.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    16.2% -18.0% -6.2% 2.8% 2.2% 2.16 Growth & Value
    78.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -2.1% -19.0% -9.0% 1.5% 5.1% 1.34 Growth & Value With Price Momentum

    5-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    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.
    46.4% 45.3% 33.5% 33.3% 25.9% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    3.9% 23.8% 24.5% 30.6% 28.3% 1.75 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    5.9% 21.5% 23.9% 29.9% 25.4% 1.84 Earnings Estimates
    4.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    9.9% 22.6% 22.2% 29.0% 21.6% 2.91 Growth & Value With Price Momentum
    5.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    11.6% 21.4% 21.3% 21.0% 11.9% 2.26 Growth With Price Momentum
    6.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 7.4% 21.2% 28.4% 22.2% 1.74 Value
    7.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    9.6% 41.2% 17.0% 20.7% 20.1% 1.47 Growth & Value With Price Momentum
    8.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    8.4% 16.6% 16.4% 19.3% 13.7% 1.19 Value With Price Momentum
    9.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 17.5% 16.0% 18.6% 16.1% 1.13 Earnings Estimates
    10.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 15.3% 15.8% 18.7% 16.0% 1.13 Earnings Estimates
    11.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    4.9% 11.3% 15.3% 11.0% 10.0% 1.77 Growth & Value
    12.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    6.9% 9.8% 15.1% 17.4% 17.1% 1.77 Value
    13.
    Utilizing contrarian stocks with upward earnings revisions.
    5.4% 22.3% 14.5% 20.4% 15.3% 1.36 Earnings Estimates
    14.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.1% 14.0% 14.3% 20.4% 24.4% 1.89 Growth With Price Momentum
    15.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    3.6% 19.8% 14.1% 20.0% 17.0% 1.37 Value
    16.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.3% 18.7% 12.9% 13.7% 9.9% 1.24 Growth & Value
    17.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.8% 13.5% 12.7% 15.9% 18.3% 1.63 Growth & Value
    18.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    5.9% 19.8% 12.0% 13.8% 10.5% 1.22 Value
    19.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.9% 16.6% 11.9% 11.9% 10.2% 1.18 Growth
    20.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.6% 10.6% 11.1% 13.3% 10.4% 1.28 Growth & Value
    21.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    6.1% 18.4% 10.5% 15.0% 13.9% 1.11 Growth & Value
    22.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.7% 15.7% 9.9% 12.2% 9.8% 1.22 Growth & Value
    23.
    S&P SmallCap 600 Growth (TR)
    7.3% 18.2% 9.7% 12.9% 8.0% 1.31 Indexes
    24.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 25.9% 9.4% 12.2% 9.1% 1.67 Growth & Value
    25.
    NASDAQ 100
    2.9% 14.6% 9.4% 10.5% 6.7% 1.82 Indexes
    26.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    5.9% 13.0% 9.1% 13.5% 12.1% 1.28 Growth
    27.
    S&P MidCap 400 Growth (TR)
    7.4% 16.5% 8.9% 12.5% 10.9% 1.31 Indexes
    28.
    S&P MidCap 400 Value (TR)
    9.2% 15.4% 8.8% 11.7% 7.2% 1.11 Indexes
    29.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    4.6% 8.5% 8.4% 9.3% 5.8% 1.25 Growth
    30.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    6.3% 14.1% 8.4% 15.9% 8.4% 1.37 Growth & Value
    31.
    S&P SmallCap 600 Value (TR)
    7.2% 15.1% 7.6% 11.5% 7.3% 1.22 Indexes
    32.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.9% 16.8% 7.4% 10.9% 12.5% 0.91 Growth & Value
    33.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    6.3% 14.2% 7.3% 14.0% 14.9% 1.32 Growth & Value
    34.
    S&P SmallCap 600
    7.1% 15.1% 7.0% 10.8% 6.6% 1.27 Indexes
    35.
    S&P MidCap 400
    8.1% 14.3% 6.9% 10.5% 7.7% 1.22 Indexes
    36.
    S&P 500 Growth (TR)
    5.4% 14.0% 6.9% 8.0% 4.1% 1.10 Indexes
    37.
    A screen for stocks with DRPs (dividend reinvestment plans).
    5.8% 12.4% 6.9% 7.5% 7.8% 1.10 Growth & Value
    38.
    Using the dividend-yield approach to invest during volatile markets.
    6.9% 12.6% 6.7% 8.1% 7.7% 0.95 Growth & Value
    39.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    10.8% 17.4% 6.6% 18.5% 16.0% 1.50 Value With Price Momentum
    40.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.0% 12.5% 6.6% 20.6% 17.9% 1.31 Growth & Value With Price Momentum
    41.
    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% 2.5% 6.2% 20.9% 16.3% 2.17 Growth With Price Momentum
    42.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    8.0% 13.3% 5.8% 13.7% 7.8% 1.43 Growth & Value
    43.
    All Exchange-Listed Stocks
    7.6% 10.1% 5.6% 12.4% 9.2% 1.38 Indexes
    44.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    7.4% 19.3% 5.4% 20.6% 18.1% 1.50 Value With Price Momentum
    45.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 12.2% 5.2% 12.8% 13.0% 1.03 Growth & Value With Price Momentum
    46.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    8.4% 0.1% 4.9% 10.2% 10.1% 1.65 Value
    47.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    4.1% 10.2% 4.3% 9.7% 10.0% 1.25 Growth & Value
    48.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    4.5% 11.4% 3.9% 4.5% -4.1% 2.79 Growth & Value
    49.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    7.2% 9.2% 3.6% 9.6% 7.5% 0.89 Value
    50.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.6% 12.5% 3.6% 16.9% 18.0% 1.75 Value
    51.
    S&P 500 Value (TR)
    7.9% 13.0% 3.5% 8.7% 4.1% 1.00 Indexes
    52.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    9.5% 10.2% 3.4% 7.2% 14.5% 1.85 Growth With Price Momentum
    53.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    17.7% 18.9% 3.3% 14.9% 13.0% 1.92 Growth & Value With Price Momentum
    54.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    4.9% 10.7% 3.2% 14.6% 11.2% 1.36 Value With Price Momentum
    55.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    0.0% 3.7% 3.0% 9.2% 11.2% 2.21 Growth With Price Momentum
    56.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.2% 3.8% 3.0% 11.1% 13.0% 1.54 Growth
    57.
    Dow Jones 30
    7.3% 10.8% 2.8% 5.9% 3.4% 0.97 Indexes
    58.
    S&P 500
    6.2% 11.1% 2.6% 6.1% 2.6% 1.00 Indexes
    59.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    5.6% -2.1% 2.1% 14.7% 11.8% 1.21 Growth & Value
    60.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.4% -8.5% 1.8% 11.5% 16.1% 2.17 Growth & Value
    61.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 5.1% 1.8% 17.9% 23.8% 1.92 Value With Price Momentum
    62.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    63.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    64.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    6.8% 16.4% 0.6% 10.2% 15.8% 1.39 Growth With Price Momentum
    65.
    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.
    12.1% -6.9% -0.1% 13.6% 12.6% 1.70 Value
    66.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    8.1% 15.8% -0.2% 3.2% 1.4% 1.23 Value
    67.
    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.
    2.8% 0.6% -0.5% 10.4% 11.1% 1.85 Value
    68.
    Locating firms with a high proportion of cash to share price.
    6.3% -5.3% -0.6% 8.4% 9.6% 1.37 Value
    69.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.8% 11.9% -1.3% 6.4% 5.7% 1.19 Value With Price Momentum
    70.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    7.1% 9.0% -2.5% 6.4% 4.8% 1.35 Value
    71.
    Who insiders are, what requirements they must obey, and what insider data is important.
    7.7% -5.9% -5.9% 2.1% -1.6% 1.81 Specialty
    72.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    16.2% -18.0% -6.2% 2.8% 2.2% 2.16 Growth & Value
    73.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    9.0% 19.3% -7.2% 0.6% 0.4% 1.59 Value
    74.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    10.2% -3.5% -8.4% 16.7% 11.1% 2.21 Growth & Value
    75.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.
    2.7% -2.1% -8.4% 11.8% 19.1% 1.79 Growth & Value
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -2.1% -19.0% -9.0% 1.5% 5.1% 1.34 Growth & Value With Price Momentum
    77.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -4.1% -3.4% -9.3% 9.0% 6.4% 1.46 Growth & Value With Price Momentum
    78.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    0.0% -7.2% -21.7% -4.4% 11.8% 2.74 Growth & Value With Price Momentum

    10-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    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.
    46.4% 45.3% 33.5% 33.3% 25.9% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    3.9% 23.8% 24.5% 30.6% 28.3% 1.75 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    5.9% 21.5% 23.9% 29.9% 25.4% 1.84 Earnings Estimates
    4.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    9.9% 22.6% 22.2% 29.0% 21.6% 2.91 Growth & Value With Price Momentum
    5.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 7.4% 21.2% 28.4% 22.2% 1.74 Value
    6.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    11.6% 21.4% 21.3% 21.0% 11.9% 2.26 Growth With Price Momentum
    7.
    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% 2.5% 6.2% 20.9% 16.3% 2.17 Growth With Price Momentum
    8.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    9.6% 41.2% 17.0% 20.7% 20.1% 1.47 Growth & Value With Price Momentum
    9.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    7.4% 19.3% 5.4% 20.6% 18.1% 1.50 Value With Price Momentum
    10.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.0% 12.5% 6.6% 20.6% 17.9% 1.31 Growth & Value With Price Momentum
    11.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.1% 14.0% 14.3% 20.4% 24.4% 1.89 Growth With Price Momentum
    12.
    Utilizing contrarian stocks with upward earnings revisions.
    5.4% 22.3% 14.5% 20.4% 15.3% 1.36 Earnings Estimates
    13.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    3.6% 19.8% 14.1% 20.0% 17.0% 1.37 Value
    14.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    8.4% 16.6% 16.4% 19.3% 13.7% 1.19 Value With Price Momentum
    15.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 15.3% 15.8% 18.7% 16.0% 1.13 Earnings Estimates
    16.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 17.5% 16.0% 18.6% 16.1% 1.13 Earnings Estimates
    17.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    10.8% 17.4% 6.6% 18.5% 16.0% 1.50 Value With Price Momentum
    18.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 5.1% 1.8% 17.9% 23.8% 1.92 Value With Price Momentum
    19.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    6.9% 9.8% 15.1% 17.4% 17.1% 1.77 Value
    20.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.6% 12.5% 3.6% 16.9% 18.0% 1.75 Value
    21.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    10.2% -3.5% -8.4% 16.7% 11.1% 2.21 Growth & Value
    22.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    6.3% 14.1% 8.4% 15.9% 8.4% 1.37 Growth & Value
    23.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.8% 13.5% 12.7% 15.9% 18.3% 1.63 Growth & Value
    24.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    6.1% 18.4% 10.5% 15.0% 13.9% 1.11 Growth & Value
    25.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    17.7% 18.9% 3.3% 14.9% 13.0% 1.92 Growth & Value With Price Momentum
    26.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    5.6% -2.1% 2.1% 14.7% 11.8% 1.21 Growth & Value
    27.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    4.9% 10.7% 3.2% 14.6% 11.2% 1.36 Value With Price Momentum
    28.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    6.3% 14.2% 7.3% 14.0% 14.9% 1.32 Growth & Value
    29.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    5.9% 19.8% 12.0% 13.8% 10.5% 1.22 Value
    30.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.3% 18.7% 12.9% 13.7% 9.9% 1.24 Growth & Value
    31.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    8.0% 13.3% 5.8% 13.7% 7.8% 1.43 Growth & Value
    32.
    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.
    12.1% -6.9% -0.1% 13.6% 12.6% 1.70 Value
    33.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    5.9% 13.0% 9.1% 13.5% 12.1% 1.28 Growth
    34.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.6% 10.6% 11.1% 13.3% 10.4% 1.28 Growth & Value
    35.
    S&P SmallCap 600 Growth (TR)
    7.3% 18.2% 9.7% 12.9% 8.0% 1.31 Indexes
    36.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 12.2% 5.2% 12.8% 13.0% 1.03 Growth & Value With Price Momentum
    37.
    S&P MidCap 400 Growth (TR)
    7.4% 16.5% 8.9% 12.5% 10.9% 1.31 Indexes
    38.
    All Exchange-Listed Stocks
    7.6% 10.1% 5.6% 12.4% 9.2% 1.38 Indexes
    39.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.7% 15.7% 9.9% 12.2% 9.8% 1.22 Growth & Value
    40.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 25.9% 9.4% 12.2% 9.1% 1.67 Growth & Value
    41.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.9% 16.6% 11.9% 11.9% 10.2% 1.18 Growth
    42.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.
    2.7% -2.1% -8.4% 11.8% 19.1% 1.79 Growth & Value
    43.
    S&P MidCap 400 Value (TR)
    9.2% 15.4% 8.8% 11.7% 7.2% 1.11 Indexes
    44.
    S&P SmallCap 600 Value (TR)
    7.2% 15.1% 7.6% 11.5% 7.3% 1.22 Indexes
    45.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.4% -8.5% 1.8% 11.5% 16.1% 2.17 Growth & Value
    46.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.2% 3.8% 3.0% 11.1% 13.0% 1.54 Growth
    47.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    4.9% 11.3% 15.3% 11.0% 10.0% 1.77 Growth & Value
    48.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.9% 16.8% 7.4% 10.9% 12.5% 0.91 Growth & Value
    49.
    S&P SmallCap 600
    7.1% 15.1% 7.0% 10.8% 6.6% 1.27 Indexes
    50.
    S&P MidCap 400
    8.1% 14.3% 6.9% 10.5% 7.7% 1.22 Indexes
    51.
    NASDAQ 100
    2.9% 14.6% 9.4% 10.5% 6.7% 1.82 Indexes
    52.
    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.
    2.8% 0.6% -0.5% 10.4% 11.1% 1.85 Value
    53.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    8.4% 0.1% 4.9% 10.2% 10.1% 1.65 Value
    54.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    6.8% 16.4% 0.6% 10.2% 15.8% 1.39 Growth With Price Momentum
    55.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    4.1% 10.2% 4.3% 9.7% 10.0% 1.25 Growth & Value
    56.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    7.2% 9.2% 3.6% 9.6% 7.5% 0.89 Value
    57.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    4.6% 8.5% 8.4% 9.3% 5.8% 1.25 Growth
    58.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    0.0% 3.7% 3.0% 9.2% 11.2% 2.21 Growth With Price Momentum
    59.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -4.1% -3.4% -9.3% 9.0% 6.4% 1.46 Growth & Value With Price Momentum
    60.
    S&P 500 Value (TR)
    7.9% 13.0% 3.5% 8.7% 4.1% 1.00 Indexes
    61.
    Locating firms with a high proportion of cash to share price.
    6.3% -5.3% -0.6% 8.4% 9.6% 1.37 Value
    62.
    Using the dividend-yield approach to invest during volatile markets.
    6.9% 12.6% 6.7% 8.1% 7.7% 0.95 Growth & Value
    63.
    S&P 500 Growth (TR)
    5.4% 14.0% 6.9% 8.0% 4.1% 1.10 Indexes
    64.
    A screen for stocks with DRPs (dividend reinvestment plans).
    5.8% 12.4% 6.9% 7.5% 7.8% 1.10 Growth & Value
    65.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    9.5% 10.2% 3.4% 7.2% 14.5% 1.85 Growth With Price Momentum
    66.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    67.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    68.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.8% 11.9% -1.3% 6.4% 5.7% 1.19 Value With Price Momentum
    69.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    7.1% 9.0% -2.5% 6.4% 4.8% 1.35 Value
    70.
    S&P 500
    6.2% 11.1% 2.6% 6.1% 2.6% 1.00 Indexes
    71.
    Dow Jones 30
    7.3% 10.8% 2.8% 5.9% 3.4% 0.97 Indexes
    72.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    4.5% 11.4% 3.9% 4.5% -4.1% 2.79 Growth & Value
    73.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    8.1% 15.8% -0.2% 3.2% 1.4% 1.23 Value
    74.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    16.2% -18.0% -6.2% 2.8% 2.2% 2.16 Growth & Value
    75.
    Who insiders are, what requirements they must obey, and what insider data is important.
    7.7% -5.9% -5.9% 2.1% -1.6% 1.81 Specialty
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -2.1% -19.0% -9.0% 1.5% 5.1% 1.34 Growth & Value With Price Momentum
    77.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    9.0% 19.3% -7.2% 0.6% 0.4% 1.59 Value
    78.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    0.0% -7.2% -21.7% -4.4% 11.8% 2.74 Growth & Value With Price Momentum

    Inception


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Introduction to the use of earnings estimates.
    3.9% 23.8% 24.5% 30.6% 28.3% 1.75 Earnings Estimates
    2.
    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.
    46.4% 45.3% 33.5% 33.3% 25.9% 2.06 Value
    3.
    Introduction to the use of earnings estimates.
    5.9% 21.5% 23.9% 29.9% 25.4% 1.84 Earnings Estimates
    4.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.1% 14.0% 14.3% 20.4% 24.4% 1.89 Growth With Price Momentum
    5.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 5.1% 1.8% 17.9% 23.8% 1.92 Value With Price Momentum
    6.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 7.4% 21.2% 28.4% 22.2% 1.74 Value
    7.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    9.9% 22.6% 22.2% 29.0% 21.6% 2.91 Growth & Value With Price Momentum
    8.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    9.6% 41.2% 17.0% 20.7% 20.1% 1.47 Growth & Value With Price Momentum
    9.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.
    2.7% -2.1% -8.4% 11.8% 19.1% 1.79 Growth & Value
    10.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.8% 13.5% 12.7% 15.9% 18.3% 1.63 Growth & Value
    11.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    7.4% 19.3% 5.4% 20.6% 18.1% 1.50 Value With Price Momentum
    12.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.6% 12.5% 3.6% 16.9% 18.0% 1.75 Value
    13.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.0% 12.5% 6.6% 20.6% 17.9% 1.31 Growth & Value With Price Momentum
    14.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    6.9% 9.8% 15.1% 17.4% 17.1% 1.77 Value
    15.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    3.6% 19.8% 14.1% 20.0% 17.0% 1.37 Value
    16.
    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% 2.5% 6.2% 20.9% 16.3% 2.17 Growth With Price Momentum
    17.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.4% -8.5% 1.8% 11.5% 16.1% 2.17 Growth & Value
    18.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 17.5% 16.0% 18.6% 16.1% 1.13 Earnings Estimates
    19.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 15.3% 15.8% 18.7% 16.0% 1.13 Earnings Estimates
    20.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    10.8% 17.4% 6.6% 18.5% 16.0% 1.50 Value With Price Momentum
    21.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    6.8% 16.4% 0.6% 10.2% 15.8% 1.39 Growth With Price Momentum
    22.
    Utilizing contrarian stocks with upward earnings revisions.
    5.4% 22.3% 14.5% 20.4% 15.3% 1.36 Earnings Estimates
    23.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    6.3% 14.2% 7.3% 14.0% 14.9% 1.32 Growth & Value
    24.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    9.5% 10.2% 3.4% 7.2% 14.5% 1.85 Growth With Price Momentum
    25.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    6.1% 18.4% 10.5% 15.0% 13.9% 1.11 Growth & Value
    26.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    8.4% 16.6% 16.4% 19.3% 13.7% 1.19 Value With Price Momentum
    27.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.2% 3.8% 3.0% 11.1% 13.0% 1.54 Growth
    28.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    17.7% 18.9% 3.3% 14.9% 13.0% 1.92 Growth & Value With Price Momentum
    29.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 12.2% 5.2% 12.8% 13.0% 1.03 Growth & Value With Price Momentum
    30.
    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.
    12.1% -6.9% -0.1% 13.6% 12.6% 1.70 Value
    31.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.9% 16.8% 7.4% 10.9% 12.5% 0.91 Growth & Value
    32.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    5.9% 13.0% 9.1% 13.5% 12.1% 1.28 Growth
    33.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    11.6% 21.4% 21.3% 21.0% 11.9% 2.26 Growth With Price Momentum
    34.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    5.6% -2.1% 2.1% 14.7% 11.8% 1.21 Growth & Value
    35.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    0.0% -7.2% -21.7% -4.4% 11.8% 2.74 Growth & Value With Price Momentum
    36.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    4.9% 10.7% 3.2% 14.6% 11.2% 1.36 Value With Price Momentum
    37.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    0.0% 3.7% 3.0% 9.2% 11.2% 2.21 Growth With Price Momentum
    38.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    10.2% -3.5% -8.4% 16.7% 11.1% 2.21 Growth & Value
    39.
    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.
    2.8% 0.6% -0.5% 10.4% 11.1% 1.85 Value
    40.
    S&P MidCap 400 Growth (TR)
    7.4% 16.5% 8.9% 12.5% 10.9% 1.31 Indexes
    41.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    5.9% 19.8% 12.0% 13.8% 10.5% 1.22 Value
    42.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.6% 10.6% 11.1% 13.3% 10.4% 1.28 Growth & Value
    43.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.9% 16.6% 11.9% 11.9% 10.2% 1.18 Growth
    44.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    8.4% 0.1% 4.9% 10.2% 10.1% 1.65 Value
    45.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    4.1% 10.2% 4.3% 9.7% 10.0% 1.25 Growth & Value
    46.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    4.9% 11.3% 15.3% 11.0% 10.0% 1.77 Growth & Value
    47.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.3% 18.7% 12.9% 13.7% 9.9% 1.24 Growth & Value
    48.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.7% 15.7% 9.9% 12.2% 9.8% 1.22 Growth & Value
    49.
    Locating firms with a high proportion of cash to share price.
    6.3% -5.3% -0.6% 8.4% 9.6% 1.37 Value
    50.
    All Exchange-Listed Stocks
    7.6% 10.1% 5.6% 12.4% 9.2% 1.38 Indexes
    51.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 25.9% 9.4% 12.2% 9.1% 1.67 Growth & Value
    52.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    6.3% 14.1% 8.4% 15.9% 8.4% 1.37 Growth & Value
    53.
    S&P SmallCap 600 Growth (TR)
    7.3% 18.2% 9.7% 12.9% 8.0% 1.31 Indexes
    54.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    8.0% 13.3% 5.8% 13.7% 7.8% 1.43 Growth & Value
    55.
    A screen for stocks with DRPs (dividend reinvestment plans).
    5.8% 12.4% 6.9% 7.5% 7.8% 1.10 Growth & Value
    56.
    Using the dividend-yield approach to invest during volatile markets.
    6.9% 12.6% 6.7% 8.1% 7.7% 0.95 Growth & Value
    57.
    S&P MidCap 400
    8.1% 14.3% 6.9% 10.5% 7.7% 1.22 Indexes
    58.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    7.2% 9.2% 3.6% 9.6% 7.5% 0.89 Value
    59.
    S&P SmallCap 600 Value (TR)
    7.2% 15.1% 7.6% 11.5% 7.3% 1.22 Indexes
    60.
    S&P MidCap 400 Value (TR)
    9.2% 15.4% 8.8% 11.7% 7.2% 1.11 Indexes
    61.
    NASDAQ 100
    2.9% 14.6% 9.4% 10.5% 6.7% 1.82 Indexes
    62.
    S&P SmallCap 600
    7.1% 15.1% 7.0% 10.8% 6.6% 1.27 Indexes
    63.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -4.1% -3.4% -9.3% 9.0% 6.4% 1.46 Growth & Value With Price Momentum
    64.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    4.6% 8.5% 8.4% 9.3% 5.8% 1.25 Growth
    65.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.8% 11.9% -1.3% 6.4% 5.7% 1.19 Value With Price Momentum
    66.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -2.1% -19.0% -9.0% 1.5% 5.1% 1.34 Growth & Value With Price Momentum
    67.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    7.1% 9.0% -2.5% 6.4% 4.8% 1.35 Value
    68.
    S&P 500 Growth (TR)
    5.4% 14.0% 6.9% 8.0% 4.1% 1.10 Indexes
    69.
    S&P 500 Value (TR)
    7.9% 13.0% 3.5% 8.7% 4.1% 1.00 Indexes
    70.
    Dow Jones 30
    7.3% 10.8% 2.8% 5.9% 3.4% 0.97 Indexes
    71.
    S&P 500
    6.2% 11.1% 2.6% 6.1% 2.6% 1.00 Indexes
    72.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    16.2% -18.0% -6.2% 2.8% 2.2% 2.16 Growth & Value
    73.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    8.1% 15.8% -0.2% 3.2% 1.4% 1.23 Value
    74.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    9.0% 19.3% -7.2% 0.6% 0.4% 1.59 Value
    75.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    76.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    77.
    Who insiders are, what requirements they must obey, and what insider data is important.
    7.7% -5.9% -5.9% 2.1% -1.6% 1.81 Specialty
    78.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    4.5% 11.4% 3.9% 4.5% -4.1% 2.79 Growth & Value

    Risk Index


  •            Screen
    Annual Price Gain (%)
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    7.2% 9.2% 3.6% 9.6% 7.5% 0.89 Value
    2.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.9% 16.8% 7.4% 10.9% 12.5% 0.91 Growth & Value
    3.
    Using the dividend-yield approach to invest during volatile markets.
    6.9% 12.6% 6.7% 8.1% 7.7% 0.95 Growth & Value
    4.
    Dow Jones 30
    7.3% 10.8% 2.8% 5.9% 3.4% 0.97 Indexes
    5.
    S&P 500
    6.2% 11.1% 2.6% 6.1% 2.6% 1.00 Indexes
    6.
    S&P 500 Value (TR)
    7.9% 13.0% 3.5% 8.7% 4.1% 1.00 Indexes
    7.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 12.2% 5.2% 12.8% 13.0% 1.03 Growth & Value With Price Momentum
    8.
    S&P 500 Growth (TR)
    5.4% 14.0% 6.9% 8.0% 4.1% 1.10 Indexes
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    5.8% 12.4% 6.9% 7.5% 7.8% 1.10 Growth & Value
    10.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    6.1% 18.4% 10.5% 15.0% 13.9% 1.11 Growth & Value
    11.
    S&P MidCap 400 Value (TR)
    9.2% 15.4% 8.8% 11.7% 7.2% 1.11 Indexes
    12.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 17.5% 16.0% 18.6% 16.1% 1.13 Earnings Estimates
    13.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 15.3% 15.8% 18.7% 16.0% 1.13 Earnings Estimates
    14.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.9% 16.6% 11.9% 11.9% 10.2% 1.18 Growth
    15.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.8% 11.9% -1.3% 6.4% 5.7% 1.19 Value With Price Momentum
    16.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    8.4% 16.6% 16.4% 19.3% 13.7% 1.19 Value With Price Momentum
    17.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    5.6% -2.1% 2.1% 14.7% 11.8% 1.21 Growth & Value
    18.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.7% 15.7% 9.9% 12.2% 9.8% 1.22 Growth & Value
    19.
    S&P SmallCap 600 Value (TR)
    7.2% 15.1% 7.6% 11.5% 7.3% 1.22 Indexes
    20.
    S&P MidCap 400
    8.1% 14.3% 6.9% 10.5% 7.7% 1.22 Indexes
    21.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    5.9% 19.8% 12.0% 13.8% 10.5% 1.22 Value
    22.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    8.1% 15.8% -0.2% 3.2% 1.4% 1.23 Value
    23.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.3% 18.7% 12.9% 13.7% 9.9% 1.24 Growth & Value
    24.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    4.1% 10.2% 4.3% 9.7% 10.0% 1.25 Growth & Value
    25.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    4.6% 8.5% 8.4% 9.3% 5.8% 1.25 Growth
    26.
    S&P SmallCap 600
    7.1% 15.1% 7.0% 10.8% 6.6% 1.27 Indexes
    27.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    5.9% 13.0% 9.1% 13.5% 12.1% 1.28 Growth
    28.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.6% 10.6% 11.1% 13.3% 10.4% 1.28 Growth & Value
    29.
    S&P MidCap 400 Growth (TR)
    7.4% 16.5% 8.9% 12.5% 10.9% 1.31 Indexes
    30.
    S&P SmallCap 600 Growth (TR)
    7.3% 18.2% 9.7% 12.9% 8.0% 1.31 Indexes
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.0% 12.5% 6.6% 20.6% 17.9% 1.31 Growth & Value With Price Momentum
    32.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    6.3% 14.2% 7.3% 14.0% 14.9% 1.32 Growth & Value
    33.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -2.1% -19.0% -9.0% 1.5% 5.1% 1.34 Growth & Value With Price Momentum
    34.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    7.1% 9.0% -2.5% 6.4% 4.8% 1.35 Value
    35.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    4.9% 10.7% 3.2% 14.6% 11.2% 1.36 Value With Price Momentum
    36.
    Utilizing contrarian stocks with upward earnings revisions.
    5.4% 22.3% 14.5% 20.4% 15.3% 1.36 Earnings Estimates
    37.
    Locating firms with a high proportion of cash to share price.
    6.3% -5.3% -0.6% 8.4% 9.6% 1.37 Value
    38.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    6.3% 14.1% 8.4% 15.9% 8.4% 1.37 Growth & Value
    39.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    3.6% 19.8% 14.1% 20.0% 17.0% 1.37 Value
    40.
    All Exchange-Listed Stocks
    7.6% 10.1% 5.6% 12.4% 9.2% 1.38 Indexes
    41.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    6.8% 16.4% 0.6% 10.2% 15.8% 1.39 Growth With Price Momentum
    42.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    8.0% 13.3% 5.8% 13.7% 7.8% 1.43 Growth & Value
    43.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -4.1% -3.4% -9.3% 9.0% 6.4% 1.46 Growth & Value With Price Momentum
    44.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    9.6% 41.2% 17.0% 20.7% 20.1% 1.47 Growth & Value With Price Momentum
    45.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    10.8% 17.4% 6.6% 18.5% 16.0% 1.50 Value With Price Momentum
    46.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    7.4% 19.3% 5.4% 20.6% 18.1% 1.50 Value With Price Momentum
    47.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.2% 3.8% 3.0% 11.1% 13.0% 1.54 Growth
    48.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    9.0% 19.3% -7.2% 0.6% 0.4% 1.59 Value
    49.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.8% 13.5% 12.7% 15.9% 18.3% 1.63 Growth & Value
    50.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    8.4% 0.1% 4.9% 10.2% 10.1% 1.65 Value
    51.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 25.9% 9.4% 12.2% 9.1% 1.67 Growth & Value
    52.
    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.
    12.1% -6.9% -0.1% 13.6% 12.6% 1.70 Value
    53.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 7.4% 21.2% 28.4% 22.2% 1.74 Value
    54.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.6% 12.5% 3.6% 16.9% 18.0% 1.75 Value
    55.
    Introduction to the use of earnings estimates.
    3.9% 23.8% 24.5% 30.6% 28.3% 1.75 Earnings Estimates
    56.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    4.9% 11.3% 15.3% 11.0% 10.0% 1.77 Growth & Value
    57.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    6.9% 9.8% 15.1% 17.4% 17.1% 1.77 Value
    58.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.
    2.7% -2.1% -8.4% 11.8% 19.1% 1.79 Growth & Value
    59.
    Who insiders are, what requirements they must obey, and what insider data is important.
    7.7% -5.9% -5.9% 2.1% -1.6% 1.81 Specialty
    60.
    NASDAQ 100
    2.9% 14.6% 9.4% 10.5% 6.7% 1.82 Indexes
    61.
    Introduction to the use of earnings estimates.
    5.9% 21.5% 23.9% 29.9% 25.4% 1.84 Earnings Estimates
    62.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    9.5% 10.2% 3.4% 7.2% 14.5% 1.85 Growth With Price Momentum
    63.
    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.
    2.8% 0.6% -0.5% 10.4% 11.1% 1.85 Value
    64.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.1% 14.0% 14.3% 20.4% 24.4% 1.89 Growth With Price Momentum
    65.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 5.1% 1.8% 17.9% 23.8% 1.92 Value With Price Momentum
    66.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    17.7% 18.9% 3.3% 14.9% 13.0% 1.92 Growth & Value With Price Momentum
    67.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    68.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    69.
    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.
    46.4% 45.3% 33.5% 33.3% 25.9% 2.06 Value
    70.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    16.2% -18.0% -6.2% 2.8% 2.2% 2.16 Growth & Value
    71.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.4% -8.5% 1.8% 11.5% 16.1% 2.17 Growth & Value
    72.
    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% 2.5% 6.2% 20.9% 16.3% 2.17 Growth With Price Momentum
    73.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    10.2% -3.5% -8.4% 16.7% 11.1% 2.21 Growth & Value
    74.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    0.0% 3.7% 3.0% 9.2% 11.2% 2.21 Growth With Price Momentum
    75.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    11.6% 21.4% 21.3% 21.0% 11.9% 2.26 Growth With Price Momentum
    76.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    0.0% -7.2% -21.7% -4.4% 11.8% 2.74 Growth & Value With Price Momentum
    77.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    4.5% 11.4% 3.9% 4.5% -4.1% 2.79 Growth & Value
    78.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    9.9% 22.6% 22.2% 29.0% 21.6% 2.91 Growth & Value With Price Momentum

    Category


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    5.9% 21.5% 23.9% 29.9% 25.4% 1.84 Earnings Estimates
    4.
    Introduction to the use of earnings estimates.
    3.9% 23.8% 24.5% 30.6% 28.3% 1.75 Earnings Estimates
    5.
    Utilizing contrarian stocks with upward earnings revisions.
    5.4% 22.3% 14.5% 20.4% 15.3% 1.36 Earnings Estimates
    6.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 17.5% 16.0% 18.6% 16.1% 1.13 Earnings Estimates
    7.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 15.3% 15.8% 18.7% 16.0% 1.13 Earnings Estimates
    8.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.2% 3.8% 3.0% 11.1% 13.0% 1.54 Growth
    9.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    5.9% 13.0% 9.1% 13.5% 12.1% 1.28 Growth
    10.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.9% 16.6% 11.9% 11.9% 10.2% 1.18 Growth
    11.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    4.6% 8.5% 8.4% 9.3% 5.8% 1.25 Growth
    12.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    6.3% 14.1% 8.4% 15.9% 8.4% 1.37 Growth & Value
    13.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    10.2% -3.5% -8.4% 16.7% 11.1% 2.21 Growth & Value
    14.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    5.6% -2.1% 2.1% 14.7% 11.8% 1.21 Growth & Value
    15.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.4% -8.5% 1.8% 11.5% 16.1% 2.17 Growth & Value
    16.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    16.2% -18.0% -6.2% 2.8% 2.2% 2.16 Growth & Value
    17.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    4.1% 10.2% 4.3% 9.7% 10.0% 1.25 Growth & Value
    18.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    6.1% 18.4% 10.5% 15.0% 13.9% 1.11 Growth & Value
    19.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.7% 15.7% 9.9% 12.2% 9.8% 1.22 Growth & Value
    20.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.6% 10.6% 11.1% 13.3% 10.4% 1.28 Growth & Value
    21.
    Using the dividend-yield approach to invest during volatile markets.
    6.9% 12.6% 6.7% 8.1% 7.7% 0.95 Growth & Value
    22.
    A screen for stocks with DRPs (dividend reinvestment plans).
    5.8% 12.4% 6.9% 7.5% 7.8% 1.10 Growth & Value
    23.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.9% 16.8% 7.4% 10.9% 12.5% 0.91 Growth & Value
    24.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    4.9% 11.3% 15.3% 11.0% 10.0% 1.77 Growth & Value
    25.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 25.9% 9.4% 12.2% 9.1% 1.67 Growth & Value
    26.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.3% 18.7% 12.9% 13.7% 9.9% 1.24 Growth & Value
    27.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    8.0% 13.3% 5.8% 13.7% 7.8% 1.43 Growth & Value
    28.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.
    2.7% -2.1% -8.4% 11.8% 19.1% 1.79 Growth & Value
    29.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    6.3% 14.2% 7.3% 14.0% 14.9% 1.32 Growth & Value
    30.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    4.5% 11.4% 3.9% 4.5% -4.1% 2.79 Growth & Value
    31.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.8% 13.5% 12.7% 15.9% 18.3% 1.63 Growth & Value
    32.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    17.7% 18.9% 3.3% 14.9% 13.0% 1.92 Growth & Value With Price Momentum
    33.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.0% 12.5% 6.6% 20.6% 17.9% 1.31 Growth & Value With Price Momentum
    34.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 12.2% 5.2% 12.8% 13.0% 1.03 Growth & Value With Price Momentum
    35.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -4.1% -3.4% -9.3% 9.0% 6.4% 1.46 Growth & Value With Price Momentum
    36.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    0.0% -7.2% -21.7% -4.4% 11.8% 2.74 Growth & Value With Price Momentum
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    9.9% 22.6% 22.2% 29.0% 21.6% 2.91 Growth & Value With Price Momentum
    38.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -2.1% -19.0% -9.0% 1.5% 5.1% 1.34 Growth & Value With Price Momentum
    39.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    9.6% 41.2% 17.0% 20.7% 20.1% 1.47 Growth & Value With Price Momentum
    40.
    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% 2.5% 6.2% 20.9% 16.3% 2.17 Growth With Price Momentum
    41.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    11.6% 21.4% 21.3% 21.0% 11.9% 2.26 Growth With Price Momentum
    42.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    0.0% 3.7% 3.0% 9.2% 11.2% 2.21 Growth With Price Momentum
    43.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.1% 14.0% 14.3% 20.4% 24.4% 1.89 Growth With Price Momentum
    44.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    6.8% 16.4% 0.6% 10.2% 15.8% 1.39 Growth With Price Momentum
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    9.5% 10.2% 3.4% 7.2% 14.5% 1.85 Growth With Price Momentum
    46.
    NASDAQ 100
    2.9% 14.6% 9.4% 10.5% 6.7% 1.82 Indexes
    47.
    S&P 500
    6.2% 11.1% 2.6% 6.1% 2.6% 1.00 Indexes
    48.
    S&P 500 Growth (TR)
    5.4% 14.0% 6.9% 8.0% 4.1% 1.10 Indexes
    49.
    S&P 500 Value (TR)
    7.9% 13.0% 3.5% 8.7% 4.1% 1.00 Indexes
    50.
    S&P MidCap 400
    8.1% 14.3% 6.9% 10.5% 7.7% 1.22 Indexes
    51.
    S&P MidCap 400 Growth (TR)
    7.4% 16.5% 8.9% 12.5% 10.9% 1.31 Indexes
    52.
    S&P MidCap 400 Value (TR)
    9.2% 15.4% 8.8% 11.7% 7.2% 1.11 Indexes
    53.
    S&P SmallCap 600
    7.1% 15.1% 7.0% 10.8% 6.6% 1.27 Indexes
    54.
    S&P SmallCap 600 Growth (TR)
    7.3% 18.2% 9.7% 12.9% 8.0% 1.31 Indexes
    55.
    S&P SmallCap 600 Value (TR)
    7.2% 15.1% 7.6% 11.5% 7.3% 1.22 Indexes
    56.
    All Exchange-Listed Stocks
    7.6% 10.1% 5.6% 12.4% 9.2% 1.38 Indexes
    57.
    Dow Jones 30
    7.3% 10.8% 2.8% 5.9% 3.4% 0.97 Indexes
    58.
    Who insiders are, what requirements they must obey, and what insider data is important.
    7.7% -5.9% -5.9% 2.1% -1.6% 1.81 Specialty
    59.
    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.
    12.1% -6.9% -0.1% 13.6% 12.6% 1.70 Value
    60.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    3.6% 19.8% 14.1% 20.0% 17.0% 1.37 Value
    61.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    7.2% 9.2% 3.6% 9.6% 7.5% 0.89 Value
    62.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.6% 12.5% 3.6% 16.9% 18.0% 1.75 Value
    63.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 7.4% 21.2% 28.4% 22.2% 1.74 Value
    64.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    8.4% 0.1% 4.9% 10.2% 10.1% 1.65 Value
    65.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    8.1% 15.8% -0.2% 3.2% 1.4% 1.23 Value
    66.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    9.0% 19.3% -7.2% 0.6% 0.4% 1.59 Value
    67.
    Locating firms with a high proportion of cash to share price.
    6.3% -5.3% -0.6% 8.4% 9.6% 1.37 Value
    68.
    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.
    2.8% 0.6% -0.5% 10.4% 11.1% 1.85 Value
    69.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    7.1% 9.0% -2.5% 6.4% 4.8% 1.35 Value
    70.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    5.9% 19.8% 12.0% 13.8% 10.5% 1.22 Value
    71.
    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.
    46.4% 45.3% 33.5% 33.3% 25.9% 2.06 Value
    72.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    6.9% 9.8% 15.1% 17.4% 17.1% 1.77 Value
    73.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    4.9% 10.7% 3.2% 14.6% 11.2% 1.36 Value With Price Momentum
    74.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    10.8% 17.4% 6.6% 18.5% 16.0% 1.50 Value With Price Momentum
    75.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.8% 11.9% -1.3% 6.4% 5.7% 1.19 Value With Price Momentum
    76.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    7.4% 19.3% 5.4% 20.6% 18.1% 1.50 Value With Price Momentum
    77.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 5.1% 1.8% 17.9% 23.8% 1.92 Value With Price Momentum
    78.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    8.4% 16.6% 16.4% 19.3% 13.7% 1.19 Value With Price Momentum

    Alphabetical


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    -4.1% -3.4% -9.3% 9.0% 6.4% 1.46 Growth & Value With Price Momentum
    2.
    All Exchange-Listed Stocks
    7.6% 10.1% 5.6% 12.4% 9.2% 1.38 Indexes
    3.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    6.1% 18.4% 10.5% 15.0% 13.9% 1.11 Growth & Value
    4.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.7% 15.7% 9.9% 12.2% 9.8% 1.22 Growth & Value
    5.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5.6% 10.6% 11.1% 13.3% 10.4% 1.28 Growth & Value
    6.
    Locating firms with a high proportion of cash to share price.
    6.3% -5.3% -0.6% 8.4% 9.6% 1.37 Value
    7.
    Using the dividend-yield approach to invest during volatile markets.
    6.9% 12.6% 6.7% 8.1% 7.7% 0.95 Growth & Value
    8.
    A screen for stocks with DRPs (dividend reinvestment plans).
    5.8% 12.4% 6.9% 7.5% 7.8% 1.10 Growth & Value
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    4.9% 16.8% 7.4% 10.9% 12.5% 0.91 Growth & Value
    10.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    8.1% 15.8% -0.2% 3.2% 1.4% 1.23 Value
    11.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    9.0% 19.3% -7.2% 0.6% 0.4% 1.59 Value
    12.
    Dow Jones 30
    7.3% 10.8% 2.8% 5.9% 3.4% 0.97 Indexes
    13.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    4.1% 10.2% 4.3% 9.7% 10.0% 1.25 Growth & Value
    14.
    Utilizing contrarian stocks with upward earnings revisions.
    5.4% 22.3% 14.5% 20.4% 15.3% 1.36 Earnings Estimates
    15.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    11.6% 21.4% 21.3% 21.0% 11.9% 2.26 Growth With Price Momentum
    16.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.2% 3.8% 3.0% 11.1% 13.0% 1.54 Growth
    17.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    18.
    Introduction to the use of earnings estimates.
    7.8% 2.8% 1.0% 6.7% -0.4% 1.96 Earnings Estimates
    19.
    Introduction to the use of earnings estimates.
    5.9% 21.5% 23.9% 29.9% 25.4% 1.84 Earnings Estimates
    20.
    Introduction to the use of earnings estimates.
    3.9% 23.8% 24.5% 30.6% 28.3% 1.75 Earnings Estimates
    21.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    16.2% -18.0% -6.2% 2.8% 2.2% 2.16 Growth & Value
    22.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    0.0% 3.7% 3.0% 9.2% 11.2% 2.21 Growth With Price Momentum
    23.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.4% -8.5% 1.8% 11.5% 16.1% 2.17 Growth & Value
    24.
    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.
    12.1% -6.9% -0.1% 13.6% 12.6% 1.70 Value
    25.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    3.6% 19.8% 14.1% 20.0% 17.0% 1.37 Value
    26.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    7.2% 9.2% 3.6% 9.6% 7.5% 0.89 Value
    27.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.6% 12.5% 3.6% 16.9% 18.0% 1.75 Value
    28.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    7.0% 7.4% 21.2% 28.4% 22.2% 1.74 Value
    29.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    3.9% 16.6% 11.9% 11.9% 10.2% 1.18 Growth
    30.
    Who insiders are, what requirements they must obey, and what insider data is important.
    7.7% -5.9% -5.9% 2.1% -1.6% 1.81 Specialty
    31.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    4.6% 8.5% 8.4% 9.3% 5.8% 1.25 Growth
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    6.3% 14.1% 8.4% 15.9% 8.4% 1.37 Growth & Value
    33.
    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% 2.5% 6.2% 20.9% 16.3% 2.17 Growth With Price Momentum
    34.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    10.2% -3.5% -8.4% 16.7% 11.1% 2.21 Growth & Value
    35.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    8.4% 16.6% 16.4% 19.3% 13.7% 1.19 Value With Price Momentum
    36.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    5.6% -2.1% 2.1% 14.7% 11.8% 1.21 Growth & Value
    37.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    8.4% 0.1% 4.9% 10.2% 10.1% 1.65 Value
    38.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    0.0% -7.2% -21.7% -4.4% 11.8% 2.74 Growth & Value With Price Momentum
    39.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    9.9% 22.6% 22.2% 29.0% 21.6% 2.91 Growth & Value With Price Momentum
    40.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -2.1% -19.0% -9.0% 1.5% 5.1% 1.34 Growth & Value With Price Momentum
    41.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    4.5% 11.4% 3.9% 4.5% -4.1% 2.79 Growth & Value
    42.
    NASDAQ 100
    2.9% 14.6% 9.4% 10.5% 6.7% 1.82 Indexes
    43.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    2.8% 13.5% 12.7% 15.9% 18.3% 1.63 Growth & Value
    44.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.1% 14.0% 14.3% 20.4% 24.4% 1.89 Growth With Price Momentum
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    6.8% 16.4% 0.6% 10.2% 15.8% 1.39 Growth With Price Momentum
    46.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    9.5% 10.2% 3.4% 7.2% 14.5% 1.85 Growth With Price Momentum
    47.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    4.9% 10.7% 3.2% 14.6% 11.2% 1.36 Value With Price Momentum
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    10.8% 17.4% 6.6% 18.5% 16.0% 1.50 Value With Price Momentum
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.8% 11.9% -1.3% 6.4% 5.7% 1.19 Value With Price Momentum
    50.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    7.4% 19.3% 5.4% 20.6% 18.1% 1.50 Value With Price Momentum
    51.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 5.1% 1.8% 17.9% 23.8% 1.92 Value With Price Momentum
    52.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    7.1% 9.0% -2.5% 6.4% 4.8% 1.35 Value
    53.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    17.7% 18.9% 3.3% 14.9% 13.0% 1.92 Growth & Value With Price Momentum
    54.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 17.5% 16.0% 18.6% 16.1% 1.13 Earnings Estimates
    55.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    8.4% 15.3% 15.8% 18.7% 16.0% 1.13 Earnings Estimates
    56.
    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.
    46.4% 45.3% 33.5% 33.3% 25.9% 2.06 Value
    57.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    6.9% 9.8% 15.1% 17.4% 17.1% 1.77 Value
    58.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    6.3% 14.2% 7.3% 14.0% 14.9% 1.32 Growth & Value
    59.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    5.9% 13.0% 9.1% 13.5% 12.1% 1.28 Growth
    60.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    4.9% 11.3% 15.3% 11.0% 10.0% 1.77 Growth & Value
    61.
    S&P 500
    6.2% 11.1% 2.6% 6.1% 2.6% 1.00 Indexes
    62.
    S&P 500 Growth (TR)
    5.4% 14.0% 6.9% 8.0% 4.1% 1.10 Indexes
    63.
    S&P 500 Value (TR)
    7.9% 13.0% 3.5% 8.7% 4.1% 1.00 Indexes
    64.
    S&P MidCap 400
    8.1% 14.3% 6.9% 10.5% 7.7% 1.22 Indexes
    65.
    S&P MidCap 400 Growth (TR)
    7.4% 16.5% 8.9% 12.5% 10.9% 1.31 Indexes
    66.
    S&P MidCap 400 Value (TR)
    9.2% 15.4% 8.8% 11.7% 7.2% 1.11 Indexes
    67.
    S&P SmallCap 600
    7.1% 15.1% 7.0% 10.8% 6.6% 1.27 Indexes
    68.
    S&P SmallCap 600 Growth (TR)
    7.3% 18.2% 9.7% 12.9% 8.0% 1.31 Indexes
    69.
    S&P SmallCap 600 Value (TR)
    7.2% 15.1% 7.6% 11.5% 7.3% 1.22 Indexes
    70.
    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.
    2.8% 0.6% -0.5% 10.4% 11.1% 1.85 Value
    71.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    9.6% 41.2% 17.0% 20.7% 20.1% 1.47 Growth & Value With Price Momentum
    72.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 25.9% 9.4% 12.2% 9.1% 1.67 Growth & Value
    73.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.3% 18.7% 12.9% 13.7% 9.9% 1.24 Growth & Value
    74.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.0% 12.5% 6.6% 20.6% 17.9% 1.31 Growth & Value With Price Momentum
    75.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    6.4% 12.2% 5.2% 12.8% 13.0% 1.03 Growth & Value With Price Momentum
    76.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    8.0% 13.3% 5.8% 13.7% 7.8% 1.43 Growth & Value
    77.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    5.9% 19.8% 12.0% 13.8% 10.5% 1.22 Value
    78.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate.
    2.7% -2.1% -8.4% 11.8% 19.1% 1.79 Growth & Value
  • Benchmark: S&P 500 6.2% 11.1% 2.6% 6.1% 2.6% 1.00