Stock Screens
YTD
Screen |
Annual Price Gain (%) | Category | |||||
| 1. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
117.4% | 25.0% | 5.3% | 7.1% | 11.2% | 1.68 | Growth & Value |
| 2. |
Utilizing contrarian stocks with upward earnings revisions. |
21.6% | 35.8% | 10.5% | 20.9% | 15.7% | 1.36 | Earnings Estimates |
| 3. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
21.2% | 35.3% | 12.8% | 22.0% | 20.8% | 1.48 | Growth & Value With Price Momentum |
| 4. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
19.5% | 101.5% | 15.2% | 27.7% | 24.8% | 2.91 | Growth & Value With Price Momentum |
| 5. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
13.1% | 7.0% | -13.2% | -3.7% | -0.6% | 1.60 | Value |
| 6. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
10.7% | 12.6% | -5.2% | -0.6% | 0.8% | 1.23 | Value |
| 7. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
8.6% | 7.0% | 0.3% | 5.9% | 8.1% | 0.89 | Value |
| 8. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
8.2% | 21.5% | 8.8% | 11.5% | 14.1% | 1.11 | Growth & Value |
| 9. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
7.6% | 20.4% | 6.2% | 9.1% | 10.0% | 1.22 | Value |
| 10. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 30.4% | 12.7% | 16.1% | 17.1% | 1.38 | Value |
| 11. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
6.9% | -16.3% | -11.4% | -4.0% | 14.6% | 2.74 | Growth & Value With Price Momentum |
| 12. |
Introduction to the use of earnings estimates. |
6.1% | 39.0% | 22.5% | 28.2% | 28.6% | 1.77 | Earnings Estimates |
| 13. | Dow Jones 30
|
5.5% | 11.6% | -0.4% | 2.0% | 3.2% | 0.97 | Indexes |
| 14. | S&P 500 Growth (TR)
|
4.7% | 16.6% | 2.7% | 2.3% | 3.5% | 1.11 | Indexes |
| 15. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.3% | 17.9% | 0.7% | 11.1% | 12.2% | 0.91 | Growth & Value |
| 16. | S&P SmallCap 600 Growth (TR)
|
4.1% | 20.3% | 4.5% | 7.8% | 7.7% | 1.32 | Indexes |
| 17. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
3.8% | 25.3% | 5.6% | 7.9% | 9.4% | 1.22 | Growth & Value |
| 18. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.7% | 25.1% | 1.9% | 7.4% | 9.4% | 1.18 | Growth |
| 19. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
3.6% | 11.4% | 8.3% | 11.6% | 8.0% | 1.36 | Growth & Value |
| 20. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.2% | 9.9% | -0.4% | 5.1% | 8.6% | 1.22 | Growth & Value |
| 21. |
Using the dividend-yield approach to invest during volatile markets. |
3.0% | 12.7% | 0.3% | 5.8% | 7.7% | 0.96 | Growth & Value |
| 22. | NASDAQ 100
|
2.7% | 23.4% | 5.3% | 3.7% | 6.1% | 1.84 | Indexes |
| 23. |
Introduction to the use of earnings estimates. |
2.1% | 26.5% | 9.7% | 16.2% | 16.0% | 1.27 | Earnings Estimates |
| 24. |
A screen for stocks with DRPs (dividend reinvestment plans). |
1.9% | 16.4% | -1.2% | 5.3% | 7.7% | 1.11 | Growth & Value |
| 25. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
1.0% | 18.1% | 4.2% | 13.3% | 13.8% | 1.03 | Growth & Value With Price Momentum |
| 26. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
0.7% | 26.0% | 8.1% | 9.6% | 10.7% | 1.28 | Growth & Value |
| 27. | S&P 500
|
0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 | Indexes |
| 28. | S&P SmallCap 600
|
-0.2% | 15.6% | 0.7% | 6.0% | 6.1% | 1.27 | Indexes |
| 29. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-0.3% | 6.7% | 1.3% | 16.4% | 17.5% | 1.51 | Value With Price Momentum |
| 30. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
-0.3% | 17.1% | 5.5% | 19.5% | 18.8% | 1.31 | Growth & Value With Price Momentum |
| 31. | S&P 500 Value (TR)
|
-0.5% | 11.5% | -2.7% | 3.6% | 3.2% | 0.99 | Indexes |
| 32. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
-0.6% | 26.5% | 12.2% | 15.0% | 14.4% | 1.19 | Value With Price Momentum |
| 33. | S&P MidCap 400 Growth (TR)
|
-0.9% | 21.5% | 5.2% | 7.1% | 10.7% | 1.32 | Indexes |
| 34. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
-1.0% | 40.4% | 6.8% | 4.6% | 10.0% | 1.74 | Growth & Value |
| 35. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-1.1% | 28.2% | 9.9% | 21.8% | 19.6% | 1.71 | Value |
| 36. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-1.2% | 8.8% | -3.8% | 2.8% | 5.1% | 1.19 | Value With Price Momentum |
| 37. | S&P SmallCap 600 Value (TR)
|
-1.2% | 14.1% | 0.0% | 6.6% | 6.6% | 1.22 | Indexes |
| 38. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
-1.9% | 24.5% | 11.1% | 17.5% | 16.4% | 1.13 | Earnings Estimates |
| 39. | S&P MidCap 400 Value (TR)
|
-2.4% | 17.0% | 1.8% | 7.0% | 6.4% | 1.11 | Indexes |
| 40. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
-2.6% | 22.9% | 3.2% | 11.8% | 15.3% | 1.33 | Growth & Value |
| 41. | S&P MidCap 400
|
-3.1% | 17.7% | 1.8% | 5.6% | 7.2% | 1.20 | Indexes |
| 42. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
-4.2% | 29.5% | 4.4% | 15.4% | 18.8% | 1.63 | Growth & Value |
| 43. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
-5.0% | 14.9% | 0.2% | 10.6% | 11.2% | 1.34 | Value With Price Momentum |
| 44. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
-5.2% | 20.4% | 6.2% | 9.0% | 6.9% | 1.43 | Growth & Value |
| 45. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
-5.7% | 20.3% | 4.3% | 10.7% | 12.4% | 1.27 | Growth |
| 46. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
-7.0% | 47.3% | 8.1% | 17.4% | 18.5% | 1.77 | Value |
| 47. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-7.5% | 11.2% | -0.9% | 14.6% | 15.4% | 1.51 | Value With Price Momentum |
| 48. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
-9.4% | 14.0% | 0.1% | 3.2% | 4.9% | 1.22 | Growth |
| 49. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
-10.2% | 17.0% | 13.3% | 20.1% | 25.2% | 1.83 | Growth With Price Momentum |
| 50. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
-11.2% | 7.8% | -9.4% | 1.9% | 3.8% | 1.33 | Value |
| 51. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-11.6% | 22.4% | 17.8% | 20.4% | 18.6% | 2.18 | Growth With Price Momentum |
| 52. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
-11.7% | 14.1% | -4.4% | 7.7% | 9.4% | 1.24 | Growth & Value |
| 53. | All Exchange-Listed Stocks
|
-12.3% | 22.4% | -1.2% | 8.3% | 8.9% | 1.39 | Indexes |
| 54. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
-14.1% | 43.1% | 16.7% | 11.9% | 11.8% | 2.27 | Growth With Price Momentum |
| 55. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
-14.7% | 15.8% | -2.8% | 8.2% | 11.9% | 1.92 | Growth & Value With Price Momentum |
| 56. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
-14.9% | 16.4% | -6.5% | 5.8% | 10.9% | 2.15 | Growth With Price Momentum |
| 57. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-15.1% | -16.8% | -0.3% | 9.1% | 10.7% | 2.25 | Growth & Value |
| 58. |
Introduction to the use of earnings estimates. |
-15.2% | 19.2% | -4.9% | -1.6% | 0.2% | 1.60 | Earnings Estimates |
| 59. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate… |
-18.3% | -7.2% | -8.6% | 12.3% | 20.3% | 1.81 | Growth & Value |
| 60. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
-21.6% | 21.8% | -2.3% | 7.8% | 13.7% | 1.55 | Growth |
| 61. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-22.9% | 16.9% | -6.5% | 19.3% | 24.4% | 1.92 | Value With Price Momentum |
| 62. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-25.9% | 10.5% | -6.9% | 8.6% | 6.8% | 1.45 | Growth & Value With Price Momentum |
| 63. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
-27.9% | 18.0% | 2.9% | 13.0% | 12.8% | 1.20 | Growth & Value |
| 64. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
-29.8% | 10.9% | -10.4% | -14.3% | -6.8% | 2.81 | Growth & Value |
| 65. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
-30.1% | 5.2% | 2.4% | 4.9% | 15.2% | 1.86 | Growth With Price Momentum |
| 66. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
-30.6% | 20.1% | 0.8% | 8.6% | 10.4% | 1.64 | Value |
| 67. |
Introduction to the use of earnings estimates. |
-31.1% | 16.4% | -9.1% | -5.5% | -1.1% | 1.96 | Earnings Estimates |
| 68. |
Who insiders are, what requirements they must obey, and what insider data is important. |
-31.4% | 5.4% | -12.8% | -1.2% | -2.5% | 1.82 | Specialty |
| 69. |
Locating firms with a high proportion of cash to share price. |
-32.8% | 6.5% | -4.2% | 5.0% | 9.6% | 1.38 | 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. |
-35.1% | 4.8% | -4.1% | 8.4% | 11.1% | 1.85 | Value |
| 71. |
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. |
-35.2% | 13.6% | -2.2% | 13.4% | 14.3% | 1.69 | Value |
| 72. |
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. |
-36.4% | 26.9% | 6.1% | 21.3% | 22.5% | 2.00 | Value |
| 73. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-45.9% | -6.9% | -13.6% | 1.8% | 5.8% | 1.34 | Growth & Value With Price Momentum |
| 74. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
-49.2% | 15.2% | -7.3% | 8.5% | 14.6% | 2.14 | Growth & Value |
| 75. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
-50.9% | 3.7% | -7.3% | -0.9% | 2.5% | 2.15 | Growth & Value |
3-Year
Screen |
Annual Price Gain (%) | Category | |||||
| 1. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
19.5% | 101.5% | 15.2% | 27.7% | 24.8% | 2.91 | Growth & Value With Price Momentum |
| 2. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
-7.0% | 47.3% | 8.1% | 17.4% | 18.5% | 1.77 | Value |
| 3. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
-14.1% | 43.1% | 16.7% | 11.9% | 11.8% | 2.27 | Growth With Price Momentum |
| 4. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
-1.0% | 40.4% | 6.8% | 4.6% | 10.0% | 1.74 | Growth & Value |
| 5. |
Introduction to the use of earnings estimates. |
6.1% | 39.0% | 22.5% | 28.2% | 28.6% | 1.77 | Earnings Estimates |
| 6. |
Utilizing contrarian stocks with upward earnings revisions. |
21.6% | 35.8% | 10.5% | 20.9% | 15.7% | 1.36 | Earnings Estimates |
| 7. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
21.2% | 35.3% | 12.8% | 22.0% | 20.8% | 1.48 | Growth & Value With Price Momentum |
| 8. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 30.4% | 12.7% | 16.1% | 17.1% | 1.38 | Value |
| 9. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
-4.2% | 29.5% | 4.4% | 15.4% | 18.8% | 1.63 | Growth & Value |
| 10. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-1.1% | 28.2% | 9.9% | 21.8% | 19.6% | 1.71 | Value |
| 11. |
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. |
-36.4% | 26.9% | 6.1% | 21.3% | 22.5% | 2.00 | Value |
| 12. |
Introduction to the use of earnings estimates. |
2.1% | 26.5% | 9.7% | 16.2% | 16.0% | 1.27 | Earnings Estimates |
| 13. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
-0.6% | 26.5% | 12.2% | 15.0% | 14.4% | 1.19 | Value With Price Momentum |
| 14. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
0.7% | 26.0% | 8.1% | 9.6% | 10.7% | 1.28 | Growth & Value |
| 15. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
3.8% | 25.3% | 5.6% | 7.9% | 9.4% | 1.22 | Growth & Value |
| 16. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.7% | 25.1% | 1.9% | 7.4% | 9.4% | 1.18 | Growth |
| 17. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
117.4% | 25.0% | 5.3% | 7.1% | 11.2% | 1.68 | Growth & Value |
| 18. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
-1.9% | 24.5% | 11.1% | 17.5% | 16.4% | 1.13 | Earnings Estimates |
| 19. | NASDAQ 100
|
2.7% | 23.4% | 5.3% | 3.7% | 6.1% | 1.84 | Indexes |
| 20. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
-2.6% | 22.9% | 3.2% | 11.8% | 15.3% | 1.33 | Growth & 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. |
-11.6% | 22.4% | 17.8% | 20.4% | 18.6% | 2.18 | Growth With Price Momentum |
| 22. | All Exchange-Listed Stocks
|
-12.3% | 22.4% | -1.2% | 8.3% | 8.9% | 1.39 | Indexes |
| 23. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
-21.6% | 21.8% | -2.3% | 7.8% | 13.7% | 1.55 | Growth |
| 24. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
8.2% | 21.5% | 8.8% | 11.5% | 14.1% | 1.11 | Growth & Value |
| 25. | S&P MidCap 400 Growth (TR)
|
-0.9% | 21.5% | 5.2% | 7.1% | 10.7% | 1.32 | Indexes |
| 26. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
7.6% | 20.4% | 6.2% | 9.1% | 10.0% | 1.22 | Value |
| 27. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
-5.2% | 20.4% | 6.2% | 9.0% | 6.9% | 1.43 | Growth & Value |
| 28. | S&P SmallCap 600 Growth (TR)
|
4.1% | 20.3% | 4.5% | 7.8% | 7.7% | 1.32 | Indexes |
| 29. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
-5.7% | 20.3% | 4.3% | 10.7% | 12.4% | 1.27 | Growth |
| 30. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
-30.6% | 20.1% | 0.8% | 8.6% | 10.4% | 1.64 | Value |
| 31. |
Introduction to the use of earnings estimates. |
-15.2% | 19.2% | -4.9% | -1.6% | 0.2% | 1.60 | Earnings Estimates |
| 32. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
1.0% | 18.1% | 4.2% | 13.3% | 13.8% | 1.03 | Growth & Value With Price Momentum |
| 33. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
-27.9% | 18.0% | 2.9% | 13.0% | 12.8% | 1.20 | Growth & Value |
| 34. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.3% | 17.9% | 0.7% | 11.1% | 12.2% | 0.91 | Growth & Value |
| 35. | S&P MidCap 400
|
-3.1% | 17.7% | 1.8% | 5.6% | 7.2% | 1.20 | Indexes |
| 36. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
-0.3% | 17.1% | 5.5% | 19.5% | 18.8% | 1.31 | Growth & Value With Price Momentum |
| 37. | S&P MidCap 400 Value (TR)
|
-2.4% | 17.0% | 1.8% | 7.0% | 6.4% | 1.11 | Indexes |
| 38. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
-10.2% | 17.0% | 13.3% | 20.1% | 25.2% | 1.83 | Growth With Price Momentum |
| 39. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-22.9% | 16.9% | -6.5% | 19.3% | 24.4% | 1.92 | Value With Price Momentum |
| 40. | S&P 500 Growth (TR)
|
4.7% | 16.6% | 2.7% | 2.3% | 3.5% | 1.11 | Indexes |
| 41. |
A screen for stocks with DRPs (dividend reinvestment plans). |
1.9% | 16.4% | -1.2% | 5.3% | 7.7% | 1.11 | Growth & Value |
| 42. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
-14.9% | 16.4% | -6.5% | 5.8% | 10.9% | 2.15 | Growth With Price Momentum |
| 43. |
Introduction to the use of earnings estimates. |
-31.1% | 16.4% | -9.1% | -5.5% | -1.1% | 1.96 | Earnings Estimates |
| 44. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
-14.7% | 15.8% | -2.8% | 8.2% | 11.9% | 1.92 | Growth & Value With Price Momentum |
| 45. | S&P SmallCap 600
|
-0.2% | 15.6% | 0.7% | 6.0% | 6.1% | 1.27 | Indexes |
| 46. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
-49.2% | 15.2% | -7.3% | 8.5% | 14.6% | 2.14 | Growth & Value |
| 47. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
-5.0% | 14.9% | 0.2% | 10.6% | 11.2% | 1.34 | Value With Price Momentum |
| 48. | S&P SmallCap 600 Value (TR)
|
-1.2% | 14.1% | 0.0% | 6.6% | 6.6% | 1.22 | Indexes |
| 49. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
-11.7% | 14.1% | -4.4% | 7.7% | 9.4% | 1.24 | Growth & Value |
| 50. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
-9.4% | 14.0% | 0.1% | 3.2% | 4.9% | 1.22 | Growth |
| 51. |
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. |
-35.2% | 13.6% | -2.2% | 13.4% | 14.3% | 1.69 | Value |
| 52. |
Using the dividend-yield approach to invest during volatile markets. |
3.0% | 12.7% | 0.3% | 5.8% | 7.7% | 0.96 | Growth & Value |
| 53. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
10.7% | 12.6% | -5.2% | -0.6% | 0.8% | 1.23 | Value |
| 54. | S&P 500
|
0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 | Indexes |
| 55. | Dow Jones 30
|
5.5% | 11.6% | -0.4% | 2.0% | 3.2% | 0.97 | Indexes |
| 56. | S&P 500 Value (TR)
|
-0.5% | 11.5% | -2.7% | 3.6% | 3.2% | 0.99 | Indexes |
| 57. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
3.6% | 11.4% | 8.3% | 11.6% | 8.0% | 1.36 | Growth & Value |
| 58. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-7.5% | 11.2% | -0.9% | 14.6% | 15.4% | 1.51 | Value With Price Momentum |
| 59. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
-29.8% | 10.9% | -10.4% | -14.3% | -6.8% | 2.81 | Growth & Value |
| 60. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-25.9% | 10.5% | -6.9% | 8.6% | 6.8% | 1.45 | Growth & Value With Price Momentum |
| 61. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.2% | 9.9% | -0.4% | 5.1% | 8.6% | 1.22 | Growth & Value |
| 62. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-1.2% | 8.8% | -3.8% | 2.8% | 5.1% | 1.19 | Value With Price Momentum |
| 63. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
-11.2% | 7.8% | -9.4% | 1.9% | 3.8% | 1.33 | Value |
| 64. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
13.1% | 7.0% | -13.2% | -3.7% | -0.6% | 1.60 | Value |
| 65. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
8.6% | 7.0% | 0.3% | 5.9% | 8.1% | 0.89 | Value |
| 66. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-0.3% | 6.7% | 1.3% | 16.4% | 17.5% | 1.51 | Value With Price Momentum |
| 67. |
Locating firms with a high proportion of cash to share price. |
-32.8% | 6.5% | -4.2% | 5.0% | 9.6% | 1.38 | Value |
| 68. |
Who insiders are, what requirements they must obey, and what insider data is important. |
-31.4% | 5.4% | -12.8% | -1.2% | -2.5% | 1.82 | Specialty |
| 69. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
-30.1% | 5.2% | 2.4% | 4.9% | 15.2% | 1.86 | Growth With Price Momentum |
| 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. |
-35.1% | 4.8% | -4.1% | 8.4% | 11.1% | 1.85 | Value |
| 71. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
-50.9% | 3.7% | -7.3% | -0.9% | 2.5% | 2.15 | Growth & Value |
| 72. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-45.9% | -6.9% | -13.6% | 1.8% | 5.8% | 1.34 | Growth & Value With Price Momentum |
| 73. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate… |
-18.3% | -7.2% | -8.6% | 12.3% | 20.3% | 1.81 | Growth & Value |
| 74. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
6.9% | -16.3% | -11.4% | -4.0% | 14.6% | 2.74 | Growth & Value With Price Momentum |
| 75. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-15.1% | -16.8% | -0.3% | 9.1% | 10.7% | 2.25 | Growth & Value |
5-Year
Screen |
Annual Price Gain (%) | Category | |||||
| 1. |
Introduction to the use of earnings estimates. |
6.1% | 39.0% | 22.5% | 28.2% | 28.6% | 1.77 | Earnings Estimates |
| 2. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-11.6% | 22.4% | 17.8% | 20.4% | 18.6% | 2.18 | Growth With Price Momentum |
| 3. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
-14.1% | 43.1% | 16.7% | 11.9% | 11.8% | 2.27 | Growth With Price Momentum |
| 4. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
19.5% | 101.5% | 15.2% | 27.7% | 24.8% | 2.91 | Growth & Value With Price Momentum |
| 5. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
-10.2% | 17.0% | 13.3% | 20.1% | 25.2% | 1.83 | Growth With Price Momentum |
| 6. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
21.2% | 35.3% | 12.8% | 22.0% | 20.8% | 1.48 | Growth & Value With Price Momentum |
| 7. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 30.4% | 12.7% | 16.1% | 17.1% | 1.38 | Value |
| 8. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
-0.6% | 26.5% | 12.2% | 15.0% | 14.4% | 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. |
-1.9% | 24.5% | 11.1% | 17.5% | 16.4% | 1.13 | Earnings Estimates |
| 10. |
Utilizing contrarian stocks with upward earnings revisions. |
21.6% | 35.8% | 10.5% | 20.9% | 15.7% | 1.36 | Earnings Estimates |
| 11. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-1.1% | 28.2% | 9.9% | 21.8% | 19.6% | 1.71 | Value |
| 12. |
Introduction to the use of earnings estimates. |
2.1% | 26.5% | 9.7% | 16.2% | 16.0% | 1.27 | Earnings Estimates |
| 13. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
8.2% | 21.5% | 8.8% | 11.5% | 14.1% | 1.11 | Growth & Value |
| 14. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
3.6% | 11.4% | 8.3% | 11.6% | 8.0% | 1.36 | Growth & Value |
| 15. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
-7.0% | 47.3% | 8.1% | 17.4% | 18.5% | 1.77 | Value |
| 16. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
0.7% | 26.0% | 8.1% | 9.6% | 10.7% | 1.28 | Growth & Value |
| 17. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
-1.0% | 40.4% | 6.8% | 4.6% | 10.0% | 1.74 | Growth & Value |
| 18. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
7.6% | 20.4% | 6.2% | 9.1% | 10.0% | 1.22 | Value |
| 19. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
-5.2% | 20.4% | 6.2% | 9.0% | 6.9% | 1.43 | Growth & Value |
| 20. |
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. |
-36.4% | 26.9% | 6.1% | 21.3% | 22.5% | 2.00 | Value |
| 21. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
3.8% | 25.3% | 5.6% | 7.9% | 9.4% | 1.22 | Growth & Value |
| 22. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
-0.3% | 17.1% | 5.5% | 19.5% | 18.8% | 1.31 | Growth & Value With Price Momentum |
| 23. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
117.4% | 25.0% | 5.3% | 7.1% | 11.2% | 1.68 | Growth & Value |
| 24. | NASDAQ 100
|
2.7% | 23.4% | 5.3% | 3.7% | 6.1% | 1.84 | Indexes |
| 25. | S&P MidCap 400 Growth (TR)
|
-0.9% | 21.5% | 5.2% | 7.1% | 10.7% | 1.32 | Indexes |
| 26. | S&P SmallCap 600 Growth (TR)
|
4.1% | 20.3% | 4.5% | 7.8% | 7.7% | 1.32 | Indexes |
| 27. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
-4.2% | 29.5% | 4.4% | 15.4% | 18.8% | 1.63 | Growth & Value |
| 28. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
-5.7% | 20.3% | 4.3% | 10.7% | 12.4% | 1.27 | Growth |
| 29. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
1.0% | 18.1% | 4.2% | 13.3% | 13.8% | 1.03 | Growth & Value With Price Momentum |
| 30. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
-2.6% | 22.9% | 3.2% | 11.8% | 15.3% | 1.33 | Growth & Value |
| 31. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
-27.9% | 18.0% | 2.9% | 13.0% | 12.8% | 1.20 | Growth & Value |
| 32. | S&P 500 Growth (TR)
|
4.7% | 16.6% | 2.7% | 2.3% | 3.5% | 1.11 | Indexes |
| 33. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
-30.1% | 5.2% | 2.4% | 4.9% | 15.2% | 1.86 | Growth With Price Momentum |
| 34. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.7% | 25.1% | 1.9% | 7.4% | 9.4% | 1.18 | Growth |
| 35. | S&P MidCap 400
|
-3.1% | 17.7% | 1.8% | 5.6% | 7.2% | 1.20 | Indexes |
| 36. | S&P MidCap 400 Value (TR)
|
-2.4% | 17.0% | 1.8% | 7.0% | 6.4% | 1.11 | Indexes |
| 37. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-0.3% | 6.7% | 1.3% | 16.4% | 17.5% | 1.51 | Value With Price Momentum |
| 38. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
-30.6% | 20.1% | 0.8% | 8.6% | 10.4% | 1.64 | Value |
| 39. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.3% | 17.9% | 0.7% | 11.1% | 12.2% | 0.91 | Growth & Value |
| 40. | S&P SmallCap 600
|
-0.2% | 15.6% | 0.7% | 6.0% | 6.1% | 1.27 | Indexes |
| 41. |
Using the dividend-yield approach to invest during volatile markets. |
3.0% | 12.7% | 0.3% | 5.8% | 7.7% | 0.96 | Growth & Value |
| 42. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
8.6% | 7.0% | 0.3% | 5.9% | 8.1% | 0.89 | Value |
| 43. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
-5.0% | 14.9% | 0.2% | 10.6% | 11.2% | 1.34 | Value With Price Momentum |
| 44. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
-9.4% | 14.0% | 0.1% | 3.2% | 4.9% | 1.22 | Growth |
| 45. | S&P SmallCap 600 Value (TR)
|
-1.2% | 14.1% | 0.0% | 6.6% | 6.6% | 1.22 | Indexes |
| 46. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-15.1% | -16.8% | -0.3% | 9.1% | 10.7% | 2.25 | Growth & Value |
| 47. | Dow Jones 30
|
5.5% | 11.6% | -0.4% | 2.0% | 3.2% | 0.97 | Indexes |
| 48. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.2% | 9.9% | -0.4% | 5.1% | 8.6% | 1.22 | Growth & Value |
| 49. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-7.5% | 11.2% | -0.9% | 14.6% | 15.4% | 1.51 | Value With Price Momentum |
| 50. | All Exchange-Listed Stocks
|
-12.3% | 22.4% | -1.2% | 8.3% | 8.9% | 1.39 | Indexes |
| 51. |
A screen for stocks with DRPs (dividend reinvestment plans). |
1.9% | 16.4% | -1.2% | 5.3% | 7.7% | 1.11 | 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. |
-35.2% | 13.6% | -2.2% | 13.4% | 14.3% | 1.69 | Value |
| 53. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
-21.6% | 21.8% | -2.3% | 7.8% | 13.7% | 1.55 | Growth |
| 54. | S&P 500
|
0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 | Indexes |
| 55. | S&P 500 Value (TR)
|
-0.5% | 11.5% | -2.7% | 3.6% | 3.2% | 0.99 | Indexes |
| 56. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
-14.7% | 15.8% | -2.8% | 8.2% | 11.9% | 1.92 | Growth & Value With Price Momentum |
| 57. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-1.2% | 8.8% | -3.8% | 2.8% | 5.1% | 1.19 | Value With Price Momentum |
| 58. |
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. |
-35.1% | 4.8% | -4.1% | 8.4% | 11.1% | 1.85 | Value |
| 59. |
Locating firms with a high proportion of cash to share price. |
-32.8% | 6.5% | -4.2% | 5.0% | 9.6% | 1.38 | Value |
| 60. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
-11.7% | 14.1% | -4.4% | 7.7% | 9.4% | 1.24 | Growth & Value |
| 61. |
Introduction to the use of earnings estimates. |
-15.2% | 19.2% | -4.9% | -1.6% | 0.2% | 1.60 | Earnings Estimates |
| 62. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
10.7% | 12.6% | -5.2% | -0.6% | 0.8% | 1.23 | Value |
| 63. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-22.9% | 16.9% | -6.5% | 19.3% | 24.4% | 1.92 | Value With Price Momentum |
| 64. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
-14.9% | 16.4% | -6.5% | 5.8% | 10.9% | 2.15 | Growth With Price Momentum |
| 65. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-25.9% | 10.5% | -6.9% | 8.6% | 6.8% | 1.45 | Growth & Value With Price Momentum |
| 66. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
-49.2% | 15.2% | -7.3% | 8.5% | 14.6% | 2.14 | Growth & Value |
| 67. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
-50.9% | 3.7% | -7.3% | -0.9% | 2.5% | 2.15 | Growth & Value |
| 68. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate… |
-18.3% | -7.2% | -8.6% | 12.3% | 20.3% | 1.81 | Growth & Value |
| 69. |
Introduction to the use of earnings estimates. |
-31.1% | 16.4% | -9.1% | -5.5% | -1.1% | 1.96 | Earnings Estimates |
| 70. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
-11.2% | 7.8% | -9.4% | 1.9% | 3.8% | 1.33 | Value |
| 71. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
-29.8% | 10.9% | -10.4% | -14.3% | -6.8% | 2.81 | Growth & Value |
| 72. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
6.9% | -16.3% | -11.4% | -4.0% | 14.6% | 2.74 | Growth & Value With Price Momentum |
| 73. |
Who insiders are, what requirements they must obey, and what insider data is important. |
-31.4% | 5.4% | -12.8% | -1.2% | -2.5% | 1.82 | Specialty |
| 74. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
13.1% | 7.0% | -13.2% | -3.7% | -0.6% | 1.60 | Value |
| 75. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-45.9% | -6.9% | -13.6% | 1.8% | 5.8% | 1.34 | Growth & Value With Price Momentum |
10-Year
Screen |
Annual Price Gain (%) | Category | |||||
| 1. |
Introduction to the use of earnings estimates. |
6.1% | 39.0% | 22.5% | 28.2% | 28.6% | 1.77 | Earnings Estimates |
| 2. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
19.5% | 101.5% | 15.2% | 27.7% | 24.8% | 2.91 | Growth & Value With Price Momentum |
| 3. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
21.2% | 35.3% | 12.8% | 22.0% | 20.8% | 1.48 | Growth & Value With Price Momentum |
| 4. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-1.1% | 28.2% | 9.9% | 21.8% | 19.6% | 1.71 | Value |
| 5. |
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. |
-36.4% | 26.9% | 6.1% | 21.3% | 22.5% | 2.00 | Value |
| 6. |
Utilizing contrarian stocks with upward earnings revisions. |
21.6% | 35.8% | 10.5% | 20.9% | 15.7% | 1.36 | Earnings Estimates |
| 7. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-11.6% | 22.4% | 17.8% | 20.4% | 18.6% | 2.18 | Growth With Price Momentum |
| 8. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
-10.2% | 17.0% | 13.3% | 20.1% | 25.2% | 1.83 | Growth With Price Momentum |
| 9. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
-0.3% | 17.1% | 5.5% | 19.5% | 18.8% | 1.31 | Growth & Value With Price Momentum |
| 10. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-22.9% | 16.9% | -6.5% | 19.3% | 24.4% | 1.92 | Value With Price Momentum |
| 11. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
-1.9% | 24.5% | 11.1% | 17.5% | 16.4% | 1.13 | Earnings Estimates |
| 12. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
-7.0% | 47.3% | 8.1% | 17.4% | 18.5% | 1.77 | Value |
| 13. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-0.3% | 6.7% | 1.3% | 16.4% | 17.5% | 1.51 | Value With Price Momentum |
| 14. |
Introduction to the use of earnings estimates. |
2.1% | 26.5% | 9.7% | 16.2% | 16.0% | 1.27 | Earnings Estimates |
| 15. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 30.4% | 12.7% | 16.1% | 17.1% | 1.38 | Value |
| 16. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
-4.2% | 29.5% | 4.4% | 15.4% | 18.8% | 1.63 | Growth & Value |
| 17. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
-0.6% | 26.5% | 12.2% | 15.0% | 14.4% | 1.19 | Value With Price Momentum |
| 18. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-7.5% | 11.2% | -0.9% | 14.6% | 15.4% | 1.51 | Value With Price Momentum |
| 19. |
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. |
-35.2% | 13.6% | -2.2% | 13.4% | 14.3% | 1.69 | Value |
| 20. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
1.0% | 18.1% | 4.2% | 13.3% | 13.8% | 1.03 | Growth & Value With Price Momentum |
| 21. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
-27.9% | 18.0% | 2.9% | 13.0% | 12.8% | 1.20 | Growth & Value |
| 22. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate… |
-18.3% | -7.2% | -8.6% | 12.3% | 20.3% | 1.81 | Growth & Value |
| 23. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
-14.1% | 43.1% | 16.7% | 11.9% | 11.8% | 2.27 | Growth With Price Momentum |
| 24. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
-2.6% | 22.9% | 3.2% | 11.8% | 15.3% | 1.33 | Growth & Value |
| 25. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
3.6% | 11.4% | 8.3% | 11.6% | 8.0% | 1.36 | Growth & Value |
| 26. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
8.2% | 21.5% | 8.8% | 11.5% | 14.1% | 1.11 | Growth & Value |
| 27. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.3% | 17.9% | 0.7% | 11.1% | 12.2% | 0.91 | Growth & Value |
| 28. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
-5.7% | 20.3% | 4.3% | 10.7% | 12.4% | 1.27 | Growth |
| 29. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
-5.0% | 14.9% | 0.2% | 10.6% | 11.2% | 1.34 | Value With Price Momentum |
| 30. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
0.7% | 26.0% | 8.1% | 9.6% | 10.7% | 1.28 | Growth & Value |
| 31. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
7.6% | 20.4% | 6.2% | 9.1% | 10.0% | 1.22 | Value |
| 32. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-15.1% | -16.8% | -0.3% | 9.1% | 10.7% | 2.25 | Growth & Value |
| 33. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
-5.2% | 20.4% | 6.2% | 9.0% | 6.9% | 1.43 | Growth & Value |
| 34. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
-30.6% | 20.1% | 0.8% | 8.6% | 10.4% | 1.64 | Value |
| 35. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-25.9% | 10.5% | -6.9% | 8.6% | 6.8% | 1.45 | Growth & Value With Price Momentum |
| 36. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
-49.2% | 15.2% | -7.3% | 8.5% | 14.6% | 2.14 | Growth & Value |
| 37. |
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. |
-35.1% | 4.8% | -4.1% | 8.4% | 11.1% | 1.85 | Value |
| 38. | All Exchange-Listed Stocks
|
-12.3% | 22.4% | -1.2% | 8.3% | 8.9% | 1.39 | Indexes |
| 39. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
-14.7% | 15.8% | -2.8% | 8.2% | 11.9% | 1.92 | Growth & Value With Price Momentum |
| 40. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
3.8% | 25.3% | 5.6% | 7.9% | 9.4% | 1.22 | Growth & Value |
| 41. | S&P SmallCap 600 Growth (TR)
|
4.1% | 20.3% | 4.5% | 7.8% | 7.7% | 1.32 | Indexes |
| 42. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
-21.6% | 21.8% | -2.3% | 7.8% | 13.7% | 1.55 | Growth |
| 43. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
-11.7% | 14.1% | -4.4% | 7.7% | 9.4% | 1.24 | Growth & Value |
| 44. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.7% | 25.1% | 1.9% | 7.4% | 9.4% | 1.18 | Growth |
| 45. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
117.4% | 25.0% | 5.3% | 7.1% | 11.2% | 1.68 | Growth & Value |
| 46. | S&P MidCap 400 Growth (TR)
|
-0.9% | 21.5% | 5.2% | 7.1% | 10.7% | 1.32 | Indexes |
| 47. | S&P MidCap 400 Value (TR)
|
-2.4% | 17.0% | 1.8% | 7.0% | 6.4% | 1.11 | Indexes |
| 48. | S&P SmallCap 600 Value (TR)
|
-1.2% | 14.1% | 0.0% | 6.6% | 6.6% | 1.22 | Indexes |
| 49. | S&P SmallCap 600
|
-0.2% | 15.6% | 0.7% | 6.0% | 6.1% | 1.27 | Indexes |
| 50. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
8.6% | 7.0% | 0.3% | 5.9% | 8.1% | 0.89 | Value |
| 51. |
Using the dividend-yield approach to invest during volatile markets. |
3.0% | 12.7% | 0.3% | 5.8% | 7.7% | 0.96 | Growth & Value |
| 52. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
-14.9% | 16.4% | -6.5% | 5.8% | 10.9% | 2.15 | Growth With Price Momentum |
| 53. | S&P MidCap 400
|
-3.1% | 17.7% | 1.8% | 5.6% | 7.2% | 1.20 | Indexes |
| 54. |
A screen for stocks with DRPs (dividend reinvestment plans). |
1.9% | 16.4% | -1.2% | 5.3% | 7.7% | 1.11 | Growth & Value |
| 55. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.2% | 9.9% | -0.4% | 5.1% | 8.6% | 1.22 | Growth & Value |
| 56. |
Locating firms with a high proportion of cash to share price. |
-32.8% | 6.5% | -4.2% | 5.0% | 9.6% | 1.38 | Value |
| 57. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
-30.1% | 5.2% | 2.4% | 4.9% | 15.2% | 1.86 | Growth With Price Momentum |
| 58. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
-1.0% | 40.4% | 6.8% | 4.6% | 10.0% | 1.74 | Growth & Value |
| 59. | NASDAQ 100
|
2.7% | 23.4% | 5.3% | 3.7% | 6.1% | 1.84 | Indexes |
| 60. | S&P 500 Value (TR)
|
-0.5% | 11.5% | -2.7% | 3.6% | 3.2% | 0.99 | Indexes |
| 61. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
-9.4% | 14.0% | 0.1% | 3.2% | 4.9% | 1.22 | Growth |
| 62. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-1.2% | 8.8% | -3.8% | 2.8% | 5.1% | 1.19 | Value With Price Momentum |
| 63. | S&P 500 Growth (TR)
|
4.7% | 16.6% | 2.7% | 2.3% | 3.5% | 1.11 | Indexes |
| 64. | Dow Jones 30
|
5.5% | 11.6% | -0.4% | 2.0% | 3.2% | 0.97 | Indexes |
| 65. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
-11.2% | 7.8% | -9.4% | 1.9% | 3.8% | 1.33 | Value |
| 66. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-45.9% | -6.9% | -13.6% | 1.8% | 5.8% | 1.34 | Growth & Value With Price Momentum |
| 67. | S&P 500
|
0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 | Indexes |
| 68. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
10.7% | 12.6% | -5.2% | -0.6% | 0.8% | 1.23 | Value |
| 69. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
-50.9% | 3.7% | -7.3% | -0.9% | 2.5% | 2.15 | Growth & Value |
| 70. |
Who insiders are, what requirements they must obey, and what insider data is important. |
-31.4% | 5.4% | -12.8% | -1.2% | -2.5% | 1.82 | Specialty |
| 71. |
Introduction to the use of earnings estimates. |
-15.2% | 19.2% | -4.9% | -1.6% | 0.2% | 1.60 | Earnings Estimates |
| 72. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
13.1% | 7.0% | -13.2% | -3.7% | -0.6% | 1.60 | Value |
| 73. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
6.9% | -16.3% | -11.4% | -4.0% | 14.6% | 2.74 | Growth & Value With Price Momentum |
| 74. |
Introduction to the use of earnings estimates. |
-31.1% | 16.4% | -9.1% | -5.5% | -1.1% | 1.96 | Earnings Estimates |
| 75. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
-29.8% | 10.9% | -10.4% | -14.3% | -6.8% | 2.81 | Growth & Value |
Inception
Screen |
Annual Price Gain (%) | Category | |||||
| 1. |
Introduction to the use of earnings estimates. |
6.1% | 39.0% | 22.5% | 28.2% | 28.6% | 1.77 | Earnings Estimates |
| 2. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
-10.2% | 17.0% | 13.3% | 20.1% | 25.2% | 1.83 | Growth With Price Momentum |
| 3. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
19.5% | 101.5% | 15.2% | 27.7% | 24.8% | 2.91 | Growth & Value With Price Momentum |
| 4. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-22.9% | 16.9% | -6.5% | 19.3% | 24.4% | 1.92 | Value With Price Momentum |
| 5. |
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. |
-36.4% | 26.9% | 6.1% | 21.3% | 22.5% | 2.00 | Value |
| 6. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
21.2% | 35.3% | 12.8% | 22.0% | 20.8% | 1.48 | Growth & Value With Price Momentum |
| 7. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate… |
-18.3% | -7.2% | -8.6% | 12.3% | 20.3% | 1.81 | Growth & Value |
| 8. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-1.1% | 28.2% | 9.9% | 21.8% | 19.6% | 1.71 | Value |
| 9. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
-0.3% | 17.1% | 5.5% | 19.5% | 18.8% | 1.31 | Growth & Value With Price Momentum |
| 10. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
-4.2% | 29.5% | 4.4% | 15.4% | 18.8% | 1.63 | Growth & Value |
| 11. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-11.6% | 22.4% | 17.8% | 20.4% | 18.6% | 2.18 | Growth With Price Momentum |
| 12. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
-7.0% | 47.3% | 8.1% | 17.4% | 18.5% | 1.77 | Value |
| 13. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-0.3% | 6.7% | 1.3% | 16.4% | 17.5% | 1.51 | Value With Price Momentum |
| 14. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 30.4% | 12.7% | 16.1% | 17.1% | 1.38 | Value |
| 15. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
-1.9% | 24.5% | 11.1% | 17.5% | 16.4% | 1.13 | Earnings Estimates |
| 16. |
Introduction to the use of earnings estimates. |
2.1% | 26.5% | 9.7% | 16.2% | 16.0% | 1.27 | Earnings Estimates |
| 17. |
Utilizing contrarian stocks with upward earnings revisions. |
21.6% | 35.8% | 10.5% | 20.9% | 15.7% | 1.36 | Earnings Estimates |
| 18. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-7.5% | 11.2% | -0.9% | 14.6% | 15.4% | 1.51 | Value With Price Momentum |
| 19. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
-2.6% | 22.9% | 3.2% | 11.8% | 15.3% | 1.33 | Growth & Value |
| 20. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
-30.1% | 5.2% | 2.4% | 4.9% | 15.2% | 1.86 | Growth With Price Momentum |
| 21. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
-49.2% | 15.2% | -7.3% | 8.5% | 14.6% | 2.14 | Growth & Value |
| 22. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
6.9% | -16.3% | -11.4% | -4.0% | 14.6% | 2.74 | Growth & Value With Price Momentum |
| 23. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
-0.6% | 26.5% | 12.2% | 15.0% | 14.4% | 1.19 | Value With Price Momentum |
| 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. |
-35.2% | 13.6% | -2.2% | 13.4% | 14.3% | 1.69 | Value |
| 25. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
8.2% | 21.5% | 8.8% | 11.5% | 14.1% | 1.11 | Growth & Value |
| 26. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
1.0% | 18.1% | 4.2% | 13.3% | 13.8% | 1.03 | Growth & 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. |
-21.6% | 21.8% | -2.3% | 7.8% | 13.7% | 1.55 | Growth |
| 28. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
-27.9% | 18.0% | 2.9% | 13.0% | 12.8% | 1.20 | Growth & Value |
| 29. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
-5.7% | 20.3% | 4.3% | 10.7% | 12.4% | 1.27 | Growth |
| 30. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.3% | 17.9% | 0.7% | 11.1% | 12.2% | 0.91 | Growth & Value |
| 31. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
-14.7% | 15.8% | -2.8% | 8.2% | 11.9% | 1.92 | Growth & Value With Price Momentum |
| 32. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
-14.1% | 43.1% | 16.7% | 11.9% | 11.8% | 2.27 | Growth With Price Momentum |
| 33. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
-5.0% | 14.9% | 0.2% | 10.6% | 11.2% | 1.34 | Value With Price Momentum |
| 34. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
117.4% | 25.0% | 5.3% | 7.1% | 11.2% | 1.68 | Growth & Value |
| 35. |
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. |
-35.1% | 4.8% | -4.1% | 8.4% | 11.1% | 1.85 | Value |
| 36. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
-14.9% | 16.4% | -6.5% | 5.8% | 10.9% | 2.15 | Growth With Price Momentum |
| 37. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
0.7% | 26.0% | 8.1% | 9.6% | 10.7% | 1.28 | Growth & 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. |
-15.1% | -16.8% | -0.3% | 9.1% | 10.7% | 2.25 | Growth & Value |
| 39. | S&P MidCap 400 Growth (TR)
|
-0.9% | 21.5% | 5.2% | 7.1% | 10.7% | 1.32 | Indexes |
| 40. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
-30.6% | 20.1% | 0.8% | 8.6% | 10.4% | 1.64 | Value |
| 41. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
7.6% | 20.4% | 6.2% | 9.1% | 10.0% | 1.22 | Value |
| 42. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
-1.0% | 40.4% | 6.8% | 4.6% | 10.0% | 1.74 | Growth & Value |
| 43. |
Locating firms with a high proportion of cash to share price. |
-32.8% | 6.5% | -4.2% | 5.0% | 9.6% | 1.38 | Value |
| 44. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
3.8% | 25.3% | 5.6% | 7.9% | 9.4% | 1.22 | Growth & Value |
| 45. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
-11.7% | 14.1% | -4.4% | 7.7% | 9.4% | 1.24 | Growth & Value |
| 46. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.7% | 25.1% | 1.9% | 7.4% | 9.4% | 1.18 | Growth |
| 47. | All Exchange-Listed Stocks
|
-12.3% | 22.4% | -1.2% | 8.3% | 8.9% | 1.39 | Indexes |
| 48. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.2% | 9.9% | -0.4% | 5.1% | 8.6% | 1.22 | 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. |
8.6% | 7.0% | 0.3% | 5.9% | 8.1% | 0.89 | Value |
| 50. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
3.6% | 11.4% | 8.3% | 11.6% | 8.0% | 1.36 | Growth & Value |
| 51. | S&P SmallCap 600 Growth (TR)
|
4.1% | 20.3% | 4.5% | 7.8% | 7.7% | 1.32 | Indexes |
| 52. |
Using the dividend-yield approach to invest during volatile markets. |
3.0% | 12.7% | 0.3% | 5.8% | 7.7% | 0.96 | Growth & Value |
| 53. |
A screen for stocks with DRPs (dividend reinvestment plans). |
1.9% | 16.4% | -1.2% | 5.3% | 7.7% | 1.11 | Growth & Value |
| 54. | S&P MidCap 400
|
-3.1% | 17.7% | 1.8% | 5.6% | 7.2% | 1.20 | Indexes |
| 55. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
-5.2% | 20.4% | 6.2% | 9.0% | 6.9% | 1.43 | Growth & Value |
| 56. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-25.9% | 10.5% | -6.9% | 8.6% | 6.8% | 1.45 | Growth & Value With Price Momentum |
| 57. | S&P SmallCap 600 Value (TR)
|
-1.2% | 14.1% | 0.0% | 6.6% | 6.6% | 1.22 | Indexes |
| 58. | S&P MidCap 400 Value (TR)
|
-2.4% | 17.0% | 1.8% | 7.0% | 6.4% | 1.11 | Indexes |
| 59. | S&P SmallCap 600
|
-0.2% | 15.6% | 0.7% | 6.0% | 6.1% | 1.27 | Indexes |
| 60. | NASDAQ 100
|
2.7% | 23.4% | 5.3% | 3.7% | 6.1% | 1.84 | Indexes |
| 61. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-45.9% | -6.9% | -13.6% | 1.8% | 5.8% | 1.34 | Growth & Value With Price Momentum |
| 62. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-1.2% | 8.8% | -3.8% | 2.8% | 5.1% | 1.19 | Value With Price Momentum |
| 63. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
-9.4% | 14.0% | 0.1% | 3.2% | 4.9% | 1.22 | Growth |
| 64. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
-11.2% | 7.8% | -9.4% | 1.9% | 3.8% | 1.33 | Value |
| 65. | S&P 500 Growth (TR)
|
4.7% | 16.6% | 2.7% | 2.3% | 3.5% | 1.11 | Indexes |
| 66. | S&P 500 Value (TR)
|
-0.5% | 11.5% | -2.7% | 3.6% | 3.2% | 0.99 | Indexes |
| 67. | Dow Jones 30
|
5.5% | 11.6% | -0.4% | 2.0% | 3.2% | 0.97 | Indexes |
| 68. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
-50.9% | 3.7% | -7.3% | -0.9% | 2.5% | 2.15 | Growth & Value |
| 69. | S&P 500
|
0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 | Indexes |
| 70. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
10.7% | 12.6% | -5.2% | -0.6% | 0.8% | 1.23 | Value |
| 71. |
Introduction to the use of earnings estimates. |
-15.2% | 19.2% | -4.9% | -1.6% | 0.2% | 1.60 | Earnings Estimates |
| 72. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
13.1% | 7.0% | -13.2% | -3.7% | -0.6% | 1.60 | Value |
| 73. |
Introduction to the use of earnings estimates. |
-31.1% | 16.4% | -9.1% | -5.5% | -1.1% | 1.96 | Earnings Estimates |
| 74. |
Who insiders are, what requirements they must obey, and what insider data is important. |
-31.4% | 5.4% | -12.8% | -1.2% | -2.5% | 1.82 | Specialty |
| 75. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
-29.8% | 10.9% | -10.4% | -14.3% | -6.8% | 2.81 | Growth & Value |
Risk Index
Screen |
Annual Price Gain (%) | Risk Index |
Category | ||||
| 1. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
8.6% | 7.0% | 0.3% | 5.9% | 8.1% | 0.89 | Value |
| 2. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.3% | 17.9% | 0.7% | 11.1% | 12.2% | 0.91 | Growth & Value |
| 3. |
Using the dividend-yield approach to invest during volatile markets. |
3.0% | 12.7% | 0.3% | 5.8% | 7.7% | 0.96 | Growth & Value |
| 4. | Dow Jones 30
|
5.5% | 11.6% | -0.4% | 2.0% | 3.2% | 0.97 | Indexes |
| 5. | S&P 500 Value (TR)
|
-0.5% | 11.5% | -2.7% | 3.6% | 3.2% | 0.99 | Indexes |
| 6. | S&P 500
|
0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 | Indexes |
| 7. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
1.0% | 18.1% | 4.2% | 13.3% | 13.8% | 1.03 | Growth & Value With Price Momentum |
| 8. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
8.2% | 21.5% | 8.8% | 11.5% | 14.1% | 1.11 | Growth & Value |
| 9. |
A screen for stocks with DRPs (dividend reinvestment plans). |
1.9% | 16.4% | -1.2% | 5.3% | 7.7% | 1.11 | Growth & Value |
| 10. | S&P MidCap 400 Value (TR)
|
-2.4% | 17.0% | 1.8% | 7.0% | 6.4% | 1.11 | Indexes |
| 11. | S&P 500 Growth (TR)
|
4.7% | 16.6% | 2.7% | 2.3% | 3.5% | 1.11 | Indexes |
| 12. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
-1.9% | 24.5% | 11.1% | 17.5% | 16.4% | 1.13 | Earnings Estimates |
| 13. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.7% | 25.1% | 1.9% | 7.4% | 9.4% | 1.18 | Growth |
| 14. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
-0.6% | 26.5% | 12.2% | 15.0% | 14.4% | 1.19 | Value With Price Momentum |
| 15. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-1.2% | 8.8% | -3.8% | 2.8% | 5.1% | 1.19 | Value With Price Momentum |
| 16. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
-27.9% | 18.0% | 2.9% | 13.0% | 12.8% | 1.20 | Growth & Value |
| 17. | S&P MidCap 400
|
-3.1% | 17.7% | 1.8% | 5.6% | 7.2% | 1.20 | Indexes |
| 18. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
7.6% | 20.4% | 6.2% | 9.1% | 10.0% | 1.22 | Value |
| 19. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
3.8% | 25.3% | 5.6% | 7.9% | 9.4% | 1.22 | Growth & Value |
| 20. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.2% | 9.9% | -0.4% | 5.1% | 8.6% | 1.22 | Growth & Value |
| 21. | S&P SmallCap 600 Value (TR)
|
-1.2% | 14.1% | 0.0% | 6.6% | 6.6% | 1.22 | Indexes |
| 22. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
-9.4% | 14.0% | 0.1% | 3.2% | 4.9% | 1.22 | Growth |
| 23. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
10.7% | 12.6% | -5.2% | -0.6% | 0.8% | 1.23 | Value |
| 24. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
-11.7% | 14.1% | -4.4% | 7.7% | 9.4% | 1.24 | Growth & Value |
| 25. |
Introduction to the use of earnings estimates. |
2.1% | 26.5% | 9.7% | 16.2% | 16.0% | 1.27 | Earnings Estimates |
| 26. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
-5.7% | 20.3% | 4.3% | 10.7% | 12.4% | 1.27 | Growth |
| 27. | S&P SmallCap 600
|
-0.2% | 15.6% | 0.7% | 6.0% | 6.1% | 1.27 | Indexes |
| 28. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
0.7% | 26.0% | 8.1% | 9.6% | 10.7% | 1.28 | Growth & Value |
| 29. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
-0.3% | 17.1% | 5.5% | 19.5% | 18.8% | 1.31 | Growth & Value With Price Momentum |
| 30. | S&P MidCap 400 Growth (TR)
|
-0.9% | 21.5% | 5.2% | 7.1% | 10.7% | 1.32 | Indexes |
| 31. | S&P SmallCap 600 Growth (TR)
|
4.1% | 20.3% | 4.5% | 7.8% | 7.7% | 1.32 | 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. |
-2.6% | 22.9% | 3.2% | 11.8% | 15.3% | 1.33 | Growth & Value |
| 33. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
-11.2% | 7.8% | -9.4% | 1.9% | 3.8% | 1.33 | Value |
| 34. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
-5.0% | 14.9% | 0.2% | 10.6% | 11.2% | 1.34 | Value With Price Momentum |
| 35. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-45.9% | -6.9% | -13.6% | 1.8% | 5.8% | 1.34 | Growth & Value With Price Momentum |
| 36. |
Utilizing contrarian stocks with upward earnings revisions. |
21.6% | 35.8% | 10.5% | 20.9% | 15.7% | 1.36 | Earnings Estimates |
| 37. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
3.6% | 11.4% | 8.3% | 11.6% | 8.0% | 1.36 | Growth & Value |
| 38. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 30.4% | 12.7% | 16.1% | 17.1% | 1.38 | Value |
| 39. |
Locating firms with a high proportion of cash to share price. |
-32.8% | 6.5% | -4.2% | 5.0% | 9.6% | 1.38 | Value |
| 40. | All Exchange-Listed Stocks
|
-12.3% | 22.4% | -1.2% | 8.3% | 8.9% | 1.39 | Indexes |
| 41. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
-5.2% | 20.4% | 6.2% | 9.0% | 6.9% | 1.43 | Growth & Value |
| 42. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-25.9% | 10.5% | -6.9% | 8.6% | 6.8% | 1.45 | Growth & Value With Price Momentum |
| 43. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
21.2% | 35.3% | 12.8% | 22.0% | 20.8% | 1.48 | Growth & Value With Price Momentum |
| 44. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-0.3% | 6.7% | 1.3% | 16.4% | 17.5% | 1.51 | Value With Price Momentum |
| 45. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-7.5% | 11.2% | -0.9% | 14.6% | 15.4% | 1.51 | Value With Price Momentum |
| 46. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
-21.6% | 21.8% | -2.3% | 7.8% | 13.7% | 1.55 | Growth |
| 47. |
Introduction to the use of earnings estimates. |
-15.2% | 19.2% | -4.9% | -1.6% | 0.2% | 1.60 | Earnings Estimates |
| 48. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
13.1% | 7.0% | -13.2% | -3.7% | -0.6% | 1.60 | Value |
| 49. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
-4.2% | 29.5% | 4.4% | 15.4% | 18.8% | 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. |
-30.6% | 20.1% | 0.8% | 8.6% | 10.4% | 1.64 | Value |
| 51. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
117.4% | 25.0% | 5.3% | 7.1% | 11.2% | 1.68 | 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. |
-35.2% | 13.6% | -2.2% | 13.4% | 14.3% | 1.69 | Value |
| 53. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-1.1% | 28.2% | 9.9% | 21.8% | 19.6% | 1.71 | Value |
| 54. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
-1.0% | 40.4% | 6.8% | 4.6% | 10.0% | 1.74 | Growth & Value |
| 55. |
Introduction to the use of earnings estimates. |
6.1% | 39.0% | 22.5% | 28.2% | 28.6% | 1.77 | Earnings Estimates |
| 56. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
-7.0% | 47.3% | 8.1% | 17.4% | 18.5% | 1.77 | Value |
| 57. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate… |
-18.3% | -7.2% | -8.6% | 12.3% | 20.3% | 1.81 | Growth & Value |
| 58. |
Who insiders are, what requirements they must obey, and what insider data is important. |
-31.4% | 5.4% | -12.8% | -1.2% | -2.5% | 1.82 | Specialty |
| 59. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
-10.2% | 17.0% | 13.3% | 20.1% | 25.2% | 1.83 | Growth With Price Momentum |
| 60. | NASDAQ 100
|
2.7% | 23.4% | 5.3% | 3.7% | 6.1% | 1.84 | Indexes |
| 61. |
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. |
-35.1% | 4.8% | -4.1% | 8.4% | 11.1% | 1.85 | Value |
| 62. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
-30.1% | 5.2% | 2.4% | 4.9% | 15.2% | 1.86 | Growth With Price Momentum |
| 63. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-22.9% | 16.9% | -6.5% | 19.3% | 24.4% | 1.92 | Value With Price Momentum |
| 64. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
-14.7% | 15.8% | -2.8% | 8.2% | 11.9% | 1.92 | Growth & Value With Price Momentum |
| 65. |
Introduction to the use of earnings estimates. |
-31.1% | 16.4% | -9.1% | -5.5% | -1.1% | 1.96 | Earnings Estimates |
| 66. |
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. |
-36.4% | 26.9% | 6.1% | 21.3% | 22.5% | 2.00 | Value |
| 67. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
-49.2% | 15.2% | -7.3% | 8.5% | 14.6% | 2.14 | Growth & Value |
| 68. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
-14.9% | 16.4% | -6.5% | 5.8% | 10.9% | 2.15 | Growth With Price Momentum |
| 69. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
-50.9% | 3.7% | -7.3% | -0.9% | 2.5% | 2.15 | Growth & Value |
| 70. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-11.6% | 22.4% | 17.8% | 20.4% | 18.6% | 2.18 | Growth 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. |
-15.1% | -16.8% | -0.3% | 9.1% | 10.7% | 2.25 | Growth & Value |
| 72. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
-14.1% | 43.1% | 16.7% | 11.9% | 11.8% | 2.27 | Growth With Price Momentum |
| 73. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
6.9% | -16.3% | -11.4% | -4.0% | 14.6% | 2.74 | Growth & Value With Price Momentum |
| 74. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
-29.8% | 10.9% | -10.4% | -14.3% | -6.8% | 2.81 | Growth & Value |
| 75. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
19.5% | 101.5% | 15.2% | 27.7% | 24.8% | 2.91 | Growth & Value With Price Momentum |
Category
Screen |
Annual Price Gain (%) | Category | |||||
| 1. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
-1.9% | 24.5% | 11.1% | 17.5% | 16.4% | 1.13 | Earnings Estimates |
| 2. |
Introduction to the use of earnings estimates. |
2.1% | 26.5% | 9.7% | 16.2% | 16.0% | 1.27 | Earnings Estimates |
| 3. |
Utilizing contrarian stocks with upward earnings revisions. |
21.6% | 35.8% | 10.5% | 20.9% | 15.7% | 1.36 | Earnings Estimates |
| 4. |
Introduction to the use of earnings estimates. |
-15.2% | 19.2% | -4.9% | -1.6% | 0.2% | 1.60 | Earnings Estimates |
| 5. |
Introduction to the use of earnings estimates. |
6.1% | 39.0% | 22.5% | 28.2% | 28.6% | 1.77 | Earnings Estimates |
| 6. |
Introduction to the use of earnings estimates. |
-31.1% | 16.4% | -9.1% | -5.5% | -1.1% | 1.96 | Earnings Estimates |
| 7. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.7% | 25.1% | 1.9% | 7.4% | 9.4% | 1.18 | Growth |
| 8. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
-9.4% | 14.0% | 0.1% | 3.2% | 4.9% | 1.22 | Growth |
| 9. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
-5.7% | 20.3% | 4.3% | 10.7% | 12.4% | 1.27 | Growth |
| 10. |
An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong. |
-21.6% | 21.8% | -2.3% | 7.8% | 13.7% | 1.55 | Growth |
| 11. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.3% | 17.9% | 0.7% | 11.1% | 12.2% | 0.91 | Growth & Value |
| 12. |
Using the dividend-yield approach to invest during volatile markets. |
3.0% | 12.7% | 0.3% | 5.8% | 7.7% | 0.96 | Growth & Value |
| 13. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
8.2% | 21.5% | 8.8% | 11.5% | 14.1% | 1.11 | Growth & Value |
| 14. |
A screen for stocks with DRPs (dividend reinvestment plans). |
1.9% | 16.4% | -1.2% | 5.3% | 7.7% | 1.11 | Growth & Value |
| 15. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
-27.9% | 18.0% | 2.9% | 13.0% | 12.8% | 1.20 | Growth & Value |
| 16. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
3.8% | 25.3% | 5.6% | 7.9% | 9.4% | 1.22 | Growth & Value |
| 17. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.2% | 9.9% | -0.4% | 5.1% | 8.6% | 1.22 | Growth & Value |
| 18. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
-11.7% | 14.1% | -4.4% | 7.7% | 9.4% | 1.24 | Growth & Value |
| 19. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
0.7% | 26.0% | 8.1% | 9.6% | 10.7% | 1.28 | Growth & Value |
| 20. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
-2.6% | 22.9% | 3.2% | 11.8% | 15.3% | 1.33 | Growth & 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. |
3.6% | 11.4% | 8.3% | 11.6% | 8.0% | 1.36 | Growth & Value |
| 22. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
-5.2% | 20.4% | 6.2% | 9.0% | 6.9% | 1.43 | 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. |
-4.2% | 29.5% | 4.4% | 15.4% | 18.8% | 1.63 | Growth & Value |
| 24. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
117.4% | 25.0% | 5.3% | 7.1% | 11.2% | 1.68 | Growth & Value |
| 25. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
-1.0% | 40.4% | 6.8% | 4.6% | 10.0% | 1.74 | Growth & Value |
| 26. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate… |
-18.3% | -7.2% | -8.6% | 12.3% | 20.3% | 1.81 | Growth & Value |
| 27. |
An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen. |
-49.2% | 15.2% | -7.3% | 8.5% | 14.6% | 2.14 | Growth & Value |
| 28. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
-50.9% | 3.7% | -7.3% | -0.9% | 2.5% | 2.15 | Growth & Value |
| 29. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-15.1% | -16.8% | -0.3% | 9.1% | 10.7% | 2.25 | Growth & Value |
| 30. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
-29.8% | 10.9% | -10.4% | -14.3% | -6.8% | 2.81 | Growth & Value |
| 31. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
1.0% | 18.1% | 4.2% | 13.3% | 13.8% | 1.03 | Growth & Value With Price Momentum |
| 32. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
-0.3% | 17.1% | 5.5% | 19.5% | 18.8% | 1.31 | Growth & Value With Price Momentum |
| 33. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-45.9% | -6.9% | -13.6% | 1.8% | 5.8% | 1.34 | Growth & Value With Price Momentum |
| 34. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-25.9% | 10.5% | -6.9% | 8.6% | 6.8% | 1.45 | Growth & Value With Price Momentum |
| 35. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
21.2% | 35.3% | 12.8% | 22.0% | 20.8% | 1.48 | Growth & Value With Price Momentum |
| 36. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
-14.7% | 15.8% | -2.8% | 8.2% | 11.9% | 1.92 | Growth & Value With Price Momentum |
| 37. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
6.9% | -16.3% | -11.4% | -4.0% | 14.6% | 2.74 | Growth & Value With Price Momentum |
| 38. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
19.5% | 101.5% | 15.2% | 27.7% | 24.8% | 2.91 | Growth & Value With Price Momentum |
| 39. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
-10.2% | 17.0% | 13.3% | 20.1% | 25.2% | 1.83 | Growth With Price Momentum |
| 40. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
-30.1% | 5.2% | 2.4% | 4.9% | 15.2% | 1.86 | Growth With Price Momentum |
| 41. |
The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum. |
-14.9% | 16.4% | -6.5% | 5.8% | 10.9% | 2.15 | Growth With Price Momentum |
| 42. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-11.6% | 22.4% | 17.8% | 20.4% | 18.6% | 2.18 | Growth With Price Momentum |
| 43. |
Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors. |
-14.1% | 43.1% | 16.7% | 11.9% | 11.8% | 2.27 | Growth With Price Momentum |
| 44. | Dow Jones 30
|
5.5% | 11.6% | -0.4% | 2.0% | 3.2% | 0.97 | Indexes |
| 45. | S&P 500 Value (TR)
|
-0.5% | 11.5% | -2.7% | 3.6% | 3.2% | 0.99 | Indexes |
| 46. | S&P 500
|
0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 | Indexes |
| 47. | S&P MidCap 400 Value (TR)
|
-2.4% | 17.0% | 1.8% | 7.0% | 6.4% | 1.11 | Indexes |
| 48. | S&P 500 Growth (TR)
|
4.7% | 16.6% | 2.7% | 2.3% | 3.5% | 1.11 | Indexes |
| 49. | S&P MidCap 400
|
-3.1% | 17.7% | 1.8% | 5.6% | 7.2% | 1.20 | Indexes |
| 50. | S&P SmallCap 600 Value (TR)
|
-1.2% | 14.1% | 0.0% | 6.6% | 6.6% | 1.22 | Indexes |
| 51. | S&P SmallCap 600
|
-0.2% | 15.6% | 0.7% | 6.0% | 6.1% | 1.27 | Indexes |
| 52. | S&P MidCap 400 Growth (TR)
|
-0.9% | 21.5% | 5.2% | 7.1% | 10.7% | 1.32 | Indexes |
| 53. | S&P SmallCap 600 Growth (TR)
|
4.1% | 20.3% | 4.5% | 7.8% | 7.7% | 1.32 | Indexes |
| 54. | All Exchange-Listed Stocks
|
-12.3% | 22.4% | -1.2% | 8.3% | 8.9% | 1.39 | Indexes |
| 55. | NASDAQ 100
|
2.7% | 23.4% | 5.3% | 3.7% | 6.1% | 1.84 | Indexes |
| 56. |
Who insiders are, what requirements they must obey, and what insider data is important. |
-31.4% | 5.4% | -12.8% | -1.2% | -2.5% | 1.82 | Specialty |
| 57. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
8.6% | 7.0% | 0.3% | 5.9% | 8.1% | 0.89 | Value |
| 58. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
7.6% | 20.4% | 6.2% | 9.1% | 10.0% | 1.22 | Value |
| 59. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
10.7% | 12.6% | -5.2% | -0.6% | 0.8% | 1.23 | Value |
| 60. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
-11.2% | 7.8% | -9.4% | 1.9% | 3.8% | 1.33 | Value |
| 61. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 30.4% | 12.7% | 16.1% | 17.1% | 1.38 | Value |
| 62. |
Locating firms with a high proportion of cash to share price. |
-32.8% | 6.5% | -4.2% | 5.0% | 9.6% | 1.38 | Value |
| 63. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
13.1% | 7.0% | -13.2% | -3.7% | -0.6% | 1.60 | 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. |
-30.6% | 20.1% | 0.8% | 8.6% | 10.4% | 1.64 | Value |
| 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. |
-35.2% | 13.6% | -2.2% | 13.4% | 14.3% | 1.69 | Value |
| 66. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
-1.1% | 28.2% | 9.9% | 21.8% | 19.6% | 1.71 | Value |
| 67. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
-7.0% | 47.3% | 8.1% | 17.4% | 18.5% | 1.77 | 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. |
-35.1% | 4.8% | -4.1% | 8.4% | 11.1% | 1.85 | Value |
| 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. |
-36.4% | 26.9% | 6.1% | 21.3% | 22.5% | 2.00 | Value |
| 70. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
-0.6% | 26.5% | 12.2% | 15.0% | 14.4% | 1.19 | Value With Price Momentum |
| 71. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-1.2% | 8.8% | -3.8% | 2.8% | 5.1% | 1.19 | Value With Price Momentum |
| 72. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
-5.0% | 14.9% | 0.2% | 10.6% | 11.2% | 1.34 | Value With Price Momentum |
| 73. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-0.3% | 6.7% | 1.3% | 16.4% | 17.5% | 1.51 | Value With Price Momentum |
| 74. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-7.5% | 11.2% | -0.9% | 14.6% | 15.4% | 1.51 | Value With Price Momentum |
| 75. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-22.9% | 16.9% | -6.5% | 19.3% | 24.4% | 1.92 | Value With Price Momentum |
Alphabetical
Screen |
Annual Price Gain (%) | Category | |||||
| 1. |
An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength. |
-25.9% | 10.5% | -6.9% | 8.6% | 6.8% | 1.45 | Growth & Value With Price Momentum |
| 2. | All Exchange-Listed Stocks
|
-12.3% | 22.4% | -1.2% | 8.3% | 8.9% | 1.39 | Indexes |
| 3. |
Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase. |
8.2% | 21.5% | 8.8% | 11.5% | 14.1% | 1.11 | Growth & Value |
| 4. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
3.8% | 25.3% | 5.6% | 7.9% | 9.4% | 1.22 | Growth & Value |
| 5. |
Buffett approach seeking consumer monopolies selling at a reasonable price. |
0.7% | 26.0% | 8.1% | 9.6% | 10.7% | 1.28 | Growth & Value |
| 6. |
Locating firms with a high proportion of cash to share price. |
-32.8% | 6.5% | -4.2% | 5.0% | 9.6% | 1.38 | Value |
| 7. |
Using the dividend-yield approach to invest during volatile markets. |
3.0% | 12.7% | 0.3% | 5.8% | 7.7% | 0.96 | Growth & Value |
| 8. |
A screen for stocks with DRPs (dividend reinvestment plans). |
1.9% | 16.4% | -1.2% | 5.3% | 7.7% | 1.11 | Growth & Value |
| 9. |
A screen for stocks with DRPs (dividend reinvestment plans). |
4.3% | 17.9% | 0.7% | 11.1% | 12.2% | 0.91 | Growth & Value |
| 10. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
10.7% | 12.6% | -5.2% | -0.6% | 0.8% | 1.23 | Value |
| 11. |
Identifying contrarian plays among the Dow Jones Industrial stocks. |
13.1% | 7.0% | -13.2% | -3.7% | -0.6% | 1.60 | Value |
| 12. | Dow Jones 30
|
5.5% | 11.6% | -0.4% | 2.0% | 3.2% | 0.97 | Indexes |
| 13. |
Avoiding the psychological traps of the market by following the principles of contrarian investing. |
-11.7% | 14.1% | -4.4% | 7.7% | 9.4% | 1.24 | Growth & Value |
| 14. |
Utilizing contrarian stocks with upward earnings revisions. |
21.6% | 35.8% | 10.5% | 20.9% | 15.7% | 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. |
-14.1% | 43.1% | 16.7% | 11.9% | 11.8% | 2.27 | 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. |
-21.6% | 21.8% | -2.3% | 7.8% | 13.7% | 1.55 | Growth |
| 17. |
Introduction to the use of earnings estimates. |
-15.2% | 19.2% | -4.9% | -1.6% | 0.2% | 1.60 | Earnings Estimates |
| 18. |
Introduction to the use of earnings estimates. |
-31.1% | 16.4% | -9.1% | -5.5% | -1.1% | 1.96 | Earnings Estimates |
| 19. |
Introduction to the use of earnings estimates. |
2.1% | 26.5% | 9.7% | 16.2% | 16.0% | 1.27 | Earnings Estimates |
| 20. |
Introduction to the use of earnings estimates. |
6.1% | 39.0% | 22.5% | 28.2% | 28.6% | 1.77 | Earnings Estimates |
| 21. |
A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes. |
-50.9% | 3.7% | -7.3% | -0.9% | 2.5% | 2.15 | 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. |
-14.9% | 16.4% | -6.5% | 5.8% | 10.9% | 2.15 | 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. |
-49.2% | 15.2% | -7.3% | 8.5% | 14.6% | 2.14 | 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. |
-35.2% | 13.6% | -2.2% | 13.4% | 14.3% | 1.69 | Value |
| 25. |
Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value. |
7.0% | 30.4% | 12.7% | 16.1% | 17.1% | 1.38 | Value |
| 26. |
Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength. |
8.6% | 7.0% | 0.3% | 5.9% | 8.1% | 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. |
-1.1% | 28.2% | 9.9% | 21.8% | 19.6% | 1.71 | Value |
| 28. |
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years. |
3.7% | 25.1% | 1.9% | 7.4% | 9.4% | 1.18 | Growth |
| 29. |
Who insiders are, what requirements they must obey, and what insider data is important. |
-31.4% | 5.4% | -12.8% | -1.2% | -2.5% | 1.82 | Specialty |
| 30. |
The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing. |
-9.4% | 14.0% | 0.1% | 3.2% | 4.9% | 1.22 | Growth |
| 31. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
3.6% | 11.4% | 8.3% | 11.6% | 8.0% | 1.36 | Growth & Value |
| 32. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-11.6% | 22.4% | 17.8% | 20.4% | 18.6% | 2.18 | Growth With Price Momentum |
| 33. |
Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell. |
-15.1% | -16.8% | -0.3% | 9.1% | 10.7% | 2.25 | Growth & Value |
| 34. |
Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions. |
-0.6% | 26.5% | 12.2% | 15.0% | 14.4% | 1.19 | Value With Price Momentum |
| 35. |
A strictly bottom-up approach, focusing on companies familiar to the investor… |
-27.9% | 18.0% | 2.9% | 13.0% | 12.8% | 1.20 | Growth & Value |
| 36. |
Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth. |
-30.6% | 20.1% | 0.8% | 8.6% | 10.4% | 1.64 | Value |
| 37. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
6.9% | -16.3% | -11.4% | -4.0% | 14.6% | 2.74 | Growth & Value With Price Momentum |
| 38. |
These two blend Value, Growth and momentum investing styles into a single stock selection model. |
19.5% | 101.5% | 15.2% | 27.7% | 24.8% | 2.91 | Growth & Value With Price Momentum |
| 39. |
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment… |
-45.9% | -6.9% | -13.6% | 1.8% | 5.8% | 1.34 | Growth & Value With Price Momentum |
| 40. |
An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values. |
-29.8% | 10.9% | -10.4% | -14.3% | -6.8% | 2.81 | Growth & Value |
| 41. | NASDAQ 100
|
2.7% | 23.4% | 5.3% | 3.7% | 6.1% | 1.84 | Indexes |
| 42. |
An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future. |
-4.2% | 29.5% | 4.4% | 15.4% | 18.8% | 1.63 | Growth & Value |
| 43. |
Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced. |
-14.7% | 15.8% | -2.8% | 8.2% | 11.9% | 1.92 | Growth & Value With Price Momentum |
| 44. |
An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum. |
-10.2% | 17.0% | 13.3% | 20.1% | 25.2% | 1.83 | Growth With Price Momentum |
| 45. |
How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks. |
-30.1% | 5.2% | 2.4% | 4.9% | 15.2% | 1.86 | Growth With Price Momentum |
| 46. |
Growth at a reasonable price screen created by James O'Shaughnessy. |
-5.0% | 14.9% | 0.2% | 10.6% | 11.2% | 1.34 | Value With Price Momentum |
| 47. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-7.5% | 11.2% | -0.9% | 14.6% | 15.4% | 1.51 | Value With Price Momentum |
| 48. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-1.2% | 8.8% | -3.8% | 2.8% | 5.1% | 1.19 | Value With Price Momentum |
| 49. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-0.3% | 6.7% | 1.3% | 16.4% | 17.5% | 1.51 | Value With Price Momentum |
| 50. |
O'Shaughnessy tries to predict the future using historical long-term trends. |
-22.9% | 16.9% | -6.5% | 19.3% | 24.4% | 1.92 | Value With Price Momentum |
| 51. |
Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches. |
-11.2% | 7.8% | -9.4% | 1.9% | 3.8% | 1.33 | Value |
| 52. |
A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock. |
-1.9% | 24.5% | 11.1% | 17.5% | 16.4% | 1.13 | Earnings Estimates |
| 53. |
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. |
-36.4% | 26.9% | 6.1% | 21.3% | 22.5% | 2.00 | Value |
| 54. |
An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen. |
-7.0% | 47.3% | 8.1% | 17.4% | 18.5% | 1.77 | Value |
| 55. |
Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios. |
-2.6% | 22.9% | 3.2% | 11.8% | 15.3% | 1.33 | Growth & Value |
| 56. |
A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE. |
-5.7% | 20.3% | 4.3% | 10.7% | 12.4% | 1.27 | Growth |
| 57. |
Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices. |
-1.0% | 40.4% | 6.8% | 4.6% | 10.0% | 1.74 | Growth & Value |
| 58. | S&P 500
|
0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 | Indexes |
| 59. | S&P 500 Growth (TR)
|
4.7% | 16.6% | 2.7% | 2.3% | 3.5% | 1.11 | Indexes |
| 60. | S&P 500 Value (TR)
|
-0.5% | 11.5% | -2.7% | 3.6% | 3.2% | 0.99 | Indexes |
| 61. | S&P MidCap 400
|
-3.1% | 17.7% | 1.8% | 5.6% | 7.2% | 1.20 | Indexes |
| 62. | S&P MidCap 400 Growth (TR)
|
-0.9% | 21.5% | 5.2% | 7.1% | 10.7% | 1.32 | Indexes |
| 63. | S&P MidCap 400 Value (TR)
|
-2.4% | 17.0% | 1.8% | 7.0% | 6.4% | 1.11 | Indexes |
| 64. | S&P SmallCap 600
|
-0.2% | 15.6% | 0.7% | 6.0% | 6.1% | 1.27 | Indexes |
| 65. | S&P SmallCap 600 Growth (TR)
|
4.1% | 20.3% | 4.5% | 7.8% | 7.7% | 1.32 | Indexes |
| 66. | S&P SmallCap 600 Value (TR)
|
-1.2% | 14.1% | 0.0% | 6.6% | 6.6% | 1.22 | Indexes |
| 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. |
-35.1% | 4.8% | -4.1% | 8.4% | 11.1% | 1.85 | Value |
| 68. |
A screen that tries to interpret and apply successful trading rules in the real market environment. |
21.2% | 35.3% | 12.8% | 22.0% | 20.8% | 1.48 | Growth & Value With Price Momentum |
| 69. |
Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks. |
117.4% | 25.0% | 5.3% | 7.1% | 11.2% | 1.68 | Growth & Value |
| 70. |
Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms. |
3.2% | 9.9% | -0.4% | 5.1% | 8.6% | 1.22 | Growth & Value |
| 71. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
-0.3% | 17.1% | 5.5% | 19.5% | 18.8% | 1.31 | Growth & Value With Price Momentum |
| 72. |
Using PEG ratios and price strength to find Growth stocks trading a reasonable price. |
1.0% | 18.1% | 4.2% | 13.3% | 13.8% | 1.03 | Growth & Value With Price Momentum |
| 73. |
First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks. |
-5.2% | 20.4% | 6.2% | 9.0% | 6.9% | 1.43 | Growth & Value |
| 74. |
A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields. |
7.6% | 20.4% | 6.2% | 9.1% | 10.0% | 1.22 | Value |
| 75. |
A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate… |
-18.3% | -7.2% | -8.6% | 12.3% | 20.3% | 1.81 | Growth & Value |
| Benchmark: S&P 500 | -0.0% | 11.7% | -2.4% | 0.9% | 1.9% | 1.00 |

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