Stock Screens
The purpose of AAII's Stock Screen area is to provide you with access to a wide range of stock strategies and investment approaches.
We update our stock screens monthly, covering over 50 stock investment strategies as well as the companies that pass each screen. AAII stock screens and passing company lists are designed to guide you in finding investment ideas.
Data as of 7/30/2010
- Screen Performance Snapshots
-
ScreenAnnual Price Gain (%) YTD 1 Yr 5 Yr Total Category -
YTD
1. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.321.3% 525.6% 49.3% 27.2% Value 2. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.82.9% 45.1% 15.5% 42.7% Value 3. A screen that tries to interpret and apply successful trading rules in the real market environment.55.2% 30.2% -0.8% 18% Growth &
Value4. Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.51.4% 31.7% 1.9% 13.3% Growth &
Value5. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.19.5% 40.7% 19.9% 20.3% Value 6. An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.17.5% 61.9% 11.1% 19.9% Value 7. An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.16.2% 37.6% 6.8% 20.1% Value 8. O'Shaughnessy tries to predict the future using historical long-term trends.14.2% 30.4% 3.9% 29.6% Growth &
Value9. Growth at a reasonable price screen created by James O'Shaughnessy.12.9% 20.8% 3.8% 11.8% Growth &
Value10. A screen for stocks with DRPs (dividend reinvestment plans).12.3% 20.4% 0.8% 12.3% Value 11. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.12.2% 37.8% 2.9% 13.9% Growth &
Value12. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.11.9% 27.7% 15.9% 17.1% Value 13. Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.10.9% 31.5% 18.9% 10.9% Growth 14. An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.10.7% 6.7% -4.1% -6.7% Sector/
Specialty15. Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.9.9% 38.4% 0.4% 9.2% Growth &
Value16. An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.9.7% 29.6% 3.4% 16% Sector/
Specialty17. A strictly bottom-up approach, focusing on companies familiar to the investor…9.6% 49% 9.8% 16.1% Growth &
Value18. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.8.8% 24.1% 5.7% 19.4% Growth &
Value19. A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.7.9% 26.4% 4.2% 12.6% Growth 20. A screen for stocks with DRPs (dividend reinvestment plans).7.9% 16.9% 0.2% 7.5% Value 21. A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.7.1% 14.3% 3.2% 8.6% Growth &
Value22. Who insiders are, what requirements they must obey, and what insider data is important.6.7% 14% -6.7% 0.3% Sector/
Specialty23. A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.6.3% 26.2% 12.6% 16.7% Value 24. Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.6% 10% 2.7% 5.3% Growth &
Value25. Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.5.9% 20.5% 5.1% 13.4% Growth &
Value26. Introduction to the use of earnings estimates.5.1% 22.7% 9.8% 15.8% Sector/
Specialty27. Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.5.1% 26.6% 10.7% 13.2% Growth &
Value28. Buffett approach seeking consumer monopolies selling at a reasonable price.5% 26.7% 7.7% 10.8% Growth &
Value29. Avoiding the psychological traps of the market by following the principles of contrarian investing.4.8% 14.2% 0.5% 10.2% Value 30. Buffett approach seeking consumer monopolies selling at a reasonable price.4.8% 23.4% 4.9% 8.9% Growth &
Value31. Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.4.4% 9.8% 2.9% 8% Growth &
Value32. Using the dividend-yield approach to invest during volatile markets.4.4% 14.9% -0.6% 7.1% Value 33. Introduction to the use of earnings estimates.3.8% 22.9% 23.7% 28.9% Sector/
Specialty34. Introduction to the use of earnings estimates.3.6% 18.4% -2.2% 0% Sector/
Specialty35. The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.3.5% 25.3% -1.2% 8.8% Growth 36. O'Shaughnessy tries to predict the future using historical long-term trends.3.5% 12.2% -3.2% 4.8% Growth &
Value37. Introduction to the use of earnings estimates.3.2% 18.7% -3.5% -0.1% Sector/
Specialty38. Identifying contrarian plays among the Dow Jones Industrial stocks.3% 17.4% -6.4% -1.1% Value 39. Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.2.8% 21.3% 3.7% 15.3% Growth &
Value40. The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.2.8% 43.6% -6.7% 11.9% Growth 41. Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.2.6% 19.2% 10.3% 13.8% Value 42. O'Shaughnessy tries to predict the future using historical long-term trends.2.3% 12.8% 3.3% 17.7% Growth &
Value43. Utilizing contrarian stocks with upward earnings revisions.2.2% 14.3% 7.9% 13.8% Value 44. The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.0.8% 20.1% -0.1% 5% Growth 45. An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.0.6% 14.2% 5.6% 8.8% Sector/
Specialty46. Identifying contrarian plays among the Dow Jones Industrial stocks.0.6% 9.7% -14.8% -2.8% Value 47. O'Shaughnessy tries to predict the future using historical long-term trends.0.4% 24.3% 1.4% 16.2% Growth &
Value48. A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.0.4% 15.7% 2.9% 8.5% Value 49. First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.0.3% 15.7% 2.9% 7.2% Growth &
Value50. Locating firms with a high proportion of cash to share price.-0.7% 15.9% 3.7% 13% Value 51. Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.-0.8% 6.5% 3.3% 7.9% Sector/
Specialty52. A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…-1.2% 0.1% -3.8% 23.5% Growth &
Value53. Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.-2.6% 12.8% -4.7% 4.4% Value 54. An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.-3.8% 15.4% 8.3% 18.2% Value 55. Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…-4.1% 10.2% -1.2% 11.2% Growth &
Value56. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-6.9% 16.3% 24.5% 20.1% Growth 57. An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.-9.3% 32.6% 9.3% 20.5% Growth &
Value58. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-10.4% 5.3% 11% 7% Growth &
Value59. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-11.9% 18.4% 11.9% 20.5% Growth &
Value60. This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.-16.7% -6.5% 5.5% 13.6% Value 61. An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.-22.2% -22.3% 17.2% 28% Growth 62. How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.-24.2% -22.9% -4.6% 14.5% Growth 63. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-27.1% -38.3% -9.5% 15% Growth &
Value64. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-36.7% -28% 15.9% 12% Growth &
Value -
1-Year
1. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.321.3% 525.6% 49.3% 27.2% Value 2. An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.17.5% 61.9% 11.1% 19.9% Value 3. A strictly bottom-up approach, focusing on companies familiar to the investor…9.6% 49% 9.8% 16.1% Growth &
Value4. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.82.9% 45.1% 15.5% 42.7% Value 5. The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.2.8% 43.6% -6.7% 11.9% Growth 6. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.19.5% 40.7% 19.9% 20.3% Value 7. Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.9.9% 38.4% 0.4% 9.2% Growth &
Value8. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.12.2% 37.8% 2.9% 13.9% Growth &
Value9. An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.16.2% 37.6% 6.8% 20.1% Value 10. An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.-9.3% 32.6% 9.3% 20.5% Growth &
Value11. Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.51.4% 31.7% 1.9% 13.3% Growth &
Value12. Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.10.9% 31.5% 18.9% 10.9% Growth 13. O'Shaughnessy tries to predict the future using historical long-term trends.14.2% 30.4% 3.9% 29.6% Growth &
Value14. A screen that tries to interpret and apply successful trading rules in the real market environment.55.2% 30.2% -0.8% 18% Growth &
Value15. An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.9.7% 29.6% 3.4% 16% Sector/
Specialty16. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.11.9% 27.7% 15.9% 17.1% Value 17. Buffett approach seeking consumer monopolies selling at a reasonable price.5% 26.7% 7.7% 10.8% Growth &
Value18. Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.5.1% 26.6% 10.7% 13.2% Growth &
Value19. A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.7.9% 26.4% 4.2% 12.6% Growth 20. A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.6.3% 26.2% 12.6% 16.7% Value 21. The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.3.5% 25.3% -1.2% 8.8% Growth 22. O'Shaughnessy tries to predict the future using historical long-term trends.0.4% 24.3% 1.4% 16.2% Growth &
Value23. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.8.8% 24.1% 5.7% 19.4% Growth &
Value24. Buffett approach seeking consumer monopolies selling at a reasonable price.4.8% 23.4% 4.9% 8.9% Growth &
Value25. Introduction to the use of earnings estimates.3.8% 22.9% 23.7% 28.9% Sector/
Specialty26. Introduction to the use of earnings estimates.5.1% 22.7% 9.8% 15.8% Sector/
Specialty27. Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.2.8% 21.3% 3.7% 15.3% Growth &
Value28. Growth at a reasonable price screen created by James O'Shaughnessy.12.9% 20.8% 3.8% 11.8% Growth &
Value29. Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.5.9% 20.5% 5.1% 13.4% Growth &
Value30. A screen for stocks with DRPs (dividend reinvestment plans).12.3% 20.4% 0.8% 12.3% Value 31. The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.0.8% 20.1% -0.1% 5% Growth 32. Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.2.6% 19.2% 10.3% 13.8% Value 33. Introduction to the use of earnings estimates.3.2% 18.7% -3.5% -0.1% Sector/
Specialty34. Introduction to the use of earnings estimates.3.6% 18.4% -2.2% 0% Sector/
Specialty35. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-11.9% 18.4% 11.9% 20.5% Growth &
Value36. Identifying contrarian plays among the Dow Jones Industrial stocks.3% 17.4% -6.4% -1.1% Value 37. A screen for stocks with DRPs (dividend reinvestment plans).7.9% 16.9% 0.2% 7.5% Value 38. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-6.9% 16.3% 24.5% 20.1% Growth 39. Locating firms with a high proportion of cash to share price.-0.7% 15.9% 3.7% 13% Value 40. First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.0.3% 15.7% 2.9% 7.2% Growth &
Value41. A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.0.4% 15.7% 2.9% 8.5% Value 42. An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.-3.8% 15.4% 8.3% 18.2% Value 43. Using the dividend-yield approach to invest during volatile markets.4.4% 14.9% -0.6% 7.1% Value 44. Utilizing contrarian stocks with upward earnings revisions.2.2% 14.3% 7.9% 13.8% Value 45. A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.7.1% 14.3% 3.2% 8.6% Growth &
Value46. An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.0.6% 14.2% 5.6% 8.8% Sector/
Specialty47. Avoiding the psychological traps of the market by following the principles of contrarian investing.4.8% 14.2% 0.5% 10.2% Value 48. Who insiders are, what requirements they must obey, and what insider data is important.6.7% 14% -6.7% 0.3% Sector/
Specialty49. O'Shaughnessy tries to predict the future using historical long-term trends.2.3% 12.8% 3.3% 17.7% Growth &
Value50. Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.-2.6% 12.8% -4.7% 4.4% Value 51. O'Shaughnessy tries to predict the future using historical long-term trends.3.5% 12.2% -3.2% 4.8% Growth &
Value52. Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…-4.1% 10.2% -1.2% 11.2% Growth &
Value53. Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.6% 10% 2.7% 5.3% Growth &
Value54. Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.4.4% 9.8% 2.9% 8% Growth &
Value55. Identifying contrarian plays among the Dow Jones Industrial stocks.0.6% 9.7% -14.8% -2.8% Value 56. An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.10.7% 6.7% -4.1% -6.7% Sector/
Specialty57. Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.-0.8% 6.5% 3.3% 7.9% Sector/
Specialty58. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-10.4% 5.3% 11% 7% Growth &
Value59. A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…-1.2% 0.1% -3.8% 23.5% Growth &
Value60. This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.-16.7% -6.5% 5.5% 13.6% Value 61. An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.-22.2% -22.3% 17.2% 28% Growth 62. How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.-24.2% -22.9% -4.6% 14.5% Growth 63. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-36.7% -28% 15.9% 12% Growth &
Value64. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-27.1% -38.3% -9.5% 15% Growth &
Value -
5-Year
1. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.321.3% 525.6% 49.3% 27.2% Value 2. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-6.9% 16.3% 24.5% 20.1% Growth 3. Introduction to the use of earnings estimates.3.8% 22.9% 23.7% 28.9% Sector/
Specialty4. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.19.5% 40.7% 19.9% 20.3% Value 5. Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.10.9% 31.5% 18.9% 10.9% Growth 6. An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.-22.2% -22.3% 17.2% 28% Growth 7. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.11.9% 27.7% 15.9% 17.1% Value 8. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-36.7% -28% 15.9% 12% Growth &
Value9. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.82.9% 45.1% 15.5% 42.7% Value 10. A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.6.3% 26.2% 12.6% 16.7% Value 11. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-11.9% 18.4% 11.9% 20.5% Growth &
Value12. An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.17.5% 61.9% 11.1% 19.9% Value 13. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-10.4% 5.3% 11% 7% Growth &
Value14. Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.5.1% 26.6% 10.7% 13.2% Growth &
Value15. Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.2.6% 19.2% 10.3% 13.8% Value 16. A strictly bottom-up approach, focusing on companies familiar to the investor…9.6% 49% 9.8% 16.1% Growth &
Value17. Introduction to the use of earnings estimates.5.1% 22.7% 9.8% 15.8% Sector/
Specialty18. An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.-9.3% 32.6% 9.3% 20.5% Growth &
Value19. An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.-3.8% 15.4% 8.3% 18.2% Value 20. Utilizing contrarian stocks with upward earnings revisions.2.2% 14.3% 7.9% 13.8% Value 21. Buffett approach seeking consumer monopolies selling at a reasonable price.5% 26.7% 7.7% 10.8% Growth &
Value22. An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.16.2% 37.6% 6.8% 20.1% Value 23. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.8.8% 24.1% 5.7% 19.4% Growth &
Value24. An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.0.6% 14.2% 5.6% 8.8% Sector/
Specialty25. This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.-16.7% -6.5% 5.5% 13.6% Value 26. Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.5.9% 20.5% 5.1% 13.4% Growth &
Value27. Buffett approach seeking consumer monopolies selling at a reasonable price.4.8% 23.4% 4.9% 8.9% Growth &
Value28. A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.7.9% 26.4% 4.2% 12.6% Growth 29. O'Shaughnessy tries to predict the future using historical long-term trends.14.2% 30.4% 3.9% 29.6% Growth &
Value30. Growth at a reasonable price screen created by James O'Shaughnessy.12.9% 20.8% 3.8% 11.8% Growth &
Value31. Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.2.8% 21.3% 3.7% 15.3% Growth &
Value32. Locating firms with a high proportion of cash to share price.-0.7% 15.9% 3.7% 13% Value 33. An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.9.7% 29.6% 3.4% 16% Sector/
Specialty34. O'Shaughnessy tries to predict the future using historical long-term trends.2.3% 12.8% 3.3% 17.7% Growth &
Value35. Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.-0.8% 6.5% 3.3% 7.9% Sector/
Specialty36. A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.7.1% 14.3% 3.2% 8.6% Growth &
Value37. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.12.2% 37.8% 2.9% 13.9% Growth &
Value38. First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.0.3% 15.7% 2.9% 7.2% Growth &
Value39. A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.0.4% 15.7% 2.9% 8.5% Value 40. Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.4.4% 9.8% 2.9% 8% Growth &
Value41. Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.6% 10% 2.7% 5.3% Growth &
Value42. Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.51.4% 31.7% 1.9% 13.3% Growth &
Value43. O'Shaughnessy tries to predict the future using historical long-term trends.0.4% 24.3% 1.4% 16.2% Growth &
Value44. A screen for stocks with DRPs (dividend reinvestment plans).12.3% 20.4% 0.8% 12.3% Value 45. Avoiding the psychological traps of the market by following the principles of contrarian investing.4.8% 14.2% 0.5% 10.2% Value 46. Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.9.9% 38.4% 0.4% 9.2% Growth &
Value47. A screen for stocks with DRPs (dividend reinvestment plans).7.9% 16.9% 0.2% 7.5% Value 48. The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.0.8% 20.1% -0.1% 5% Growth 49. Using the dividend-yield approach to invest during volatile markets.4.4% 14.9% -0.6% 7.1% Value 50. A screen that tries to interpret and apply successful trading rules in the real market environment.55.2% 30.2% -0.8% 18% Growth &
Value51. The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.3.5% 25.3% -1.2% 8.8% Growth 52. Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…-4.1% 10.2% -1.2% 11.2% Growth &
Value53. Introduction to the use of earnings estimates.3.6% 18.4% -2.2% 0% Sector/
Specialty54. O'Shaughnessy tries to predict the future using historical long-term trends.3.5% 12.2% -3.2% 4.8% Growth &
Value55. Introduction to the use of earnings estimates.3.2% 18.7% -3.5% -0.1% Sector/
Specialty56. A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…-1.2% 0.1% -3.8% 23.5% Growth &
Value57. An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.10.7% 6.7% -4.1% -6.7% Sector/
Specialty58. How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.-24.2% -22.9% -4.6% 14.5% Growth 59. Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.-2.6% 12.8% -4.7% 4.4% Value 60. Identifying contrarian plays among the Dow Jones Industrial stocks.3% 17.4% -6.4% -1.1% Value 61. The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.2.8% 43.6% -6.7% 11.9% Growth 62. Who insiders are, what requirements they must obey, and what insider data is important.6.7% 14% -6.7% 0.3% Sector/
Specialty63. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-27.1% -38.3% -9.5% 15% Growth &
Value64. Identifying contrarian plays among the Dow Jones Industrial stocks.0.6% 9.7% -14.8% -2.8% Value -
Total
1. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.82.9% 45.1% 15.5% 42.7% Value 2. O'Shaughnessy tries to predict the future using historical long-term trends.14.2% 30.4% 3.9% 29.6% Growth &
Value3. Introduction to the use of earnings estimates.3.8% 22.9% 23.7% 28.9% Sector/
Specialty4. An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.-22.2% -22.3% 17.2% 28% Growth 5. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.321.3% 525.6% 49.3% 27.2% Value 6. A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…-1.2% 0.1% -3.8% 23.5% Growth &
Value7. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-11.9% 18.4% 11.9% 20.5% Growth &
Value8. An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.-9.3% 32.6% 9.3% 20.5% Growth &
Value9. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.19.5% 40.7% 19.9% 20.3% Value 10. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-6.9% 16.3% 24.5% 20.1% Growth 11. An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.16.2% 37.6% 6.8% 20.1% Value 12. An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.17.5% 61.9% 11.1% 19.9% Value 13. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.8.8% 24.1% 5.7% 19.4% Growth &
Value14. An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.-3.8% 15.4% 8.3% 18.2% Value 15. A screen that tries to interpret and apply successful trading rules in the real market environment.55.2% 30.2% -0.8% 18% Growth &
Value16. O'Shaughnessy tries to predict the future using historical long-term trends.2.3% 12.8% 3.3% 17.7% Growth &
Value17. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.11.9% 27.7% 15.9% 17.1% Value 18. A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.6.3% 26.2% 12.6% 16.7% Value 19. O'Shaughnessy tries to predict the future using historical long-term trends.0.4% 24.3% 1.4% 16.2% Growth &
Value20. A strictly bottom-up approach, focusing on companies familiar to the investor…9.6% 49% 9.8% 16.1% Growth &
Value21. An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.9.7% 29.6% 3.4% 16% Sector/
Specialty22. Introduction to the use of earnings estimates.5.1% 22.7% 9.8% 15.8% Sector/
Specialty23. Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.2.8% 21.3% 3.7% 15.3% Growth &
Value24. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-27.1% -38.3% -9.5% 15% Growth &
Value25. How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.-24.2% -22.9% -4.6% 14.5% Growth 26. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.12.2% 37.8% 2.9% 13.9% Growth &
Value27. Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.2.6% 19.2% 10.3% 13.8% Value 28. Utilizing contrarian stocks with upward earnings revisions.2.2% 14.3% 7.9% 13.8% Value 29. This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.-16.7% -6.5% 5.5% 13.6% Value 30. Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.5.9% 20.5% 5.1% 13.4% Growth &
Value31. Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.51.4% 31.7% 1.9% 13.3% Growth &
Value32. Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.5.1% 26.6% 10.7% 13.2% Growth &
Value33. Locating firms with a high proportion of cash to share price.-0.7% 15.9% 3.7% 13% Value 34. A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.7.9% 26.4% 4.2% 12.6% Growth 35. A screen for stocks with DRPs (dividend reinvestment plans).12.3% 20.4% 0.8% 12.3% Value 36. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-36.7% -28% 15.9% 12% Growth &
Value37. The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.2.8% 43.6% -6.7% 11.9% Growth 38. Growth at a reasonable price screen created by James O'Shaughnessy.12.9% 20.8% 3.8% 11.8% Growth &
Value39. Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…-4.1% 10.2% -1.2% 11.2% Growth &
Value40. Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.10.9% 31.5% 18.9% 10.9% Growth 41. Buffett approach seeking consumer monopolies selling at a reasonable price.5% 26.7% 7.7% 10.8% Growth &
Value42. Avoiding the psychological traps of the market by following the principles of contrarian investing.4.8% 14.2% 0.5% 10.2% Value 43. Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.9.9% 38.4% 0.4% 9.2% Growth &
Value44. Buffett approach seeking consumer monopolies selling at a reasonable price.4.8% 23.4% 4.9% 8.9% Growth &
Value45. An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.0.6% 14.2% 5.6% 8.8% Sector/
Specialty46. The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.3.5% 25.3% -1.2% 8.8% Growth 47. A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.7.1% 14.3% 3.2% 8.6% Growth &
Value48. A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.0.4% 15.7% 2.9% 8.5% Value 49. Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.4.4% 9.8% 2.9% 8% Growth &
Value50. Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.-0.8% 6.5% 3.3% 7.9% Sector/
Specialty51. A screen for stocks with DRPs (dividend reinvestment plans).7.9% 16.9% 0.2% 7.5% Value 52. First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.0.3% 15.7% 2.9% 7.2% Growth &
Value53. Using the dividend-yield approach to invest during volatile markets.4.4% 14.9% -0.6% 7.1% Value 54. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-10.4% 5.3% 11% 7% Growth &
Value55. Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.6% 10% 2.7% 5.3% Growth &
Value56. The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.0.8% 20.1% -0.1% 5% Growth 57. O'Shaughnessy tries to predict the future using historical long-term trends.3.5% 12.2% -3.2% 4.8% Growth &
Value58. Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.-2.6% 12.8% -4.7% 4.4% Value 59. Who insiders are, what requirements they must obey, and what insider data is important.6.7% 14% -6.7% 0.3% Sector/
Specialty60. Introduction to the use of earnings estimates.3.6% 18.4% -2.2% 0% Sector/
Specialty61. Introduction to the use of earnings estimates.3.2% 18.7% -3.5% -0.1% Sector/
Specialty62. Identifying contrarian plays among the Dow Jones Industrial stocks.3% 17.4% -6.4% -1.1% Value 63. Identifying contrarian plays among the Dow Jones Industrial stocks.0.6% 9.7% -14.8% -2.8% Value 64. An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.10.7% 6.7% -4.1% -6.7% Sector/
Specialty -
Category
1. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.321.3% 525.6% 49.3% 27.2% Value 2. A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.82.9% 45.1% 15.5% 42.7% Value 3. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.19.5% 40.7% 19.9% 20.3% Value 4. An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.17.5% 61.9% 11.1% 19.9% Value 5. An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.16.2% 37.6% 6.8% 20.1% Value 6. A screen for stocks with DRPs (dividend reinvestment plans).12.3% 20.4% 0.8% 12.3% Value 7. Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.11.9% 27.7% 15.9% 17.1% Value 8. A screen for stocks with DRPs (dividend reinvestment plans).7.9% 16.9% 0.2% 7.5% Value 9. A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.6.3% 26.2% 12.6% 16.7% Value 10. Avoiding the psychological traps of the market by following the principles of contrarian investing.4.8% 14.2% 0.5% 10.2% Value 11. Using the dividend-yield approach to invest during volatile markets.4.4% 14.9% -0.6% 7.1% Value 12. Identifying contrarian plays among the Dow Jones Industrial stocks.3% 17.4% -6.4% -1.1% Value 13. Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.2.6% 19.2% 10.3% 13.8% Value 14. Utilizing contrarian stocks with upward earnings revisions.2.2% 14.3% 7.9% 13.8% Value 15. Identifying contrarian plays among the Dow Jones Industrial stocks.0.6% 9.7% -14.8% -2.8% Value 16. A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.0.4% 15.7% 2.9% 8.5% Value 17. Locating firms with a high proportion of cash to share price.-0.7% 15.9% 3.7% 13% Value 18. Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.-2.6% 12.8% -4.7% 4.4% Value 19. An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.-3.8% 15.4% 8.3% 18.2% Value 20. This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.-16.7% -6.5% 5.5% 13.6% Value 21. An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.10.7% 6.7% -4.1% -6.7% Sector/
Specialty22. An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.9.7% 29.6% 3.4% 16% Sector/
Specialty23. Who insiders are, what requirements they must obey, and what insider data is important.6.7% 14% -6.7% 0.3% Sector/
Specialty24. Introduction to the use of earnings estimates.5.1% 22.7% 9.8% 15.8% Sector/
Specialty25. Introduction to the use of earnings estimates.3.8% 22.9% 23.7% 28.9% Sector/
Specialty26. Introduction to the use of earnings estimates.3.6% 18.4% -2.2% 0% Sector/
Specialty27. Introduction to the use of earnings estimates.3.2% 18.7% -3.5% -0.1% Sector/
Specialty28. An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.0.6% 14.2% 5.6% 8.8% Sector/
Specialty29. Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.-0.8% 6.5% 3.3% 7.9% Sector/
Specialty30. A screen that tries to interpret and apply successful trading rules in the real market environment.55.2% 30.2% -0.8% 18% Growth &
Value31. Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.51.4% 31.7% 1.9% 13.3% Growth &
Value32. O'Shaughnessy tries to predict the future using historical long-term trends.14.2% 30.4% 3.9% 29.6% Growth &
Value33. Growth at a reasonable price screen created by James O'Shaughnessy.12.9% 20.8% 3.8% 11.8% Growth &
Value34. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.12.2% 37.8% 2.9% 13.9% Growth &
Value35. Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.9.9% 38.4% 0.4% 9.2% Growth &
Value36. A strictly bottom-up approach, focusing on companies familiar to the investor…9.6% 49% 9.8% 16.1% Growth &
Value37. Using PEG ratios and price strength to find Growth stocks trading a reasonable price.8.8% 24.1% 5.7% 19.4% Growth &
Value38. A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.7.1% 14.3% 3.2% 8.6% Growth &
Value39. Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.6% 10% 2.7% 5.3% Growth &
Value40. Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.5.9% 20.5% 5.1% 13.4% Growth &
Value41. Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.5.1% 26.6% 10.7% 13.2% Growth &
Value42. Buffett approach seeking consumer monopolies selling at a reasonable price.5% 26.7% 7.7% 10.8% Growth &
Value43. Buffett approach seeking consumer monopolies selling at a reasonable price.4.8% 23.4% 4.9% 8.9% Growth &
Value44. Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.4.4% 9.8% 2.9% 8% Growth &
Value45. O'Shaughnessy tries to predict the future using historical long-term trends.3.5% 12.2% -3.2% 4.8% Growth &
Value46. Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.2.8% 21.3% 3.7% 15.3% Growth &
Value47. O'Shaughnessy tries to predict the future using historical long-term trends.2.3% 12.8% 3.3% 17.7% Growth &
Value48. O'Shaughnessy tries to predict the future using historical long-term trends.0.4% 24.3% 1.4% 16.2% Growth &
Value49. First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.0.3% 15.7% 2.9% 7.2% Growth &
Value50. A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…-1.2% 0.1% -3.8% 23.5% Growth &
Value51. Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…-4.1% 10.2% -1.2% 11.2% Growth &
Value52. An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.-9.3% 32.6% 9.3% 20.5% Growth &
Value53. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-10.4% 5.3% 11% 7% Growth &
Value54. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-11.9% 18.4% 11.9% 20.5% Growth &
Value55. These two screens blend Value, Growth and momentum investing styles into a single stock selection model.-27.1% -38.3% -9.5% 15% Growth &
Value56. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-36.7% -28% 15.9% 12% Growth &
Value57. Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.10.9% 31.5% 18.9% 10.9% Growth 58. A screen that identifies stocks with above earnings and sales Growth that have consistently outperformed their peers measured by ROE.7.9% 26.4% 4.2% 12.6% Growth 59. The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.3.5% 25.3% -1.2% 8.8% Growth 60. The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.2.8% 43.6% -6.7% 11.9% Growth 61. The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.0.8% 20.1% -0.1% 5% Growth 62. Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.-6.9% 16.3% 24.5% 20.1% Growth 63. An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.-22.2% -22.3% 17.2% 28% Growth 64. How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.-24.2% -22.9% -4.6% 14.5% Growth -
Benchmark: S&P 500 -2.3% 18.5% -1.8% 12.3%
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