Stock Screens

Stock Screens Index Explanation Splash image

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

We update our stock screens monthly, covering over 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

  • Screen
    Annual 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 &
    Value
    4.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    51.4% 31.7% 1.9% 13.3% Growth &
    Value
    5.
    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 &
    Value
    9.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    12.9% 20.8% 3.8% 11.8% Growth &
    Value
    10.
    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 &
    Value
    12.
    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/
    Specialty
    15.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    9.9% 38.4% 0.4% 9.2% Growth &
    Value
    16.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.7% 29.6% 3.4% 16% Sector/
    Specialty
    17.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    9.6% 49% 9.8% 16.1% Growth &
    Value
    18.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.8% 24.1% 5.7% 19.4% Growth &
    Value
    19.
    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 &
    Value
    22.
    Who insiders are, what requirements they must obey, and what insider data is important.
    6.7% 14% -6.7% 0.3% Sector/
    Specialty
    23.
    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 &
    Value
    25.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 20.5% 5.1% 13.4% Growth &
    Value
    26.
    Introduction to the use of earnings estimates.
    5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    27.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    5.1% 26.6% 10.7% 13.2% Growth &
    Value
    28.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5% 26.7% 7.7% 10.8% Growth &
    Value
    29.
    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 &
    Value
    31.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.4% 9.8% 2.9% 8% Growth &
    Value
    32.
    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/
    Specialty
    34.
    Introduction to the use of earnings estimates.
    3.6% 18.4% -2.2% 0% Sector/
    Specialty
    35.
    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 &
    Value
    37.
    Introduction to the use of earnings estimates.
    3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    38.
    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 &
    Value
    40.
    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 &
    Value
    43.
    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/
    Specialty
    46.
    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 &
    Value
    48.
    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 &
    Value
    50.
    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/
    Specialty
    52.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    53.
    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 &
    Value
    56.
    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 &
    Value
    58.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -10.4% 5.3% 11% 7% Growth &
    Value
    59.
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    60.
    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 &
    Value
    64.
    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 &
    Value
    4.
    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 &
    Value
    8.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    12.2% 37.8% 2.9% 13.9% Growth &
    Value
    9.
    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 &
    Value
    11.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    51.4% 31.7% 1.9% 13.3% Growth &
    Value
    12.
    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 &
    Value
    14.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    55.2% 30.2% -0.8% 18% Growth &
    Value
    15.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.7% 29.6% 3.4% 16% Sector/
    Specialty
    16.
    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 &
    Value
    18.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    5.1% 26.6% 10.7% 13.2% Growth &
    Value
    19.
    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 &
    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 &
    Value
    24.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    4.8% 23.4% 4.9% 8.9% Growth &
    Value
    25.
    Introduction to the use of earnings estimates.
    3.8% 22.9% 23.7% 28.9% Sector/
    Specialty
    26.
    Introduction to the use of earnings estimates.
    5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    27.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    2.8% 21.3% 3.7% 15.3% Growth &
    Value
    28.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    12.9% 20.8% 3.8% 11.8% Growth &
    Value
    29.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 20.5% 5.1% 13.4% Growth &
    Value
    30.
    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/
    Specialty
    34.
    Introduction to the use of earnings estimates.
    3.6% 18.4% -2.2% 0% Sector/
    Specialty
    35.
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    36.
    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 &
    Value
    41.
    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 &
    Value
    46.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    0.6% 14.2% 5.6% 8.8% Sector/
    Specialty
    47.
    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/
    Specialty
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.3% 12.8% 3.3% 17.7% Growth &
    Value
    50.
    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 &
    Value
    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 &
    Value
    53.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    6% 10% 2.7% 5.3% Growth &
    Value
    54.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.4% 9.8% 2.9% 8% Growth &
    Value
    55.
    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/
    Specialty
    57.
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    58.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -10.4% 5.3% 11% 7% Growth &
    Value
    59.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    60.
    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 &
    Value
    64.
    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/
    Specialty
    4.
    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 &
    Value
    9.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    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 &
    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.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -10.4% 5.3% 11% 7% Growth &
    Value
    14.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    5.1% 26.6% 10.7% 13.2% Growth &
    Value
    15.
    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 &
    Value
    17.
    Introduction to the use of earnings estimates.
    5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    18.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.3% 32.6% 9.3% 20.5% Growth &
    Value
    19.
    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 &
    Value
    22.
    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 &
    Value
    24.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    0.6% 14.2% 5.6% 8.8% Sector/
    Specialty
    25.
    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 &
    Value
    27.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    4.8% 23.4% 4.9% 8.9% Growth &
    Value
    28.
    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 &
    Value
    30.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    12.9% 20.8% 3.8% 11.8% Growth &
    Value
    31.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    2.8% 21.3% 3.7% 15.3% Growth &
    Value
    32.
    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/
    Specialty
    34.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.3% 12.8% 3.3% 17.7% Growth &
    Value
    35.
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    36.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.1% 14.3% 3.2% 8.6% Growth &
    Value
    37.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    12.2% 37.8% 2.9% 13.9% Growth &
    Value
    38.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    0.3% 15.7% 2.9% 7.2% Growth &
    Value
    39.
    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 &
    Value
    41.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    6% 10% 2.7% 5.3% Growth &
    Value
    42.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    51.4% 31.7% 1.9% 13.3% Growth &
    Value
    43.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    0.4% 24.3% 1.4% 16.2% Growth &
    Value
    44.
    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 &
    Value
    47.
    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 &
    Value
    51.
    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 &
    Value
    53.
    Introduction to the use of earnings estimates.
    3.6% 18.4% -2.2% 0% Sector/
    Specialty
    54.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    3.5% 12.2% -3.2% 4.8% Growth &
    Value
    55.
    Introduction to the use of earnings estimates.
    3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    56.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    57.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    10.7% 6.7% -4.1% -6.7% Sector/
    Specialty
    58.
    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/
    Specialty
    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 &
    Value
    64.
    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 &
    Value
    3.
    Introduction to the use of earnings estimates.
    3.8% 22.9% 23.7% 28.9% Sector/
    Specialty
    4.
    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 &
    Value
    7.
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    8.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.3% 32.6% 9.3% 20.5% Growth &
    Value
    9.
    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 &
    Value
    14.
    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 &
    Value
    16.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.3% 12.8% 3.3% 17.7% Growth &
    Value
    17.
    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 &
    Value
    20.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    9.6% 49% 9.8% 16.1% Growth &
    Value
    21.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.7% 29.6% 3.4% 16% Sector/
    Specialty
    22.
    Introduction to the use of earnings estimates.
    5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    23.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    2.8% 21.3% 3.7% 15.3% Growth &
    Value
    24.
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    -27.1% -38.3% -9.5% 15% Growth &
    Value
    25.
    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 &
    Value
    27.
    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 &
    Value
    31.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    51.4% 31.7% 1.9% 13.3% Growth &
    Value
    32.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    5.1% 26.6% 10.7% 13.2% Growth &
    Value
    33.
    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 &
    Value
    37.
    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 &
    Value
    39.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -4.1% 10.2% -1.2% 11.2% Growth &
    Value
    40.
    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 &
    Value
    42.
    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 &
    Value
    44.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    4.8% 23.4% 4.9% 8.9% Growth &
    Value
    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/
    Specialty
    46.
    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 &
    Value
    48.
    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 &
    Value
    50.
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    51.
    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 &
    Value
    53.
    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 &
    Value
    55.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    6% 10% 2.7% 5.3% Growth &
    Value
    56.
    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 &
    Value
    58.
    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/
    Specialty
    60.
    Introduction to the use of earnings estimates.
    3.6% 18.4% -2.2% 0% Sector/
    Specialty
    61.
    Introduction to the use of earnings estimates.
    3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    62.
    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/
    Specialty
    22.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    9.7% 29.6% 3.4% 16% Sector/
    Specialty
    23.
    Who insiders are, what requirements they must obey, and what insider data is important.
    6.7% 14% -6.7% 0.3% Sector/
    Specialty
    24.
    Introduction to the use of earnings estimates.
    5.1% 22.7% 9.8% 15.8% Sector/
    Specialty
    25.
    Introduction to the use of earnings estimates.
    3.8% 22.9% 23.7% 28.9% Sector/
    Specialty
    26.
    Introduction to the use of earnings estimates.
    3.6% 18.4% -2.2% 0% Sector/
    Specialty
    27.
    Introduction to the use of earnings estimates.
    3.2% 18.7% -3.5% -0.1% Sector/
    Specialty
    28.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    0.6% 14.2% 5.6% 8.8% Sector/
    Specialty
    29.
    Graham's approach leads to three separate screens that focus on the concept of intrinsic value, justified by a firm's financial strength.
    -0.8% 6.5% 3.3% 7.9% Sector/
    Specialty
    30.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    55.2% 30.2% -0.8% 18% Growth &
    Value
    31.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    51.4% 31.7% 1.9% 13.3% Growth &
    Value
    32.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    14.2% 30.4% 3.9% 29.6% Growth &
    Value
    33.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    12.9% 20.8% 3.8% 11.8% Growth &
    Value
    34.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    12.2% 37.8% 2.9% 13.9% Growth &
    Value
    35.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    9.9% 38.4% 0.4% 9.2% Growth &
    Value
    36.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    9.6% 49% 9.8% 16.1% Growth &
    Value
    37.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    8.8% 24.1% 5.7% 19.4% Growth &
    Value
    38.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.1% 14.3% 3.2% 8.6% Growth &
    Value
    39.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    6% 10% 2.7% 5.3% Growth &
    Value
    40.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    5.9% 20.5% 5.1% 13.4% Growth &
    Value
    41.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    5.1% 26.6% 10.7% 13.2% Growth &
    Value
    42.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    5% 26.7% 7.7% 10.8% Growth &
    Value
    43.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    4.8% 23.4% 4.9% 8.9% Growth &
    Value
    44.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    4.4% 9.8% 2.9% 8% Growth &
    Value
    45.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    3.5% 12.2% -3.2% 4.8% Growth &
    Value
    46.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    2.8% 21.3% 3.7% 15.3% Growth &
    Value
    47.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.3% 12.8% 3.3% 17.7% Growth &
    Value
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    0.4% 24.3% 1.4% 16.2% Growth &
    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 &
    Value
    50.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    -1.2% 0.1% -3.8% 23.5% Growth &
    Value
    51.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -4.1% 10.2% -1.2% 11.2% Growth &
    Value
    52.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    -9.3% 32.6% 9.3% 20.5% Growth &
    Value
    53.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -10.4% 5.3% 11% 7% Growth &
    Value
    54.
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    -11.9% 18.4% 11.9% 20.5% Growth &
    Value
    55.
    These two screens blend Value, Growth and momentum investing styles into a single stock selection model.
    -27.1% -38.3% -9.5% 15% Growth &
    Value
    56.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -36.7% -28% 15.9% 12% Growth &
    Value
    57.
    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%