Charles Kirkpatrick Screen Criteria For Use With AAII's Stock Investor Pro

Data Category Field Operator Factor Compare To
Growth List Screen Criteria
Custom Fields* Null Rel Price Strength Equals   1
Custom Fields* Relative Price Strength >=   Adjust value until approx. 10% of companies that passed Null Rel Price Strength criterion pass this filter
Custom Fields* Null Rel Earnings Growth Equals   1
Custom Fields* Relative Earnings Growth >=   Adjust value until approx. 10% of companies that passed Null Rel Earnings Growth criterion pass this filter
Price and Share Statistics Market Cap Q1 >=   1000
Price and Share Statistics Price >=   10
Value List Screen Criteria
% Rank % Rank-Price/Sales <=   30
Custom Fields* Null Rel Price Strength Equals   1
Custom Fields* Relative Price Strength >=   Adjust value until approx. 10% of companies that passed Null Rel Price Strength criterion pass this filter
Custom Fields* Null Rel Earnings Growth Equals   1
Custom Fields* Relative Earnings Growth >=   Adjust value until approx. 10% of companies that passed Null Rel Earnings Growth criterion pass this filter
Price and Share Statistics Market Cap Q1 >=   500
Price and Share Statistics Price >=   10
Bargain List Screen Criteria
% Rank % Rank-Price/Sales >=   17
% Rank % Rank-Price/Sales <=   42
Custom Fields* Null Rel Price Strength Equals   1
Custom Fields* Relative Price Strength >=   Adjust value until approx. 3% of companies that passed Null Rel Strength Price criterion pass this filter (relax for more passing companies
Price and Share Statistics Market Cap Q1 >=   1000
Price and Share Statistics Price >=   10
*See this link for information on creating Custom Fields.