Oberweis Octagon Screen
Performance
| Oberweis Octagon | S&P 500 | |
| YTD Return: | 20.6% | 12.0% |
| Five Year Return: | 4.2% | 2.9% |
| Ten Year Return: | 16% | 5.7% |
| Inception: | 12.9% | 2.5% |
Data as of 4/30/2013
The Oberweis Octagon Screen represents AAII's interpretation of the investment approach and is not determined by the original strategist. The list of passing companies represents a hypothetical portfolio, which is used to track the screen’s performance on a chart.
Passing Companies
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Screening Criteria
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Chart
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Oberweis Asset Management, through its family of mutual funds, seeks out rapidly growing companies and invests in those that they feel are attractively priced, a process the company terms AGARP, or aggressive growth at a reasonable price. Guiding this process are eight points that make up the "Oberweis Octagon." This article will walk you through these guidelines while creating a stock screen that mimics this approach.
The Oberweis Octagon:- Rapid annual growth in revenue (sales)
- Rapid annual growth in pre-tax income
- Reasonable (low) price-earnings (PE) ratio in relation to underlying growth rate
- Products or services that offer the potential for strong future growth
- "Favorable" recent (quarterly) trends in revenue and earnings growth, ideally showing acceleration
- Reasonable (low) price-sales ratio
- Review of company financial statements, especially the footnotes, to attempt to identify future problems
- Strong price strength relative to the market (high relative strength)
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