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Stock Screens

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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 60 stock investment strategies as well as the companies that pass each screen.

Data as of 6/30/2014
Screen Performance Snapshots (click tabs to change sort order)

YTD


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    54.5% 31.9% 37.9% 14.6% 14.7% 1.81 Growth & Value
    2.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    38.1% 12.0% 15.8% 9.8% 9.8% 1.48 Growth & Value With Price Momentum
    3.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    30.6% 23.3% 23.3% 12.0% 27.0% 1.92 Value With Price Momentum
    4.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    27.0% 11.0% 9.9% 18.5% 24.9% 1.91 Growth With Price Momentum
    5.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    20.5% 20.7% 18.5% 8.6% 17.6% 1.86 Growth With Price Momentum
    6.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    19.1% 19.6% 19.5% 8.8% -0.7% 2.76 Growth & Value
    7.
    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.
    18.6% 56.5% 47.8% 27.7% 31.6% 2.06 Value
    8.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.5% 9.3% 10.2% 8.6% 8.5% 0.91 Value
    9.
    Locating firms with a high proportion of cash to share price.
    14.5% 15.4% 11.3% 5.8% 11.7% 1.37 Value
    10.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    13.0% 4.7% 13.2% 10.7% 13.1% 1.23 Growth & Value
    11.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    11.9% 25.5% 35.0% 16.4% 21.3% 1.46 Growth & Value With Price Momentum
    12.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    11.8% 22.6% 37.8% 18.3% 21.3% 1.77 Value
    13.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    11.4% 12.7% 22.1% 15.9% 14.9% 1.21 Value With Price Momentum
    14.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    11.2% 1.7% 17.0% 24.3% 21.1% 1.74 Value
    15.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    11.0% 11.8% 18.8% 8.8% 15.3% 1.53 Growth
    16.
    All Exchange-Listed Stocks
    10.2% 14.3% 19.7% 8.6% 11.2% 1.38 Indexes
    17.
    S&P MidCap 400 Value (TR)
    10.0% 17.6% 22.2% 10.5% 9.2% 1.11 Indexes
    18.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    9.7% 7.1% 15.4% 15.9% 8.7% 1.38 Growth & Value
    19.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 15.5% 22.9% 12.7% 17.6% 1.51 Value With Price Momentum
    20.
    Introduction to the use of earnings estimates.
    9.2% 20.9% 29.4% 26.6% 26.4% 1.83 Earnings Estimates
    21.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    8.9% -3.7% 13.8% 17.5% 16.6% 2.15 Growth With Price Momentum
    22.
    Utilizing contrarian stocks with upward earnings revisions.
    8.3% 19.8% 25.3% 17.6% 16.7% 1.35 Earnings Estimates
    23.
    Using the dividend-yield approach to invest during volatile markets.
    8.0% 18.3% 19.4% 7.9% 9.8% 0.96 Growth & Value
    24.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.8% -0.2% -2.0% 0.6% 4.6% 2.20 Growth & Value
    25.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.3% 16.0% 18.1% 9.0% 13.2% 0.91 Growth & Value
    26.
    S&P 500 Growth (TR)
    7.3% 16.9% 19.2% 8.1% 6.2% 1.10 Indexes
    27.
    NASDAQ 100
    7.2% 18.3% 21.1% 9.8% 8.6% 1.81 Indexes
    28.
    S&P 500 Value (TR)
    7.0% 16.2% 18.5% 7.7% 6.0% 1.00 Indexes
    29.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.8% 12.8% 16.9% 6.2% 9.1% 1.10 Growth & Value
    30.
    S&P MidCap 400
    6.7% 13.5% 20.1% 9.0% 9.2% 1.19 Indexes
    31.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.5% -14.2% 13.8% 15.8% 17.5% 2.99 Growth & Value With Price Momentum
    32.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    6.5% 13.9% 15.5% 8.3% 11.2% 1.25 Growth & Value
    33.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    6.2% 14.2% 20.8% 10.5% 11.3% 1.21 Value
    34.
    S&P 500
    6.1% 14.1% 16.4% 5.6% 4.4% 1.00 Indexes
    35.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.4% 23.3% 21.0% 11.3% 11.1% 1.24 Growth & Value
    36.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    5.2% 12.8% 23.2% 11.8% 19.4% 1.63 Growth & Value
    37.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    5.1% 9.7% 6.0% 5.9% 19.4% 1.83 Growth & Value
    38.
    S&P MidCap 400 Growth (TR)
    5.1% 16.8% 22.0% 11.2% 12.3% 1.30 Indexes
    39.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    5.1% 15.0% 19.7% 2.8% 3.1% 1.22 Value
    40.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.0% 20.1% 19.4% 11.3% 10.2% 1.43 Growth & Value
    41.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    4.9% 17.8% 23.9% 15.5% 20.0% 1.33 Growth & Value With Price Momentum
    42.
    S&P SmallCap 600 Value (TR)
    4.5% 16.6% 20.4% 9.1% 8.9% 1.22 Indexes
    43.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.3% 11.9% 14.3% 4.0% 6.3% 1.34 Value
    44.
    Introduction to the use of earnings estimates.
    3.9% 18.3% 26.7% 25.8% 27.9% 1.76 Earnings Estimates
    45.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    3.5% 12.5% 20.4% 10.8% 16.0% 1.32 Growth & Value
    46.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.9% 21.2% 23.4% 15.5% 19.4% 1.52 Value With Price Momentum
    47.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    2.7% 15.2% 21.2% 13.5% 14.9% 1.11 Growth & Value
    48.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.0% 19.7% 11.3% 11.8% 1.28 Growth & Value
    49.
    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.
    2.6% 3.6% 6.6% 9.7% 14.3% 1.70 Value
    50.
    S&P SmallCap 600
    2.6% 15.4% 20.5% 8.7% 8.4% 1.27 Indexes
    51.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    2.4% 11.0% 18.3% 8.0% 16.5% 1.39 Growth With Price Momentum
    52.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.4% 18.1% 22.2% 10.9% 11.3% 1.22 Growth & Value
    53.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.3% 12.7% 22.6% 11.6% 14.8% 1.06 Growth & Value With Price Momentum
    54.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    2.2% 10.2% 16.7% 7.6% 7.1% 1.26 Growth
    55.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    2.1% 16.1% 24.4% 10.8% 14.3% 1.91 Growth & Value With Price Momentum
    56.
    S&P SmallCap 600 Growth (TR)
    1.9% 16.0% 23.0% 10.7% 9.8% 1.31 Indexes
    57.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.9% 15.7% 18.3% 6.8% 7.9% 1.23 Value With Price Momentum
    58.
    Dow Jones 30
    1.5% 10.7% 14.8% 4.9% 4.7% 0.97 Indexes
    59.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.6% 17.4% 23.8% 17.8% 17.6% 1.37 Value
    60.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.5% 11.5% 19.4% 15.1% 16.5% 1.13 Earnings Estimates
    61.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.3% 17.1% 20.1% -0.3% 2.2% 1.58 Value
    62.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    0.1% 7.7% 13.6% 9.9% 11.4% 1.37 Value With Price Momentum
    63.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 13.4% 24.0% 10.8% 10.0% 1.67 Growth & Value
    64.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -7.3% 8.2% 5.0% 14.7% 2.14 Growth & Value
    65.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -0.1% 3.5% 15.2% 15.1% 17.1% 1.75 Value
    66.
    Introduction to the use of earnings estimates.
    -1.5% 1.4% 10.8% 2.2% 1.1% 1.95 Earnings Estimates
    67.
    Introduction to the use of earnings estimates.
    -2.9% 0.2% 12.4% 1.0% 1.0% 2.32 Earnings Estimates
    68.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.2% 1.5% 9.9% 4.9% 10.7% 1.64 Value
    69.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.6% 16.7% 22.3% 8.9% 11.1% 1.19 Growth
    70.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -4.2% 8.2% 17.4% 9.8% 12.8% 1.28 Growth
    71.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.2% 9.9% 31.4% 18.0% 13.3% 2.24 Growth With Price Momentum
    72.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.0% -6.1% -1.2% 14.0% 11.1% 2.22 Growth & Value
    73.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% -2.8% -6.6% -3.5% 12.2% 2.71 Growth & Value With Price Momentum
    74.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -3.3% 12.9% 2.4% 10.2% 2.26 Growth With Price Momentum
    75.
    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.
    -27.3% -5.5% -6.6% 2.4% 9.1% 1.91 Value
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -34.6% -24.0% -17.6% -8.3% 1.1% 1.46 Growth & Value With Price Momentum

    3-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 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.
    18.6% 56.5% 47.8% 27.7% 31.6% 2.06 Value
    2.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    54.5% 31.9% 37.9% 14.6% 14.7% 1.81 Growth & Value
    3.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    11.9% 25.5% 35.0% 16.4% 21.3% 1.46 Growth & Value With Price Momentum
    4.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.4% 23.3% 21.0% 11.3% 11.1% 1.24 Growth & Value
    5.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    30.6% 23.3% 23.3% 12.0% 27.0% 1.92 Value With Price Momentum
    6.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    11.8% 22.6% 37.8% 18.3% 21.3% 1.77 Value
    7.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.9% 21.2% 23.4% 15.5% 19.4% 1.52 Value With Price Momentum
    8.
    Introduction to the use of earnings estimates.
    9.2% 20.9% 29.4% 26.6% 26.4% 1.83 Earnings Estimates
    9.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    20.5% 20.7% 18.5% 8.6% 17.6% 1.86 Growth With Price Momentum
    10.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.0% 20.1% 19.4% 11.3% 10.2% 1.43 Growth & Value
    11.
    Utilizing contrarian stocks with upward earnings revisions.
    8.3% 19.8% 25.3% 17.6% 16.7% 1.35 Earnings Estimates
    12.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    19.1% 19.6% 19.5% 8.8% -0.7% 2.76 Growth & Value
    13.
    NASDAQ 100
    7.2% 18.3% 21.1% 9.8% 8.6% 1.81 Indexes
    14.
    Using the dividend-yield approach to invest during volatile markets.
    8.0% 18.3% 19.4% 7.9% 9.8% 0.96 Growth & Value
    15.
    Introduction to the use of earnings estimates.
    3.9% 18.3% 26.7% 25.8% 27.9% 1.76 Earnings Estimates
    16.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.4% 18.1% 22.2% 10.9% 11.3% 1.22 Growth & Value
    17.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    4.9% 17.8% 23.9% 15.5% 20.0% 1.33 Growth & Value With Price Momentum
    18.
    S&P MidCap 400 Value (TR)
    10.0% 17.6% 22.2% 10.5% 9.2% 1.11 Indexes
    19.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.6% 17.4% 23.8% 17.8% 17.6% 1.37 Value
    20.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.3% 17.1% 20.1% -0.3% 2.2% 1.58 Value
    21.
    S&P 500 Growth (TR)
    7.3% 16.9% 19.2% 8.1% 6.2% 1.10 Indexes
    22.
    S&P MidCap 400 Growth (TR)
    5.1% 16.8% 22.0% 11.2% 12.3% 1.30 Indexes
    23.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.6% 16.7% 22.3% 8.9% 11.1% 1.19 Growth
    24.
    S&P SmallCap 600 Value (TR)
    4.5% 16.6% 20.4% 9.1% 8.9% 1.22 Indexes
    25.
    S&P 500 Value (TR)
    7.0% 16.2% 18.5% 7.7% 6.0% 1.00 Indexes
    26.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    2.1% 16.1% 24.4% 10.8% 14.3% 1.91 Growth & Value With Price Momentum
    27.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.3% 16.0% 18.1% 9.0% 13.2% 0.91 Growth & Value
    28.
    S&P SmallCap 600 Growth (TR)
    1.9% 16.0% 23.0% 10.7% 9.8% 1.31 Indexes
    29.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.9% 15.7% 18.3% 6.8% 7.9% 1.23 Value With Price Momentum
    30.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 15.5% 22.9% 12.7% 17.6% 1.51 Value With Price Momentum
    31.
    S&P SmallCap 600
    2.6% 15.4% 20.5% 8.7% 8.4% 1.27 Indexes
    32.
    Locating firms with a high proportion of cash to share price.
    14.5% 15.4% 11.3% 5.8% 11.7% 1.37 Value
    33.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    2.7% 15.2% 21.2% 13.5% 14.9% 1.11 Growth & Value
    34.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    5.1% 15.0% 19.7% 2.8% 3.1% 1.22 Value
    35.
    All Exchange-Listed Stocks
    10.2% 14.3% 19.7% 8.6% 11.2% 1.38 Indexes
    36.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    6.2% 14.2% 20.8% 10.5% 11.3% 1.21 Value
    37.
    S&P 500
    6.1% 14.1% 16.4% 5.6% 4.4% 1.00 Indexes
    38.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.0% 19.7% 11.3% 11.8% 1.28 Growth & Value
    39.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    6.5% 13.9% 15.5% 8.3% 11.2% 1.25 Growth & Value
    40.
    S&P MidCap 400
    6.7% 13.5% 20.1% 9.0% 9.2% 1.19 Indexes
    41.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 13.4% 24.0% 10.8% 10.0% 1.67 Growth & Value
    42.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    5.2% 12.8% 23.2% 11.8% 19.4% 1.63 Growth & Value
    43.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.8% 12.8% 16.9% 6.2% 9.1% 1.10 Growth & Value
    44.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    11.4% 12.7% 22.1% 15.9% 14.9% 1.21 Value With Price Momentum
    45.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.3% 12.7% 22.6% 11.6% 14.8% 1.06 Growth & Value With Price Momentum
    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.
    3.5% 12.5% 20.4% 10.8% 16.0% 1.32 Growth & Value
    47.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    38.1% 12.0% 15.8% 9.8% 9.8% 1.48 Growth & Value With Price Momentum
    48.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.3% 11.9% 14.3% 4.0% 6.3% 1.34 Value
    49.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    11.0% 11.8% 18.8% 8.8% 15.3% 1.53 Growth
    50.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.5% 11.5% 19.4% 15.1% 16.5% 1.13 Earnings Estimates
    51.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    27.0% 11.0% 9.9% 18.5% 24.9% 1.91 Growth With Price Momentum
    52.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    2.4% 11.0% 18.3% 8.0% 16.5% 1.39 Growth With Price Momentum
    53.
    Dow Jones 30
    1.5% 10.7% 14.8% 4.9% 4.7% 0.97 Indexes
    54.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    2.2% 10.2% 16.7% 7.6% 7.1% 1.26 Growth
    55.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.2% 9.9% 31.4% 18.0% 13.3% 2.24 Growth With Price Momentum
    56.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    5.1% 9.7% 6.0% 5.9% 19.4% 1.83 Growth & Value
    57.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.5% 9.3% 10.2% 8.6% 8.5% 0.91 Value
    58.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -4.2% 8.2% 17.4% 9.8% 12.8% 1.28 Growth
    59.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    0.1% 7.7% 13.6% 9.9% 11.4% 1.37 Value With Price Momentum
    60.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    9.7% 7.1% 15.4% 15.9% 8.7% 1.38 Growth & Value
    61.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    13.0% 4.7% 13.2% 10.7% 13.1% 1.23 Growth & Value
    62.
    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.
    2.6% 3.6% 6.6% 9.7% 14.3% 1.70 Value
    63.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -0.1% 3.5% 15.2% 15.1% 17.1% 1.75 Value
    64.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    11.2% 1.7% 17.0% 24.3% 21.1% 1.74 Value
    65.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.2% 1.5% 9.9% 4.9% 10.7% 1.64 Value
    66.
    Introduction to the use of earnings estimates.
    -1.5% 1.4% 10.8% 2.2% 1.1% 1.95 Earnings Estimates
    67.
    Introduction to the use of earnings estimates.
    -2.9% 0.2% 12.4% 1.0% 1.0% 2.32 Earnings Estimates
    68.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.8% -0.2% -2.0% 0.6% 4.6% 2.20 Growth & Value
    69.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% -2.8% -6.6% -3.5% 12.2% 2.71 Growth & Value With Price Momentum
    70.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -3.3% 12.9% 2.4% 10.2% 2.26 Growth With Price Momentum
    71.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    8.9% -3.7% 13.8% 17.5% 16.6% 2.15 Growth With Price Momentum
    72.
    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.
    -27.3% -5.5% -6.6% 2.4% 9.1% 1.91 Value
    73.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.0% -6.1% -1.2% 14.0% 11.1% 2.22 Growth & Value
    74.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -7.3% 8.2% 5.0% 14.7% 2.14 Growth & Value
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.5% -14.2% 13.8% 15.8% 17.5% 2.99 Growth & Value With Price Momentum
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -34.6% -24.0% -17.6% -8.3% 1.1% 1.46 Growth & Value With Price Momentum

    5-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 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.
    18.6% 56.5% 47.8% 27.7% 31.6% 2.06 Value
    2.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    54.5% 31.9% 37.9% 14.6% 14.7% 1.81 Growth & Value
    3.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    11.8% 22.6% 37.8% 18.3% 21.3% 1.77 Value
    4.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    11.9% 25.5% 35.0% 16.4% 21.3% 1.46 Growth & Value With Price Momentum
    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.
    -5.2% 9.9% 31.4% 18.0% 13.3% 2.24 Growth With Price Momentum
    6.
    Introduction to the use of earnings estimates.
    9.2% 20.9% 29.4% 26.6% 26.4% 1.83 Earnings Estimates
    7.
    Introduction to the use of earnings estimates.
    3.9% 18.3% 26.7% 25.8% 27.9% 1.76 Earnings Estimates
    8.
    Utilizing contrarian stocks with upward earnings revisions.
    8.3% 19.8% 25.3% 17.6% 16.7% 1.35 Earnings Estimates
    9.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    2.1% 16.1% 24.4% 10.8% 14.3% 1.91 Growth & Value With Price Momentum
    10.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 13.4% 24.0% 10.8% 10.0% 1.67 Growth & Value
    11.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    4.9% 17.8% 23.9% 15.5% 20.0% 1.33 Growth & Value With Price Momentum
    12.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.6% 17.4% 23.8% 17.8% 17.6% 1.37 Value
    13.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.9% 21.2% 23.4% 15.5% 19.4% 1.52 Value With Price Momentum
    14.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    30.6% 23.3% 23.3% 12.0% 27.0% 1.92 Value With Price Momentum
    15.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    5.2% 12.8% 23.2% 11.8% 19.4% 1.63 Growth & Value
    16.
    S&P SmallCap 600 Growth (TR)
    1.9% 16.0% 23.0% 10.7% 9.8% 1.31 Indexes
    17.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 15.5% 22.9% 12.7% 17.6% 1.51 Value With Price Momentum
    18.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.3% 12.7% 22.6% 11.6% 14.8% 1.06 Growth & Value With Price Momentum
    19.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.6% 16.7% 22.3% 8.9% 11.1% 1.19 Growth
    20.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.4% 18.1% 22.2% 10.9% 11.3% 1.22 Growth & Value
    21.
    S&P MidCap 400 Value (TR)
    10.0% 17.6% 22.2% 10.5% 9.2% 1.11 Indexes
    22.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    11.4% 12.7% 22.1% 15.9% 14.9% 1.21 Value With Price Momentum
    23.
    S&P MidCap 400 Growth (TR)
    5.1% 16.8% 22.0% 11.2% 12.3% 1.30 Indexes
    24.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    2.7% 15.2% 21.2% 13.5% 14.9% 1.11 Growth & Value
    25.
    NASDAQ 100
    7.2% 18.3% 21.1% 9.8% 8.6% 1.81 Indexes
    26.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.4% 23.3% 21.0% 11.3% 11.1% 1.24 Growth & Value
    27.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    6.2% 14.2% 20.8% 10.5% 11.3% 1.21 Value
    28.
    S&P SmallCap 600
    2.6% 15.4% 20.5% 8.7% 8.4% 1.27 Indexes
    29.
    S&P SmallCap 600 Value (TR)
    4.5% 16.6% 20.4% 9.1% 8.9% 1.22 Indexes
    30.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    3.5% 12.5% 20.4% 10.8% 16.0% 1.32 Growth & Value
    31.
    S&P MidCap 400
    6.7% 13.5% 20.1% 9.0% 9.2% 1.19 Indexes
    32.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.3% 17.1% 20.1% -0.3% 2.2% 1.58 Value
    33.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    5.1% 15.0% 19.7% 2.8% 3.1% 1.22 Value
    34.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.0% 19.7% 11.3% 11.8% 1.28 Growth & Value
    35.
    All Exchange-Listed Stocks
    10.2% 14.3% 19.7% 8.6% 11.2% 1.38 Indexes
    36.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    19.1% 19.6% 19.5% 8.8% -0.7% 2.76 Growth & Value
    37.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.5% 11.5% 19.4% 15.1% 16.5% 1.13 Earnings Estimates
    38.
    Using the dividend-yield approach to invest during volatile markets.
    8.0% 18.3% 19.4% 7.9% 9.8% 0.96 Growth & Value
    39.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.0% 20.1% 19.4% 11.3% 10.2% 1.43 Growth & Value
    40.
    S&P 500 Growth (TR)
    7.3% 16.9% 19.2% 8.1% 6.2% 1.10 Indexes
    41.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    11.0% 11.8% 18.8% 8.8% 15.3% 1.53 Growth
    42.
    S&P 500 Value (TR)
    7.0% 16.2% 18.5% 7.7% 6.0% 1.00 Indexes
    43.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    20.5% 20.7% 18.5% 8.6% 17.6% 1.86 Growth With Price Momentum
    44.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.9% 15.7% 18.3% 6.8% 7.9% 1.23 Value With Price Momentum
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    2.4% 11.0% 18.3% 8.0% 16.5% 1.39 Growth With Price Momentum
    46.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.3% 16.0% 18.1% 9.0% 13.2% 0.91 Growth & Value
    47.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -4.2% 8.2% 17.4% 9.8% 12.8% 1.28 Growth
    48.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    11.2% 1.7% 17.0% 24.3% 21.1% 1.74 Value
    49.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.8% 12.8% 16.9% 6.2% 9.1% 1.10 Growth & Value
    50.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    2.2% 10.2% 16.7% 7.6% 7.1% 1.26 Growth
    51.
    S&P 500
    6.1% 14.1% 16.4% 5.6% 4.4% 1.00 Indexes
    52.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    38.1% 12.0% 15.8% 9.8% 9.8% 1.48 Growth & Value With Price Momentum
    53.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    6.5% 13.9% 15.5% 8.3% 11.2% 1.25 Growth & 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.
    9.7% 7.1% 15.4% 15.9% 8.7% 1.38 Growth & Value
    55.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -0.1% 3.5% 15.2% 15.1% 17.1% 1.75 Value
    56.
    Dow Jones 30
    1.5% 10.7% 14.8% 4.9% 4.7% 0.97 Indexes
    57.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.3% 11.9% 14.3% 4.0% 6.3% 1.34 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.
    8.9% -3.7% 13.8% 17.5% 16.6% 2.15 Growth With Price Momentum
    59.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.5% -14.2% 13.8% 15.8% 17.5% 2.99 Growth & Value With Price Momentum
    60.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    0.1% 7.7% 13.6% 9.9% 11.4% 1.37 Value With Price Momentum
    61.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    13.0% 4.7% 13.2% 10.7% 13.1% 1.23 Growth & Value
    62.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -3.3% 12.9% 2.4% 10.2% 2.26 Growth With Price Momentum
    63.
    Introduction to the use of earnings estimates.
    -2.9% 0.2% 12.4% 1.0% 1.0% 2.32 Earnings Estimates
    64.
    Locating firms with a high proportion of cash to share price.
    14.5% 15.4% 11.3% 5.8% 11.7% 1.37 Value
    65.
    Introduction to the use of earnings estimates.
    -1.5% 1.4% 10.8% 2.2% 1.1% 1.95 Earnings Estimates
    66.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.5% 9.3% 10.2% 8.6% 8.5% 0.91 Value
    67.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.2% 1.5% 9.9% 4.9% 10.7% 1.64 Value
    68.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    27.0% 11.0% 9.9% 18.5% 24.9% 1.91 Growth With Price Momentum
    69.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -7.3% 8.2% 5.0% 14.7% 2.14 Growth & Value
    70.
    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.
    2.6% 3.6% 6.6% 9.7% 14.3% 1.70 Value
    71.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    5.1% 9.7% 6.0% 5.9% 19.4% 1.83 Growth & Value
    72.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.0% -6.1% -1.2% 14.0% 11.1% 2.22 Growth & Value
    73.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.8% -0.2% -2.0% 0.6% 4.6% 2.20 Growth & Value
    74.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% -2.8% -6.6% -3.5% 12.2% 2.71 Growth & Value With Price Momentum
    75.
    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.
    -27.3% -5.5% -6.6% 2.4% 9.1% 1.91 Value
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -34.6% -24.0% -17.6% -8.3% 1.1% 1.46 Growth & Value With Price Momentum

    10-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 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.
    18.6% 56.5% 47.8% 27.7% 31.6% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    9.2% 20.9% 29.4% 26.6% 26.4% 1.83 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    3.9% 18.3% 26.7% 25.8% 27.9% 1.76 Earnings Estimates
    4.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    11.2% 1.7% 17.0% 24.3% 21.1% 1.74 Value
    5.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    27.0% 11.0% 9.9% 18.5% 24.9% 1.91 Growth With Price Momentum
    6.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    11.8% 22.6% 37.8% 18.3% 21.3% 1.77 Value
    7.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.2% 9.9% 31.4% 18.0% 13.3% 2.24 Growth With Price Momentum
    8.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.6% 17.4% 23.8% 17.8% 17.6% 1.37 Value
    9.
    Utilizing contrarian stocks with upward earnings revisions.
    8.3% 19.8% 25.3% 17.6% 16.7% 1.35 Earnings Estimates
    10.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    8.9% -3.7% 13.8% 17.5% 16.6% 2.15 Growth With Price Momentum
    11.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    11.9% 25.5% 35.0% 16.4% 21.3% 1.46 Growth & Value With Price Momentum
    12.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    9.7% 7.1% 15.4% 15.9% 8.7% 1.38 Growth & Value
    13.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    11.4% 12.7% 22.1% 15.9% 14.9% 1.21 Value With Price Momentum
    14.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.5% -14.2% 13.8% 15.8% 17.5% 2.99 Growth & Value With Price Momentum
    15.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.9% 21.2% 23.4% 15.5% 19.4% 1.52 Value With Price Momentum
    16.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    4.9% 17.8% 23.9% 15.5% 20.0% 1.33 Growth & Value With Price Momentum
    17.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.5% 11.5% 19.4% 15.1% 16.5% 1.13 Earnings Estimates
    18.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -0.1% 3.5% 15.2% 15.1% 17.1% 1.75 Value
    19.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    54.5% 31.9% 37.9% 14.6% 14.7% 1.81 Growth & Value
    20.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.0% -6.1% -1.2% 14.0% 11.1% 2.22 Growth & Value
    21.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    2.7% 15.2% 21.2% 13.5% 14.9% 1.11 Growth & Value
    22.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 15.5% 22.9% 12.7% 17.6% 1.51 Value With Price Momentum
    23.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    30.6% 23.3% 23.3% 12.0% 27.0% 1.92 Value With Price Momentum
    24.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    5.2% 12.8% 23.2% 11.8% 19.4% 1.63 Growth & Value
    25.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.3% 12.7% 22.6% 11.6% 14.8% 1.06 Growth & Value With Price Momentum
    26.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.0% 20.1% 19.4% 11.3% 10.2% 1.43 Growth & Value
    27.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.4% 23.3% 21.0% 11.3% 11.1% 1.24 Growth & Value
    28.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.0% 19.7% 11.3% 11.8% 1.28 Growth & Value
    29.
    S&P MidCap 400 Growth (TR)
    5.1% 16.8% 22.0% 11.2% 12.3% 1.30 Indexes
    30.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.4% 18.1% 22.2% 10.9% 11.3% 1.22 Growth & Value
    31.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 13.4% 24.0% 10.8% 10.0% 1.67 Growth & Value
    32.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    3.5% 12.5% 20.4% 10.8% 16.0% 1.32 Growth & Value
    33.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    2.1% 16.1% 24.4% 10.8% 14.3% 1.91 Growth & Value With Price Momentum
    34.
    S&P SmallCap 600 Growth (TR)
    1.9% 16.0% 23.0% 10.7% 9.8% 1.31 Indexes
    35.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    13.0% 4.7% 13.2% 10.7% 13.1% 1.23 Growth & Value
    36.
    S&P MidCap 400 Value (TR)
    10.0% 17.6% 22.2% 10.5% 9.2% 1.11 Indexes
    37.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    6.2% 14.2% 20.8% 10.5% 11.3% 1.21 Value
    38.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    0.1% 7.7% 13.6% 9.9% 11.4% 1.37 Value With Price Momentum
    39.
    NASDAQ 100
    7.2% 18.3% 21.1% 9.8% 8.6% 1.81 Indexes
    40.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -4.2% 8.2% 17.4% 9.8% 12.8% 1.28 Growth
    41.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    38.1% 12.0% 15.8% 9.8% 9.8% 1.48 Growth & Value With Price Momentum
    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.
    2.6% 3.6% 6.6% 9.7% 14.3% 1.70 Value
    43.
    S&P SmallCap 600 Value (TR)
    4.5% 16.6% 20.4% 9.1% 8.9% 1.22 Indexes
    44.
    S&P MidCap 400
    6.7% 13.5% 20.1% 9.0% 9.2% 1.19 Indexes
    45.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.3% 16.0% 18.1% 9.0% 13.2% 0.91 Growth & Value
    46.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.6% 16.7% 22.3% 8.9% 11.1% 1.19 Growth
    47.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    11.0% 11.8% 18.8% 8.8% 15.3% 1.53 Growth
    48.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    19.1% 19.6% 19.5% 8.8% -0.7% 2.76 Growth & Value
    49.
    S&P SmallCap 600
    2.6% 15.4% 20.5% 8.7% 8.4% 1.27 Indexes
    50.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    20.5% 20.7% 18.5% 8.6% 17.6% 1.86 Growth With Price Momentum
    51.
    All Exchange-Listed Stocks
    10.2% 14.3% 19.7% 8.6% 11.2% 1.38 Indexes
    52.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.5% 9.3% 10.2% 8.6% 8.5% 0.91 Value
    53.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    6.5% 13.9% 15.5% 8.3% 11.2% 1.25 Growth & Value
    54.
    S&P 500 Growth (TR)
    7.3% 16.9% 19.2% 8.1% 6.2% 1.10 Indexes
    55.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    2.4% 11.0% 18.3% 8.0% 16.5% 1.39 Growth With Price Momentum
    56.
    Using the dividend-yield approach to invest during volatile markets.
    8.0% 18.3% 19.4% 7.9% 9.8% 0.96 Growth & Value
    57.
    S&P 500 Value (TR)
    7.0% 16.2% 18.5% 7.7% 6.0% 1.00 Indexes
    58.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    2.2% 10.2% 16.7% 7.6% 7.1% 1.26 Growth
    59.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.9% 15.7% 18.3% 6.8% 7.9% 1.23 Value With Price Momentum
    60.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.8% 12.8% 16.9% 6.2% 9.1% 1.10 Growth & Value
    61.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    5.1% 9.7% 6.0% 5.9% 19.4% 1.83 Growth & Value
    62.
    Locating firms with a high proportion of cash to share price.
    14.5% 15.4% 11.3% 5.8% 11.7% 1.37 Value
    63.
    S&P 500
    6.1% 14.1% 16.4% 5.6% 4.4% 1.00 Indexes
    64.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -7.3% 8.2% 5.0% 14.7% 2.14 Growth & Value
    65.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.2% 1.5% 9.9% 4.9% 10.7% 1.64 Value
    66.
    Dow Jones 30
    1.5% 10.7% 14.8% 4.9% 4.7% 0.97 Indexes
    67.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.3% 11.9% 14.3% 4.0% 6.3% 1.34 Value
    68.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    5.1% 15.0% 19.7% 2.8% 3.1% 1.22 Value
    69.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -3.3% 12.9% 2.4% 10.2% 2.26 Growth With Price Momentum
    70.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -27.3% -5.5% -6.6% 2.4% 9.1% 1.91 Value
    71.
    Introduction to the use of earnings estimates.
    -1.5% 1.4% 10.8% 2.2% 1.1% 1.95 Earnings Estimates
    72.
    Introduction to the use of earnings estimates.
    -2.9% 0.2% 12.4% 1.0% 1.0% 2.32 Earnings Estimates
    73.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.8% -0.2% -2.0% 0.6% 4.6% 2.20 Growth & Value
    74.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.3% 17.1% 20.1% -0.3% 2.2% 1.58 Value
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% -2.8% -6.6% -3.5% 12.2% 2.71 Growth & Value With Price Momentum
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -34.6% -24.0% -17.6% -8.3% 1.1% 1.46 Growth & Value With Price Momentum

    Inception


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 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.
    18.6% 56.5% 47.8% 27.7% 31.6% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    3.9% 18.3% 26.7% 25.8% 27.9% 1.76 Earnings Estimates
    3.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    30.6% 23.3% 23.3% 12.0% 27.0% 1.92 Value With Price Momentum
    4.
    Introduction to the use of earnings estimates.
    9.2% 20.9% 29.4% 26.6% 26.4% 1.83 Earnings Estimates
    5.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    27.0% 11.0% 9.9% 18.5% 24.9% 1.91 Growth With Price Momentum
    6.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    11.8% 22.6% 37.8% 18.3% 21.3% 1.77 Value
    7.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    11.9% 25.5% 35.0% 16.4% 21.3% 1.46 Growth & Value With Price Momentum
    8.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    11.2% 1.7% 17.0% 24.3% 21.1% 1.74 Value
    9.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    4.9% 17.8% 23.9% 15.5% 20.0% 1.33 Growth & Value With Price Momentum
    10.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    5.2% 12.8% 23.2% 11.8% 19.4% 1.63 Growth & Value
    11.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    5.1% 9.7% 6.0% 5.9% 19.4% 1.83 Growth & Value
    12.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.9% 21.2% 23.4% 15.5% 19.4% 1.52 Value With Price Momentum
    13.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    20.5% 20.7% 18.5% 8.6% 17.6% 1.86 Growth With Price Momentum
    14.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 15.5% 22.9% 12.7% 17.6% 1.51 Value With Price Momentum
    15.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.6% 17.4% 23.8% 17.8% 17.6% 1.37 Value
    16.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.5% -14.2% 13.8% 15.8% 17.5% 2.99 Growth & Value With Price Momentum
    17.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -0.1% 3.5% 15.2% 15.1% 17.1% 1.75 Value
    18.
    Utilizing contrarian stocks with upward earnings revisions.
    8.3% 19.8% 25.3% 17.6% 16.7% 1.35 Earnings Estimates
    19.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    8.9% -3.7% 13.8% 17.5% 16.6% 2.15 Growth With Price Momentum
    20.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    2.4% 11.0% 18.3% 8.0% 16.5% 1.39 Growth With Price Momentum
    21.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.5% 11.5% 19.4% 15.1% 16.5% 1.13 Earnings Estimates
    22.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    3.5% 12.5% 20.4% 10.8% 16.0% 1.32 Growth & Value
    23.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    11.0% 11.8% 18.8% 8.8% 15.3% 1.53 Growth
    24.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    2.7% 15.2% 21.2% 13.5% 14.9% 1.11 Growth & Value
    25.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    11.4% 12.7% 22.1% 15.9% 14.9% 1.21 Value With Price Momentum
    26.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.3% 12.7% 22.6% 11.6% 14.8% 1.06 Growth & Value With Price Momentum
    27.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -7.3% 8.2% 5.0% 14.7% 2.14 Growth & Value
    28.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    54.5% 31.9% 37.9% 14.6% 14.7% 1.81 Growth & Value
    29.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    2.1% 16.1% 24.4% 10.8% 14.3% 1.91 Growth & Value With Price Momentum
    30.
    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.
    2.6% 3.6% 6.6% 9.7% 14.3% 1.70 Value
    31.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.2% 9.9% 31.4% 18.0% 13.3% 2.24 Growth With Price Momentum
    32.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.3% 16.0% 18.1% 9.0% 13.2% 0.91 Growth & Value
    33.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    13.0% 4.7% 13.2% 10.7% 13.1% 1.23 Growth & Value
    34.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -4.2% 8.2% 17.4% 9.8% 12.8% 1.28 Growth
    35.
    S&P MidCap 400 Growth (TR)
    5.1% 16.8% 22.0% 11.2% 12.3% 1.30 Indexes
    36.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% -2.8% -6.6% -3.5% 12.2% 2.71 Growth & Value With Price Momentum
    37.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.0% 19.7% 11.3% 11.8% 1.28 Growth & Value
    38.
    Locating firms with a high proportion of cash to share price.
    14.5% 15.4% 11.3% 5.8% 11.7% 1.37 Value
    39.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    0.1% 7.7% 13.6% 9.9% 11.4% 1.37 Value With Price Momentum
    40.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.4% 18.1% 22.2% 10.9% 11.3% 1.22 Growth & Value
    41.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    6.2% 14.2% 20.8% 10.5% 11.3% 1.21 Value
    42.
    All Exchange-Listed Stocks
    10.2% 14.3% 19.7% 8.6% 11.2% 1.38 Indexes
    43.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    6.5% 13.9% 15.5% 8.3% 11.2% 1.25 Growth & Value
    44.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.0% -6.1% -1.2% 14.0% 11.1% 2.22 Growth & Value
    45.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.6% 16.7% 22.3% 8.9% 11.1% 1.19 Growth
    46.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.4% 23.3% 21.0% 11.3% 11.1% 1.24 Growth & Value
    47.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.2% 1.5% 9.9% 4.9% 10.7% 1.64 Value
    48.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -3.3% 12.9% 2.4% 10.2% 2.26 Growth With Price Momentum
    49.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.0% 20.1% 19.4% 11.3% 10.2% 1.43 Growth & Value
    50.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 13.4% 24.0% 10.8% 10.0% 1.67 Growth & Value
    51.
    S&P SmallCap 600 Growth (TR)
    1.9% 16.0% 23.0% 10.7% 9.8% 1.31 Indexes
    52.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    38.1% 12.0% 15.8% 9.8% 9.8% 1.48 Growth & Value With Price Momentum
    53.
    Using the dividend-yield approach to invest during volatile markets.
    8.0% 18.3% 19.4% 7.9% 9.8% 0.96 Growth & Value
    54.
    S&P MidCap 400 Value (TR)
    10.0% 17.6% 22.2% 10.5% 9.2% 1.11 Indexes
    55.
    S&P MidCap 400
    6.7% 13.5% 20.1% 9.0% 9.2% 1.19 Indexes
    56.
    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.
    -27.3% -5.5% -6.6% 2.4% 9.1% 1.91 Value
    57.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.8% 12.8% 16.9% 6.2% 9.1% 1.10 Growth & Value
    58.
    S&P SmallCap 600 Value (TR)
    4.5% 16.6% 20.4% 9.1% 8.9% 1.22 Indexes
    59.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    9.7% 7.1% 15.4% 15.9% 8.7% 1.38 Growth & Value
    60.
    NASDAQ 100
    7.2% 18.3% 21.1% 9.8% 8.6% 1.81 Indexes
    61.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.5% 9.3% 10.2% 8.6% 8.5% 0.91 Value
    62.
    S&P SmallCap 600
    2.6% 15.4% 20.5% 8.7% 8.4% 1.27 Indexes
    63.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.9% 15.7% 18.3% 6.8% 7.9% 1.23 Value With Price Momentum
    64.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    2.2% 10.2% 16.7% 7.6% 7.1% 1.26 Growth
    65.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.3% 11.9% 14.3% 4.0% 6.3% 1.34 Value
    66.
    S&P 500 Growth (TR)
    7.3% 16.9% 19.2% 8.1% 6.2% 1.10 Indexes
    67.
    S&P 500 Value (TR)
    7.0% 16.2% 18.5% 7.7% 6.0% 1.00 Indexes
    68.
    Dow Jones 30
    1.5% 10.7% 14.8% 4.9% 4.7% 0.97 Indexes
    69.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.8% -0.2% -2.0% 0.6% 4.6% 2.20 Growth & Value
    70.
    S&P 500
    6.1% 14.1% 16.4% 5.6% 4.4% 1.00 Indexes
    71.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    5.1% 15.0% 19.7% 2.8% 3.1% 1.22 Value
    72.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.3% 17.1% 20.1% -0.3% 2.2% 1.58 Value
    73.
    Introduction to the use of earnings estimates.
    -1.5% 1.4% 10.8% 2.2% 1.1% 1.95 Earnings Estimates
    74.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -34.6% -24.0% -17.6% -8.3% 1.1% 1.46 Growth & Value With Price Momentum
    75.
    Introduction to the use of earnings estimates.
    -2.9% 0.2% 12.4% 1.0% 1.0% 2.32 Earnings Estimates
    76.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    19.1% 19.6% 19.5% 8.8% -0.7% 2.76 Growth & Value

    Risk Index


  •            Screen
    Annual Price Gain (%)
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.3% 16.0% 18.1% 9.0% 13.2% 0.91 Growth & Value
    2.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.5% 9.3% 10.2% 8.6% 8.5% 0.91 Value
    3.
    Using the dividend-yield approach to invest during volatile markets.
    8.0% 18.3% 19.4% 7.9% 9.8% 0.96 Growth & Value
    4.
    Dow Jones 30
    1.5% 10.7% 14.8% 4.9% 4.7% 0.97 Indexes
    5.
    S&P 500
    6.1% 14.1% 16.4% 5.6% 4.4% 1.00 Indexes
    6.
    S&P 500 Value (TR)
    7.0% 16.2% 18.5% 7.7% 6.0% 1.00 Indexes
    7.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.3% 12.7% 22.6% 11.6% 14.8% 1.06 Growth & Value With Price Momentum
    8.
    S&P 500 Growth (TR)
    7.3% 16.9% 19.2% 8.1% 6.2% 1.10 Indexes
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.8% 12.8% 16.9% 6.2% 9.1% 1.10 Growth & Value
    10.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    2.7% 15.2% 21.2% 13.5% 14.9% 1.11 Growth & Value
    11.
    S&P MidCap 400 Value (TR)
    10.0% 17.6% 22.2% 10.5% 9.2% 1.11 Indexes
    12.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.5% 11.5% 19.4% 15.1% 16.5% 1.13 Earnings Estimates
    13.
    S&P MidCap 400
    6.7% 13.5% 20.1% 9.0% 9.2% 1.19 Indexes
    14.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.6% 16.7% 22.3% 8.9% 11.1% 1.19 Growth
    15.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    11.4% 12.7% 22.1% 15.9% 14.9% 1.21 Value With Price Momentum
    16.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    6.2% 14.2% 20.8% 10.5% 11.3% 1.21 Value
    17.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.4% 18.1% 22.2% 10.9% 11.3% 1.22 Growth & Value
    18.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    5.1% 15.0% 19.7% 2.8% 3.1% 1.22 Value
    19.
    S&P SmallCap 600 Value (TR)
    4.5% 16.6% 20.4% 9.1% 8.9% 1.22 Indexes
    20.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.9% 15.7% 18.3% 6.8% 7.9% 1.23 Value With Price Momentum
    21.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    13.0% 4.7% 13.2% 10.7% 13.1% 1.23 Growth & Value
    22.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.4% 23.3% 21.0% 11.3% 11.1% 1.24 Growth & Value
    23.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    6.5% 13.9% 15.5% 8.3% 11.2% 1.25 Growth & Value
    24.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    2.2% 10.2% 16.7% 7.6% 7.1% 1.26 Growth
    25.
    S&P SmallCap 600
    2.6% 15.4% 20.5% 8.7% 8.4% 1.27 Indexes
    26.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -4.2% 8.2% 17.4% 9.8% 12.8% 1.28 Growth
    27.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.0% 19.7% 11.3% 11.8% 1.28 Growth & Value
    28.
    S&P MidCap 400 Growth (TR)
    5.1% 16.8% 22.0% 11.2% 12.3% 1.30 Indexes
    29.
    S&P SmallCap 600 Growth (TR)
    1.9% 16.0% 23.0% 10.7% 9.8% 1.31 Indexes
    30.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    3.5% 12.5% 20.4% 10.8% 16.0% 1.32 Growth & Value
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    4.9% 17.8% 23.9% 15.5% 20.0% 1.33 Growth & Value With Price Momentum
    32.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.3% 11.9% 14.3% 4.0% 6.3% 1.34 Value
    33.
    Utilizing contrarian stocks with upward earnings revisions.
    8.3% 19.8% 25.3% 17.6% 16.7% 1.35 Earnings Estimates
    34.
    Locating firms with a high proportion of cash to share price.
    14.5% 15.4% 11.3% 5.8% 11.7% 1.37 Value
    35.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.6% 17.4% 23.8% 17.8% 17.6% 1.37 Value
    36.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    0.1% 7.7% 13.6% 9.9% 11.4% 1.37 Value With Price Momentum
    37.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    9.7% 7.1% 15.4% 15.9% 8.7% 1.38 Growth & Value
    38.
    All Exchange-Listed Stocks
    10.2% 14.3% 19.7% 8.6% 11.2% 1.38 Indexes
    39.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    2.4% 11.0% 18.3% 8.0% 16.5% 1.39 Growth With Price Momentum
    40.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.0% 20.1% 19.4% 11.3% 10.2% 1.43 Growth & Value
    41.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    11.9% 25.5% 35.0% 16.4% 21.3% 1.46 Growth & Value With Price Momentum
    42.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -34.6% -24.0% -17.6% -8.3% 1.1% 1.46 Growth & Value With Price Momentum
    43.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    38.1% 12.0% 15.8% 9.8% 9.8% 1.48 Growth & Value With Price Momentum
    44.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 15.5% 22.9% 12.7% 17.6% 1.51 Value With Price Momentum
    45.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.9% 21.2% 23.4% 15.5% 19.4% 1.52 Value With Price Momentum
    46.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    11.0% 11.8% 18.8% 8.8% 15.3% 1.53 Growth
    47.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.3% 17.1% 20.1% -0.3% 2.2% 1.58 Value
    48.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    5.2% 12.8% 23.2% 11.8% 19.4% 1.63 Growth & Value
    49.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.2% 1.5% 9.9% 4.9% 10.7% 1.64 Value
    50.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 13.4% 24.0% 10.8% 10.0% 1.67 Growth & Value
    51.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    2.6% 3.6% 6.6% 9.7% 14.3% 1.70 Value
    52.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    11.2% 1.7% 17.0% 24.3% 21.1% 1.74 Value
    53.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -0.1% 3.5% 15.2% 15.1% 17.1% 1.75 Value
    54.
    Introduction to the use of earnings estimates.
    3.9% 18.3% 26.7% 25.8% 27.9% 1.76 Earnings Estimates
    55.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    11.8% 22.6% 37.8% 18.3% 21.3% 1.77 Value
    56.
    NASDAQ 100
    7.2% 18.3% 21.1% 9.8% 8.6% 1.81 Indexes
    57.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    54.5% 31.9% 37.9% 14.6% 14.7% 1.81 Growth & Value
    58.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    5.1% 9.7% 6.0% 5.9% 19.4% 1.83 Growth & Value
    59.
    Introduction to the use of earnings estimates.
    9.2% 20.9% 29.4% 26.6% 26.4% 1.83 Earnings Estimates
    60.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    20.5% 20.7% 18.5% 8.6% 17.6% 1.86 Growth With Price Momentum
    61.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    27.0% 11.0% 9.9% 18.5% 24.9% 1.91 Growth With Price Momentum
    62.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    2.1% 16.1% 24.4% 10.8% 14.3% 1.91 Growth & Value With Price Momentum
    63.
    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.
    -27.3% -5.5% -6.6% 2.4% 9.1% 1.91 Value
    64.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    30.6% 23.3% 23.3% 12.0% 27.0% 1.92 Value With Price Momentum
    65.
    Introduction to the use of earnings estimates.
    -1.5% 1.4% 10.8% 2.2% 1.1% 1.95 Earnings Estimates
    66.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    18.6% 56.5% 47.8% 27.7% 31.6% 2.06 Value
    67.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -7.3% 8.2% 5.0% 14.7% 2.14 Growth & Value
    68.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    8.9% -3.7% 13.8% 17.5% 16.6% 2.15 Growth With Price Momentum
    69.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.8% -0.2% -2.0% 0.6% 4.6% 2.20 Growth & Value
    70.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.0% -6.1% -1.2% 14.0% 11.1% 2.22 Growth & Value
    71.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.2% 9.9% 31.4% 18.0% 13.3% 2.24 Growth With Price Momentum
    72.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -3.3% 12.9% 2.4% 10.2% 2.26 Growth With Price Momentum
    73.
    Introduction to the use of earnings estimates.
    -2.9% 0.2% 12.4% 1.0% 1.0% 2.32 Earnings Estimates
    74.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% -2.8% -6.6% -3.5% 12.2% 2.71 Growth & Value With Price Momentum
    75.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    19.1% 19.6% 19.5% 8.8% -0.7% 2.76 Growth & Value
    76.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.5% -14.2% 13.8% 15.8% 17.5% 2.99 Growth & Value With Price Momentum

    Category


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Introduction to the use of earnings estimates.
    -1.5% 1.4% 10.8% 2.2% 1.1% 1.95 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    -2.9% 0.2% 12.4% 1.0% 1.0% 2.32 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    9.2% 20.9% 29.4% 26.6% 26.4% 1.83 Earnings Estimates
    4.
    Introduction to the use of earnings estimates.
    3.9% 18.3% 26.7% 25.8% 27.9% 1.76 Earnings Estimates
    5.
    Utilizing contrarian stocks with upward earnings revisions.
    8.3% 19.8% 25.3% 17.6% 16.7% 1.35 Earnings Estimates
    6.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.5% 11.5% 19.4% 15.1% 16.5% 1.13 Earnings Estimates
    7.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    11.0% 11.8% 18.8% 8.8% 15.3% 1.53 Growth
    8.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -4.2% 8.2% 17.4% 9.8% 12.8% 1.28 Growth
    9.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.6% 16.7% 22.3% 8.9% 11.1% 1.19 Growth
    10.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    2.2% 10.2% 16.7% 7.6% 7.1% 1.26 Growth
    11.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    9.7% 7.1% 15.4% 15.9% 8.7% 1.38 Growth & Value
    12.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -7.3% 8.2% 5.0% 14.7% 2.14 Growth & 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.
    -6.0% -6.1% -1.2% 14.0% 11.1% 2.22 Growth & Value
    14.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    13.0% 4.7% 13.2% 10.7% 13.1% 1.23 Growth & Value
    15.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.8% -0.2% -2.0% 0.6% 4.6% 2.20 Growth & Value
    16.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    6.5% 13.9% 15.5% 8.3% 11.2% 1.25 Growth & Value
    17.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    2.7% 15.2% 21.2% 13.5% 14.9% 1.11 Growth & Value
    18.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.4% 18.1% 22.2% 10.9% 11.3% 1.22 Growth & Value
    19.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.0% 19.7% 11.3% 11.8% 1.28 Growth & Value
    20.
    Using the dividend-yield approach to invest during volatile markets.
    8.0% 18.3% 19.4% 7.9% 9.8% 0.96 Growth & Value
    21.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.8% 12.8% 16.9% 6.2% 9.1% 1.10 Growth & Value
    22.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.3% 16.0% 18.1% 9.0% 13.2% 0.91 Growth & Value
    23.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    54.5% 31.9% 37.9% 14.6% 14.7% 1.81 Growth & Value
    24.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    5.2% 12.8% 23.2% 11.8% 19.4% 1.63 Growth & Value
    25.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    5.1% 9.7% 6.0% 5.9% 19.4% 1.83 Growth & Value
    26.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    19.1% 19.6% 19.5% 8.8% -0.7% 2.76 Growth & Value
    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.
    3.5% 12.5% 20.4% 10.8% 16.0% 1.32 Growth & Value
    28.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 13.4% 24.0% 10.8% 10.0% 1.67 Growth & Value
    29.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.4% 23.3% 21.0% 11.3% 11.1% 1.24 Growth & Value
    30.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.0% 20.1% 19.4% 11.3% 10.2% 1.43 Growth & Value
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    4.9% 17.8% 23.9% 15.5% 20.0% 1.33 Growth & Value With Price Momentum
    32.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.3% 12.7% 22.6% 11.6% 14.8% 1.06 Growth & Value With Price Momentum
    33.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    11.9% 25.5% 35.0% 16.4% 21.3% 1.46 Growth & Value With Price Momentum
    34.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    2.1% 16.1% 24.4% 10.8% 14.3% 1.91 Growth & Value With Price Momentum
    35.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    38.1% 12.0% 15.8% 9.8% 9.8% 1.48 Growth & Value With Price Momentum
    36.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% -2.8% -6.6% -3.5% 12.2% 2.71 Growth & Value With Price Momentum
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.5% -14.2% 13.8% 15.8% 17.5% 2.99 Growth & Value With Price Momentum
    38.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -34.6% -24.0% -17.6% -8.3% 1.1% 1.46 Growth & Value With Price Momentum
    39.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.2% 9.9% 31.4% 18.0% 13.3% 2.24 Growth With Price Momentum
    40.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    8.9% -3.7% 13.8% 17.5% 16.6% 2.15 Growth With Price Momentum
    41.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -3.3% 12.9% 2.4% 10.2% 2.26 Growth With Price Momentum
    42.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    27.0% 11.0% 9.9% 18.5% 24.9% 1.91 Growth With Price Momentum
    43.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    2.4% 11.0% 18.3% 8.0% 16.5% 1.39 Growth With Price Momentum
    44.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    20.5% 20.7% 18.5% 8.6% 17.6% 1.86 Growth With Price Momentum
    45.
    S&P 500
    6.1% 14.1% 16.4% 5.6% 4.4% 1.00 Indexes
    46.
    S&P 500 Growth (TR)
    7.3% 16.9% 19.2% 8.1% 6.2% 1.10 Indexes
    47.
    S&P 500 Value (TR)
    7.0% 16.2% 18.5% 7.7% 6.0% 1.00 Indexes
    48.
    S&P MidCap 400
    6.7% 13.5% 20.1% 9.0% 9.2% 1.19 Indexes
    49.
    S&P MidCap 400 Growth (TR)
    5.1% 16.8% 22.0% 11.2% 12.3% 1.30 Indexes
    50.
    S&P MidCap 400 Value (TR)
    10.0% 17.6% 22.2% 10.5% 9.2% 1.11 Indexes
    51.
    S&P SmallCap 600
    2.6% 15.4% 20.5% 8.7% 8.4% 1.27 Indexes
    52.
    S&P SmallCap 600 Growth (TR)
    1.9% 16.0% 23.0% 10.7% 9.8% 1.31 Indexes
    53.
    S&P SmallCap 600 Value (TR)
    4.5% 16.6% 20.4% 9.1% 8.9% 1.22 Indexes
    54.
    NASDAQ 100
    7.2% 18.3% 21.1% 9.8% 8.6% 1.81 Indexes
    55.
    All Exchange-Listed Stocks
    10.2% 14.3% 19.7% 8.6% 11.2% 1.38 Indexes
    56.
    Dow Jones 30
    1.5% 10.7% 14.8% 4.9% 4.7% 0.97 Indexes
    57.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    5.1% 15.0% 19.7% 2.8% 3.1% 1.22 Value
    58.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.3% 17.1% 20.1% -0.3% 2.2% 1.58 Value
    59.
    Locating firms with a high proportion of cash to share price.
    14.5% 15.4% 11.3% 5.8% 11.7% 1.37 Value
    60.
    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.
    2.6% 3.6% 6.6% 9.7% 14.3% 1.70 Value
    61.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.6% 17.4% 23.8% 17.8% 17.6% 1.37 Value
    62.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.5% 9.3% 10.2% 8.6% 8.5% 0.91 Value
    63.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -0.1% 3.5% 15.2% 15.1% 17.1% 1.75 Value
    64.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    11.2% 1.7% 17.0% 24.3% 21.1% 1.74 Value
    65.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.2% 1.5% 9.9% 4.9% 10.7% 1.64 Value
    66.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    18.6% 56.5% 47.8% 27.7% 31.6% 2.06 Value
    67.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    11.8% 22.6% 37.8% 18.3% 21.3% 1.77 Value
    68.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    6.2% 14.2% 20.8% 10.5% 11.3% 1.21 Value
    69.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.3% 11.9% 14.3% 4.0% 6.3% 1.34 Value
    70.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -27.3% -5.5% -6.6% 2.4% 9.1% 1.91 Value
    71.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    0.1% 7.7% 13.6% 9.9% 11.4% 1.37 Value With Price Momentum
    72.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 15.5% 22.9% 12.7% 17.6% 1.51 Value With Price Momentum
    73.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.9% 15.7% 18.3% 6.8% 7.9% 1.23 Value With Price Momentum
    74.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.9% 21.2% 23.4% 15.5% 19.4% 1.52 Value With Price Momentum
    75.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    30.6% 23.3% 23.3% 12.0% 27.0% 1.92 Value With Price Momentum
    76.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    11.4% 12.7% 22.1% 15.9% 14.9% 1.21 Value With Price Momentum

    Alphabetical


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    38.1% 12.0% 15.8% 9.8% 9.8% 1.48 Growth & Value With Price Momentum
    2.
    All Exchange-Listed Stocks
    10.2% 14.3% 19.7% 8.6% 11.2% 1.38 Indexes
    3.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    2.7% 15.2% 21.2% 13.5% 14.9% 1.11 Growth & Value
    4.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.4% 18.1% 22.2% 10.9% 11.3% 1.22 Growth & Value
    5.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    2.6% 14.0% 19.7% 11.3% 11.8% 1.28 Growth & Value
    6.
    Locating firms with a high proportion of cash to share price.
    14.5% 15.4% 11.3% 5.8% 11.7% 1.37 Value
    7.
    Using the dividend-yield approach to invest during volatile markets.
    8.0% 18.3% 19.4% 7.9% 9.8% 0.96 Growth & Value
    8.
    A screen for stocks with DRPs (dividend reinvestment plans).
    6.8% 12.8% 16.9% 6.2% 9.1% 1.10 Growth & Value
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    7.3% 16.0% 18.1% 9.0% 13.2% 0.91 Growth & Value
    10.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    5.1% 15.0% 19.7% 2.8% 3.1% 1.22 Value
    11.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.3% 17.1% 20.1% -0.3% 2.2% 1.58 Value
    12.
    Dow Jones 30
    1.5% 10.7% 14.8% 4.9% 4.7% 0.97 Indexes
    13.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    6.5% 13.9% 15.5% 8.3% 11.2% 1.25 Growth & Value
    14.
    Utilizing contrarian stocks with upward earnings revisions.
    8.3% 19.8% 25.3% 17.6% 16.7% 1.35 Earnings Estimates
    15.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -5.2% 9.9% 31.4% 18.0% 13.3% 2.24 Growth With Price Momentum
    16.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    11.0% 11.8% 18.8% 8.8% 15.3% 1.53 Growth
    17.
    Introduction to the use of earnings estimates.
    -1.5% 1.4% 10.8% 2.2% 1.1% 1.95 Earnings Estimates
    18.
    Introduction to the use of earnings estimates.
    -2.9% 0.2% 12.4% 1.0% 1.0% 2.32 Earnings Estimates
    19.
    Introduction to the use of earnings estimates.
    9.2% 20.9% 29.4% 26.6% 26.4% 1.83 Earnings Estimates
    20.
    Introduction to the use of earnings estimates.
    3.9% 18.3% 26.7% 25.8% 27.9% 1.76 Earnings Estimates
    21.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    7.8% -0.2% -2.0% 0.6% 4.6% 2.20 Growth & Value
    22.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -3.3% 12.9% 2.4% 10.2% 2.26 Growth With Price Momentum
    23.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -7.3% 8.2% 5.0% 14.7% 2.14 Growth & Value
    24.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    2.6% 3.6% 6.6% 9.7% 14.3% 1.70 Value
    25.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.6% 17.4% 23.8% 17.8% 17.6% 1.37 Value
    26.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    15.5% 9.3% 10.2% 8.6% 8.5% 0.91 Value
    27.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -0.1% 3.5% 15.2% 15.1% 17.1% 1.75 Value
    28.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    11.2% 1.7% 17.0% 24.3% 21.1% 1.74 Value
    29.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -3.6% 16.7% 22.3% 8.9% 11.1% 1.19 Growth
    30.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    2.2% 10.2% 16.7% 7.6% 7.1% 1.26 Growth
    31.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    9.7% 7.1% 15.4% 15.9% 8.7% 1.38 Growth & Value
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    8.9% -3.7% 13.8% 17.5% 16.6% 2.15 Growth With Price Momentum
    33.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -6.0% -6.1% -1.2% 14.0% 11.1% 2.22 Growth & Value
    34.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    11.4% 12.7% 22.1% 15.9% 14.9% 1.21 Value With Price Momentum
    35.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    13.0% 4.7% 13.2% 10.7% 13.1% 1.23 Growth & Value
    36.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    -3.2% 1.5% 9.9% 4.9% 10.7% 1.64 Value
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% -2.8% -6.6% -3.5% 12.2% 2.71 Growth & Value With Price Momentum
    38.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    6.5% -14.2% 13.8% 15.8% 17.5% 2.99 Growth & Value With Price Momentum
    39.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    -34.6% -24.0% -17.6% -8.3% 1.1% 1.46 Growth & Value With Price Momentum
    40.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    19.1% 19.6% 19.5% 8.8% -0.7% 2.76 Growth & Value
    41.
    NASDAQ 100
    7.2% 18.3% 21.1% 9.8% 8.6% 1.81 Indexes
    42.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    5.2% 12.8% 23.2% 11.8% 19.4% 1.63 Growth & Value
    43.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    27.0% 11.0% 9.9% 18.5% 24.9% 1.91 Growth With Price Momentum
    44.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    2.4% 11.0% 18.3% 8.0% 16.5% 1.39 Growth With Price Momentum
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    20.5% 20.7% 18.5% 8.6% 17.6% 1.86 Growth With Price Momentum
    46.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    0.1% 7.7% 13.6% 9.9% 11.4% 1.37 Value With Price Momentum
    47.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    9.4% 15.5% 22.9% 12.7% 17.6% 1.51 Value With Price Momentum
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    1.9% 15.7% 18.3% 6.8% 7.9% 1.23 Value With Price Momentum
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    2.9% 21.2% 23.4% 15.5% 19.4% 1.52 Value With Price Momentum
    50.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    30.6% 23.3% 23.3% 12.0% 27.0% 1.92 Value With Price Momentum
    51.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    4.3% 11.9% 14.3% 4.0% 6.3% 1.34 Value
    52.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    2.1% 16.1% 24.4% 10.8% 14.3% 1.91 Growth & Value With Price Momentum
    53.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.5% 11.5% 19.4% 15.1% 16.5% 1.13 Earnings Estimates
    54.
    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.
    18.6% 56.5% 47.8% 27.7% 31.6% 2.06 Value
    55.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    11.8% 22.6% 37.8% 18.3% 21.3% 1.77 Value
    56.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    3.5% 12.5% 20.4% 10.8% 16.0% 1.32 Growth & Value
    57.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -4.2% 8.2% 17.4% 9.8% 12.8% 1.28 Growth
    58.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    54.5% 31.9% 37.9% 14.6% 14.7% 1.81 Growth & Value
    59.
    S&P 500
    6.1% 14.1% 16.4% 5.6% 4.4% 1.00 Indexes
    60.
    S&P 500 Growth (TR)
    7.3% 16.9% 19.2% 8.1% 6.2% 1.10 Indexes
    61.
    S&P 500 Value (TR)
    7.0% 16.2% 18.5% 7.7% 6.0% 1.00 Indexes
    62.
    S&P MidCap 400
    6.7% 13.5% 20.1% 9.0% 9.2% 1.19 Indexes
    63.
    S&P MidCap 400 Growth (TR)
    5.1% 16.8% 22.0% 11.2% 12.3% 1.30 Indexes
    64.
    S&P MidCap 400 Value (TR)
    10.0% 17.6% 22.2% 10.5% 9.2% 1.11 Indexes
    65.
    S&P SmallCap 600
    2.6% 15.4% 20.5% 8.7% 8.4% 1.27 Indexes
    66.
    S&P SmallCap 600 Growth (TR)
    1.9% 16.0% 23.0% 10.7% 9.8% 1.31 Indexes
    67.
    S&P SmallCap 600 Value (TR)
    4.5% 16.6% 20.4% 9.1% 8.9% 1.22 Indexes
    68.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -27.3% -5.5% -6.6% 2.4% 9.1% 1.91 Value
    69.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    11.9% 25.5% 35.0% 16.4% 21.3% 1.46 Growth & Value With Price Momentum
    70.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 13.4% 24.0% 10.8% 10.0% 1.67 Growth & Value
    71.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    5.4% 23.3% 21.0% 11.3% 11.1% 1.24 Growth & Value
    72.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    4.9% 17.8% 23.9% 15.5% 20.0% 1.33 Growth & Value With Price Momentum
    73.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    2.3% 12.7% 22.6% 11.6% 14.8% 1.06 Growth & Value With Price Momentum
    74.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    5.0% 20.1% 19.4% 11.3% 10.2% 1.43 Growth & Value
    75.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    6.2% 14.2% 20.8% 10.5% 11.3% 1.21 Value
    76.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    5.1% 9.7% 6.0% 5.9% 19.4% 1.83 Growth & Value
  • Benchmark: S&P 500 6.1% 14.1% 16.4% 5.6% 4.4% 1.00
  •               

                NOTE: The next update, with 7/31/14 data, will take place on 8/15/14.