| Table 3. Screening Criteria | |||||||||
| For use with AAII's Stock Investor Pro | |||||||||
| Category | Field | Operator Factor | Factor | Compare to | |||||
| O'Shaughnessy Small-Cap Growth and Value | |||||||||
| Price and Share Statistics | Relative Strength 13 week | > | Average Relative Strength 13 week | ||||||
| Price and Share Statistics | Relative Strength 26 week | > | Average Relative Strength 26 week | ||||||
| Company Information | Country Exchange |
Equals Not Equal |
United States Over the Counter |
||||||
| Price and Share Statistics | Market Cap Q1 | >= | 200 | ||||||
| Market Cap Q1 | <= | 2000 | |||||||
| Multiples | Price/Sales | < | 1.5 | ||||||
| Growth Rates | EPS-Growth 12m | > | 0 | ||||||
| Price and Share Statistics | Relative Strength 52 week | > | (adjust number until 25 cos pass) | ||||||
| O'Shaughnessy Growth Market Leaders | |||||||||
| Company Information | Country Exchange Sector |
Equals Not Equal Not Equal |
United States Over the Counter Utilities |
||||||
| Price and Share Statistics | Market Cap Q1 Shares Average Q1 |
> > |
Average Market Cap Q1 Average Shares Average Q1 |
||||||
| Cash Flow-Annual | Cash flow/share 12m | > | Average Cash flow/share 12m | ||||||
| Income Statement-Annual | Sales 12m | > | 1.5 | Average Sales 12m | |||||
| Multiples | Price/Sales | < | *see footnote | ||||||
| Growth Rates | EPS-Growth 12m | > | 0 | ||||||
| Price and Share Statistics | Relative Strength 52 week | > | (adjust number until 10 cos pass) | ||||||
| O'Shaughnessy Tiny Titans | |||||||||
| Company Information | Country Exchange |
Equals Not Equal |
United States Over the Counter |
||||||
| Price and Share Statistics | Market Cap Q1 Market Cap Q1 |
>= <= |
25 250 |
||||||
| Multiples | Price/Sales | < | 1 | ||||||
| Price and Share Statistics | Relative Strength 52 week | > | (adjust number until 25 cos pass) | ||||||
| O'Shaughnessy All-Cap Value With a Growth Twist | |||||||||
| Company Information | Country Exchange |
Equals Not Equal |
United States Over the Counter |
||||||
| Price and Share Statistics | Market Cap Q1 | > | 200 | ||||||
| % Rank | % Rank-Price/Sales % Rank-Price/CFPS % Rank-Yield |
< < > |
30 30 70 |
||||||
| Price and Share Statistics | Relative Strength 52 week | > | (adjust number until 25 cos pass) | ||||||
| *Compare to the average price/sales ratio of Market Leaders (criteria 1-7 of Growth Market Leaders screen) | |||||||||