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First Cut Stocks Stock Strategies

Stock MVPs Passing the Most Screens

This month’s First Cut Stocks lists those companies passing the greatest number of quantitative screening strategies tracked by AAII.

by Derek J. Hageman | July 2021

Derek Hageman leads a class in AAII's new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.

Featured Tickers:

This month’s First Cut Stocks lists those companies passing the greatest number of quantitative screening strategies tracked by AAII.

As of June 11, 2021, 1,659 stocks passed at least one of the screens tracked by AAII, but only 18 stocks passed five or more screens. Note that some screens such as the “don’t lose money” Rule #1 Investing screen did not have any companies that passed at the time of the analysis.

The 18 stocks are ranked by how close their current price relates to their 52-week high price. Dick’s Sporting Goods Inc. (DKS), a retailer, passes 10 of AAII’s screens and is trading near its 52-week high.

The table lists the price-earnings ratio (price divided by trailing earnings per share) as a basic valuation measure. The annual earnings growth rate provides a simple historical indication of the bottom-line company performance over the last year and three years. The market capitalization (number of shares outstanding times the share price) is a common way to measure the size of a firm.

Is a stock that passes multiple screening approaches more attractive than another stock that just passes one screening approach? Potentially, if the screening approaches a stock passes are based upon solid financial principles and are diverse enough to capture unique, yet desirable qualities.

Stock MVPs Passing the Most Screens
(Ranked by Price as Percent of 52-Week High)

Company Ticker No. of Screens Passed Screens Passed Share Price ($) Last Price (6/11) Share Price ($) 52-Wk High-Low P/E Ratio (X) EPS Growth 12-Mo (%) EPS Growth 3-Yr (%) Market Cap ($ Mil) Industry
Spirit of Texas Bancshares Inc. STXB 5 Driehaus Rev, O’Neil CAN SLIM No Float, O’Neil CAN SLIM, Stock Market Winners, Val on Move—PEG w/Hist Grth 24.79 (24.94 – 10.40) 11.6 63.0 44.4 421 Banks
T Rowe Price Group Inc. TROW 5 Buffett Hagstrom, Dreman, Dual Cash Flow, Neff, Return on Equity 193.95 (196.73 – 117.13) 16.5 46.8 16.8 43,495 Investment Management & Fund Operators
Dicks Sporting Goods Inc. DKS 10 Buffett Hagstrom, Dreman w/Est Revs, Est Rev Top 30 Up, Est Rev Up 5%, Kirkpatrick Grth, Kirkpatrick Val, O’Neil CAN SLIM Rev 3rd Ed, P/E Rel, Val on Move—PEG w/Est Grth, Val on Move—PEG w/Hist Grth 100.16 (101.30 – 37.68) 9.5 933.0 23.9 8,690 Retailers - Miscellaneous Specialty
Sprouts Farmers Market Inc SFM 5 Buffettology EPS Grth, Buffettology Sustainable Grth, Neff, P/E Rel, Return on Equity 29.00 (29.35 – 18.21) 12.3 50.1 33.9 3,426 Food Retail & Distribution
Biglari Holdings Inc. BH 5 Driehaus Rev, Fundamental Rule of Thumb, Kirkpatrick Val, Magic Formula, Price-to-Free-Cash-Flow 180.22 (184.78 – 56.99) 2.1 272.8 (139.7) 573 Restaurants & Bars
Nu Skin Enterprises, Inc. NUS 5 Dreman, Dreman w/Est Revs, Lakonishok, P/E Rel, Price-to-Sales 61.19 (63.85 – 35.72) 14.6 55.7 3.9 3,046 Personal Products
1-800-Flowers.Com Inc. FLWS 5 Driehaus, Kirkpatrick Bargain, Return on Equity, Val on Move—PEG w/Est Grth, Val on Move—PEG w/Hist Grth 37.97 (39.61 – 18.51) 22.0 187.2 11.0 2,460 Retailers - Miscellaneous Specialty
Petroleo Brasileiro SA Petrobras (ADR) PBR 6 ADR, Driehaus Rev, Kirkpatrick Bargain, Kirkpatrick Grth, Kirkpatrick Val, Price-to-Free-Cash-Flow 11.46 (11.89 – 6.15) 6.7 357.4 161.8 75,258 Oil & Gas - Integrated
Xpel Inc. XPEL 6 Buffett Hagstrom, Buffettology EPS Grth, Buffettology Sustainable Grth, Foolish SmCp 8 Rev, Foolish SmCp 8, O’Neil CAN SLIM Rev 3rdEd 90.21 (94.21 – 14.06) 105.9 71.3 158.5 2,411 Auto, Truck & Motorcycle Parts
Vista Outdoor Inc. VSTO 6 Driehaus, Est Rev Up 5%, Kirkpatrick Bargain, Kirkpatrick Grth, Kirkpatrick Val, O’Shaughnessy Grth II 43.03 (45.00 – 10.56) 9.7 265.9 63.5 2,433 Recreational Products
Comfort Systems USA, Inc. FIX 5 Buffett Hagstrom, Buffettology EPS Grth, P/E Rel, Return on Equity, Val on Move—PEG w/Hist Grth 83.96 (88.53 – 36.83) 19.4 43.2 49.8 3,026 Construction & Engineering
Logitech International LOGI 5 Buffett Hagstrom, Buffettology EPS Grth, Return on Equity, Val on Move—PEG w/Est Grth, Val on Move—PEG w/Hist Grth 128.24 (140.17 – 57.40) 23.3 107.6 59.4 23,078 Computer Hardware
Bio-Rad Laboratories, Inc. BIO 5 Buffettology EPS Grth, Buffettology Sustainable Grth, Dreman w/Est Revs, Fundamental Rule of Thumb, Magic Formula 601.68 (689.00 – 425.43) 4.4 160.5 317.1 17,828 Medical Equipment, Supplies & Distribution
Williams-Sonoma, Inc. WSM 5 Buffett Hagstrom, Buffettology EPS Grth, Fundamental Rule of Thumb, Return on Equity, Val on Move—PEG w/Hist Grth 169.75 (194.69 – 77.79) 15.4 156.9 35.0 12,521 Retailers - Home Furnishings
Funko Inc. FNKO 6 Est Rev Up 5%, Kirkpatrick Bargain, Kirkpatrick Grth, Kirkpatrick Val, O’Shaughnessy Grth II, O’Shaughnessy Small Cap Grth & Val 23.41 (27.20 – 4.72) 61.8 121.9 10.7 1,163 Toys & Children’s Products
Medifast Inc. MED 6 Buffett Hagstrom, Buffettology EPS Grth, Buffettology Sustainable Grth, Return on Equity, Val on Move—PEG w/Hist Grth, Zweig 289.49 (336.99 – 102.22) 27.4 68.0 55.1 3,415 Food Processing
LGI Homes Inc. LGIH 5 Buffett Hagstrom, Est Rev Up 5%, Return on Equity, Val on Move—PEG w/Hist Grth, Zweig 156.45 (188.00 – 80.40) 10.4 89.2 38.7 3,860 Homebuilding
ViacomCBS Inc. VIAC 5 Muhlenkamp, O’Shaughnessy All Cap, O’Shaughnessy Grth Market Leaders, O’Shaughnessy Val, Price-to-Sales 42.35 (101.97 – 21.67) 9.8 59.0 (9.7) 27,013 Broadcasting
Source: AAII Stock Investor Pro, Refinitiv and I/B/E/S. Data as of 6/11/2021.

 

Stock MVPs Passing the Most Screens Video

We think you’d like this related webinar! Individual Investor Show: Cryptocurrency, First Cut Stock MVPs and Shadow Stock Changes


 

Discussion

CHARLES M from PA posted over 5 years ago:

American Association Of Individual Investors July 05, 2021 I have not received my June Issue AAII Journal by U.S.P.S. this past month. The issue normally arrives around the 18th to 22nd of each month. I have checked and re-checked my past issues. I do not see the June AAII Journal issue around my desk work place. I enjoy reading your AAII Journal each month. Our U.S.P.S. Mail has been slow the past several months. Thank You: Charles W. McAndrew, Jr.


CHARLES R from IL posted over 5 years ago:

Hi Charles,

Sorry to hear about the mail issues. Member services is getting a copy of the magazine out to you.

-Charles


HAROLD F from CA posted over 5 years ago:

I am just beginning to explore screening as a way to find stock investing ideas. TROW is the only stock I own on this list, and I bought it recently, in 2020. My strategy is dividend growth investing and I imagine that the other companies on the multiple screen list pay low or no dividends, like SFM, so have not come to my attention.


DEREK H from CO posted over 5 years ago:

Hi Harold, Happy to hear that you are starting to explore screening as a way to find stock investing ideas. Of the 18 companies on the First Cut Stocks list, 10 of them pay varying levels of dividends including: STXB, TROW, DKS, NUS, PBR, FIX, LOGI, WSM, MED and VIAC. -Derek


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