AAII Stock Ideas Articles
Beyond Earnings: Identifying Stocks With a Low Price Relative to Sales
July 2026 by John Bajkowski, Michael Rose
AAII’s Price-to-Sales screen is a solid performer, delivering positive returns in 21 out of the 28 years since its origination.
July 2026 by John Bajkowski, Michael Rose
AAII’s Price-to-Sales screen is a solid performer, delivering positive returns in 21 out of the 28 years since its origination.
Choice Stocks From AAII’s Model Portfolios: The Platinum 30
June 2026 by Charles Rotblut
A diversified sample of stocks that grade highly on the compelling factors used in our different strategies.
June 2026 by Charles Rotblut
A diversified sample of stocks that grade highly on the compelling factors used in our different strategies.
Why Tracking Earnings Estimate Revisions Pays Off
June 2026 by John Bajkowski
Screens based on upward revisions have shown a historical ability to identify potential outperformers.
June 2026 by John Bajkowski
Screens based on upward revisions have shown a historical ability to identify potential outperformers.
Stock Market Winners: Nine Rules to Identify the Next Outperformers
May 2026 by John Bajkowski
Examining promising stocks that rose to “super-stock” status reveals shared traits that can be used for screening.
May 2026 by John Bajkowski
Examining promising stocks that rose to “super-stock” status reveals shared traits that can be used for screening.
Screening on Dividend Yield to Unlock Stocks With High Potential
April 2026 by John Bajkowski
The relative dividend yield serves as a valuation measure that helps indicate whether a company may be trading at a discount compared to its historical range.
April 2026 by John Bajkowski
The relative dividend yield serves as a valuation measure that helps indicate whether a company may be trading at a discount compared to its historical range.
How to Buy and Sell Stocks Using AAII Stock Screens
March 2026 by Cynthia McLaughlin
The same criteria used by a screen to find attractive stocks can help you make disciplined decisions about when to sell stocks.
March 2026 by Cynthia McLaughlin
The same criteria used by a screen to find attractive stocks can help you make disciplined decisions about when to sell stocks.
2025 Review of AAII Stock Screens: Wanger’s Zebras Break From the Herd
January 2026 by John Bajkowski, Omar Beirat
Seventy-eight percent of the stock screens AAII tracks posted gains during 2025, with an average gain of 14.7%.
January 2026 by John Bajkowski, Omar Beirat
Seventy-eight percent of the stock screens AAII tracks posted gains during 2025, with an average gain of 14.7%.
Inside the Wanger Revised Screen’s 2025 Outperformance
January 2026 by John Bajkowski, Omar Beirat
To better understand the Wagner Revised screen's outperformance in 2025, it is useful to look beyond headline returns and examine the characteristics and stocks that drove results.
January 2026 by John Bajkowski, Omar Beirat
To better understand the Wagner Revised screen's outperformance in 2025, it is useful to look beyond headline returns and examine the characteristics and stocks that drove results.
What It Takes in 2025: Key Characteristics of AAII’s Top Screens
January 2026 by John Bajkowski, Omar Beirat
A close look at top- and bottom-performing stock screens reveals key traits shared by strategies that have shown success over the long term.
January 2026 by John Bajkowski, Omar Beirat
A close look at top- and bottom-performing stock screens reveals key traits shared by strategies that have shown success over the long term.
All-Star Stocks Passing the Most AAII Screens
November 2025 by John Bajkowski
A First Cut that lists the stocks passing the greatest number of screens tracked by AAII at the Screening area of AAII.com.
November 2025 by John Bajkowski
A First Cut that lists the stocks passing the greatest number of screens tracked by AAII at the Screening area of AAII.com.
The Strength Behind Secular Growth Investing
September 2025 by Wayne A. Thorp
Unlike cyclical stocks, secular growers can sustain high growth rates for surprisingly long periods.
September 2025 by Wayne A. Thorp
Unlike cyclical stocks, secular growers can sustain high growth rates for surprisingly long periods.
The Platinum 30: A Curated Selection From AAII’s Model Portfolios
June 2025 by Charles Rotblut
A few stocks grading highly on the criteria used in each of our eight model stock portfolios present a diversified sample.
June 2025 by Charles Rotblut
A few stocks grading highly on the criteria used in each of our eight model stock portfolios present a diversified sample.
Holistic Yield Investing: Meb Faber’s Unique Screening Approach
May 2025 by John Bajkowski
Stocks that reward shareholders by paying dividends, lowering the number of shares outstanding and reducing debt.
May 2025 by John Bajkowski
Stocks that reward shareholders by paying dividends, lowering the number of shares outstanding and reducing debt.
Choosing the Right Stock Screen for Your Investing Strategy
March 2025 by John Bajkowski
A well-designed screen can provide you with a preliminary list of stocks that hold promise.
March 2025 by John Bajkowski
A well-designed screen can provide you with a preliminary list of stocks that hold promise.
2024 Review of AAII Stock Screens: Rule #1 Rules
January 2025 by John Bajkowski
Of the 55 different screening approaches tracked on AAII.com, 42 were up for the year through December 10, 2024.
January 2025 by John Bajkowski
Of the 55 different screening approaches tracked on AAII.com, 42 were up for the year through December 10, 2024.
Looking to Lakonishok for Latent Gems
October 2024 by John Bajkowski
Screening based on finding out-of-favor companies that are beginning to show signs of awakening.
October 2024 by John Bajkowski
Screening based on finding out-of-favor companies that are beginning to show signs of awakening.
Make the Most of the AAII Stock Screens
October 2024 by Omar Beirat
A few simple steps put the AAII Stock Screens’ daily generated ideas at your fingertips, along with key data points.
October 2024 by Omar Beirat
A few simple steps put the AAII Stock Screens’ daily generated ideas at your fingertips, along with key data points.
Spotting Value on the Move With the PEG Ratio
August 2024 by John Bajkowski
Avoid the value trap with screens that isolate reasonably priced stocks exhibiting earnings growth and price appreciation.
August 2024 by John Bajkowski
Avoid the value trap with screens that isolate reasonably priced stocks exhibiting earnings growth and price appreciation.
Winning on Wall Street: The Martin Zweig Approach
June 2024 by Wayne A. Thorp
A robust framework for identifying growth stocks with the potential for high returns.
June 2024 by Wayne A. Thorp
A robust framework for identifying growth stocks with the potential for high returns.
Cash Flow Multiple Uncovers Promising Value Stocks
April 2024 by John Bajkowski
Firms with low price-to-free-cash-flow ratios may represent neglected firms trading at attractive prices.
April 2024 by John Bajkowski
Firms with low price-to-free-cash-flow ratios may represent neglected firms trading at attractive prices.
Stock Screen All-Stars Appear on Multiple Passing Companies Lists
March 2024 by John Bajkowski
A First Cut that lists stocks passing the greatest number of screens tracked by AAII at the Screening area of AAII.com.
March 2024 by John Bajkowski
A First Cut that lists stocks passing the greatest number of screens tracked by AAII at the Screening area of AAII.com.
2023 Review of AAII Stock Screens: Outperforming a Narrow Market
January 2024 by John Bajkowski
Of the 55 screening methodologies tracked on AAII.com, 48 were up for the year.
January 2024 by John Bajkowski
Of the 55 screening methodologies tracked on AAII.com, 48 were up for the year.
The Passing Companies Behind the Top Strategy of 2023
January 2024 by John Bajkowski
A look at how the Templeton screen achieved its impressive 62.8% gain in 2023.
January 2024 by John Bajkowski
A look at how the Templeton screen achieved its impressive 62.8% gain in 2023.
What It Takes: The Fundamental Characteristics of the Top AAII Screens for 2023
January 2024 by John Bajkowski
A look at the commonalities between the best and worst screening strategies for the year and over the long term.
January 2024 by John Bajkowski
A look at the commonalities between the best and worst screening strategies for the year and over the long term.
Tweaking Benjamin Graham's Enterprising Investor Screen
October 2023 by John Bajkowski
The adjusted Graham enterprising screen averaged 24 passing companies compared to seven for the current screen.
October 2023 by John Bajkowski
The adjusted Graham enterprising screen averaged 24 passing companies compared to seven for the current screen.
Translating Algy Hall's 4 Screens for Use With U.S. Stocks
August 2023 by Matt Markowski
The strategies discussed in Hall’s book use four different styles to screen for quality, contrarian value, dividend and momentum stocks.
August 2023 by Matt Markowski
The strategies discussed in Hall’s book use four different styles to screen for quality, contrarian value, dividend and momentum stocks.
A Tribute to William O'Neil: Revisiting the CAN SLIM Strategy
July 2023 by Matt Markowski
O’Neil’s research proved that specific growth characteristics of stocks can be tracked to discover companies that have strong prospects for future growth.
July 2023 by Matt Markowski
O’Neil’s research proved that specific growth characteristics of stocks can be tracked to discover companies that have strong prospects for future growth.
Identifying Profitable Companies by High Levels of ROE
June 2023 by Matt Markowski
Screening for return on equity is a powerful tool for discovering companies that are profitable, efficient and use their balance sheet effectively.
June 2023 by Matt Markowski
Screening for return on equity is a powerful tool for discovering companies that are profitable, efficient and use their balance sheet effectively.
Charles Kirkpatrick’s Approach to Beating the Market With Relative Rankings
May 2023 by Matt Markowski
A market technician, Kirkpatrick developed mechanical processes for finding outperforming stocks and overcoming emotional decision-making.
May 2023 by Matt Markowski
A market technician, Kirkpatrick developed mechanical processes for finding outperforming stocks and overcoming emotional decision-making.
Unlock the Power of Customization on AAII.com
May 2023 by Jenna Brashear
By tailoring your AAII.com experience to your personal preferences, you can have the resources that are most relevant and valuable to you right at your fingertips.
May 2023 by Jenna Brashear
By tailoring your AAII.com experience to your personal preferences, you can have the resources that are most relevant and valuable to you right at your fingertips.
All-Stars: Stocks That Pass Multiple Screens
March 2023 by Derek J. Hageman
Looking at stocks that pass multiple screening approaches can be valuable if the approaches are based upon solid financial principles and are diverse enough to capture unique yet desirable qualities.
March 2023 by Derek J. Hageman
Looking at stocks that pass multiple screening approaches can be valuable if the approaches are based upon solid financial principles and are diverse enough to capture unique yet desirable qualities.
The Stock Metrics That Members Favor
February 2023 by Jenna Brashear
Members share their thoughts on using the price-to-sales ratio to screen for attractive investments during a volatile bear market, as well as which metrics they tend to gravitate toward.
February 2023 by Jenna Brashear
Members share their thoughts on using the price-to-sales ratio to screen for attractive investments during a volatile bear market, as well as which metrics they tend to gravitate toward.
2022 Review of AAII Stock Screens: Outperforming During a Bear Market Year
January 2023 by Matt Markowski
The year 2022 was a rough year in terms of absolute returns but a good year in terms of relative performance for the strategies that AAII tracks.
January 2023 by Matt Markowski
The year 2022 was a rough year in terms of absolute returns but a good year in terms of relative performance for the strategies that AAII tracks.
The Platinum 30: Choice Stocks From AAII’s Five Model Portfolios
November 2022 by Jack Gilleland
The Platinum 30 is presented to show a sample of stocks held in each model portfolio with currently attractive grades.
November 2022 by Jack Gilleland
The Platinum 30 is presented to show a sample of stocks held in each model portfolio with currently attractive grades.
Screening for Undervalued Stocks With AAII's P/E Relative Approach
October 2022 by Jack Gilleland
Price-earnings relatives help to establish benchmark comparisons to identify firms that have deviated from their normal valuation level.
October 2022 by Jack Gilleland
Price-earnings relatives help to establish benchmark comparisons to identify firms that have deviated from their normal valuation level.
Getting a Fix on Jim Cullen's Approach to Long-Term Value
September 2022 by Matt Markowski
The key valuation measurements of low price to earnings, low price to book value and high dividend yield are used to find stocks that have long-term value.
September 2022 by Matt Markowski
The key valuation measurements of low price to earnings, low price to book value and high dividend yield are used to find stocks that have long-term value.
Solid Long-Term Results From the Weiss Blue-Chip Dividend Screen
July 2022 by Jack Gilleland
A screen built on the premise that comparing current dividend yields to historical norms for blue-chip companies can allow investors to take advantage of a stock’s cycle of overvaluation and undervaluation.
July 2022 by Jack Gilleland
A screen built on the premise that comparing current dividend yields to historical norms for blue-chip companies can allow investors to take advantage of a stock’s cycle of overvaluation and undervaluation.
How to Best Use Stock Screens to Build a Portfolio
June 2022 by Matt Markowski
By allowing investors to analyze thousands of stocks instantly, stock screens are the most important offense when building and maintaining portfolios.
June 2022 by Matt Markowski
By allowing investors to analyze thousands of stocks instantly, stock screens are the most important offense when building and maintaining portfolios.
Profiting From Analysts' Revisions to Earnings Estimates
May 2022 by Jack Gilleland
AAII tracks a series of separate screens that look for companies with recent earnings estimate revisions.
May 2022 by Jack Gilleland
AAII tracks a series of separate screens that look for companies with recent earnings estimate revisions.
O’Shaughnessy’s Winning Small Cap Growth & Value Screen
March 2022 by John Bajkowski
An in-depth look at 2021’s top-performing AAII stock screening approach.
March 2022 by John Bajkowski
An in-depth look at 2021’s top-performing AAII stock screening approach.
2021 Review of AAII Stock Screens: Small-Cap Value Stocks Aren't Dead Yet
January 2022 by Derek J. Hageman
The year 2021 was generally a positive one for quantitative stock screening, with the O’Shaughnessy Small Cap Growth & Value screen coming out on top.
January 2022 by Derek J. Hageman
The year 2021 was generally a positive one for quantitative stock screening, with the O’Shaughnessy Small Cap Growth & Value screen coming out on top.
All-Star Stocks Passing the Most Screens
January 2022 by Derek J. Hageman
We examined the results of every stock screen and identified the stocks passing more than one strategy.
January 2022 by Derek J. Hageman
We examined the results of every stock screen and identified the stocks passing more than one strategy.
Buy Great Companies for the Long Term: Buffett Hagstrom Screening Strategy
November 2021 by Derek J. Hageman
For investors willing to do the homework involved, the Buffett Hagstrom approach offers a promising path to investment value.
November 2021 by Derek J. Hageman
For investors willing to do the homework involved, the Buffett Hagstrom approach offers a promising path to investment value.
AAII's Approach to Assessing Dividend-Paying Stocks
September 2021 by Derek J. Hageman
The Dividend Screener uses metrics shown to be predictive of strong dividend growth, safety, consistency and attractive relative valuations to identify dividend stocks that may warrant further research.
September 2021 by Derek J. Hageman
The Dividend Screener uses metrics shown to be predictive of strong dividend growth, safety, consistency and attractive relative valuations to identify dividend stocks that may warrant further research.
Separating Winners From Losers: Piotroski's Low Price-to-Book Stocks
July 2021 by Derek J. Hageman
The Piotroski scoring system has grown into a popular approach to identify value stocks with solid and improving financials.
July 2021 by Derek J. Hageman
The Piotroski scoring system has grown into a popular approach to identify value stocks with solid and improving financials.
How Millennial Investors Can Use the Power of Young Money
May 2021 by Derek J. Hageman
Revisiting the characteristics of a unique screening strategy to help young investors beat the market.
May 2021 by Derek J. Hageman
Revisiting the characteristics of a unique screening strategy to help young investors beat the market.
An Update: Stocks Powering AAII's Top Strategy of 2020
March 2021 by Derek J. Hageman
Shares of small U.S. companies soared past larger firms to end 2020, making one of our small-cap screens the best performer for the full year.
March 2021 by Derek J. Hageman
Shares of small U.S. companies soared past larger firms to end 2020, making one of our small-cap screens the best performer for the full year.
An Unprecedented Year for Stocks: 2020 Review of AAII Stock Screens
January 2021 by Derek J. Hageman
Following a multi-year trend, growth-oriented strategies did better at the large- and mid-cap levels, while value-focused strategies outperformed growth among small-cap stocks.
January 2021 by Derek J. Hageman
Following a multi-year trend, growth-oriented strategies did better at the large- and mid-cap levels, while value-focused strategies outperformed growth among small-cap stocks.
Using Insider Trading Activity to Help Judge Stocks
November 2020 by Derek J. Hageman
Learn who insiders are, why insider data is important and how it can be used in the investment decision-making process.
November 2020 by Derek J. Hageman
Learn who insiders are, why insider data is important and how it can be used in the investment decision-making process.
Screening on Faber’s Unique Approach to Yield Investing
September 2020 by Derek J. Hageman
Filtering for stocks with positive yields for dividends and buybacks represents a reasonable strategy to identify firms that are focused on creating value for shareholders.
September 2020 by Derek J. Hageman
Filtering for stocks with positive yields for dividends and buybacks represents a reasonable strategy to identify firms that are focused on creating value for shareholders.
Shareholder Yield Works on Wall Street as a Value Measure
August 2020 by Derek J. Hageman
Faber’s shareholder yield approach has the potential benefit of investing in classic value companies that are also buying back their stock and reducing their debt.
August 2020 by Derek J. Hageman
Faber’s shareholder yield approach has the potential benefit of investing in classic value companies that are also buying back their stock and reducing their debt.
Turbulent Times Make Cash King Again
May 2020 by Derek J. Hageman
Screening for firms with high proportions of cash to share price represents a reasonable strategy for tracking down cash-rich firms.
May 2020 by Derek J. Hageman
Screening for firms with high proportions of cash to share price represents a reasonable strategy for tracking down cash-rich firms.
Lowell Miller’s Dividend Strength and Growth Strategy
April 2020 by John Bajkowski
AAII’s screen based on Miller’s Single Best Investment (SBI) approach seeks out high-quality stocks trading with high current dividend yields that offer high growth of the dividend.
April 2020 by John Bajkowski
AAII’s screen based on Miller’s Single Best Investment (SBI) approach seeks out high-quality stocks trading with high current dividend yields that offer high growth of the dividend.
2019 Screening Strategy Review: Stocks End Decade on High Note
January 2020 by Wayne A. Thorp
Among the 60 stock screening strategies AAII tracks, all but four posted gains over the last 10 years.
January 2020 by Wayne A. Thorp
Among the 60 stock screening strategies AAII tracks, all but four posted gains over the last 10 years.
Adding a Twist to David Dreman’s Contrarian Approach
November 2019 by John Bajkowski
Combining an earnings revision screen with Dreman’s basic approach highlights out-of-favor stocks with promise.
November 2019 by John Bajkowski
Combining an earnings revision screen with Dreman’s basic approach highlights out-of-favor stocks with promise.
Rediscovering Sir John Templeton: Bargain-Hunter Extraordinaire
September 2019 by Derek J. Hageman
An updated look at the characteristics of AAII’s screening approach based on a legendary wise buyer of out-of-favor stocks.
September 2019 by Derek J. Hageman
An updated look at the characteristics of AAII’s screening approach based on a legendary wise buyer of out-of-favor stocks.
Peter Lynch and “Investing in What You Know”
August 2019 by Wayne A. Thorp
AAII’s screen based on the legendary Fidelity manager’s approach seeks firms with favorable “stories” and then determines a reasonable value at which to buy their stock.
August 2019 by Wayne A. Thorp
AAII’s screen based on the legendary Fidelity manager’s approach seeks firms with favorable “stories” and then determines a reasonable value at which to buy their stock.
Revisiting the Driehaus Momentum Approach
May 2019 by Wayne A. Thorp
Tweaking the original AAII Driehaus screening strategy by focusing more on recent earnings growth and loosening the momentum filter results in more passing companies and better performance.
May 2019 by Wayne A. Thorp
Tweaking the original AAII Driehaus screening strategy by focusing more on recent earnings growth and loosening the momentum filter results in more passing companies and better performance.
Mighty Minis: Tiny Titans Stand Tall in 2018
January 2019 by Wayne A. Thorp
Nearly duplicating last year’s turnaround, this year’s top-performing AAII screening strategy ranked near the bottom in 2017.
January 2019 by Wayne A. Thorp
Nearly duplicating last year’s turnaround, this year’s top-performing AAII screening strategy ranked near the bottom in 2017.
Momentum Investing the Richard Driehaus Way
November 2018 by Wayne A. Thorp
Based on the concepts espoused by the “father” of momentum investing, this strategy seeks outperforming smaller-cap stocks.
November 2018 by Wayne A. Thorp
Based on the concepts espoused by the “father” of momentum investing, this strategy seeks outperforming smaller-cap stocks.
Searching for Future Stock Market Winners
May 2018 by Wayne A. Thorp
A study of past big winners identified common traits centered around value, earnings growth and price momentum.
May 2018 by Wayne A. Thorp
A study of past big winners identified common traits centered around value, earnings growth and price momentum.
Revisiting the Lakonishok Approach to Patient Value Investing
April 2018 by AAII Staff
Price momentum requirements are included in this strategy to identify value stocks with resurgent share prices.
April 2018 by AAII Staff
Price momentum requirements are included in this strategy to identify value stocks with resurgent share prices.
Polar Opposite: MAGNET Complex Goes From Bottom to Top in 2017
January 2018 by Wayne A. Thorp
Our annual review of the AAII screening strategies finds MAGNET Complex on top after being the worst performer in 2016.
January 2018 by Wayne A. Thorp
Our annual review of the AAII screening strategies finds MAGNET Complex on top after being the worst performer in 2016.
John Neff’s Approach to Finding Value With Growth Potential
October 2017 by Jaclyn N. McClellan
The former Vanguard portfolio manager followed a contrarian value approach in seeking stocks with the potential for earnings growth.
October 2017 by Jaclyn N. McClellan
The former Vanguard portfolio manager followed a contrarian value approach in seeking stocks with the potential for earnings growth.
Piotroski Price-to-Book Screen
June 2017 by John Bajkowski
The Piotroski financial scoring system has grown into a popular approach to identify companies that have solid and improving financials.
June 2017 by John Bajkowski
The Piotroski financial scoring system has grown into a popular approach to identify companies that have solid and improving financials.
Downward Estimate Revisions Screen Tops Unconventional Year
January 2017 by Wayne A. Thorp
Bucking its historical trend during a year marked by unusual events, Estimates Revisions Lowest 30 Down was the top-performing AAII screen of 2016.
January 2017 by Wayne A. Thorp
Bucking its historical trend during a year marked by unusual events, Estimates Revisions Lowest 30 Down was the top-performing AAII screen of 2016.
William O’Neil’s CAN SLIM Approach to Selecting Growth Stocks Using Fundamental and Technical Data
November 2016 by John Bajkowski
The O’Neil approach seeks stocks whose characteristics mimic those of past big winners before they ascended into greatness.
November 2016 by John Bajkowski
The O’Neil approach seeks stocks whose characteristics mimic those of past big winners before they ascended into greatness.
The Weiss Approach to Value in Blue-Chip Stocks
June 2016 by Jaclyn N. McClellan
Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.
June 2016 by Jaclyn N. McClellan
Geraldine Weiss’ approach seeks dividend-paying, blue-chip stocks with attractive yields, growth and financial soundness.
AAII Stock Screens 2015 Review: Small-Cap Wins During a Large-Cap Year
January 2016 by Wayne A. Thorp
Though the relatively flat year favored large-cap growth stocks, the Foolish Small Cap 8 came out on top. There was also a shake-up in the long-term performance rankings.
January 2016 by Wayne A. Thorp
Though the relatively flat year favored large-cap growth stocks, the Foolish Small Cap 8 came out on top. There was also a shake-up in the long-term performance rankings.
David Dreman’s Contrarian Approach to Stock Selection
November 2015 by Jaclyn N. McClellan
This strategy takes advantage of investor irrationality by targeting discounted, fundamentally sound stocks.
November 2015 by Jaclyn N. McClellan
This strategy takes advantage of investor irrationality by targeting discounted, fundamentally sound stocks.
Revising the MAGNET Screens
June 2015 by Jordan Kimmel
A focus on strong sales growth remains, but the addition of new criteria and changes to existing criteria enable the screens to find more stocks.
June 2015 by Jordan Kimmel
A focus on strong sales growth remains, but the addition of new criteria and changes to existing criteria enable the screens to find more stocks.
AAII Stock Screens 2014 Review: Active Strategies Lag
January 2015 by Wayne A. Thorp
Though the Dow and the S&P 500 set record highs, mid-cap and small-cap stocks lagged, contributing to disappointing returns for active strategies.
January 2015 by Wayne A. Thorp
Though the Dow and the S&P 500 set record highs, mid-cap and small-cap stocks lagged, contributing to disappointing returns for active strategies.
Five Common Traits of Successful Value Screens
July 2014 by John Bajkowski
Though investing gurus differ in what they look for in a stock, there are five common traits we see across the AAII value-oriented screens.
July 2014 by John Bajkowski
Though investing gurus differ in what they look for in a stock, there are five common traits we see across the AAII value-oriented screens.
Strategic Value Investing: Screening for Cash Flow and Value
May 2014 by Robert R. Johnson, Stephen M. Horan, Thomas R. Robinson
Positive cash flows are as important as earnings. This screen identifies companies that both generate positive cash flow and trade at reasonable prices.
May 2014 by Robert R. Johnson, Stephen M. Horan, Thomas R. Robinson
Positive cash flows are as important as earnings. This screen identifies companies that both generate positive cash flow and trade at reasonable prices.
Finding Value and Financial Strength Based on “What Works on Wall Street”
March 2014 by John Bajkowski
Using James O'Shaughnessy's recent AAII Journal article as a basis, we identify stocks with favorable valuation, financial strength and earnings quality composite scores.
March 2014 by John Bajkowski
Using James O'Shaughnessy's recent AAII Journal article as a basis, we identify stocks with favorable valuation, financial strength and earnings quality composite scores.
2013 Stock Screens Review: The Year of the Bulls
January 2014 by Joe Lan
More than 40 of the 65 screens tracked on AAII.com beat the S&P 500 last year. Plus, two new risk measures are presented.
January 2014 by Joe Lan
More than 40 of the 65 screens tracked on AAII.com beat the S&P 500 last year. Plus, two new risk measures are presented.
2013 Stock Screens Review: The Year of the Bulls
January 2014 by Joe Lan
More than 40 of the 65 screens tracked on AAII.com beat the S&P 500 last year. Plus, two new risk measures are presented.
January 2014 by Joe Lan
More than 40 of the 65 screens tracked on AAII.com beat the S&P 500 last year. Plus, two new risk measures are presented.
Finding Winners and Avoiding Losers Among Glamour Stocks
October 2013 by John Bajkowski
A scoring system designed to identify winning growth stocks by examining profitability, naive extrapolation and accounting conservatism.
October 2013 by John Bajkowski
A scoring system designed to identify winning growth stocks by examining profitability, naive extrapolation and accounting conservatism.
Lowell Miller’s Best Dividend Screen
June 2013 by John Bajkowski
Portfolio manager Lowell Miller says the best dividend stocks combine growth, reasonable valuations, financial strength and price momentum.
June 2013 by John Bajkowski
Portfolio manager Lowell Miller says the best dividend stocks combine growth, reasonable valuations, financial strength and price momentum.
Combining Quality Growth With Value and Momentum
April 2013 by John Bajkowski
Quality growth, or a high ratio of gross profit to total assets, is a better predictor of future success and works well when combined with value and momentum indicators.
April 2013 by John Bajkowski
Quality growth, or a high ratio of gross profit to total assets, is a better predictor of future success and works well when combined with value and momentum indicators.
2012 Year-End Screens Review: Investors Caught in
Political Cliffhanger
January 2013 by Wayne A. Thorp
More than 50 of the 64 screens tracked on AAII.com posted positive returns last year, led by the value-oriented Piotroski: High F-Score screen.
January 2013 by Wayne A. Thorp
More than 50 of the 64 screens tracked on AAII.com posted positive returns last year, led by the value-oriented Piotroski: High F-Score screen.
Constructing Winning Stock Screens
December 2012 by John Bajkowski
By combining primary and secondary criteria, a stock screen can be created to identify companies matching your investing objective and style.
December 2012 by John Bajkowski
By combining primary and secondary criteria, a stock screen can be created to identify companies matching your investing objective and style.
Adjusting the Benjamin Graham Enterprising Investor Screen
October 2012 by John Bajkowski
This contrarian screen has produced impressive results, but is overly restrictive. A few small revisions make the strategy more useful for the real world.
October 2012 by John Bajkowski
This contrarian screen has produced impressive results, but is overly restrictive. A few small revisions make the strategy more useful for the real world.
Screening for Stocks With Strong Secular Growth
May 2012 by John Bajkowski
Secular growth companies increase earnings in both good and bad economic cycles. This screen is designed to identify such companies.
May 2012 by John Bajkowski
Secular growth companies increase earnings in both good and bad economic cycles. This screen is designed to identify such companies.
2011 Year-End Screening Review: A Difficult Year for Stocks
and Strategies
January 2012 by Wayne A. Thorp
Last year’s market turbulence hurt, with the AAII screens posting a median loss of 3.8%. Twenty-four screens did post gains, however, led by the T. Rowe Price screen.
January 2012 by Wayne A. Thorp
Last year’s market turbulence hurt, with the AAII screens posting a median loss of 3.8%. Twenty-four screens did post gains, however, led by the T. Rowe Price screen.
Screening for Tomorrow’s Stock Market Winners
October 2011 by Wayne A. Thorp
Potential future winning stocks have nine characteristics, according to Marc Reinganum. This strategy finds such stocks.
October 2011 by Wayne A. Thorp
Potential future winning stocks have nine characteristics, according to Marc Reinganum. This strategy finds such stocks.
The Matras Increasing Earnings Approach
July 2011 by Charles Rotblut
This strategy identifies companies that have increased earnings for six consecutive quarters and are forecast to continue growing.
July 2011 by Charles Rotblut
This strategy identifies companies that have increased earnings for six consecutive quarters and are forecast to continue growing.
Driehaus Screen for Growth and Momentum Stocks
June 2011 by Wayne A. Thorp
Price and profit momentum are blended in this screening strategy to find potentially profitable investment ideas.
June 2011 by Wayne A. Thorp
Price and profit momentum are blended in this screening strategy to find potentially profitable investment ideas.
Tweedy, Browne: “What Has Worked in Investing”
April 2011 by Wayne A. Thorp
Mutual fund company Tweedy, Browne takes a Benjamin Graham approach by looking for smaller companies trading at low valuations.
April 2011 by Wayne A. Thorp
Mutual fund company Tweedy, Browne takes a Benjamin Graham approach by looking for smaller companies trading at low valuations.
Tweedy, Browne: “What Has Worked in Investing”
April 2011 by Wayne A. Thorp
Mutual fund company Tweedy, Browne takes a Benjamin Graham approach by looking for smaller companies trading at low valuations.
April 2011 by Wayne A. Thorp
Mutual fund company Tweedy, Browne takes a Benjamin Graham approach by looking for smaller companies trading at low valuations.
2010 Year-End Screening Review: Across the Board Gains
January 2011 by Wayne A. Thorp
See performance information for all 63 screens tracked by AAII.com and find out which screen delivered the highest returns in 2010.
January 2011 by Wayne A. Thorp
See performance information for all 63 screens tracked by AAII.com and find out which screen delivered the highest returns in 2010.
How I Find Lower Risk/Higher Reward Stocks
December 2010 by Charles Rotblut
Charles details his stock screen, which helps identify stocks based on four key attributes: valuation, financials, business model and diversification.
December 2010 by Charles Rotblut
Charles details his stock screen, which helps identify stocks based on four key attributes: valuation, financials, business model and diversification.
Screening for Stocks With High Relative Dividend Yields
September 2010 by Charles Rotblut
This AAII.com screen identifies stocks with yields that are above their historical averages and that have histories of rising dividend payments.
September 2010 by Charles Rotblut
This AAII.com screen identifies stocks with yields that are above their historical averages and that have histories of rising dividend payments.
A Technical-Fundamental System for Stock Selection
August 2010 by Wayne A. Thorp
Momentum and value are combined in this active trading strategy based on Grant Henning’s book, “The Value and Momentum Trader.”
August 2010 by Wayne A. Thorp
Momentum and value are combined in this active trading strategy based on Grant Henning’s book, “The Value and Momentum Trader.”
Value on the Move: Screening for Low PEG Ratio Stocks
July 2010 by Cara Scatizzi
Two low PEG strategies are outperforming the major stock indexes.
July 2010 by Cara Scatizzi
Two low PEG strategies are outperforming the major stock indexes.
O'Shaughnessy's Tiny Titans Screen
June 2010 by Cara Scatizzi
This strategy finds low-valuation micro-cap stocks with positive relative momentum.
June 2010 by Cara Scatizzi
This strategy finds low-valuation micro-cap stocks with positive relative momentum.
Graham's Last Will & Testament
May 2010 by Wayne A. Thorp
Benjamin Graham and James Rea's three-criterion system for identifying potential investment candidates is translated into a screen.
May 2010 by Wayne A. Thorp
Benjamin Graham and James Rea's three-criterion system for identifying potential investment candidates is translated into a screen.
Adjusting for the Real World: Testing Variations of Piotroski's Screen
April 2010 by Cara Scatizzi
The Piotroski screen has been one of AAII's top screens for many years, but it often identifies just a few stocks. See what happens when the criteria are relaxed.
April 2010 by Cara Scatizzi
The Piotroski screen has been one of AAII's top screens for many years, but it often identifies just a few stocks. See what happens when the criteria are relaxed.
2009 Year-End Screening Review: The Bulls Stage a Rally
January 2010 by Wayne A. Thorp
The stock screens on AAII.com took advantage of the rebounding markets to post strong gains. It was a relative newcomer, however, that delivered the best performance.
January 2010 by Wayne A. Thorp
The stock screens on AAII.com took advantage of the rebounding markets to post strong gains. It was a relative newcomer, however, that delivered the best performance.
Hagstrom's Buffett Approach to Analyzing a Stock as a Business
December 2009 by Wayne A. Thorp
Whether you are looking to buy a company, or just purchase shares for your portfolio, a fundamental approach begins with an understanding of the value of a business--the Warren Buffett approach. In his book, "The Essential Buffett," Robert Hagstrom argues that it is possible to duplicate Buffett's approach. A look at screening for stocks using Hagstrom's Buffett approach.
December 2009 by Wayne A. Thorp
Whether you are looking to buy a company, or just purchase shares for your portfolio, a fundamental approach begins with an understanding of the value of a business--the Warren Buffett approach. In his book, "The Essential Buffett," Robert Hagstrom argues that it is possible to duplicate Buffett's approach. A look at screening for stocks using Hagstrom's Buffett approach.
Building Stock Screens Using the Kirkpatrick "Relative" Approach
November 2009 by Wayne A. Thorp
How can individual investors implement the Kirkpatrick approach? A look at AAII's stock screens based on Charles Kirkpatrick's stock selection processes.
November 2009 by Wayne A. Thorp
How can individual investors implement the Kirkpatrick approach? A look at AAII's stock screens based on Charles Kirkpatrick's stock selection processes.
Using Triggers to Beat the Market: The Charles Kirkpatrick "Relative" Approach
November 2009 by Wayne A. Thorp
Despite the stock market’s recent wild ride, many still believe that stocks are the best investment vehicle available--including Charles Kirkpatrick, president of Kirkpatrick & Co., a technical research firm, and publisher of the Kirkpatrick Market Strategist. A focus on Kirkpatrick’s "relative" investment philosophy.
November 2009 by Wayne A. Thorp
Despite the stock market’s recent wild ride, many still believe that stocks are the best investment vehicle available--including Charles Kirkpatrick, president of Kirkpatrick & Co., a technical research firm, and publisher of the Kirkpatrick Market Strategist. A focus on Kirkpatrick’s "relative" investment philosophy.
Adapting a Graham Disciple's Approach: AAII's Walter J. Schloss Screen
October 2009 by Cara Scatizzi
How can individual investors implement the Walter J. Schloss approach? A look at AAII's stock screen based on Schloss' stock selection process.
October 2009 by Cara Scatizzi
How can individual investors implement the Walter J. Schloss approach? A look at AAII's stock screen based on Schloss' stock selection process.
Finding Value Among the "Lows": The Walter J. Schloss Approach
October 2009 by Cara Scatizzi
The name Walter J. Schloss means little to the average investor. But this Benjamin Graham disciple learned his lessons well: From 1956 to 2000, his investment fund earned 15.7% versus the market’s 11.2%, and Warren Buffett has called him a "super" investor. A focus on the elements that drive the Schloss investment philosophy.
October 2009 by Cara Scatizzi
The name Walter J. Schloss means little to the average investor. But this Benjamin Graham disciple learned his lessons well: From 1956 to 2000, his investment fund earned 15.7% versus the market’s 11.2%, and Warren Buffett has called him a "super" investor. A focus on the elements that drive the Schloss investment philosophy.
Value Investing Using the Fundamental Rule of Thumb
September 2009 by Wayne A. Thorp
Earnings yield, dividend yield, and the ratio of earnings retained to book value are well-known value factors that are often used by value investors. The Fundamental Rule of Thumb approach combines all three, and allows you to calculate a trade-off score that may help uncover stocks meriting further analysis. How to screen using the Fundamental Rule of Thumb approach
September 2009 by Wayne A. Thorp
Earnings yield, dividend yield, and the ratio of earnings retained to book value are well-known value factors that are often used by value investors. The Fundamental Rule of Thumb approach combines all three, and allows you to calculate a trade-off score that may help uncover stocks meriting further analysis. How to screen using the Fundamental Rule of Thumb approach
Adapting the Kimmel Approach: AAII's Simple & Complex MAGNET Screens
August 2009 by Wayne A. Thorp
How can you implement the MAGNET approach in a stock screening program? A look at two AAII stock screens based on Kimmel's MAGNET stock selection process.
August 2009 by Wayne A. Thorp
How can you implement the MAGNET approach in a stock screening program? A look at two AAII stock screens based on Kimmel's MAGNET stock selection process.
Attracting Winning Stocks: The MAGNET Stock Selection Process
August 2009 by Wayne A. Thorp
Jordan Kimmel takes a three-pronged approach to stock selection, combining value, growth, and momentum investing approaches into a singular investing model that he terms The MAGNET Stock Selection Process. A look at the MAGNET philosophy and approach.
August 2009 by Wayne A. Thorp
Jordan Kimmel takes a three-pronged approach to stock selection, combining value, growth, and momentum investing approaches into a singular investing model that he terms The MAGNET Stock Selection Process. A look at the MAGNET philosophy and approach.
2009 Mid-Year Stock Screen Review: Is a Market Rebound in Progress?
July 2009 by Wayne A. Thorp
Only time will tell whether we are experiencing a true turnaround, but the typical exchange-listed stock is up over 27% for the year, and many of the AAII stock screens have turned in performances that dwarf the broader market.
July 2009 by Wayne A. Thorp
Only time will tell whether we are experiencing a true turnaround, but the typical exchange-listed stock is up over 27% for the year, and many of the AAII stock screens have turned in performances that dwarf the broader market.
Investing in Stocks With DRPs: Adding Yield to Your Returns
June 2009 by Wayne A. Thorp
A value approach to screening for the stocks of companies that offer dividend reinvestment plans (DRPs). The AAII screen tracks companies from both DRP and non-DRP universes
June 2009 by Wayne A. Thorp
A value approach to screening for the stocks of companies that offer dividend reinvestment plans (DRPs). The AAII screen tracks companies from both DRP and non-DRP universes
Graham's Defensive Investor Screens: An Intrinsic Approach for Stormy Times
May 2009 by Wayne A. Thorp
Benjamin Graham's approach to investing focused on a concept of intrinsic value that would prevent an investor from being misled during extreme market conditions. For those seeking an approach to guide them through today’' stormy markets, the Graham Defensive Investor screens are worth a closer look.
May 2009 by Wayne A. Thorp
Benjamin Graham's approach to investing focused on a concept of intrinsic value that would prevent an investor from being misled during extreme market conditions. For those seeking an approach to guide them through today’' stormy markets, the Graham Defensive Investor screens are worth a closer look.
Market Expectations vs. Results: Tracking Analyst Earnings Revisions
April 2009 by Wayne A. Thorp
Changes in earnings expectations, no matter how slight, can have a significant impact on a stock's price. Tracking these expectations and their changes is an important component of stock analysis, and tracking significant revisions can be turned into a rewarding investment strategy. Developing a screen for analyst revisions.
April 2009 by Wayne A. Thorp
Changes in earnings expectations, no matter how slight, can have a significant impact on a stock's price. Tracking these expectations and their changes is an important component of stock analysis, and tracking significant revisions can be turned into a rewarding investment strategy. Developing a screen for analyst revisions.
Finding a Stock's "True Value" Using The Price-Earnings Relative Screen
February 2009 by Wayne A. Thorp
While the price-earnings ratio is a popular measure of value, the price-earnings relative ratio may be a more intuitive formula you can use to evaluate a company’s relative growth and risk expectations.
February 2009 by Wayne A. Thorp
While the price-earnings ratio is a popular measure of value, the price-earnings relative ratio may be a more intuitive formula you can use to evaluate a company’s relative growth and risk expectations.
2008 AAII Stock Screen Roundup: Piotroski Strategy Defeats the Bear
January 2009 by Wayne A. Thorp
For many investors, 2008 cannot end soon enough, with the S&P 500 index down 40.3% for the year (through early December). During periods like this, very few long-only stock selection strategies generate gains, including AAII’s stock screens. However, one screen proved to be the exception--the low price-to-book-value strategy developed by Joseph Piotroski gained 32.6% through December 5.
January 2009 by Wayne A. Thorp
For many investors, 2008 cannot end soon enough, with the S&P 500 index down 40.3% for the year (through early December). During periods like this, very few long-only stock selection strategies generate gains, including AAII’s stock screens. However, one screen proved to be the exception--the low price-to-book-value strategy developed by Joseph Piotroski gained 32.6% through December 5.
David Dreman's Contrarian Strategy: Profiting From the Market's "Mistakes"
November 2008 by Wayne A. Thorp
David Dreman is a renowned contrarian investor who sees stocks and markets driven by emotions that often push prices from their intrinsic or "fair" value. A look at how to screen stocks based on the David Dreman approach.
November 2008 by Wayne A. Thorp
David Dreman is a renowned contrarian investor who sees stocks and markets driven by emotions that often push prices from their intrinsic or "fair" value. A look at how to screen stocks based on the David Dreman approach.
The Philip Fisher Approach to Screening Common Stocks for Uncommon Profits
October 2008 by Wayne A. Thorp
Philip Fisher was one of the first money managers to focus on qualitative factors. But he was first and foremost a growth stock investor, and he provided enough detail to establish some basic quantitative screens. A look at AAII's Philip Fisher screen, which seeks to highlight stocks with good growth potential.
October 2008 by Wayne A. Thorp
Philip Fisher was one of the first money managers to focus on qualitative factors. But he was first and foremost a growth stock investor, and he provided enough detail to establish some basic quantitative screens. A look at AAII's Philip Fisher screen, which seeks to highlight stocks with good growth potential.
The Warren Buffett Way of Finding Excellent Firms at Attractive Prices
September 2008 by Wayne A. Thorp
The legend of Warren Buffett and his investment prowess is well-documented. Buffett first seeks to identify an excellent business and then invests in it only if the price is right. A look at how to screen for firms using the Warren Buffett approach, based on the book “Buffettology” by Mary Buffett and David Clark.
September 2008 by Wayne A. Thorp
The legend of Warren Buffett and his investment prowess is well-documented. Buffett first seeks to identify an excellent business and then invests in it only if the price is right. A look at how to screen for firms using the Warren Buffett approach, based on the book “Buffettology” by Mary Buffett and David Clark.
Sorting Out the Winners in the Low Price-to-Book Stock Universe
August 2008 by Wayne A. Thorp
A mountain of research points to the long-term success of value-based stock selection, and University of Chicago accounting professor Joseph Piotroski further refines the approach, using basic financial criteria to help separate the winners from the losers. A look at our stock screen based on the Piotroski approach.
August 2008 by Wayne A. Thorp
A mountain of research points to the long-term success of value-based stock selection, and University of Chicago accounting professor Joseph Piotroski further refines the approach, using basic financial criteria to help separate the winners from the losers. A look at our stock screen based on the Piotroski approach.
The Election-Year Effect: For Now, 2008 Stock Market Bucks the Trend
July 2008 by Wayne A. Thorp
So far this year, the market has been unable to overcome a series of obstacles, and as of the first week of June, the S&P 500 was down 7.3% This has carried over to the AAII stock screens: of the 56 screens tracked at AAII.com, only 20 are up for the year, although 43 are outperforming the S&P 500.
July 2008 by Wayne A. Thorp
So far this year, the market has been unable to overcome a series of obstacles, and as of the first week of June, the S&P 500 was down 7.3% This has carried over to the AAII stock screens: of the 56 screens tracked at AAII.com, only 20 are up for the year, although 43 are outperforming the S&P 500.
Martin Zweig's Winning Approach to Investing in Long-Term Growth Stocks
May 2008 by Wayne A. Thorp
Investors looking for growth prospects seek firms that are leading the pack, but that will also maintain that lead in the years ahead. This is the approach advocated by Martin Zweig. A look at AAII's screen that follows the Martin Zweig approach.
May 2008 by Wayne A. Thorp
Investors looking for growth prospects seek firms that are leading the pack, but that will also maintain that lead in the years ahead. This is the approach advocated by Martin Zweig. A look at AAII's screen that follows the Martin Zweig approach.
Ralph Wanger's Survival Guide to Investing in Small-Cap Stocks
April 2008 by Wayne A. Thorp
Ralph Wanger's investing style of holding small companies with financial strength, entrepreneurial managers, and understandable businesses allowed him to generate enviable returns while managing the Acorn Fund between 1970 and 2003. A look at AAII's screen that follows the Ralph Wanger approach.
April 2008 by Wayne A. Thorp
Ralph Wanger's investing style of holding small companies with financial strength, entrepreneurial managers, and understandable businesses allowed him to generate enviable returns while managing the Acorn Fund between 1970 and 2003. A look at AAII's screen that follows the Ralph Wanger approach.
Investing in Proven Growth Using CAN SLIM Revised
February 2008 by Wayne A. Thorp
William O’Neil’s original CAN SLIM approach was based on analyzing the biggest stock market winners from 1953 to 1993. But the analysis was extended to 2001 and the criteria revised. A look at how our screen based on this revised approach has fared.
February 2008 by Wayne A. Thorp
William O’Neil’s original CAN SLIM approach was based on analyzing the biggest stock market winners from 1953 to 1993. But the analysis was extended to 2001 and the criteria revised. A look at how our screen based on this revised approach has fared.
Master Strategists for 2007: AAII's Top Stock Screens
January 2008 by Wayne A. Thorp
The fiercest battle in 2007 was not among the strategists, but against the market itself. Nonetheless, the top strategist's win was decisive: The O'Shaughnessy Small Cap Growth and Value methodology closed the year up 43.9%.
January 2008 by Wayne A. Thorp
The fiercest battle in 2007 was not among the strategists, but against the market itself. Nonetheless, the top strategist's win was decisive: The O'Shaughnessy Small Cap Growth and Value methodology closed the year up 43.9%.
The Foolish Approach to Small-Cap Stock Investing
November 2007 by Wayne A. Thorp
The Foolish Small Cap 8 screen attempts to isolate profitable, rapidly growing small-cap firms using an approach originally developed by the The Motley Fool Web site.
November 2007 by Wayne A. Thorp
The Foolish Small Cap 8 screen attempts to isolate profitable, rapidly growing small-cap firms using an approach originally developed by the The Motley Fool Web site.
The Rule #1 Approach to Finding Wonderful Companies
October 2007 by Wayne A. Thorp
Warren Buffett’s #1 rule of investing is: Don't lose money And how do you accomplish that small feat? By investing in wonderful companies at attracive prices, according to Phil Town, author of a new book that outlines his approach. A look at AAII's new stock screen based on Town's methodology.
October 2007 by Wayne A. Thorp
Warren Buffett’s #1 rule of investing is: Don't lose money And how do you accomplish that small feat? By investing in wonderful companies at attracive prices, according to Phil Town, author of a new book that outlines his approach. A look at AAII's new stock screen based on Town's methodology.
Style Diversification Using the James O'Shaughnessy Approach
September 2007 by Wayne A. Thorp
While stock investors have been debating the merits of growth versus value strategies for decades, James O'Shaughnessy has shown that both approaches work--but on different kinds of stocks. How to screen for growth and value using the O'Shaughnessy approach.
September 2007 by Wayne A. Thorp
While stock investors have been debating the merits of growth versus value strategies for decades, James O'Shaughnessy has shown that both approaches work--but on different kinds of stocks. How to screen for growth and value using the O'Shaughnessy approach.
A Top-Line Approach: The Price-to-Sales Ratio Screen
August 2007 by Wayne A. Thorp
Price-to-sales ratios came into their own during the dot-com era, when earnings-based valuation models proved useless. However, price-to-sales ratios continue to be a useful stock selection methodology. A look at one approach.
August 2007 by Wayne A. Thorp
Price-to-sales ratios came into their own during the dot-com era, when earnings-based valuation models proved useless. However, price-to-sales ratios continue to be a useful stock selection methodology. A look at one approach.
Strong Market Performance Powers First-Half 2007 Results
July 2007 by Wayne A. Thorp
Most AAII stock screens are outperforming the broad market indexes. The Benjamin Graham Defensive Non-Utility screen is at the top of the first-half performance list, with a year-to-date gain of 35.4%. The O'Shaughnessy Tiny Titans screen tops the long-term list, with a cumulative gain of 3,290.9% since the start of 1998.
July 2007 by Wayne A. Thorp
Most AAII stock screens are outperforming the broad market indexes. The Benjamin Graham Defensive Non-Utility screen is at the top of the first-half performance list, with a year-to-date gain of 35.4%. The O'Shaughnessy Tiny Titans screen tops the long-term list, with a cumulative gain of 3,290.9% since the start of 1998.
Dividend Reinvestment Plans: Value Investing With a Dividend Boost
June 2007 by Wayne A. Thorp
Dividend reinvestment plans offer investors a low-cost approach to investing in dividend-paying stocks. How should you screen these firms? A look at a high-yield approach.
June 2007 by Wayne A. Thorp
Dividend reinvestment plans offer investors a low-cost approach to investing in dividend-paying stocks. How should you screen these firms? A look at a high-yield approach.
Dow Dogs Make Their Mark With Pure Mechanical Approach
April 2007 by Wayne A. Thorp
The Dow Dogs methodology emphasizes out-of-favor Dow stocks that are possibly underpriced relative to others, as indicated by high dividend yields. It is a mechanical approach that forces strict discipline, and requires no investment decision-making expertise--a highly appealing strategy to many individual investors, particularly market neophytes.
April 2007 by Wayne A. Thorp
The Dow Dogs methodology emphasizes out-of-favor Dow stocks that are possibly underpriced relative to others, as indicated by high dividend yields. It is a mechanical approach that forces strict discipline, and requires no investment decision-making expertise--a highly appealing strategy to many individual investors, particularly market neophytes.
Over There: Screening for Reasonably Priced ADRs
February 2007 by Wayne A. Thorp
Direct investment in foreign-traded stocks is difficult and costly for the individual investor, but an excellent route overseas is to purchase shares of international companies in the form of ADRs. How do you screen for these kinds of stocks? A look at one approach.
February 2007 by Wayne A. Thorp
Direct investment in foreign-traded stocks is difficult and costly for the individual investor, but an excellent route overseas is to purchase shares of international companies in the form of ADRs. How do you screen for these kinds of stocks? A look at one approach.
Valuation Evaluation Using Price-Earnings Relatives
November 2006 by Wayne A. Thorp
The price-earnings ratio is one of the most popular measures of company value. But P/Es are not across-the-board comparable. The relative price-earnings ratio approach looks back at the relationship of the price-earnings ratio of a stock either to the price-earnings ratio of the overall market or to that of the company’s industry. How to screen for stocks using P/E relatives.
November 2006 by Wayne A. Thorp
The price-earnings ratio is one of the most popular measures of company value. But P/Es are not across-the-board comparable. The relative price-earnings ratio approach looks back at the relationship of the price-earnings ratio of a stock either to the price-earnings ratio of the overall market or to that of the company’s industry. How to screen for stocks using P/E relatives.
The Lakonishok Approach to Value Investing: A Payoff for Patience
October 2006 by Wayne A. Thorp
Can academic theory be put to practice? A University of Illinois finance professor formed an investment management firm using quantitative models to find value companies. A look at the contrarian Lakonishok screen and how it has fared.
October 2006 by Wayne A. Thorp
Can academic theory be put to practice? A University of Illinois finance professor formed an investment management firm using quantitative models to find value companies. A look at the contrarian Lakonishok screen and how it has fared.
Avoiding the Traps of Being Early: Value on the Move Screens
September 2006 by Wayne A. Thorp
AAII's Value on the Move screens seek value-oriented stocks but attempt to avoid typical value traps by adding criteria for earnings growth and relative strength.
September 2006 by Wayne A. Thorp
AAII's Value on the Move screens seek value-oriented stocks but attempt to avoid typical value traps by adding criteria for earnings growth and relative strength.
Small-Company Investing Using the "Oberweis Octagon"
August 2006 by Wayne A. Thorp
AAII's screen patterned after the Oberweis Octagon focuses on rapidly growing companies that are attractively priced. A look at how the screen has performed, and its current holdings.
August 2006 by Wayne A. Thorp
AAII's screen patterned after the Oberweis Octagon focuses on rapidly growing companies that are attractively priced. A look at how the screen has performed, and its current holdings.
Small Caps & Value Lead at the Mid-Point of 2006
July 2006 by Wayne A. Thorp
A mid-year review of the screens tracked on AAII.com shows a reversal of last year’s trend, with value strategies topping growth approaches, and small-cap screens outperforming mid- and large-cap strategies.
July 2006 by Wayne A. Thorp
A mid-year review of the screens tracked on AAII.com shows a reversal of last year’s trend, with value strategies topping growth approaches, and small-cap screens outperforming mid- and large-cap strategies.
A High-Yield Approach to Value Investing
June 2006 by Wayne A. Thorp
Dividend-paying stocks can provide a beneficial diversification component to aggressive, high-growth stock portfolios. How should you screen dividend reinvestment plan stocks? A conservative high-yield approach.
June 2006 by Wayne A. Thorp
Dividend-paying stocks can provide a beneficial diversification component to aggressive, high-growth stock portfolios. How should you screen dividend reinvestment plan stocks? A conservative high-yield approach.
The Muhlenkamp Approach: Screening for High ROEs at a Reasonable Price
May 2006 by Wayne A. Thorp
Ronald Muhlenkamp, lead manager of the Muhlenkamp Fund, takes a total return approach to investing, using a bottom-up strategy to select stocks, but adjusting benchmarks based upon the broad economic environment. AAII’s screen using the Muhlenkamp approach was one of the top-performing growth and value screens for 2005.
May 2006 by Wayne A. Thorp
Ronald Muhlenkamp, lead manager of the Muhlenkamp Fund, takes a total return approach to investing, using a bottom-up strategy to select stocks, but adjusting benchmarks based upon the broad economic environment. AAII’s screen using the Muhlenkamp approach was one of the top-performing growth and value screens for 2005.
Graham's Long-Term Winning Approach for Enterprising & Defensive Investors
April 2006 by Cara Scatizzi
Father knows best--at least as far as Benjamin Graham, the father of value investing, is concerned. A look at Graham's approach to long-term investing for both enterprising and defensive investors.
April 2006 by Cara Scatizzi
Father knows best--at least as far as Benjamin Graham, the father of value investing, is concerned. A look at Graham's approach to long-term investing for both enterprising and defensive investors.
Screening for the Future Stock Market Winners
February 2006 by Wayne A. Thorp
What does it take to become a winner? In 1989, Marc Reinganum examined the common characteristics of a group of winning stocks. Based on that research, AAII developed the Stock Market Winners screen, a growth and value approach that last year was one of the top performers.
February 2006 by Wayne A. Thorp
What does it take to become a winner? In 1989, Marc Reinganum examined the common characteristics of a group of winning stocks. Based on that research, AAII developed the Stock Market Winners screen, a growth and value approach that last year was one of the top performers.
From Peak to Valley: The Stock Strategy Landscape in 2005
January 2006 by Wayne A. Thorp
It was a rocky start, but the market, as well as most strategies, finally found their footing in 2005, with 43 of the 54 strategies AAII tracks turning in a positive performance for the year. For the second year in a row, the Michael Murphy value-priced technology screen led the way, while the growth-and-value Zweig approach held its long-term standing.
January 2006 by Wayne A. Thorp
It was a rocky start, but the market, as well as most strategies, finally found their footing in 2005, with 43 of the 54 strategies AAII tracks turning in a positive performance for the year. For the second year in a row, the Michael Murphy value-priced technology screen led the way, while the growth-and-value Zweig approach held its long-term standing.
Getting Your Money's Worth: Screening for Return on Equity
November 2005 by Wayne A. Thorp
Return on equity (ROE) is a popular measure of profitability and corporate management excellence. How to screen for stocks with strong and solid ROEs.
November 2005 by Wayne A. Thorp
Return on equity (ROE) is a popular measure of profitability and corporate management excellence. How to screen for stocks with strong and solid ROEs.
The King of Value: Screening for Low Price-to-Free-Cash-Flow
October 2005 by Wayne A. Thorp
For many investors, cash is 'king' when it comes to selecting stocks, since growth in sales, earnings and asset values is ultimately fueled by a company's cash-generating ability. And now cash may be king when it comes to stock screening as well--AAII's free cash flow screen (low price-to-free-cash-flow) is one of the top-performing value strategies tracked by AAII. A look at the low price-to-free-cash-flow screen.
October 2005 by Wayne A. Thorp
For many investors, cash is 'king' when it comes to selecting stocks, since growth in sales, earnings and asset values is ultimately fueled by a company's cash-generating ability. And now cash may be king when it comes to stock screening as well--AAII's free cash flow screen (low price-to-free-cash-flow) is one of the top-performing value strategies tracked by AAII. A look at the low price-to-free-cash-flow screen.
The Revised Foolish 8 Screen: Not-So-Foolish Results
September 2005 by Wayne A. Thorp
Small stocks entice investors with the potential for large returns. But how do you select among the thousands of firms? The Motley Fool Web site originally developed a filter to look for profitable, rapidly growing small companies with strong price momentum. A revised version adds valuation and management criteria.
September 2005 by Wayne A. Thorp
Small stocks entice investors with the potential for large returns. But how do you select among the thousands of firms? The Motley Fool Web site originally developed a filter to look for profitable, rapidly growing small companies with strong price momentum. A revised version adds valuation and management criteria.
How to Profit From Revisions in Analysts' Earnings Estimates
August 2005 by Wayne A. Thorp
While actual earnings growth is key over the long term, even small changes in expectations can have a big impact on a stock's price. How tracking revisions in earnings estimates can be turned into a rewarding investment strategy.
August 2005 by Wayne A. Thorp
While actual earnings growth is key over the long term, even small changes in expectations can have a big impact on a stock's price. How tracking revisions in earnings estimates can be turned into a rewarding investment strategy.
Mid-Cap and Growth Pull Ahead in Mid-Year Review
July 2005 by Wayne A. Thorp
The year has been rough for value-oriented strategies relative to growth approaches, while strategies investing in smaller-cap companies have outperformed strategies that focus on larger firms.
July 2005 by Wayne A. Thorp
The year has been rough for value-oriented strategies relative to growth approaches, while strategies investing in smaller-cap companies have outperformed strategies that focus on larger firms.
A Conservative Approach to Screening for High Dividend Yields
June 2005 by Wayne A. Thorp
Dividend-paying stocks provide a bit of a safe harbor during market tempests. Our high-yield screen offers a conservative approach to investing in dividend-paying stocks.
June 2005 by Wayne A. Thorp
Dividend-paying stocks provide a bit of a safe harbor during market tempests. Our high-yield screen offers a conservative approach to investing in dividend-paying stocks.
John Neff's Approach to Contrarian Investing
May 2005 by Wayne A. Thorp
Searching for stocks with low-price-earnings ratios, solid earnings growth and increasing dividend yields, using the successful approach of the former manager of the Vanguard Windsor Fund.
May 2005 by Wayne A. Thorp
Searching for stocks with low-price-earnings ratios, solid earnings growth and increasing dividend yields, using the successful approach of the former manager of the Vanguard Windsor Fund.
The Peter Lynch Approach: Investing in "Understandable" Stocks
April 2005 by Wayne A. Thorp
AAII Stock Screens: Searching for attractively valued growth stocks that haven't yet captured the attention of Wall Street? The Lynch approach emphasizes a thorough understanding of the company and whether the stock can be purchased at a reasonable price.
April 2005 by Wayne A. Thorp
AAII Stock Screens: Searching for attractively valued growth stocks that haven't yet captured the attention of Wall Street? The Lynch approach emphasizes a thorough understanding of the company and whether the stock can be purchased at a reasonable price.
The IBD Stable 70: Screening for Long-Term Growth and Stability
February 2005 by Wayne A. Thorp
AAII Stock Screens: Searching for "recession-proof" stocks? The IBD Stable 70 screen attempts to identify companies that have strong and stable long-term earnings growth—characteristics that have allowed firms to weather downturns in the past.
February 2005 by Wayne A. Thorp
AAII Stock Screens: Searching for "recession-proof" stocks? The IBD Stable 70 screen attempts to identify companies that have strong and stable long-term earnings growth—characteristics that have allowed firms to weather downturns in the past.
Stock Strategy Winners From the 2004 Performance Derby
January 2005 by John Bajkowski
AAII Stock Screens: It was a mixed field on a changing track during the 2004 stock strategy performance derby. The top performer for the year was the only strategy during 2003 to show a loss. But the Zweig approach maintained its long-term lead.
January 2005 by John Bajkowski
AAII Stock Screens: It was a mixed field on a changing track during the 2004 stock strategy performance derby. The top performer for the year was the only strategy during 2003 to show a loss. But the Zweig approach maintained its long-term lead.
Screening for Value Using the Fundamental Rule of Thumb
November 2004 by John Bajkowski
AAII Stock Screens: The Fundamental Rule of Thumb screen combines earnings yield, dividend yield, and the ratio of earnings retained to book value to produce a score that can help indicate if a stock merits further analysis.
November 2004 by John Bajkowski
AAII Stock Screens: The Fundamental Rule of Thumb screen combines earnings yield, dividend yield, and the ratio of earnings retained to book value to produce a score that can help indicate if a stock merits further analysis.
Screening for Triggers: Revised Earnings Estimates
October 2004 by John Bajkowski
AAII Stock Screens: Positive earnings surprises and upward revisions are event triggers that can change the market's collective mind about stocks that are out of favor. A review of the Dreman With Estimate Revisions screen.
October 2004 by John Bajkowski
AAII Stock Screens: Positive earnings surprises and upward revisions are event triggers that can change the market's collective mind about stocks that are out of favor. A review of the Dreman With Estimate Revisions screen.
The Best of Both Worlds: Value on the Move Screens
September 2004 by Wayne A. Thorp
AAII Stock Screens: Most buyers want value for their money, but many stock investors also seek growth. How to combine value and growth measures to identify potential attractively priced companies that are also experiencing growth.
September 2004 by Wayne A. Thorp
AAII Stock Screens: Most buyers want value for their money, but many stock investors also seek growth. How to combine value and growth measures to identify potential attractively priced companies that are also experiencing growth.
Tracking the Smart Money: Screening for Insider Activity
August 2004 by Wayne A. Thorp
AAII Stock Screens: Who else better knows the future prospects of a company than the insiders? While it would be foolish to base buy and sell decisions solely on insider data, it is useful to know what the smart money is up to. AAII's insider buys screen.
August 2004 by Wayne A. Thorp
AAII Stock Screens: Who else better knows the future prospects of a company than the insiders? While it would be foolish to base buy and sell decisions solely on insider data, it is useful to know what the smart money is up to. AAII's insider buys screen.
Strategies End Mid-Year on Upside of a See-Saw Market
July 2004 by John Bajkowski
AAII Stock Screens: Thirty-four of the 54 strategies tracked on AAII.com showed positive gains for the first half of 2004. A look at the year-to-date winners.
July 2004 by John Bajkowski
AAII Stock Screens: Thirty-four of the 54 strategies tracked on AAII.com showed positive gains for the first half of 2004. A look at the year-to-date winners.
Keep the Dividends Flowing: Screening for DRPs
June 2004 by Wayne A. Thorp
AAII Stock Screens: Selecting from a universe consisting only of firms offering dividend reinvestment plans can result in a concentrated portfolio. But DRPs can provide a beneficial diversification component to aggressive, high-growth stock portfolios.
June 2004 by Wayne A. Thorp
AAII Stock Screens: Selecting from a universe consisting only of firms offering dividend reinvestment plans can result in a concentrated portfolio. But DRPs can provide a beneficial diversification component to aggressive, high-growth stock portfolios.
Overseas Investing at Home: Screening for Reasonably Priced ADRs
May 2004 by John Bajkowski
AAII Stock Screens: One way to invest in individual international stocks is through American depositary receipts (ADRs). AAII's screen for ADRs looks for firms trading with a low PEG ratio that show strong recent price momentum.
May 2004 by John Bajkowski
AAII Stock Screens: One way to invest in individual international stocks is through American depositary receipts (ADRs). AAII's screen for ADRs looks for firms trading with a low PEG ratio that show strong recent price momentum.
The Weiss Approach: Finding Value in Dividend-Paying Blue Chips
April 2004 by John Bajkowski
A review of the Geraldine Weiss screen to identify sound companies trading at reasonable dividend yield valuation levels.
April 2004 by John Bajkowski
A review of the Geraldine Weiss screen to identify sound companies trading at reasonable dividend yield valuation levels.
The Zweig Approach: Growth Stocks That Can Keep Pace
February 2004 by Wayne A. Thorp
A closer look at our top-performing screen over the long term, based on Martin Zweig's approach to identifying stocks that have strong earnings growth and price action, and selling at reasonable price-earnings ratios.
February 2004 by Wayne A. Thorp
A closer look at our top-performing screen over the long term, based on Martin Zweig's approach to identifying stocks that have strong earnings growth and price action, and selling at reasonable price-earnings ratios.
Winners and Losers in the 2003 Performance Race
January 2004 by John Bajkowski
The Piotroski small-cap value approach and the Zweig growth and value strategy are the two big winners in AAII's annual comparison of major stock screenig strategies tracked on AAII.com.
January 2004 by John Bajkowski
The Piotroski small-cap value approach and the Zweig growth and value strategy are the two big winners in AAII's annual comparison of major stock screenig strategies tracked on AAII.com.
Keeping a Pulse on Expectations: Screening for Earnings Revisions
November 2003 by John Bajkowski
Slight changes in expectations for future earnings or the earnings growth rate can strongly impact a stock's price. Tracking these expectations and their changes can be a rewarding stock strategy.
November 2003 by John Bajkowski
Slight changes in expectations for future earnings or the earnings growth rate can strongly impact a stock's price. Tracking these expectations and their changes can be a rewarding stock strategy.
IBD Stable 70: Surviving Downturns With Long-Term Earnings Growth
October 2003 by Wayne A. Thorp
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last five years. It looks for firms equipped to withstand downturns by isolating those with strong & stable long-term earnings growth.
October 2003 by Wayne A. Thorp
The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last five years. It looks for firms equipped to withstand downturns by isolating those with strong & stable long-term earnings growth.
AAII's Low Price-to-Sales Screen: Strong Performer in Mixed Market
September 2003 by John Bajkowski
Screening provides a disciplined aproach to selecting stocks that match up with one's investment philosophy. However, it's a first step in the stock selection process and should be followed up with in-dpeth company analysis.
September 2003 by John Bajkowski
Screening provides a disciplined aproach to selecting stocks that match up with one's investment philosophy. However, it's a first step in the stock selection process and should be followed up with in-dpeth company analysis.
How the Strategies Have Fared: A Mid-Year Performance Review
August 2003 by John Bajkowski
The Foolish Small Cap 8 strategy shot past all of the other strategies in the first half of 2003, while the long-term leader in the growth category continues to be the O'Neil CAN SLIM approach.
August 2003 by John Bajkowski
The Foolish Small Cap 8 strategy shot past all of the other strategies in the first half of 2003, while the long-term leader in the growth category continues to be the O'Neil CAN SLIM approach.
Searching for the Upcoming Stock Market Winners
July 2003 by John Bajkowski
The original rules developed by Marc Reinganum to identify stock market "winners" produced returns that were significantly higher than the market.
July 2003 by John Bajkowski
The original rules developed by Marc Reinganum to identify stock market "winners" produced returns that were significantly higher than the market.
Implementing a High-Yield Screen to Invest in Stocks With DRPs
June 2003 by John Bajkowski
Many individuals are attracted to companies with DRPs as a low-cost way to buy shares. But limiting investment to only DRPs tends to exclude certain sectors from your portfolio, including higher-growth stocks.
June 2003 by John Bajkowski
Many individuals are attracted to companies with DRPs as a low-cost way to buy shares. But limiting investment to only DRPs tends to exclude certain sectors from your portfolio, including higher-growth stocks.
The Muhlenkamp Stock Screen: High ROEs at a Reasonable Price
May 2003 by John Bajkowski
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment, using prevailing inflation and interest rates to help establish his investment hurdles.
May 2003 by John Bajkowski
Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment, using prevailing inflation and interest rates to help establish his investment hurdles.
How to Use the CAN SLIM Approach to Screen for Growth Stocks
April 2003 by John Bajkowski
AAII's interpretation of the CAN SLIM approach has been one of the most consistent and strongest-performing screens during both bull and bear markets. An update on the CAN SLIM strategy.
April 2003 by John Bajkowski
AAII's interpretation of the CAN SLIM approach has been one of the most consistent and strongest-performing screens during both bull and bear markets. An update on the CAN SLIM strategy.
Out of Wall Street's Spotlights: AAII's 2003 Shadow Stock Listing
February 2003 by Wayne A. Thorp
This year's list consists of 159 companies, including 44 newcomers. Detailed financial data for all 159 Shadow Stocks is available in spreadsheet form in the Download Library area under Files from AAII.
February 2003 by Wayne A. Thorp
This year's list consists of 159 companies, including 44 newcomers. Detailed financial data for all 159 Shadow Stocks is available in spreadsheet form in the Download Library area under Files from AAII.
Shadow Stock Rookies: What the Newcomers Look Like
February 2003 by Wayne A. Thorp
The price-earnings ratios for the Shadow Stock rookies range from 3.2 for freight carrier B&H Ocean Carriers, to 102.6 for OYO Geospace Corp., a maker of seismic data instruments.
February 2003 by Wayne A. Thorp
The price-earnings ratios for the Shadow Stock rookies range from 3.2 for freight carrier B&H Ocean Carriers, to 102.6 for OYO Geospace Corp., a maker of seismic data instruments.
Stock Strategy Performance: Winners and Losers in 2002
January 2003 by John Bajkowski
The Graham Enterprising Investor screen led the pack in 2002 in total gains. This value approach looks for dividend-paying stocks with low price-earnings ratios.
January 2003 by John Bajkowski
The Graham Enterprising Investor screen led the pack in 2002 in total gains. This value approach looks for dividend-paying stocks with low price-earnings ratios.
The Foolish Approach to Investing in Small-Cap Stocks
November 2002 by Wayne A. Thorp
The Motley Fool's Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
November 2002 by Wayne A. Thorp
The Motley Fool's Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
Dividends Count: Screening for Undervalued Stocks With Lower Risk
October 2002 by John Bajkowski
If a stock's price rises faster than its dividend, the dividend yield will fall, indicating the price may have been bid up too far. Conversely, if the yield rises to a high level, the stock may be poised for an increase.
October 2002 by John Bajkowski
If a stock's price rises faster than its dividend, the dividend yield will fall, indicating the price may have been bid up too far. Conversely, if the yield rises to a high level, the stock may be poised for an increase.
Building a Screen for Reasonably Priced ADRs
September 2002 by John Bajkowski
Performance of an ADR will closely monitor that of the underlying stock traded on a foreign exchange. And for U.S.-based investors, ADRs are subject to the same currency risk as the underlying stock.
September 2002 by John Bajkowski
Performance of an ADR will closely monitor that of the underlying stock traded on a foreign exchange. And for U.S.-based investors, ADRs are subject to the same currency risk as the underlying stock.
Which Stock Strategies Did Best? A Mid-Year Performance Review
July 2002 by John Bajkowski
So far the top-performing screens during 2002 were also the leading strategies during 2001: The Piotroski value screen, the Philip Fisher growth & value screen, and O'Neil's CANSLIM growth screen.
July 2002 by John Bajkowski
So far the top-performing screens during 2002 were also the leading strategies during 2001: The Piotroski value screen, the Philip Fisher growth & value screen, and O'Neil's CANSLIM growth screen.
DRP Stock Characteristics and How to Implement a High-Yield Screen
June 2002 by Wayne A. Thorp
During bear markets, dividend-paying value stocks tend to outperform growth-oriented issues. This is echoed by the price-earnings ratios of the DRP and non-DRP universes, 19.6 and 18.9 respectively.
June 2002 by Wayne A. Thorp
During bear markets, dividend-paying value stocks tend to outperform growth-oriented issues. This is echoed by the price-earnings ratios of the DRP and non-DRP universes, 19.6 and 18.9 respectively.
Analyzing a Stock as a Business: The Buffett Approach to Screening
May 2002 by John Bajkowski
Warren Buffett's strategy is easy to understand, but its successful implementation requires a considerable amount of time, effort, and judgment. You need to thoroughly analyze the business and quality of management.
May 2002 by John Bajkowski
Warren Buffett's strategy is easy to understand, but its successful implementation requires a considerable amount of time, effort, and judgment. You need to thoroughly analyze the business and quality of management.
An Aggressive Value Approach for Small-Company Investing
April 2002 by Wayne A. Thorp
The Oberweis Octagon is a set of rules outlining an approach that seeks to identify rapidly growing companies with prospects for continued future growth, but with stock market valuations that are reasonable given their levels of growth.
April 2002 by Wayne A. Thorp
The Oberweis Octagon is a set of rules outlining an approach that seeks to identify rapidly growing companies with prospects for continued future growth, but with stock market valuations that are reasonable given their levels of growth.
Shadow Stocks 2002: Small Caps Out of Wall Street's Spotlights
February 2002 by Wayne A. Thorp
Stock Screening: By operating out of the spotlight of Wall Street, Shadow Stocks may offer unique opportunities for individual investors. This year, 186 stocks passed the Shadow Stock screens.
February 2002 by Wayne A. Thorp
Stock Screening: By operating out of the spotlight of Wall Street, Shadow Stocks may offer unique opportunities for individual investors. This year, 186 stocks passed the Shadow Stock screens.
The Rookies: Characteristics of the Shadow Stock Newcomers
February 2002 by Wayne A. Thorp
Stock Screening: One of the hottest sectors in 2001 has been consumer noncyclicals. This year's Shadow Stock Rookies list contains seven such firms.
February 2002 by Wayne A. Thorp
Stock Screening: One of the hottest sectors in 2001 has been consumer noncyclicals. This year's Shadow Stock Rookies list contains seven such firms.