Growth Investing Articles
Discovering Growth Beyond the Headlines
July 2026 by John Bajkowski, Cynthia McLaughlin, Dan Boyle
Two growth investing strategies emphasize sustainable metrics, valuation awareness and avoiding glamour stocks.
July 2026 by John Bajkowski, Cynthia McLaughlin, Dan Boyle
Two growth investing strategies emphasize sustainable metrics, valuation awareness and avoiding glamour stocks.
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 Three Secular Trends That Have Fueled Growth Stocks
September 2025 by Charles Rotblut
Growth investing is having a moment, aided by three secular growth trends.
September 2025 by Charles Rotblut
Growth investing is having a moment, aided by three secular growth trends.
Striking the Right Balance Between Growth and Value Stocks
October 2024 by Craig Israelsen
A look at historical performance sheds light on whether favoring growth or value stocks makes a difference.
October 2024 by Craig Israelsen
A look at historical performance sheds light on whether favoring growth or value stocks makes a difference.
Sustainable Investing: The Difference Between Growth and Value-Based Strategies
September 2024 by Wayne A. Thorp
The distinctions between different types of sustainable investing are becoming crucial in guiding investor choices and influencing the broader market dynamics.
September 2024 by Wayne A. Thorp
The distinctions between different types of sustainable investing are becoming crucial in guiding investor choices and influencing the broader market dynamics.
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.
What Vanguard Looks for in Innovative Global Growth Stocks
May 2024 by Charles Rotblut, Cynthia McLaughlin, Michael Masdea
Using a bottom-up approach to pinpoint companies set to be much bigger in five to 10 years.
May 2024 by Charles Rotblut, Cynthia McLaughlin, Michael Masdea
Using a bottom-up approach to pinpoint companies set to be much bigger in five to 10 years.
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.
Uncovering Consistent & Sustainable Growth With the Revised Growth Grade
October 2022 by Wayne A. Thorp
Through testing, we found evidence that we could build a better grade to help members identify promising growth stocks and the key components that make them so.
October 2022 by Wayne A. Thorp
Through testing, we found evidence that we could build a better grade to help members identify promising growth stocks and the key components that make them so.
Segmenting Growth Stocks With the G-Score
September 2022 by Wayne A. Thorp
An eight-point scale based on fundamental factors helps to identify attractive growth stocks and avoid weak growth companies.
September 2022 by Wayne A. Thorp
An eight-point scale based on fundamental factors helps to identify attractive growth stocks and avoid weak growth companies.
Reddit, Robinhood and Lessons From the Meme Stock Craze
April 2022 by Spencer Jakab
The technology that made it possible for people to actively trade for free and send a stock’s price up rapidly also works to your advantage as an investor and a saver.
April 2022 by Spencer Jakab
The technology that made it possible for people to actively trade for free and send a stock’s price up rapidly also works to your advantage as an investor and a saver.
Strong Estimated Growth Fails to Lead to Strong Returns
July 2021 by Matthew Bajkowski
Results of backtesting the A+ Growth Grade with a projected earnings growth rate component.
July 2021 by Matthew Bajkowski
Results of backtesting the A+ Growth Grade with a projected earnings growth rate component.
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.
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.
Technology Takes Over the Top-Performing ETF List
September 2017 by Jaclyn N. McClellan
Two semiconductor funds help put technology on top, though last year’s dominant sector, health care, maintained a presence.
September 2017 by Jaclyn N. McClellan
Two semiconductor funds help put technology on top, though last year’s dominant sector, health care, maintained a presence.
Better Sector Rotation Performance
August 2017 by Scott Juds
The founder of SumGrowth Strategies explains how to use his SectorSurfer service to build a sector rotation strategy that is optimized for both bull and bear markets.
August 2017 by Scott Juds
The founder of SumGrowth Strategies explains how to use his SectorSurfer service to build a sector rotation strategy that is optimized for both bull and bear markets.
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.
Why Value Beats Growth: A Brief Explanation
September 2016 by Peter Berezin
Value stocks perform better because the markets are not perfectly efficient and investors overpay for growth.
September 2016 by Peter Berezin
Value stocks perform better because the markets are not perfectly efficient and investors overpay for growth.
Methods for Valuing a Stock Based on Profitability and Growth
April 2016 by Thomas Howard
Employing different valuation methods allows you to establish a range for determining whether a stock is cheap or expensive.
April 2016 by Thomas Howard
Employing different valuation methods allows you to establish a range for determining whether a stock is cheap or expensive.
A Snapshot of Fourth-Quarter 2015 Earnings Trends Using Estimize
February 2016 by Christine Short
Christine Short, corporate earnings expert at Estimize, reports on projected growth as the current reporting season unfolds.
February 2016 by Christine Short
Christine Short, corporate earnings expert at Estimize, reports on projected growth as the current reporting season unfolds.
3 Reasons to Embrace the New Investment Technology Platforms
January 2016 by Sharon Mallory
For investors, and investment advisory firms, robo-technology can offer specific advantages.
January 2016 by Sharon Mallory
For investors, and investment advisory firms, robo-technology can offer specific advantages.
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.
Valuation Ratios: The PEG Ratio
June 2014 by Joe Lan
The PEG ratio factors a company’s growth into its valuation, allowing investors to compare companies with different rates of growth.
June 2014 by Joe Lan
The PEG ratio factors a company’s growth into its valuation, allowing investors to compare companies with different rates of growth.
A New Series: What You Can Expect
March 2014 by Joe Lan
Our new Tracking the Tech Sector series is aimed at researching and analyzing the industries and companies of the technology sector. Here’s what it will be offering.
March 2014 by Joe Lan
Our new Tracking the Tech Sector series is aimed at researching and analyzing the industries and companies of the technology sector. Here’s what it will be offering.
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.
Screening for Quality Growth, Value & Momentum
October 2013 by Wayne A. Thorp
Translating the Novy-Marx approach for finding quality value stocks into a screen using Stock Investor Pro and Excel.
October 2013 by Wayne A. Thorp
Translating the Novy-Marx approach for finding quality value stocks into a screen using Stock Investor Pro and Excel.
Tech Valuations Belie Market Heights
July 2013 by Wayne A. Thorp
The S&P 500 index hitting a new all-time high has some fretting that the market is becoming overvalued. When looking at technology stocks, however, the story is very different: Tech stocks are trading at their lowest valuations since 2006.
July 2013 by Wayne A. Thorp
The S&P 500 index hitting a new all-time high has some fretting that the market is becoming overvalued. When looking at technology stocks, however, the story is very different: Tech stocks are trading at their lowest valuations since 2006.
A CAN SLIM Screen With No Float but Plenty of Lift
April 2013 by Wayne A. Thorp
Tweaking the CAN SLIM screen criteria to allow more stocks to pass, while preserving its potential for success.
April 2013 by Wayne A. Thorp
Tweaking the CAN SLIM screen criteria to allow more stocks to pass, while preserving its potential for success.
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.
Analyzing Growth Rates
March 2013 by Joe Lan
Growth can bring more money into a company and drive the stock price higher. Find out how to calculate and analyze growth rates.
March 2013 by Joe Lan
Growth can bring more money into a company and drive the stock price higher. Find out how to calculate and analyze growth rates.
Traits to Look for in Growth Stocks
October 2012 by Robert Bartolo
Earnings per share growth of at least 10% is key, but revenue growth also matters, according to the manager of the oldest growth stock mutual fund.
October 2012 by Robert Bartolo
Earnings per share growth of at least 10% is key, but revenue growth also matters, according to the manager of the oldest growth stock mutual fund.
The “New” Edge: Characteristics of Winning Stocks
September 2012 by Christina Wise
Strong-performing stocks often have new products, new management or lead a new industry. These companies have strong growth and high ROE.
September 2012 by Christina Wise
Strong-performing stocks often have new products, new management or lead a new industry. These companies have strong growth and high ROE.
The Rationale for Investing in Emerging Markets
July 2012 by David Hale
Emerging market countries account for about 36% of global GDP, are experiencing faster growth and offer diversification benefits.
July 2012 by David Hale
Emerging market countries account for about 36% of global GDP, are experiencing faster growth and offer diversification benefits.
Using Asset Allocation for Protection and Growth
June 2012 by Charles Rotblut, David Darst
Asset allocation involves both protecting assets and preserving purchasing power. Both can be accomplished through a balance of growth and defense.
June 2012 by Charles Rotblut, David Darst
Asset allocation involves both protecting assets and preserving purchasing power. Both can be accomplished through a balance of growth and defense.
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.
Firms With High Sustainable Growth
April 2012 by John Bajkowski
These 30 companies have high return on equity and high earnings retention rates.
April 2012 by John Bajkowski
These 30 companies have high return on equity and high earnings retention rates.
Valuing Young Growth Companies
December 2011 by Aswath Damodaran
Valuations for growth companies with limited histories can be performed with this six-step method, but it requires making assumptions about the future.
December 2011 by Aswath Damodaran
Valuations for growth companies with limited histories can be performed with this six-step method, but it requires making assumptions about the future.
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.
Free Cash Flow
October 2009 by Cara Scatizzi
Understanding and using a company’s free cash flow figure in your analysis of a firm’s growth potential.
October 2009 by Cara Scatizzi
Understanding and using a company’s free cash flow figure in your analysis of a firm’s growth potential.
Rules of Attraction: The MAGNET Stock Selection Process
June 2009 by Wayne A. Thorp
Most investment strategies, especially fundamental stock screens, typically have some sort of style “bias”—leaning more toward a value- or growth-oriented approach. However, Jordan Kimmel blends value, growth and momentum investing styles into a singular approach, which he termed the MAGNET Stock Selection Process.
June 2009 by Wayne A. Thorp
Most investment strategies, especially fundamental stock screens, typically have some sort of style “bias”—leaning more toward a value- or growth-oriented approach. However, Jordan Kimmel blends value, growth and momentum investing styles into a singular approach, which he termed the MAGNET Stock Selection Process.
Rules of Attraction: The MAGNET Stock Selection Process
June 2009 by Wayne A. Thorp
Jordan Kimmel blends value, growth and momentum investing styles into a singular approach, which he termed the MAGNET Stock Selection Process.
June 2009 by Wayne A. Thorp
Jordan Kimmel blends value, growth and momentum investing styles into a singular approach, which he termed the MAGNET Stock Selection Process.
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.
Making Sense of Profits Using Profitability Ratios
September 2008 by AAII Staff
Long-term investors buy stocks with the expectation that the company will produce a growing stream of earnings. Profits point to a firm's growth and staying power. But profit figures are absolute numbers that don't relate to the size of the company. How can you put the numbers into context? A look at profitability ratios.
September 2008 by AAII Staff
Long-term investors buy stocks with the expectation that the company will produce a growing stream of earnings. Profits point to a firm's growth and staying power. But profit figures are absolute numbers that don't relate to the size of the company. How can you put the numbers into context? A look at profitability ratios.
Direct Purchase Plans: The Foreign Option
June 2008 by Jon Harris
One approach to investing internationally is to purchase ADRs, certificates that trade on a U.S. exchange but represent foreign firms. Several banks offer direct purchase plans for their ADR firms.
June 2008 by Jon Harris
One approach to investing internationally is to purchase ADRs, certificates that trade on a U.S. exchange but represent foreign firms. Several banks offer direct purchase plans for their ADR firms.
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.
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.
Finding Growth Stock Winners: Focus on 8 Fundamental Factors
January 2008 by Louis Navellier
There is no one magic-bullet variable that is most important in picking winning stocks. Instead, you should focus on eight fundamental variables.
January 2008 by Louis Navellier
There is no one magic-bullet variable that is most important in picking winning stocks. Instead, you should focus on eight fundamental variables.
The First Cut: Hot Technology Stocks
November 2007 by John Bajkowski
A starting point for investors. This issue's focus is on technology companies with sustainable growth potential.
November 2007 by John Bajkowski
A starting point for investors. This issue's focus is on technology companies with sustainable growth potential.
Developing an Intuitive Feel for the Mechanics of Growth
September 2007 by AAII Staff
Major investment and planning decisions require judgments concerning growth. But most investors don't understand growth mechanics, particularly over long time periods. How to develop an intuitive feel for growth figures--without using a financial calculator.
September 2007 by AAII Staff
Major investment and planning decisions require judgments concerning growth. But most investors don't understand growth mechanics, particularly over long time periods. How to develop an intuitive feel for growth figures--without using a financial calculator.
Developing an Intuitive Feel for the Mechanics of Growth
September 2007 by AAII Staff
Major investment and planning decisions require judgments concerning growth. But most investors don't understand growth mechanics, particularly over long time periods. How to develop an intuitive feel for growth figures--without using a financial calculator.
September 2007 by AAII Staff
Major investment and planning decisions require judgments concerning growth. But most investors don't understand growth mechanics, particularly over long time periods. How to develop an intuitive feel for growth figures--without using a financial calculator.
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.
The First Cut: Top-Line Growth and Value
July 2007 by John Bajkowski
A starting point for investors. This issue's focus is on companies with strong and consistent sales growth that they are able to convert into above-average profits, and that remain attractively valued.
July 2007 by John Bajkowski
A starting point for investors. This issue's focus is on companies with strong and consistent sales growth that they are able to convert into above-average profits, and that remain attractively valued.
Driehaus' Growth & Momentum Investing: A Roller-Coaster Ride
May 2007 by Wayne A. Thorp
The Driehaus approach is based on the philosophy of Richard Driehaus, one of 25 money managers named to the Barron’s All-Century Team in 2000. The screen focuses on small and mid-cap companies with rapidly growing earnings--and stock prices to match.
May 2007 by Wayne A. Thorp
The Driehaus approach is based on the philosophy of Richard Driehaus, one of 25 money managers named to the Barron’s All-Century Team in 2000. The screen focuses on small and mid-cap companies with rapidly growing earnings--and stock prices to match.
The Secrets of Picking Great Growth Stocks
April 2007 by Fred Kobrick
Investing is simply common sense, along with a focus on the key factors that drive the greatest stocks. A look at the four factors that seem to be common, identifying traits of the greatest companies and stocks.
April 2007 by Fred Kobrick
Investing is simply common sense, along with a focus on the key factors that drive the greatest stocks. A look at the four factors that seem to be common, identifying traits of the greatest companies and stocks.
12 Key Lessons Learned About Technology Investing
January 2007 by Bob Turner
The technology sector may not be all that it used to be, but it still offers some compelling investment opportunities. Burnt-fingered investors, scorched by tech stock losses, may want to take heed of some useful lessons about investing in the sector.
January 2007 by Bob Turner
The technology sector may not be all that it used to be, but it still offers some compelling investment opportunities. Burnt-fingered investors, scorched by tech stock losses, may want to take heed of some useful lessons about investing in the sector.
A Roller-Coaster Ride to a Strong Finish in 2006
January 2007 by Wayne A. Thorp
It had its ups and downs, but the market had a thrilling end, as did most strategies during 2006. Of the 58 strategies tracked on AAII.com, only four failed to generate positive returns for the year. The value-oriented Enterprising Investor methodology of Benjamin Graham was the leading strategy for the year, while James O’Shaughnessy’s Tiny Titans growth and value strategy was the long-term winner.
January 2007 by Wayne A. Thorp
It had its ups and downs, but the market had a thrilling end, as did most strategies during 2006. Of the 58 strategies tracked on AAII.com, only four failed to generate positive returns for the year. The value-oriented Enterprising Investor methodology of Benjamin Graham was the leading strategy for the year, while James O’Shaughnessy’s Tiny Titans growth and value strategy was the long-term winner.
Earnings Drive Businesses, But Expectations Drive Stock Prices
November 2006 by Brian Luster
Investors commonly confuse a good business with a good investment. Many good businesses have high expectations embedded in their stock prices. As an investor, you face the task of recognizing whether current expectations are overly optimistic or overly pessimistic. Changes in expectations - not earnings growth - move stock prices.
November 2006 by Brian Luster
Investors commonly confuse a good business with a good investment. Many good businesses have high expectations embedded in their stock prices. As an investor, you face the task of recognizing whether current expectations are overly optimistic or overly pessimistic. Changes in expectations - not earnings growth - move stock prices.
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.
CAN SLIM Analysis Using Online Tools
July 2006 by Wayne A. Thorp
AAII's stock screen based on William O'Neil's CAN SLIM approach has shown superior long-term performance. How to implement the CAN SLIM strategy yourself using readily available websites.
July 2006 by Wayne A. Thorp
AAII's stock screen based on William O'Neil's CAN SLIM approach has shown superior long-term performance. How to implement the CAN SLIM strategy yourself using readily available websites.
A Growth Investor's Guide to Evaluating Earnings
June 2006 by Paul Quinn
Earnings are the single most important determinant of a stock’s price. But how do you evaluate a firm’s earnings? A step-by-step approach for evaluating earnings from the perspective of an investor seeking reasonably priced growth.
June 2006 by Paul Quinn
Earnings are the single most important determinant of a stock’s price. But how do you evaluate a firm’s earnings? A step-by-step approach for evaluating earnings from the perspective of an investor seeking reasonably priced growth.
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.
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.
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.
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.
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.
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.
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.
Are We in a Bull Market Beginning or a Bear Market Correction?
September 2003 by Mark Hulbert
Investment Newsletters: Since March 2003, small-cap growth stocks have outperformed small-cap value stocks. This is more reminiscent of the speculative behavior prior to major market tops than the beginning of a new bull market.
September 2003 by Mark Hulbert
Investment Newsletters: Since March 2003, small-cap growth stocks have outperformed small-cap value stocks. This is more reminiscent of the speculative behavior prior to major market tops than the beginning of a new bull 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 Big Picture: How to Determine the Stock Market's Direction
June 2003 by William J. O'Neil
The CAN SLIM strategy has been a superior performer among the AAII stock screens. But our approach misses one aspect--market direction. William O'Neil himself describes how to gauge the market's direction.
June 2003 by William J. O'Neil
The CAN SLIM strategy has been a superior performer among the AAII stock screens. But our approach misses one aspect--market direction. William O'Neil himself describes how to gauge the market's direction.
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.
The CAN SLIM Approach: Revising a Screen
March 2003 by John Bajkowski
A step-by-step guide to building a screen using William O’Neil’s recently updated approach. Three stock screeners are used to compare the practicalities of implementing screen criteria.
March 2003 by John Bajkowski
A step-by-step guide to building a screen using William O’Neil’s recently updated approach. Three stock screeners are used to compare the practicalities of implementing screen criteria.
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.
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.
"Winning on Wall Street" Using the Martin Zweig Approach
September 2001 by Wayne A. Thorp
Stock Screening: Zweig's strategy seeks to identify companies with strong growth in earnings and sales, a reasonable price-earnings ratio given the company's growth rate, an absence of heavy insider selling, and relatively strong price action.
September 2001 by Wayne A. Thorp
Stock Screening: Zweig's strategy seeks to identify companies with strong growth in earnings and sales, a reasonable price-earnings ratio given the company's growth rate, an absence of heavy insider selling, and relatively strong price action.
When to Sell a Stock: Practical and Profitable Rules
May 2001 by Donald Cassidy
Many investors feel the odds are against them if they sell. Reinforcing that perception is the mutual funds industry, which constantly drums the “buy and hold” refrain, often translated into “buy and never sell.” That is ironic because growth funds have holding periods of slightly under a year.
May 2001 by Donald Cassidy
Many investors feel the odds are against them if they sell. Reinforcing that perception is the mutual funds industry, which constantly drums the “buy and hold” refrain, often translated into “buy and never sell.” That is ironic because growth funds have holding periods of slightly under a year.
Performance Review 2000: Which Strategies did Best
January 2001 by John Bajkowski
Stock Screening: The Graham Defensive Investor (Utility Sector) Screen was the best-performing strategy last year, while the Michael Murphy Technology screen lost the most. The results were almost a mirror image of 1999.
January 2001 by John Bajkowski
Stock Screening: The Graham Defensive Investor (Utility Sector) Screen was the best-performing strategy last year, while the Michael Murphy Technology screen lost the most. The results were almost a mirror image of 1999.
Bad News and Price Disasters: Avoiding, Responding, Coping
August 2000 by Donald Cassidy
Stock Selection Strategies: While FDA denials, post-merger write-offs, product delays, and accounting frauds do drop stock prices harshly, the most frequent culprit is an earnings disappointment, the next most common is an earnings or growth warning.
August 2000 by Donald Cassidy
Stock Selection Strategies: While FDA denials, post-merger write-offs, product delays, and accounting frauds do drop stock prices harshly, the most frequent culprit is an earnings disappointment, the next most common is an earnings or growth warning.
Kids and Mutual Funds: Educating and Investing
August 2000 by John Markese
Mutual Funds: A diversified, no-load, large-cap stock fund that has a growth objective fits the investment profile of most young investors and is likely to appeal to their interest through knowledge of the companies held by the fund.
August 2000 by John Markese
Mutual Funds: A diversified, no-load, large-cap stock fund that has a growth objective fits the investment profile of most young investors and is likely to appeal to their interest through knowledge of the companies held by the fund.
Speculating vs. Investing in the Current Market Environment
May 2000 by Donald Cassidy
Stock Selection Strategies: It takes discipline to leave the game while it's still so much fun. But if you are able to do so, you can find a surprising array of growth opportunities while assuming greatly reduced risk.
May 2000 by Donald Cassidy
Stock Selection Strategies: It takes discipline to leave the game while it's still so much fun. But if you are able to do so, you can find a surprising array of growth opportunities while assuming greatly reduced risk.
Successful Stock Strategies: What Worked Best on Wall Street
January 2000 by John Bajkowski
Stock Screening: Large cap, growth, and technology were the strong segments in 1999. The performance of these segments is reflected in the performance of the stock screens we have been tracking, which include well-known and successful investment pros.
January 2000 by John Bajkowski
Stock Screening: Large cap, growth, and technology were the strong segments in 1999. The performance of these segments is reflected in the performance of the stock screens we have been tracking, which include well-known and successful investment pros.
Screening for Growth Abroad: ADRs at a Reasonable Price
September 1999 by Kenneth J. Michal
Stock Screening: An ADR is a negotiable certificate issued by a U.S. commercial bank, priced in U.S. dollars, representing shares of a non-U.S. publicly traded company. They make investing abroad both simpler and less costly for the investor.
September 1999 by Kenneth J. Michal
Stock Screening: An ADR is a negotiable certificate issued by a U.S. commercial bank, priced in U.S. dollars, representing shares of a non-U.S. publicly traded company. They make investing abroad both simpler and less costly for the investor.
A Look at the Corporate Cash Flow Statement
June 1999 by John Bajkowski
Fundamentals: The cash flow statement can give valuable insight into how well a company is managing its growth. Ultimately, firms have to produce cash to do well in the long run.
June 1999 by John Bajkowski
Fundamentals: The cash flow statement can give valuable insight into how well a company is managing its growth. Ultimately, firms have to produce cash to do well in the long run.
Growth Stock Selection: Covering All the Analysis Bases
April 1999 by William J. O'Neil
Stock Strategies: The key to successful investing is a methodical, comprehensive process that used both fundamental and technical analysis to their full advantage. A look at common traits of the biggest stock market winners.
April 1999 by William J. O'Neil
Stock Strategies: The key to successful investing is a methodical, comprehensive process that used both fundamental and technical analysis to their full advantage. A look at common traits of the biggest stock market winners.
Are International Stocks Still Useful in Your Portfolio?
November 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: A long-term look at the performance record indicates that the benefits of international diversification are still evident. In the long run, a country's performance will be based on its economic growth and productivity.
November 1998 by Maria Crawford Scott
Portfolio Strategies Workshop: A long-term look at the performance record indicates that the benefits of international diversification are still evident. In the long run, a country's performance will be based on its economic growth and productivity.
Health and Technology: High-Powered Sector Funds
November 1998 by John Markese
Mutual Funds Workshop: Given the complexities of companies in the health and technology fields, funds focusing on these sectors provide specialized management and diversification for investors interested in commitments in these areas.
November 1998 by John Markese
Mutual Funds Workshop: Given the complexities of companies in the health and technology fields, funds focusing on these sectors provide specialized management and diversification for investors interested in commitments in these areas.
The Common Traits of Successful Investment Strategies
November 1998 by Maria Crawford Scott
Stock Analysis Workshop: Although there are many investment approaches, they share common traits--in particular seeking quality companies with good growth prospects that can be purchased at a reasonable price.
November 1998 by Maria Crawford Scott
Stock Analysis Workshop: Although there are many investment approaches, they share common traits--in particular seeking quality companies with good growth prospects that can be purchased at a reasonable price.
Valuing Growth Stocks: Revisiting the Nifty Fifty
October 1998 by Jeremy Siegel
The lofty levels reached by the Nifty Fifty in the early ’70s is often held up as an example of unwarranted speculation. But a glance in the rearview mirror indicates investors were right to predict that the growth of these firms would eventually justify their prices.
October 1998 by Jeremy Siegel
The lofty levels reached by the Nifty Fifty in the early ’70s is often held up as an example of unwarranted speculation. But a glance in the rearview mirror indicates investors were right to predict that the growth of these firms would eventually justify their prices.
A Combination Approach: Screens for Value on the Move
April 1998 by John Bajkowski
Stock Analysis Workshop: Screening just for stocks with low P/Es may leave you with a list of firms with no growth prospects. Adding growth screens can help you identify reasonably priced stocks with some momentum.
April 1998 by John Bajkowski
Stock Analysis Workshop: Screening just for stocks with low P/Es may leave you with a list of firms with no growth prospects. Adding growth screens can help you identify reasonably priced stocks with some momentum.
Suggested Rules for Stock Investors at the Intermediate Level
February 1998 by James B. Cloonan
Opinion: New portfolio rules that are designed to go beyond the Beginner's Portfolio, adding some growth criteria and firms with somewhat larger market capitalizations.
February 1998 by James B. Cloonan
Opinion: New portfolio rules that are designed to go beyond the Beginner's Portfolio, adding some growth criteria and firms with somewhat larger market capitalizations.
The Ralph Wanger Approach: Growth at a Reasonable Price
May 1997 by Maria Crawford Scott
Stock Analysis Workshop: Finding growth opportunities in the small-cap arena--Ralph Wanger's Approach.
May 1997 by Maria Crawford Scott
Stock Analysis Workshop: Finding growth opportunities in the small-cap arena--Ralph Wanger's Approach.
Screening for Growth and Value Based on "What Works on Wall Street"
April 1997 by John Bajkowski
Stock Analysis Workshop: Screening stocks based on James O'Shaughnessy's Cornerstone growth and value approaches.
April 1997 by John Bajkowski
Stock Analysis Workshop: Screening stocks based on James O'Shaughnessy's Cornerstone growth and value approaches.
It's Quality That Counts: The Fisher Approach to Stock Investing
September 1996 by Maria Crawford Scott
Stock Analysis Workshop: Judging the qualitative factors of a growth company when selecting stocks: The Philip A. Fisher approach to investing.
September 1996 by Maria Crawford Scott
Stock Analysis Workshop: Judging the qualitative factors of a growth company when selecting stocks: The Philip A. Fisher approach to investing.
CAN SLIM: A Growth Approach Using Technical and Fundamental Data
July 1996 by Maria Crawford Scott
Stock Analysis Workshop: William O'Neil's CAN SILM approach to stock selection combines fundamental and technical factors in a search for growth.
July 1996 by Maria Crawford Scott
Stock Analysis Workshop: William O'Neil's CAN SILM approach to stock selection combines fundamental and technical factors in a search for growth.
Aggressive Growth Stock Funds: Examining a Rocket's Blueprints
January 1996 by John Markese
Mutual Funds Workshop: A look at the current crop of aggressive growth mutual funds: Despite their variety: all share one common trait--volatility.
January 1996 by John Markese
Mutual Funds Workshop: A look at the current crop of aggressive growth mutual funds: Despite their variety: all share one common trait--volatility.
The T. Rowe Price Approach to Investing in Growth Stocks
January 1996 by Maria Crawford Scott
Growth stock investing a la T. Rowe Price: Examining one well-known investor's approach to stock selection.
January 1996 by Maria Crawford Scott
Growth stock investing a la T. Rowe Price: Examining one well-known investor's approach to stock selection.
The Market Timing Approach:
A Guide to the Various Strategies
May 1994 by Joseph Ludwig
Over the past few years the application of market timing by individual investors, as well as registered investment advisers, has accelerated rapidly. Contributing to the growth of timing has been the proliferation of computer capabilities, the availability of data, and the growth of mutual funds.
May 1994 by Joseph Ludwig
Over the past few years the application of market timing by individual investors, as well as registered investment advisers, has accelerated rapidly. Contributing to the growth of timing has been the proliferation of computer capabilities, the availability of data, and the growth of mutual funds.
Blending Conservative, Growth and Cyclical Stocks Into a Winning Strategy
September 1985 by Peter Lynch
Beating the market with a $2.5 billion portfolio, by the manager of Fidelity's Magellan Fund.
September 1985 by Peter Lynch
Beating the market with a $2.5 billion portfolio, by the manager of Fidelity's Magellan Fund.