Investing Gurus Articles
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.
Overlooked Active Mutual Funds That Are Outperforming
July 2020 by Charles Rotblut
Finding mutual funds still potentially small enough to continue outperforming requires a screener.
July 2020 by Charles Rotblut
Finding mutual funds still potentially small enough to continue outperforming requires a screener.
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.
Domestic Equity Funds With Low Minimum Investments
April 2020 by Charles Rotblut
A simple screen targeting large diversified equity funds with low initial purchase minimums that may be of interest to investors who are just starting out.
April 2020 by Charles Rotblut
A simple screen targeting large diversified equity funds with low initial purchase minimums that may be of interest to investors who are just starting out.
Stock All-Stars Passing the Most Screens
April 2020 by John Bajkowski
AAII Stock Screens are examined to identify stocks that appear on multiple passing company lists.
April 2020 by John Bajkowski
AAII Stock Screens are examined to identify stocks that appear on multiple passing company lists.
Consider Earnings Estimate Surprises and Revisions
March 2020 by John Bajkowski
Opportunity for an investor arises when reported earnings veer from expectations, or analysts revise their estimates. AAII provides the screens and data you need to identify stocks with earnings surprises or revisions.
March 2020 by John Bajkowski
Opportunity for an investor arises when reported earnings veer from expectations, or analysts revise their estimates. AAII provides the screens and data you need to identify stocks with earnings surprises or revisions.
Stocks With High Levels of Retained Earnings to Market Cap
March 2020 by Charles Rotblut
Looking at the ratio of retained earnings to book value to screen for undervalued stocks.
March 2020 by Charles Rotblut
Looking at the ratio of retained earnings to book value to screen for undervalued stocks.
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.
Revisiting the “What Works on Wall Street” Screen
March 2019 by John Bajkowski
O’Shaughnessy helps to find strategies that have the highest “base rate” with the belief that a composite strategy can help achieve both higher and more consistent performance than single-variable strategies.
March 2019 by John Bajkowski
O’Shaughnessy helps to find strategies that have the highest “base rate” with the belief that a composite strategy can help achieve both higher and more consistent performance than single-variable strategies.
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.
Identifying and Screening for Vice and Virtue Stocks
September 2018 by Charles Rotblut
Using so-called sin and ESG stocks as examples, we show how to use thematic approaches to identify potentially attractive stocks.
September 2018 by Charles Rotblut
Using so-called sin and ESG stocks as examples, we show how to use thematic approaches to identify potentially attractive stocks.
Consensus Stocks: Passing the Most Screens
July 2018 by John Bajkowski
The 22 stocks passing four or more AAII Stock Ideas strategies.
July 2018 by John Bajkowski
The 22 stocks passing four or more AAII Stock Ideas strategies.
Hagstrom's Essential Buffett Stocks
June 2018 by John Bajkowski
These 25 stocks have characteristics matching Warren Buffett’s approach, as presented by Robert Hagstrom in “The Essential Buffett.”
June 2018 by John Bajkowski
These 25 stocks have characteristics matching Warren Buffett’s approach, as presented by Robert Hagstrom in “The Essential Buffett.”
Charles’ “Buy of the Week” EPS Revision Screen
April 2018 by Charles Rotblut
Twenty S&P 1500 member stocks with P/Es below their five-year average high and rising earnings estimates.
April 2018 by Charles Rotblut
Twenty S&P 1500 member stocks with P/Es below their five-year average high and rising earnings estimates.
Expanding the Driehaus Growth and Momentum Screen
September 2017 by John Bajkowski
The size and earnings surprise requirements on this growth and momentum screen were loosened to identify more stocks with potential upside.
September 2017 by John Bajkowski
The size and earnings surprise requirements on this growth and momentum screen were loosened to identify more stocks with potential upside.
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.
Building a Stock Screen on O’Neil’s Fourth Edition of CAN SLIM
February 2017 by Jaclyn N. McClellan
Although the CAN SLIM strategy for identifying promising growth stocks includes many qualitative factors, a stock screen can be built that captures the spirit of the approach.
February 2017 by Jaclyn N. McClellan
Although the CAN SLIM strategy for identifying promising growth stocks includes many qualitative factors, a stock screen can be built that captures the spirit of the approach.
Backtesting the AAII Estimate Revisions Stock Screen
January 2017 by Al Zmyslowski
Follow along as an AAII chapter subgroup runs backtests on a popular AAII stock screen using Portfolio123.
January 2017 by Al Zmyslowski
Follow along as an AAII chapter subgroup runs backtests on a popular AAII stock screen using Portfolio123.
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.
Going From Stock Screen to a Real Portfolio
July 2016 by John P. Reese
When investing based on a screen, have preset rules regarding diversification, choosing stocks, selling and tax management.
July 2016 by John P. Reese
When investing based on a screen, have preset rules regarding diversification, choosing stocks, selling and tax management.
Implementing the Weiss Blue-Chip Screen
June 2016 by John Bajkowski
Deriving screen criteria from Geraldine Weiss’ approach of investing in blue-chip stocks to build a stock screen that gives a prospective list of stocks.
June 2016 by John Bajkowski
Deriving screen criteria from Geraldine Weiss’ approach of investing in blue-chip stocks to build a stock screen that gives a prospective list of stocks.
Stock Screening and Backtesting With SynVero
June 2016 by Kenn Pennington
SynVero’s founder provides an overview of his company’s stock market screening, backtesting and trade simulation tools for investors.
June 2016 by Kenn Pennington
SynVero’s founder provides an overview of his company’s stock market screening, backtesting and trade simulation tools for investors.
Dreman’s Contrarian Screen
November 2015 by John Bajkowski
The 19 stocks passing AAII’s Dreman Screen, ranked by their price-earnings ratios.
November 2015 by John Bajkowski
The 19 stocks passing AAII’s Dreman Screen, ranked by their price-earnings ratios.
Screening for Stocks Using David Dreman’s Contrarian Strategy
November 2015 by Jaclyn N. McClellan
Converting the contrarian approach made famous by David Dreman into a useable screen to find prospective stocks.
November 2015 by Jaclyn N. McClellan
Converting the contrarian approach made famous by David Dreman into a useable screen to find prospective stocks.
Baton Investing for Android and IOS
October 2015 by Hareesh N Jayanthi
Stock screening based on the criteria of 10 investing gurus.
October 2015 by Hareesh N Jayanthi
Stock screening based on the criteria of 10 investing gurus.
Backtesting the Revised MAGNET Stock Screens
July 2015 by Jaclyn N. McClellan
An examination of the hypothetical results of Jordan Kimmel’s revised MAGNET stock screens.
July 2015 by Jaclyn N. McClellan
An examination of the hypothetical results of Jordan Kimmel’s revised MAGNET stock screens.
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.
Creating a Contrarian Screen: The 52-Week Low Formula
June 2014 by Joe Lan
A discussion of Luke Wiley’s approach to stock-picking and how to build a screen using his five filters.
June 2014 by Joe Lan
A discussion of Luke Wiley’s approach to stock-picking and how to build a screen using his five filters.
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.
The Ulcer Index of the AAII Stock Screens
July 2013 by Wayne A. Thorp
Calculating the downside risk of the stock screening methodologies tracked at AAII.com.
July 2013 by Wayne A. Thorp
Calculating the downside risk of the stock screening methodologies tracked at AAII.com.
Insights on Warren Buffett From His Friend and Editor
May 2013 by Charles Rotblut, Carol Loomis
The former editor of Buffett’s annual shareholder letter spoke to us about his investing and management process.
May 2013 by Charles Rotblut, Carol Loomis
The former editor of Buffett’s annual shareholder letter spoke to us about his investing and management process.
Creating the Revised Graham Enterprising Investor Screen
January 2013 by Joe Lan
Creating a more realistic version of the popular Graham Enterprising Investor screen using Stock Investor Pro.
January 2013 by Joe Lan
Creating a more realistic version of the popular Graham Enterprising Investor screen using Stock Investor Pro.
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.
GuruFocus.com
August 2012 by CI Staff
GuruFocus.com is a website devoted to value investing and the idea that individual investors would benefit from selecting stocks that have been researched and chosen by the best investors in the world, such as Warren Buffett and Peter Lynch.
August 2012 by CI Staff
GuruFocus.com is a website devoted to value investing and the idea that individual investors would benefit from selecting stocks that have been researched and chosen by the best investors in the world, such as Warren Buffett and Peter Lynch.
Stock Screens Guide and Tables
April 2012 by CI Staff
Extra resources at AAII.com’s Stock Screens area include a guide to the stock screens and several tables that give insight into the screens’ performance and characteristics.
April 2012 by CI Staff
Extra resources at AAII.com’s Stock Screens area include a guide to the stock screens and several tables that give insight into the screens’ performance and characteristics.
Consensus: Stocks That Pass the Most Screens
January 2012 by John Bajkowski
The 23 stocks that pass four or more of the screens tracked on AAII.com.
January 2012 by John Bajkowski
The 23 stocks that pass four or more of the screens tracked on AAII.com.
Buffett Valuation Spreadsheet
November 2011 by CI Staff
The Buffett Valuation Spreadsheet is a stock valuation spreadsheet designed to perform stock analysis on individual firms using the techniques of Warren Buffett as outlined in the book “Buffettology” (Rawson & Associates, 1997).
November 2011 by CI Staff
The Buffett Valuation Spreadsheet is a stock valuation spreadsheet designed to perform stock analysis on individual firms using the techniques of Warren Buffett as outlined in the book “Buffettology” (Rawson & Associates, 1997).
Stock Screening Articles
October 2011 by CI Staff
AAII’s Download Library contains a collection of articles detailing how to build stock screens. These articles explain the basics of stock screens and how they can be used to help you with your investment endeavors.
October 2011 by CI Staff
AAII’s Download Library contains a collection of articles detailing how to build stock screens. These articles explain the basics of stock screens and how they can be used to help you with your investment endeavors.
Building AAII Stock Screens
October 2011 by Wayne A. Thorp
How the spirit of a stock-picking approach is reflected in the screen that AAII constructs and tracks.
October 2011 by Wayne A. Thorp
How the spirit of a stock-picking approach is reflected in the screen that AAII constructs and tracks.
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.
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.
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.
Screening on Jim Slater's Zulu Principle
May 2010 by Wayne A. Thorp
A look at a stock-picking approach founded on the premise that individual investors can be successful by focusing their analysis on a narrow area.
May 2010 by Wayne A. Thorp
A look at a stock-picking approach founded on the premise that individual investors can be successful by focusing their analysis on a narrow area.
AAII.com: New Stock Screens and Conference Audio
March 2010 by CI Staff
Check out three new screens added to the AAII Stock Screens area built on Charles Kirkpatrick's models. Also, subscribe to our audio page to hear presentations given at our Investor Conference last November in Florida.
March 2010 by CI Staff
Check out three new screens added to the AAII Stock Screens area built on Charles Kirkpatrick's models. Also, subscribe to our audio page to hear presentations given at our Investor Conference last November in Florida.
Valuing Stocks the Warren Buffett Way
July 2009 by Wayne A. Thorp
Measure the attractiveness of a stock using a spreadsheet built on Warren Buffett’s valuation models.
July 2009 by Wayne A. Thorp
Measure the attractiveness of a stock using a spreadsheet built on Warren Buffett’s valuation models.
Stock Screening With Walter Schloss
May 2009 by Cara Scatizzi
Many individual investors may not be familiar with the investment guru that Warren Buffett calls a “super investor.” Walter J. Schloss studied under Ben Graham in 1935 and started his own fund in 1955. Schloss’ son joined the fund in 1973 and subsequently renamed it Walter & Edwin Schloss Associates.
May 2009 by Cara Scatizzi
Many individual investors may not be familiar with the investment guru that Warren Buffett calls a “super investor.” Walter J. Schloss studied under Ben Graham in 1935 and started his own fund in 1955. Schloss’ son joined the fund in 1973 and subsequently renamed it Walter & Edwin Schloss Associates.
Stock Screening & System Backtesting With Zacks Research Wizard
September 2008 by Wayne A. Thorp
With software from Zacks you can screen for stocks and, more uniquely, perform backtesting using historical data to identify promising investing techniques.
September 2008 by Wayne A. Thorp
With software from Zacks you can screen for stocks and, more uniquely, perform backtesting using historical data to identify promising investing techniques.
The First Cut: Stocks With Low Accrual Ratios
September 2008 by John Bajkowski
A starting point for investors. This issue's focus is on finding companies that actually generate more cash than their accrual earnings indicate by screening for accrual ratios. The accrual ratio is calculated by subtracting free cash flow from net income, dividing the result by total assets and presenting the figure as a percentage.
September 2008 by John Bajkowski
A starting point for investors. This issue's focus is on finding companies that actually generate more cash than their accrual earnings indicate by screening for accrual ratios. The accrual ratio is calculated by subtracting free cash flow from net income, dividing the result by total assets and presenting the figure as a percentage.
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.
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.
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.
AAII.com: AAII Stock Screens
September 2007 by CI Staff
AAII.com's Stock Screens area provides a forum for you to investigate and follow the performance of a wide range of methods for identifying attractive stocks.
September 2007 by CI Staff
AAII.com's Stock Screens area provides a forum for you to investigate and follow the performance of a wide range of methods for identifying attractive stocks.
Rule #1 Stock Screening
September 2007 by Wayne A. Thorp
Translating Phil Town’s Rule #1 approach into a stock screen for finding “wonderful” companies at attractive prices.
September 2007 by Wayne A. Thorp
Translating Phil Town’s Rule #1 approach into a stock screen for finding “wonderful” companies at attractive prices.
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.
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.
The First Cut: Defensive Growth
October 2006 by AAII Staff
The top 30 stocks passing a simple screen for companies in defensive industries with attractive PEG ratios and earnings growth momentum.
October 2006 by AAII Staff
The top 30 stocks passing a simple screen for companies in defensive industries with attractive PEG ratios and earnings growth momentum.
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.
The First Cut: Cash-Rich Firms
August 2006 by John Bajkowski, AAII Staff
The top 30 stocks that pass a screen focusing on firms trading with a high level of net cash per share relative to share price.
August 2006 by John Bajkowski, AAII Staff
The top 30 stocks that pass a screen focusing on firms trading with a high level of net cash per share relative to share price.
AAII.com: AAII Stock Screens
May 2006 by CI Staff
Follow along as AAII tracks over 50 different stock investing approaches. See monthly stock lists or find out how to implement one of the strategies on your own.
May 2006 by CI Staff
Follow along as AAII tracks over 50 different stock investing approaches. See monthly stock lists or find out how to implement one of the strategies on your own.
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 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.
Feature: Changing the Holding Period of AAII Stock Screens
May 2005 by John Bajkowski
What would happen to performance if you ran AAII stock screens quarterly or semiannually instead of monthly? The results may surprise you.
May 2005 by John Bajkowski
What would happen to performance if you ran AAII stock screens quarterly or semiannually instead of monthly? The results may surprise you.
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 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.
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.
AAII.com: Tracking Successful Investors
May 2004 by AAII Staff
Visit the newly redesigned Stock Screens area of AAII.com to investigate and track the performance of a variety of famous stock strategists.
May 2004 by AAII Staff
Visit the newly redesigned Stock Screens area of AAII.com to investigate and track the performance of a variety of famous stock strategists.
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 Foolish 8 Small-Cap Screen
January 2004 by Wayne A. Thorp
An inside look at the Motley Fool's small-cap screen.
January 2004 by Wayne A. Thorp
An inside look at the Motley Fool's small-cap screen.
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.
The IBD Stable 70 Screen
September 2003 by Wayne A. Thorp
Search for “recession-proof” companies using Investor’s Business Daily’s Stable 70 list as a guide.
September 2003 by Wayne A. Thorp
Search for “recession-proof” companies using Investor’s Business Daily’s Stable 70 list as a guide.
AAII Stock Screens
May 2003 by AAII Staff
Learn how to get the most out of this popular AAII feature: Stock screens that track the approaches of the professionals.
May 2003 by AAII Staff
Learn how to get the most out of this popular AAII feature: Stock screens that track the approaches of the professionals.
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.
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.
Fundamental Stock Screening on the Web
July 2002 by John Bajkowski
Fourteen Web sites for stock screening offer a wide range of data elements and screening options to choose from.
July 2002 by John Bajkowski
Fourteen Web sites for stock screening offer a wide range of data elements and screening options to choose from.
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.
Stock Strategy Performance: The Winners and Losers in 2001
January 2002 by John Bajkowski
Stock Screening: The best-and worst-performing strategies of 2001 both showed strong reversals from their 2000 performance, highlighting the danger of blindly investing in the prior year's best performer.
January 2002 by John Bajkowski
Stock Screening: The best-and worst-performing strategies of 2001 both showed strong reversals from their 2000 performance, highlighting the danger of blindly investing in the prior year's best performer.
Using Price-to-Sales Ratios for Out-of-Favor Stocks
October 2001 by John Bajkowski
Stock Screening: Proponents of price-to-sales ratios argue that sales-based valuations are better than earnings-based ones because sales is subject to fewer assumptions, interpretations and manipulations.
October 2001 by John Bajkowski
Stock Screening: Proponents of price-to-sales ratios argue that sales-based valuations are better than earnings-based ones because sales is subject to fewer assumptions, interpretations and manipulations.
An Interview With George W. Brumley III and David R. Carr Jr., Portfolio Managers, Oak Value Fund
September 2001 by Maria Crawford Scott
Feature: Following a Benjamin Graham/Warren Buffett value approach to find good businesses selling at attractive prices.
September 2001 by Maria Crawford Scott
Feature: Following a Benjamin Graham/Warren Buffett value approach to find good businesses selling at attractive prices.
Fundamental Stock Screening Systems
September 2001 by John Bajkowski
Comparing and rating four software-based and 15 Internet-based services that offer stock screening and company data for analysis.
September 2001 by John Bajkowski
Comparing and rating four software-based and 15 Internet-based services that offer stock screening and company data for analysis.
An Interview with Edwin Walczak, Portfolio Manager, Vontobel U.S. Value Fund
May 2001 by Maria Crawford Scott
Feature: Value investing in bull and bear markets: Staying the investment course with a Warren Buffett-style approach.
May 2001 by Maria Crawford Scott
Feature: Value investing in bull and bear markets: Staying the investment course with a Warren Buffett-style approach.
Picking Stocks the Buffett Way: Understanding Return on Equity
April 2001 by Timothy Vick
Stock Selection Strategies: "The primary test of managerial economic performance is the achievement of a high earnings rate on equity capital employed ..." [From the 1979 Berkshire Hathaway annual report].
April 2001 by Timothy Vick
Stock Selection Strategies: "The primary test of managerial economic performance is the achievement of a high earnings rate on equity capital employed ..." [From the 1979 Berkshire Hathaway annual report].
Screening for Stock Using the Lakonishok Approach
April 2001 by Wayne A. Thorp
Stock Screening: Josef Lakonishok carries the Benjamin Graham torch based on his academic research and success in investment management. His basic philosophy is to buy out-of-favor companies that are beginning to show signs of awakening.
April 2001 by Wayne A. Thorp
Stock Screening: Josef Lakonishok carries the Benjamin Graham torch based on his academic research and success in investment management. His basic philosophy is to buy out-of-favor companies that are beginning to show signs of awakening.
Screening on Dual Cash Flow
January 2001 by John Bajkowski
A twist on cash flow analysis focuses on the strength and quality of a firm’s cash flow.
January 2001 by John Bajkowski
A twist on cash flow analysis focuses on the strength and quality of a firm’s cash flow.
Evaluating Valuations Using Price-Earnings Relatives
October 2000 by John Bajkowski
Stock Screening: Price-earnings relatives can establish benchmark comparisons to help identify firms that have deviated from their normal valuation levels, assuming nothing has fundamentally changed in the company, industry or market.
October 2000 by John Bajkowski
Stock Screening: Price-earnings relatives can establish benchmark comparisons to help identify firms that have deviated from their normal valuation levels, assuming nothing has fundamentally changed in the company, industry or market.
Investment Newsletters On-Line: No Real Performance Edge
September 2000 by Mark Hulbert
Investment Newsletters: Data and screening tools offered at newsletter Web sites empower the individual investor. But faster communications hasn't translated into a better performance by their stock-picking advice.
September 2000 by Mark Hulbert
Investment Newsletters: Data and screening tools offered at newsletter Web sites empower the individual investor. But faster communications hasn't translated into a better performance by their stock-picking advice.
Screening for the Smart Money: What the Insiders Are Doing
September 2000 by Wayne A. Thorp
Stock Screening: Insiders have front-line knowledge of what is taking place at a company and, therefore, are the most informed about those things that will impact the cost of the company's stock.
September 2000 by Wayne A. Thorp
Stock Screening: Insiders have front-line knowledge of what is taking place at a company and, therefore, are the most informed about those things that will impact the cost of the company's stock.
A Look at Momentum Investing: Screening for Stocks on a Roll
April 2000 by Wayne A. Thorp
Stock Screening: Momentum investors purchase stocks that are rapidly rising in price in the belief that the rising price will attract other investors, who will drive up the price even more. One key is recognizing when the momentum is beginning to fade.
April 2000 by Wayne A. Thorp
Stock Screening: Momentum investors purchase stocks that are rapidly rising in price in the belief that the rising price will attract other investors, who will drive up the price even more. One key is recognizing when the momentum is beginning to fade.
Investment Characteristics of Stock Screening Strategies
September 1998 by Maria Crawford Scott
Stock Analysis Workshop: AAII has developed stock screens based on the investment approaches of several well-known, successful investment professionals. Comparing the strategies and tracking their performance.
September 1998 by Maria Crawford Scott
Stock Analysis Workshop: AAII has developed stock screens based on the investment approaches of several well-known, successful investment professionals. Comparing the strategies and tracking their performance.
The Warren Buffett Way: Investing From a Business Perspective
January 1998 by Maria Crawford Scott
Stock Analysis Workshop: How Warren Buffett looks at industry prospects and management ability to identify stock prospects.
January 1998 by Maria Crawford Scott
Stock Analysis Workshop: How Warren Buffett looks at industry prospects and management ability to identify stock prospects.
Screening for Stocks Using the Contrarian Investment Strategy
October 1997 by John Bajkowski
Stock Analysis Workshop: Applying the David Dreman approach using the Stock Investor screening program.
October 1997 by John Bajkowski
Stock Analysis Workshop: Applying the David Dreman approach using the Stock Investor screening program.
The Basics of Cash Flow Analysis in the Stock Selection Process
August 1996 by John Bajkowski
Stock Analysis Workshop: Studying the cash flow of companies reveals the effectiveness of their managment. The basics of cash flow and applying a cash flow screen.
August 1996 by John Bajkowski
Stock Analysis Workshop: Studying the cash flow of companies reveals the effectiveness of their managment. The basics of cash flow and applying a cash flow screen.
Screening for Cash-Rich Firms That Will Put Their Money to Good Use
April 1996 by John Bajkowski
Stock Analysis Workshop: Is a high cash position a healthy sign in a firm? Maybe, but maybe not. Screening for cash-rich stocks and interpreting the results.
April 1996 by John Bajkowski
Stock Analysis Workshop: Is a high cash position a healthy sign in a firm? Maybe, but maybe not. Screening for cash-rich stocks and interpreting the results.