Articles belonging to ‘Predefined’

Modifying the Shadow Stock Screen

August 2015
The Model Shadow Stock Portfolio is one of AAII’s most popular portfolios. Any time the criteria to pass the screen is adjusted, it attracts a fair amount of attention. Read more »

The Nitty Gritty of the Screen Editor

April 2015
We have previously discussed the screen editor at an overview level. Here we will dig deeper to give you a greater appreciation for everything that the screen editor can do for you. As a reminder, the screen editor allows the user to create and or edit screens. This means that you can use and edit preinstalled screens, such as O’Neil’s CANSLIM screen.

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Customizing Your Passing Companies List

February 2015
Stock Investor Pro offers customization features that allow you to experience the program in the way that is most useful for you. While most users quickly become familiar with many of the tools available in the program, there are always ways to refine your research methods. This month’s Stock Investor News shows you a technique for fine-tuning your screening results through customization. Read more »

Using the Screen Editor

November 2014
Stock screening is the process of applying a set of quantifiable criteria to a universe of stocks to isolate those stocks that match the preferred criteria. Read more »

Multiscreen Selector and Crosstab Report

March 2014
One of the features that Stock Investor Pro subscribers frequently ask about is the ability to run multiple screens on the stock universe. Stock Investor 4.0 added this feature, allowing users to see not only which companies passed the most screens but also which screens these companies passed. This installment of Stock Investor News walks you through using the new Crosstab Report, which allows you to find companies that are passing several screens and filter for the companies that are passing the most number of screens. Read more »

Creating Advanced Stock Screens Using the ‘Or’ Function and Parentheses

February 2014
Arguably the most difficult task for new users of Stock Investor Pro is setting up a custom stock screen with their own filters. Filters allow you to apply comparison statements to the entire universe of stocks (or a subset such as a portfolio) in order to isolate those stocks that match your desired criteria. In the October 2013 issue of Stock Investor News, we explained how to create basic custom screens. This issue finishes the discussion by showing how to apply two advanced features when screen building: the ‘or’ function and parentheses. Read more »

Predefined Stock Screens

December 2013
After installing Stock Investor Pro for the first time, many new users of the program are unsure of where to begin. One of the most popular features of the software is its collection of over 60 preinstalled stock screens, many of which are based upon the screening principles of well-known investors such as Warren Buffett, William O’Neil, and Martin Zweig. Other screens are tied to basic principles of investing, such as the low price-to-sales ratio. This installment of Stock Investor News shows new and existing users how these predefined screens work, and offers additional resources and tips for getting the most out of AAII’s screen collection. Read more »

Introducing and Creating the CAN SLIM No Float Screen

April 2013
The Stock Investor Pro program currently contains two screens based on William O’Neil’s CAN SLIM approach. The first screen, listed as *O’Neil (CAN SLIM) in SI Pro, is based on William O’Neil’s investing methodology outlined in the second edition of his book, “How to Make Money in Stocks.” Read more »

Introducing the Graham Enterprising Revised Screen

February 2013
Stock Investor Pro contains several screens based Benjamin Graham’s popular intrinsic value approach. Most of our Graham screens have performed well, but the Graham Enterprising Investor screen suffered from a small universe of passing stocks. In the October 2012 AAII Journal, AAII President John Bajkowski discussed a method to adjust the Graham Enterprising Investor screen to allow for more passing companies while staying true to the methodology. The newly created screen not only allows for more passing companies, but the long-term performance is also better than the original screen, and the price volatility is lower. Read more »

Predefined Stock Screens

December 2011
After installing Stock Investor Pro for the first time, many new users of the program are unsure of where to begin. One of the most popular features of the software is the collection of 62 preinstalled stock screens, many of which are based upon the screening principles of well-known investors such as Warren Buffett, William O’Neil, and Martin Zweig. Read more »

Tweedy, Browne’s “What Has Worked in Investing”

May 2011
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Kirkpatrick Screens Using Relative Data

February 2010
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Getting the Most Out of Stock Investor’s Predefined Stock Screens

August 2004
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Updating the Foolish Approach to Stock Picking

February 2004
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The IBD Stable 70 Screen

November 2003
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Introducing the Hagstrom Buffett Growth and Value Screen

February 2003
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