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Stock Screens

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The purpose of AAII's Stock Screen area is to provide you with access to a wide range of stock strategies and investment approaches.

We update our stock screens monthly, covering over 60 stock investment strategies as well as the companies that pass each screen.

Data as of 3/31/2014
Screen Performance Snapshots (click tabs to change sort order)

YTD


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    25.2% 6.1% 20.9% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    2.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    19.7% 17.1% 29.7% 12.4% 26.8% 1.92 Value With Price Momentum
    3.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    17.8% 51.9% 65.8% 28.3% 32.1% 2.06 Value
    4.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    16.6% 1.5% 20.6% 11.4% 13.5% 1.23 Growth & Value
    5.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    15.0% 5.9% 12.2% 6.6% 20.4% 1.82 Growth & Value
    6.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.6% 8.3% 19.2% 17.5% 24.4% 1.90 Growth With Price Momentum
    7.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    8.8% 14.8% 24.6% 7.4% -1.3% 2.76 Growth & Value
    8.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    8.4% 19.5% 37.2% 10.1% 12.5% 1.77 Growth & Value
    9.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    7.8% 21.7% 53.4% 17.9% 21.4% 1.77 Value
    10.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    7.3% 9.6% 15.8% 5.4% 17.1% 1.85 Growth With Price Momentum
    11.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    6.9% 7.7% 10.5% 7.7% 8.1% 0.90 Value
    12.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    6.2% -3.1% 29.1% 22.0% 21.2% 1.74 Value
    13.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    6.0% 21.9% 38.1% 13.7% 21.3% 1.46 Growth & Value With Price Momentum
    14.
    Locating firms with a high proportion of cash to share price.
    5.8% 4.2% 14.2% 5.3% 11.4% 1.37 Value
    15.
    Who insiders are, what requirements they must obey, and what insider data is important.
    5.3% -1.0% 15.6% -3.4% 0.2% 1.82 Specialty
    16.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    5.0% 7.1% 25.0% 8.7% 15.2% 1.53 Growth
    17.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.0% 13.7% 25.2% 13.0% 17.6% 1.51 Value With Price Momentum
    18.
    All Exchange-Listed Stocks
    4.6% 10.9% 26.1% 7.9% 11.0% 1.37 Indexes
    19.
    S&P MidCap 400 Value (TR)
    4.0% 14.5% 25.0% 10.1% 8.9% 1.11 Indexes
    20.
    Using the dividend-yield approach to invest during volatile markets.
    3.6% 17.0% 21.2% 7.9% 9.7% 0.96 Growth & Value
    21.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 21.9% 24.8% 11.1% 11.1% 1.24 Growth & Value
    22.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    3.0% 9.9% 24.7% 15.4% 14.6% 1.20 Value With Price Momentum
    23.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    2.9% -19.5% -4.6% -4.0% 4.0% 1.40 Growth & Value With Price Momentum
    24.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    2.9% 14.4% 23.8% 10.3% 11.3% 1.21 Value
    25.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    2.8% 11.2% 18.3% 7.8% 11.1% 1.25 Growth & Value
    26.
    S&P MidCap 400
    2.7% 11.7% 23.0% 8.6% 9.1% 1.19 Indexes
    27.
    Utilizing contrarian stocks with upward earnings revisions.
    2.6% 18.8% 29.5% 17.2% 16.6% 1.36 Earnings Estimates
    28.
    A screen for stocks with DRPs (dividend reinvestment plans).
    2.4% 11.8% 22.0% 6.3% 8.9% 1.10 Growth & Value
    29.
    S&P 500 Value (TR)
    2.3% 13.9% 21.3% 7.4% 5.8% 1.00 Indexes
    30.
    S&P SmallCap 600 Value (TR)
    2.1% 14.9% 24.5% 9.2% 8.9% 1.22 Indexes
    31.
    S&P MidCap 400 Growth (TR)
    2.1% 16.0% 25.7% 11.0% 12.3% 1.30 Indexes
    32.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    1.8% 18.0% 28.5% 10.6% 11.4% 1.22 Growth & Value
    33.
    Introduction to the use of earnings estimates.
    1.8% -3.0% 24.5% 1.2% 1.3% 2.32 Earnings Estimates
    34.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    1.7% -1.7% 21.7% 5.4% 11.2% 1.64 Value
    35.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.6% 3.6% 16.1% 15.2% 8.4% 1.36 Growth & Value
    36.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    1.5% -2.4% 16.2% 9.3% 14.5% 1.70 Value
    37.
    Introduction to the use of earnings estimates.
    1.5% -1.4% 20.6% 2.1% 1.3% 1.95 Earnings Estimates
    38.
    S&P 500 Growth (TR)
    1.4% 15.4% 21.1% 7.7% 5.9% 1.10 Indexes
    39.
    S&P 500
    1.3% 12.2% 18.6% 5.2% 4.1% 1.00 Indexes
    40.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.3% 14.4% 23.1% 8.3% 13.1% 0.91 Growth & Value
    41.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    1.1% 11.3% 20.5% 7.6% 7.2% 1.25 Growth
    42.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    1.1% 18.1% 22.7% 11.5% 10.1% 1.43 Growth & Value
    43.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.9% 16.3% 31.7% 17.7% 18.0% 1.37 Value
    44.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.8% 15.3% 23.2% 2.2% 2.9% 1.22 Value
    45.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.8% 16.1% 24.9% 13.8% 15.1% 1.11 Growth & Value
    46.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.8% 10.7% 23.1% 15.6% 16.8% 1.13 Earnings Estimates
    47.
    S&P SmallCap 600
    0.8% 14.5% 24.7% 8.9% 8.4% 1.26 Indexes
    48.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    0.6% 9.7% 31.7% 11.2% 19.4% 1.63 Growth & Value
    49.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.6% 13.5% 25.9% 11.0% 11.8% 1.28 Growth & Value
    50.
    NASDAQ 100
    0.1% 15.4% 23.8% 9.6% 8.3% 1.81 Indexes
    51.
    S&P SmallCap 600 Growth (TR)
    0.1% 16.1% 27.4% 10.9% 9.9% 1.31 Indexes
    52.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 12.4% 33.9% 11.3% 10.1% 1.67 Growth & Value
    53.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -6.6% 15.5% 5.5% 15.0% 2.14 Growth & Value
    54.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.1% -4.6% 15.0% 15.9% 16.3% 2.14 Growth With Price Momentum
    55.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.3% 9.9% 20.5% 3.6% 6.1% 1.34 Value
    56.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -0.4% 10.8% 26.2% 9.5% 16.0% 1.31 Growth & Value
    57.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.5% 5.6% -0.7% 13.0% 11.7% 2.20 Growth & Value
    58.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -0.7% 19.2% 27.2% -0.7% 2.2% 1.58 Value
    59.
    Dow Jones 30
    -0.7% 10.1% 16.7% 4.7% 4.6% 0.97 Indexes
    60.
    Introduction to the use of earnings estimates.
    -0.8% 15.6% 37.2% 25.6% 26.1% 1.83 Earnings Estimates
    61.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -1.0% 11.4% 27.5% 9.1% 14.3% 1.91 Growth & Value With Price Momentum
    62.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -1.2% 17.2% 26.4% 9.2% 11.4% 1.18 Growth
    63.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -1.9% -9.1% 8.8% 2.1% 4.1% 2.20 Growth & Value
    64.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 5.9% 16.8% 10.2% 11.4% 1.37 Value With Price Momentum
    65.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -3.2% 10.2% 22.8% 8.0% 16.3% 1.39 Growth With Price Momentum
    66.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -3.3% 15.5% 25.6% 14.9% 19.7% 1.33 Growth & Value With Price Momentum
    67.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -4.0% 12.0% 22.7% 10.9% 14.6% 1.05 Growth & Value With Price Momentum
    68.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.2% 14.2% 17.6% 6.0% 7.6% 1.23 Value With Price Momentum
    69.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.8% 1.4% 19.6% 14.6% 17.0% 1.74 Value
    70.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.1% 8.3% 22.6% 10.0% 12.9% 1.28 Growth
    71.
    Introduction to the use of earnings estimates.
    -6.3% 14.7% 30.7% 24.8% 27.5% 1.75 Earnings Estimates
    72.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -6.6% 14.4% 21.2% 14.5% 19.1% 1.51 Value With Price Momentum
    73.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% 7.2% -6.6% -3.2% 12.4% 2.72 Growth & Value With Price Momentum
    74.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -8.1% 7.7% 36.6% 17.2% 13.3% 2.23 Growth With Price Momentum
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.5% -19.7% 31.8% 13.6% 16.6% 2.98 Growth & Value With Price Momentum
    76.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -24.7% -17.4% 1.5% 4.4% 9.5% 1.91 Value
    77.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -8.4% 17.6% 2.8% 10.3% 2.26 Growth With Price Momentum

    3-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    17.8% 51.9% 65.8% 28.3% 32.1% 2.06 Value
    2.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    6.0% 21.9% 38.1% 13.7% 21.3% 1.46 Growth & Value With Price Momentum
    3.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 21.9% 24.8% 11.1% 11.1% 1.24 Growth & Value
    4.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    7.8% 21.7% 53.4% 17.9% 21.4% 1.77 Value
    5.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    8.4% 19.5% 37.2% 10.1% 12.5% 1.77 Growth & Value
    6.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -0.7% 19.2% 27.2% -0.7% 2.2% 1.58 Value
    7.
    Utilizing contrarian stocks with upward earnings revisions.
    2.6% 18.8% 29.5% 17.2% 16.6% 1.36 Earnings Estimates
    8.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    1.1% 18.1% 22.7% 11.5% 10.1% 1.43 Growth & Value
    9.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    1.8% 18.0% 28.5% 10.6% 11.4% 1.22 Growth & Value
    10.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -1.2% 17.2% 26.4% 9.2% 11.4% 1.18 Growth
    11.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    19.7% 17.1% 29.7% 12.4% 26.8% 1.92 Value With Price Momentum
    12.
    Using the dividend-yield approach to invest during volatile markets.
    3.6% 17.0% 21.2% 7.9% 9.7% 0.96 Growth & Value
    13.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.9% 16.3% 31.7% 17.7% 18.0% 1.37 Value
    14.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.8% 16.1% 24.9% 13.8% 15.1% 1.11 Growth & Value
    15.
    S&P SmallCap 600 Growth (TR)
    0.1% 16.1% 27.4% 10.9% 9.9% 1.31 Indexes
    16.
    S&P MidCap 400 Growth (TR)
    2.1% 16.0% 25.7% 11.0% 12.3% 1.30 Indexes
    17.
    Introduction to the use of earnings estimates.
    -0.8% 15.6% 37.2% 25.6% 26.1% 1.83 Earnings Estimates
    18.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -3.3% 15.5% 25.6% 14.9% 19.7% 1.33 Growth & Value With Price Momentum
    19.
    S&P 500 Growth (TR)
    1.4% 15.4% 21.1% 7.7% 5.9% 1.10 Indexes
    20.
    NASDAQ 100
    0.1% 15.4% 23.8% 9.6% 8.3% 1.81 Indexes
    21.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.8% 15.3% 23.2% 2.2% 2.9% 1.22 Value
    22.
    S&P SmallCap 600 Value (TR)
    2.1% 14.9% 24.5% 9.2% 8.9% 1.22 Indexes
    23.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    8.8% 14.8% 24.6% 7.4% -1.3% 2.76 Growth & Value
    24.
    Introduction to the use of earnings estimates.
    -6.3% 14.7% 30.7% 24.8% 27.5% 1.75 Earnings Estimates
    25.
    S&P MidCap 400 Value (TR)
    4.0% 14.5% 25.0% 10.1% 8.9% 1.11 Indexes
    26.
    S&P SmallCap 600
    0.8% 14.5% 24.7% 8.9% 8.4% 1.26 Indexes
    27.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    2.9% 14.4% 23.8% 10.3% 11.3% 1.21 Value
    28.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -6.6% 14.4% 21.2% 14.5% 19.1% 1.51 Value With Price Momentum
    29.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.3% 14.4% 23.1% 8.3% 13.1% 0.91 Growth & Value
    30.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.2% 14.2% 17.6% 6.0% 7.6% 1.23 Value With Price Momentum
    31.
    S&P 500 Value (TR)
    2.3% 13.9% 21.3% 7.4% 5.8% 1.00 Indexes
    32.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.0% 13.7% 25.2% 13.0% 17.6% 1.51 Value With Price Momentum
    33.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.6% 13.5% 25.9% 11.0% 11.8% 1.28 Growth & Value
    34.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 12.4% 33.9% 11.3% 10.1% 1.67 Growth & Value
    35.
    S&P 500
    1.3% 12.2% 18.6% 5.2% 4.1% 1.00 Indexes
    36.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -4.0% 12.0% 22.7% 10.9% 14.6% 1.05 Growth & Value With Price Momentum
    37.
    A screen for stocks with DRPs (dividend reinvestment plans).
    2.4% 11.8% 22.0% 6.3% 8.9% 1.10 Growth & Value
    38.
    S&P MidCap 400
    2.7% 11.7% 23.0% 8.6% 9.1% 1.19 Indexes
    39.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -1.0% 11.4% 27.5% 9.1% 14.3% 1.91 Growth & Value With Price Momentum
    40.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    1.1% 11.3% 20.5% 7.6% 7.2% 1.25 Growth
    41.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    2.8% 11.2% 18.3% 7.8% 11.1% 1.25 Growth & Value
    42.
    All Exchange-Listed Stocks
    4.6% 10.9% 26.1% 7.9% 11.0% 1.37 Indexes
    43.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -0.4% 10.8% 26.2% 9.5% 16.0% 1.31 Growth & Value
    44.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.8% 10.7% 23.1% 15.6% 16.8% 1.13 Earnings Estimates
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -3.2% 10.2% 22.8% 8.0% 16.3% 1.39 Growth With Price Momentum
    46.
    Dow Jones 30
    -0.7% 10.1% 16.7% 4.7% 4.6% 0.97 Indexes
    47.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    3.0% 9.9% 24.7% 15.4% 14.6% 1.20 Value With Price Momentum
    48.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.3% 9.9% 20.5% 3.6% 6.1% 1.34 Value
    49.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    0.6% 9.7% 31.7% 11.2% 19.4% 1.63 Growth & Value
    50.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    7.3% 9.6% 15.8% 5.4% 17.1% 1.85 Growth With Price Momentum
    51.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.1% 8.3% 22.6% 10.0% 12.9% 1.28 Growth
    52.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.6% 8.3% 19.2% 17.5% 24.4% 1.90 Growth With Price Momentum
    53.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    6.9% 7.7% 10.5% 7.7% 8.1% 0.90 Value
    54.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -8.1% 7.7% 36.6% 17.2% 13.3% 2.23 Growth With Price Momentum
    55.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% 7.2% -6.6% -3.2% 12.4% 2.72 Growth & Value With Price Momentum
    56.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    5.0% 7.1% 25.0% 8.7% 15.2% 1.53 Growth
    57.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    25.2% 6.1% 20.9% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    58.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 5.9% 16.8% 10.2% 11.4% 1.37 Value With Price Momentum
    59.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    15.0% 5.9% 12.2% 6.6% 20.4% 1.82 Growth & Value
    60.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.5% 5.6% -0.7% 13.0% 11.7% 2.20 Growth & Value
    61.
    Locating firms with a high proportion of cash to share price.
    5.8% 4.2% 14.2% 5.3% 11.4% 1.37 Value
    62.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.6% 3.6% 16.1% 15.2% 8.4% 1.36 Growth & Value
    63.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    16.6% 1.5% 20.6% 11.4% 13.5% 1.23 Growth & Value
    64.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.8% 1.4% 19.6% 14.6% 17.0% 1.74 Value
    65.
    Who insiders are, what requirements they must obey, and what insider data is important.
    5.3% -1.0% 15.6% -3.4% 0.2% 1.82 Specialty
    66.
    Introduction to the use of earnings estimates.
    1.5% -1.4% 20.6% 2.1% 1.3% 1.95 Earnings Estimates
    67.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    1.7% -1.7% 21.7% 5.4% 11.2% 1.64 Value
    68.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    1.5% -2.4% 16.2% 9.3% 14.5% 1.70 Value
    69.
    Introduction to the use of earnings estimates.
    1.8% -3.0% 24.5% 1.2% 1.3% 2.32 Earnings Estimates
    70.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    6.2% -3.1% 29.1% 22.0% 21.2% 1.74 Value
    71.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.1% -4.6% 15.0% 15.9% 16.3% 2.14 Growth With Price Momentum
    72.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -6.6% 15.5% 5.5% 15.0% 2.14 Growth & Value
    73.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -8.4% 17.6% 2.8% 10.3% 2.26 Growth With Price Momentum
    74.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -1.9% -9.1% 8.8% 2.1% 4.1% 2.20 Growth & Value
    75.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -24.7% -17.4% 1.5% 4.4% 9.5% 1.91 Value
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    2.9% -19.5% -4.6% -4.0% 4.0% 1.40 Growth & Value With Price Momentum
    77.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.5% -19.7% 31.8% 13.6% 16.6% 2.98 Growth & Value With Price Momentum

    5-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    17.8% 51.9% 65.8% 28.3% 32.1% 2.06 Value
    2.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    7.8% 21.7% 53.4% 17.9% 21.4% 1.77 Value
    3.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    6.0% 21.9% 38.1% 13.7% 21.3% 1.46 Growth & Value With Price Momentum
    4.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    8.4% 19.5% 37.2% 10.1% 12.5% 1.77 Growth & Value
    5.
    Introduction to the use of earnings estimates.
    -0.8% 15.6% 37.2% 25.6% 26.1% 1.83 Earnings Estimates
    6.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -8.1% 7.7% 36.6% 17.2% 13.3% 2.23 Growth With Price Momentum
    7.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 12.4% 33.9% 11.3% 10.1% 1.67 Growth & Value
    8.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.5% -19.7% 31.8% 13.6% 16.6% 2.98 Growth & Value With Price Momentum
    9.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    0.6% 9.7% 31.7% 11.2% 19.4% 1.63 Growth & Value
    10.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.9% 16.3% 31.7% 17.7% 18.0% 1.37 Value
    11.
    Introduction to the use of earnings estimates.
    -6.3% 14.7% 30.7% 24.8% 27.5% 1.75 Earnings Estimates
    12.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    19.7% 17.1% 29.7% 12.4% 26.8% 1.92 Value With Price Momentum
    13.
    Utilizing contrarian stocks with upward earnings revisions.
    2.6% 18.8% 29.5% 17.2% 16.6% 1.36 Earnings Estimates
    14.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    6.2% -3.1% 29.1% 22.0% 21.2% 1.74 Value
    15.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    1.8% 18.0% 28.5% 10.6% 11.4% 1.22 Growth & Value
    16.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -1.0% 11.4% 27.5% 9.1% 14.3% 1.91 Growth & Value With Price Momentum
    17.
    S&P SmallCap 600 Growth (TR)
    0.1% 16.1% 27.4% 10.9% 9.9% 1.31 Indexes
    18.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -0.7% 19.2% 27.2% -0.7% 2.2% 1.58 Value
    19.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -1.2% 17.2% 26.4% 9.2% 11.4% 1.18 Growth
    20.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -0.4% 10.8% 26.2% 9.5% 16.0% 1.31 Growth & Value
    21.
    All Exchange-Listed Stocks
    4.6% 10.9% 26.1% 7.9% 11.0% 1.37 Indexes
    22.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.6% 13.5% 25.9% 11.0% 11.8% 1.28 Growth & Value
    23.
    S&P MidCap 400 Growth (TR)
    2.1% 16.0% 25.7% 11.0% 12.3% 1.30 Indexes
    24.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -3.3% 15.5% 25.6% 14.9% 19.7% 1.33 Growth & Value With Price Momentum
    25.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.0% 13.7% 25.2% 13.0% 17.6% 1.51 Value With Price Momentum
    26.
    S&P MidCap 400 Value (TR)
    4.0% 14.5% 25.0% 10.1% 8.9% 1.11 Indexes
    27.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    5.0% 7.1% 25.0% 8.7% 15.2% 1.53 Growth
    28.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.8% 16.1% 24.9% 13.8% 15.1% 1.11 Growth & Value
    29.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 21.9% 24.8% 11.1% 11.1% 1.24 Growth & Value
    30.
    S&P SmallCap 600
    0.8% 14.5% 24.7% 8.9% 8.4% 1.26 Indexes
    31.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    3.0% 9.9% 24.7% 15.4% 14.6% 1.20 Value With Price Momentum
    32.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    8.8% 14.8% 24.6% 7.4% -1.3% 2.76 Growth & Value
    33.
    S&P SmallCap 600 Value (TR)
    2.1% 14.9% 24.5% 9.2% 8.9% 1.22 Indexes
    34.
    Introduction to the use of earnings estimates.
    1.8% -3.0% 24.5% 1.2% 1.3% 2.32 Earnings Estimates
    35.
    NASDAQ 100
    0.1% 15.4% 23.8% 9.6% 8.3% 1.81 Indexes
    36.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    2.9% 14.4% 23.8% 10.3% 11.3% 1.21 Value
    37.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.8% 15.3% 23.2% 2.2% 2.9% 1.22 Value
    38.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.3% 14.4% 23.1% 8.3% 13.1% 0.91 Growth & Value
    39.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.8% 10.7% 23.1% 15.6% 16.8% 1.13 Earnings Estimates
    40.
    S&P MidCap 400
    2.7% 11.7% 23.0% 8.6% 9.1% 1.19 Indexes
    41.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -3.2% 10.2% 22.8% 8.0% 16.3% 1.39 Growth With Price Momentum
    42.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -4.0% 12.0% 22.7% 10.9% 14.6% 1.05 Growth & Value With Price Momentum
    43.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    1.1% 18.1% 22.7% 11.5% 10.1% 1.43 Growth & Value
    44.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.1% 8.3% 22.6% 10.0% 12.9% 1.28 Growth
    45.
    A screen for stocks with DRPs (dividend reinvestment plans).
    2.4% 11.8% 22.0% 6.3% 8.9% 1.10 Growth & Value
    46.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    1.7% -1.7% 21.7% 5.4% 11.2% 1.64 Value
    47.
    S&P 500 Value (TR)
    2.3% 13.9% 21.3% 7.4% 5.8% 1.00 Indexes
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -6.6% 14.4% 21.2% 14.5% 19.1% 1.51 Value With Price Momentum
    49.
    Using the dividend-yield approach to invest during volatile markets.
    3.6% 17.0% 21.2% 7.9% 9.7% 0.96 Growth & Value
    50.
    S&P 500 Growth (TR)
    1.4% 15.4% 21.1% 7.7% 5.9% 1.10 Indexes
    51.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    25.2% 6.1% 20.9% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    52.
    Introduction to the use of earnings estimates.
    1.5% -1.4% 20.6% 2.1% 1.3% 1.95 Earnings Estimates
    53.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    16.6% 1.5% 20.6% 11.4% 13.5% 1.23 Growth & Value
    54.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    1.1% 11.3% 20.5% 7.6% 7.2% 1.25 Growth
    55.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.3% 9.9% 20.5% 3.6% 6.1% 1.34 Value
    56.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.8% 1.4% 19.6% 14.6% 17.0% 1.74 Value
    57.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.6% 8.3% 19.2% 17.5% 24.4% 1.90 Growth With Price Momentum
    58.
    S&P 500
    1.3% 12.2% 18.6% 5.2% 4.1% 1.00 Indexes
    59.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    2.8% 11.2% 18.3% 7.8% 11.1% 1.25 Growth & Value
    60.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -8.4% 17.6% 2.8% 10.3% 2.26 Growth With Price Momentum
    61.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.2% 14.2% 17.6% 6.0% 7.6% 1.23 Value With Price Momentum
    62.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 5.9% 16.8% 10.2% 11.4% 1.37 Value With Price Momentum
    63.
    Dow Jones 30
    -0.7% 10.1% 16.7% 4.7% 4.6% 0.97 Indexes
    64.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    1.5% -2.4% 16.2% 9.3% 14.5% 1.70 Value
    65.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.6% 3.6% 16.1% 15.2% 8.4% 1.36 Growth & Value
    66.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    7.3% 9.6% 15.8% 5.4% 17.1% 1.85 Growth With Price Momentum
    67.
    Who insiders are, what requirements they must obey, and what insider data is important.
    5.3% -1.0% 15.6% -3.4% 0.2% 1.82 Specialty
    68.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -6.6% 15.5% 5.5% 15.0% 2.14 Growth & Value
    69.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.1% -4.6% 15.0% 15.9% 16.3% 2.14 Growth With Price Momentum
    70.
    Locating firms with a high proportion of cash to share price.
    5.8% 4.2% 14.2% 5.3% 11.4% 1.37 Value
    71.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    15.0% 5.9% 12.2% 6.6% 20.4% 1.82 Growth & Value
    72.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    6.9% 7.7% 10.5% 7.7% 8.1% 0.90 Value
    73.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -1.9% -9.1% 8.8% 2.1% 4.1% 2.20 Growth & Value
    74.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -24.7% -17.4% 1.5% 4.4% 9.5% 1.91 Value
    75.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.5% 5.6% -0.7% 13.0% 11.7% 2.20 Growth & Value
    76.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    2.9% -19.5% -4.6% -4.0% 4.0% 1.40 Growth & Value With Price Momentum
    77.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% 7.2% -6.6% -3.2% 12.4% 2.72 Growth & Value With Price Momentum

    10-Year


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    17.8% 51.9% 65.8% 28.3% 32.1% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    -0.8% 15.6% 37.2% 25.6% 26.1% 1.83 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    -6.3% 14.7% 30.7% 24.8% 27.5% 1.75 Earnings Estimates
    4.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    6.2% -3.1% 29.1% 22.0% 21.2% 1.74 Value
    5.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    7.8% 21.7% 53.4% 17.9% 21.4% 1.77 Value
    6.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.9% 16.3% 31.7% 17.7% 18.0% 1.37 Value
    7.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.6% 8.3% 19.2% 17.5% 24.4% 1.90 Growth With Price Momentum
    8.
    Utilizing contrarian stocks with upward earnings revisions.
    2.6% 18.8% 29.5% 17.2% 16.6% 1.36 Earnings Estimates
    9.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -8.1% 7.7% 36.6% 17.2% 13.3% 2.23 Growth With Price Momentum
    10.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.1% -4.6% 15.0% 15.9% 16.3% 2.14 Growth With Price Momentum
    11.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.8% 10.7% 23.1% 15.6% 16.8% 1.13 Earnings Estimates
    12.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    3.0% 9.9% 24.7% 15.4% 14.6% 1.20 Value With Price Momentum
    13.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.6% 3.6% 16.1% 15.2% 8.4% 1.36 Growth & Value
    14.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -3.3% 15.5% 25.6% 14.9% 19.7% 1.33 Growth & Value With Price Momentum
    15.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.8% 1.4% 19.6% 14.6% 17.0% 1.74 Value
    16.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -6.6% 14.4% 21.2% 14.5% 19.1% 1.51 Value With Price Momentum
    17.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.8% 16.1% 24.9% 13.8% 15.1% 1.11 Growth & Value
    18.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    6.0% 21.9% 38.1% 13.7% 21.3% 1.46 Growth & Value With Price Momentum
    19.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.5% -19.7% 31.8% 13.6% 16.6% 2.98 Growth & Value With Price Momentum
    20.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.5% 5.6% -0.7% 13.0% 11.7% 2.20 Growth & Value
    21.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.0% 13.7% 25.2% 13.0% 17.6% 1.51 Value With Price Momentum
    22.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    19.7% 17.1% 29.7% 12.4% 26.8% 1.92 Value With Price Momentum
    23.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    1.1% 18.1% 22.7% 11.5% 10.1% 1.43 Growth & Value
    24.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    16.6% 1.5% 20.6% 11.4% 13.5% 1.23 Growth & Value
    25.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 12.4% 33.9% 11.3% 10.1% 1.67 Growth & Value
    26.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    0.6% 9.7% 31.7% 11.2% 19.4% 1.63 Growth & Value
    27.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 21.9% 24.8% 11.1% 11.1% 1.24 Growth & Value
    28.
    S&P MidCap 400 Growth (TR)
    2.1% 16.0% 25.7% 11.0% 12.3% 1.30 Indexes
    29.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.6% 13.5% 25.9% 11.0% 11.8% 1.28 Growth & Value
    30.
    S&P SmallCap 600 Growth (TR)
    0.1% 16.1% 27.4% 10.9% 9.9% 1.31 Indexes
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -4.0% 12.0% 22.7% 10.9% 14.6% 1.05 Growth & Value With Price Momentum
    32.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    1.8% 18.0% 28.5% 10.6% 11.4% 1.22 Growth & Value
    33.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    2.9% 14.4% 23.8% 10.3% 11.3% 1.21 Value
    34.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 5.9% 16.8% 10.2% 11.4% 1.37 Value With Price Momentum
    35.
    S&P MidCap 400 Value (TR)
    4.0% 14.5% 25.0% 10.1% 8.9% 1.11 Indexes
    36.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    8.4% 19.5% 37.2% 10.1% 12.5% 1.77 Growth & Value
    37.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.1% 8.3% 22.6% 10.0% 12.9% 1.28 Growth
    38.
    NASDAQ 100
    0.1% 15.4% 23.8% 9.6% 8.3% 1.81 Indexes
    39.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -0.4% 10.8% 26.2% 9.5% 16.0% 1.31 Growth & Value
    40.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    1.5% -2.4% 16.2% 9.3% 14.5% 1.70 Value
    41.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -1.2% 17.2% 26.4% 9.2% 11.4% 1.18 Growth
    42.
    S&P SmallCap 600 Value (TR)
    2.1% 14.9% 24.5% 9.2% 8.9% 1.22 Indexes
    43.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -1.0% 11.4% 27.5% 9.1% 14.3% 1.91 Growth & Value With Price Momentum
    44.
    S&P SmallCap 600
    0.8% 14.5% 24.7% 8.9% 8.4% 1.26 Indexes
    45.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    5.0% 7.1% 25.0% 8.7% 15.2% 1.53 Growth
    46.
    S&P MidCap 400
    2.7% 11.7% 23.0% 8.6% 9.1% 1.19 Indexes
    47.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    25.2% 6.1% 20.9% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    48.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.3% 14.4% 23.1% 8.3% 13.1% 0.91 Growth & Value
    49.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -3.2% 10.2% 22.8% 8.0% 16.3% 1.39 Growth With Price Momentum
    50.
    All Exchange-Listed Stocks
    4.6% 10.9% 26.1% 7.9% 11.0% 1.37 Indexes
    51.
    Using the dividend-yield approach to invest during volatile markets.
    3.6% 17.0% 21.2% 7.9% 9.7% 0.96 Growth & Value
    52.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    2.8% 11.2% 18.3% 7.8% 11.1% 1.25 Growth & Value
    53.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    6.9% 7.7% 10.5% 7.7% 8.1% 0.90 Value
    54.
    S&P 500 Growth (TR)
    1.4% 15.4% 21.1% 7.7% 5.9% 1.10 Indexes
    55.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    1.1% 11.3% 20.5% 7.6% 7.2% 1.25 Growth
    56.
    S&P 500 Value (TR)
    2.3% 13.9% 21.3% 7.4% 5.8% 1.00 Indexes
    57.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    8.8% 14.8% 24.6% 7.4% -1.3% 2.76 Growth & Value
    58.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    15.0% 5.9% 12.2% 6.6% 20.4% 1.82 Growth & Value
    59.
    A screen for stocks with DRPs (dividend reinvestment plans).
    2.4% 11.8% 22.0% 6.3% 8.9% 1.10 Growth & Value
    60.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.2% 14.2% 17.6% 6.0% 7.6% 1.23 Value With Price Momentum
    61.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -6.6% 15.5% 5.5% 15.0% 2.14 Growth & Value
    62.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    1.7% -1.7% 21.7% 5.4% 11.2% 1.64 Value
    63.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    7.3% 9.6% 15.8% 5.4% 17.1% 1.85 Growth With Price Momentum
    64.
    Locating firms with a high proportion of cash to share price.
    5.8% 4.2% 14.2% 5.3% 11.4% 1.37 Value
    65.
    S&P 500
    1.3% 12.2% 18.6% 5.2% 4.1% 1.00 Indexes
    66.
    Dow Jones 30
    -0.7% 10.1% 16.7% 4.7% 4.6% 0.97 Indexes
    67.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -24.7% -17.4% 1.5% 4.4% 9.5% 1.91 Value
    68.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.3% 9.9% 20.5% 3.6% 6.1% 1.34 Value
    69.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -8.4% 17.6% 2.8% 10.3% 2.26 Growth With Price Momentum
    70.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.8% 15.3% 23.2% 2.2% 2.9% 1.22 Value
    71.
    Introduction to the use of earnings estimates.
    1.5% -1.4% 20.6% 2.1% 1.3% 1.95 Earnings Estimates
    72.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -1.9% -9.1% 8.8% 2.1% 4.1% 2.20 Growth & Value
    73.
    Introduction to the use of earnings estimates.
    1.8% -3.0% 24.5% 1.2% 1.3% 2.32 Earnings Estimates
    74.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -0.7% 19.2% 27.2% -0.7% 2.2% 1.58 Value
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% 7.2% -6.6% -3.2% 12.4% 2.72 Growth & Value With Price Momentum
    76.
    Who insiders are, what requirements they must obey, and what insider data is important.
    5.3% -1.0% 15.6% -3.4% 0.2% 1.82 Specialty
    77.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    2.9% -19.5% -4.6% -4.0% 4.0% 1.40 Growth & Value With Price Momentum

    Inception


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    17.8% 51.9% 65.8% 28.3% 32.1% 2.06 Value
    2.
    Introduction to the use of earnings estimates.
    -6.3% 14.7% 30.7% 24.8% 27.5% 1.75 Earnings Estimates
    3.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    19.7% 17.1% 29.7% 12.4% 26.8% 1.92 Value With Price Momentum
    4.
    Introduction to the use of earnings estimates.
    -0.8% 15.6% 37.2% 25.6% 26.1% 1.83 Earnings Estimates
    5.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.6% 8.3% 19.2% 17.5% 24.4% 1.90 Growth With Price Momentum
    6.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    7.8% 21.7% 53.4% 17.9% 21.4% 1.77 Value
    7.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    6.0% 21.9% 38.1% 13.7% 21.3% 1.46 Growth & Value With Price Momentum
    8.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    6.2% -3.1% 29.1% 22.0% 21.2% 1.74 Value
    9.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    15.0% 5.9% 12.2% 6.6% 20.4% 1.82 Growth & Value
    10.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -3.3% 15.5% 25.6% 14.9% 19.7% 1.33 Growth & Value With Price Momentum
    11.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    0.6% 9.7% 31.7% 11.2% 19.4% 1.63 Growth & Value
    12.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -6.6% 14.4% 21.2% 14.5% 19.1% 1.51 Value With Price Momentum
    13.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.9% 16.3% 31.7% 17.7% 18.0% 1.37 Value
    14.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.0% 13.7% 25.2% 13.0% 17.6% 1.51 Value With Price Momentum
    15.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    7.3% 9.6% 15.8% 5.4% 17.1% 1.85 Growth With Price Momentum
    16.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.8% 1.4% 19.6% 14.6% 17.0% 1.74 Value
    17.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.8% 10.7% 23.1% 15.6% 16.8% 1.13 Earnings Estimates
    18.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.5% -19.7% 31.8% 13.6% 16.6% 2.98 Growth & Value With Price Momentum
    19.
    Utilizing contrarian stocks with upward earnings revisions.
    2.6% 18.8% 29.5% 17.2% 16.6% 1.36 Earnings Estimates
    20.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.1% -4.6% 15.0% 15.9% 16.3% 2.14 Growth With Price Momentum
    21.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -3.2% 10.2% 22.8% 8.0% 16.3% 1.39 Growth With Price Momentum
    22.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -0.4% 10.8% 26.2% 9.5% 16.0% 1.31 Growth & Value
    23.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    5.0% 7.1% 25.0% 8.7% 15.2% 1.53 Growth
    24.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.8% 16.1% 24.9% 13.8% 15.1% 1.11 Growth & Value
    25.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -6.6% 15.5% 5.5% 15.0% 2.14 Growth & Value
    26.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    3.0% 9.9% 24.7% 15.4% 14.6% 1.20 Value With Price Momentum
    27.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -4.0% 12.0% 22.7% 10.9% 14.6% 1.05 Growth & Value With Price Momentum
    28.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    1.5% -2.4% 16.2% 9.3% 14.5% 1.70 Value
    29.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -1.0% 11.4% 27.5% 9.1% 14.3% 1.91 Growth & Value With Price Momentum
    30.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    16.6% 1.5% 20.6% 11.4% 13.5% 1.23 Growth & Value
    31.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -8.1% 7.7% 36.6% 17.2% 13.3% 2.23 Growth With Price Momentum
    32.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.3% 14.4% 23.1% 8.3% 13.1% 0.91 Growth & Value
    33.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.1% 8.3% 22.6% 10.0% 12.9% 1.28 Growth
    34.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    8.4% 19.5% 37.2% 10.1% 12.5% 1.77 Growth & Value
    35.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% 7.2% -6.6% -3.2% 12.4% 2.72 Growth & Value With Price Momentum
    36.
    S&P MidCap 400 Growth (TR)
    2.1% 16.0% 25.7% 11.0% 12.3% 1.30 Indexes
    37.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.6% 13.5% 25.9% 11.0% 11.8% 1.28 Growth & Value
    38.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.5% 5.6% -0.7% 13.0% 11.7% 2.20 Growth & Value
    39.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -1.2% 17.2% 26.4% 9.2% 11.4% 1.18 Growth
    40.
    Locating firms with a high proportion of cash to share price.
    5.8% 4.2% 14.2% 5.3% 11.4% 1.37 Value
    41.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    1.8% 18.0% 28.5% 10.6% 11.4% 1.22 Growth & Value
    42.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 5.9% 16.8% 10.2% 11.4% 1.37 Value With Price Momentum
    43.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    2.9% 14.4% 23.8% 10.3% 11.3% 1.21 Value
    44.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    1.7% -1.7% 21.7% 5.4% 11.2% 1.64 Value
    45.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    2.8% 11.2% 18.3% 7.8% 11.1% 1.25 Growth & Value
    46.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 21.9% 24.8% 11.1% 11.1% 1.24 Growth & Value
    47.
    All Exchange-Listed Stocks
    4.6% 10.9% 26.1% 7.9% 11.0% 1.37 Indexes
    48.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -8.4% 17.6% 2.8% 10.3% 2.26 Growth With Price Momentum
    49.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 12.4% 33.9% 11.3% 10.1% 1.67 Growth & Value
    50.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    1.1% 18.1% 22.7% 11.5% 10.1% 1.43 Growth & Value
    51.
    S&P SmallCap 600 Growth (TR)
    0.1% 16.1% 27.4% 10.9% 9.9% 1.31 Indexes
    52.
    Using the dividend-yield approach to invest during volatile markets.
    3.6% 17.0% 21.2% 7.9% 9.7% 0.96 Growth & Value
    53.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -24.7% -17.4% 1.5% 4.4% 9.5% 1.91 Value
    54.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    25.2% 6.1% 20.9% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    55.
    S&P MidCap 400
    2.7% 11.7% 23.0% 8.6% 9.1% 1.19 Indexes
    56.
    S&P SmallCap 600 Value (TR)
    2.1% 14.9% 24.5% 9.2% 8.9% 1.22 Indexes
    57.
    S&P MidCap 400 Value (TR)
    4.0% 14.5% 25.0% 10.1% 8.9% 1.11 Indexes
    58.
    A screen for stocks with DRPs (dividend reinvestment plans).
    2.4% 11.8% 22.0% 6.3% 8.9% 1.10 Growth & Value
    59.
    S&P SmallCap 600
    0.8% 14.5% 24.7% 8.9% 8.4% 1.26 Indexes
    60.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.6% 3.6% 16.1% 15.2% 8.4% 1.36 Growth & Value
    61.
    NASDAQ 100
    0.1% 15.4% 23.8% 9.6% 8.3% 1.81 Indexes
    62.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    6.9% 7.7% 10.5% 7.7% 8.1% 0.90 Value
    63.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.2% 14.2% 17.6% 6.0% 7.6% 1.23 Value With Price Momentum
    64.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    1.1% 11.3% 20.5% 7.6% 7.2% 1.25 Growth
    65.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.3% 9.9% 20.5% 3.6% 6.1% 1.34 Value
    66.
    S&P 500 Growth (TR)
    1.4% 15.4% 21.1% 7.7% 5.9% 1.10 Indexes
    67.
    S&P 500 Value (TR)
    2.3% 13.9% 21.3% 7.4% 5.8% 1.00 Indexes
    68.
    Dow Jones 30
    -0.7% 10.1% 16.7% 4.7% 4.6% 0.97 Indexes
    69.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -1.9% -9.1% 8.8% 2.1% 4.1% 2.20 Growth & Value
    70.
    S&P 500
    1.3% 12.2% 18.6% 5.2% 4.1% 1.00 Indexes
    71.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    2.9% -19.5% -4.6% -4.0% 4.0% 1.40 Growth & Value With Price Momentum
    72.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.8% 15.3% 23.2% 2.2% 2.9% 1.22 Value
    73.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -0.7% 19.2% 27.2% -0.7% 2.2% 1.58 Value
    74.
    Introduction to the use of earnings estimates.
    1.5% -1.4% 20.6% 2.1% 1.3% 1.95 Earnings Estimates
    75.
    Introduction to the use of earnings estimates.
    1.8% -3.0% 24.5% 1.2% 1.3% 2.32 Earnings Estimates
    76.
    Who insiders are, what requirements they must obey, and what insider data is important.
    5.3% -1.0% 15.6% -3.4% 0.2% 1.82 Specialty
    77.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    8.8% 14.8% 24.6% 7.4% -1.3% 2.76 Growth & Value

    Risk Index


  •            Screen
    Annual Price Gain (%)
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    6.9% 7.7% 10.5% 7.7% 8.1% 0.90 Value
    2.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.3% 14.4% 23.1% 8.3% 13.1% 0.91 Growth & Value
    3.
    Using the dividend-yield approach to invest during volatile markets.
    3.6% 17.0% 21.2% 7.9% 9.7% 0.96 Growth & Value
    4.
    Dow Jones 30
    -0.7% 10.1% 16.7% 4.7% 4.6% 0.97 Indexes
    5.
    S&P 500
    1.3% 12.2% 18.6% 5.2% 4.1% 1.00 Indexes
    6.
    S&P 500 Value (TR)
    2.3% 13.9% 21.3% 7.4% 5.8% 1.00 Indexes
    7.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -4.0% 12.0% 22.7% 10.9% 14.6% 1.05 Growth & Value With Price Momentum
    8.
    S&P 500 Growth (TR)
    1.4% 15.4% 21.1% 7.7% 5.9% 1.10 Indexes
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    2.4% 11.8% 22.0% 6.3% 8.9% 1.10 Growth & Value
    10.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.8% 16.1% 24.9% 13.8% 15.1% 1.11 Growth & Value
    11.
    S&P MidCap 400 Value (TR)
    4.0% 14.5% 25.0% 10.1% 8.9% 1.11 Indexes
    12.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.8% 10.7% 23.1% 15.6% 16.8% 1.13 Earnings Estimates
    13.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -1.2% 17.2% 26.4% 9.2% 11.4% 1.18 Growth
    14.
    S&P MidCap 400
    2.7% 11.7% 23.0% 8.6% 9.1% 1.19 Indexes
    15.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    3.0% 9.9% 24.7% 15.4% 14.6% 1.20 Value With Price Momentum
    16.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    2.9% 14.4% 23.8% 10.3% 11.3% 1.21 Value
    17.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    1.8% 18.0% 28.5% 10.6% 11.4% 1.22 Growth & Value
    18.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.8% 15.3% 23.2% 2.2% 2.9% 1.22 Value
    19.
    S&P SmallCap 600 Value (TR)
    2.1% 14.9% 24.5% 9.2% 8.9% 1.22 Indexes
    20.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.2% 14.2% 17.6% 6.0% 7.6% 1.23 Value With Price Momentum
    21.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    16.6% 1.5% 20.6% 11.4% 13.5% 1.23 Growth & Value
    22.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 21.9% 24.8% 11.1% 11.1% 1.24 Growth & Value
    23.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    1.1% 11.3% 20.5% 7.6% 7.2% 1.25 Growth
    24.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    2.8% 11.2% 18.3% 7.8% 11.1% 1.25 Growth & Value
    25.
    S&P SmallCap 600
    0.8% 14.5% 24.7% 8.9% 8.4% 1.26 Indexes
    26.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.1% 8.3% 22.6% 10.0% 12.9% 1.28 Growth
    27.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.6% 13.5% 25.9% 11.0% 11.8% 1.28 Growth & Value
    28.
    S&P MidCap 400 Growth (TR)
    2.1% 16.0% 25.7% 11.0% 12.3% 1.30 Indexes
    29.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -0.4% 10.8% 26.2% 9.5% 16.0% 1.31 Growth & Value
    30.
    S&P SmallCap 600 Growth (TR)
    0.1% 16.1% 27.4% 10.9% 9.9% 1.31 Indexes
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -3.3% 15.5% 25.6% 14.9% 19.7% 1.33 Growth & Value With Price Momentum
    32.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.3% 9.9% 20.5% 3.6% 6.1% 1.34 Value
    33.
    Utilizing contrarian stocks with upward earnings revisions.
    2.6% 18.8% 29.5% 17.2% 16.6% 1.36 Earnings Estimates
    34.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.6% 3.6% 16.1% 15.2% 8.4% 1.36 Growth & Value
    35.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.9% 16.3% 31.7% 17.7% 18.0% 1.37 Value
    36.
    Locating firms with a high proportion of cash to share price.
    5.8% 4.2% 14.2% 5.3% 11.4% 1.37 Value
    37.
    All Exchange-Listed Stocks
    4.6% 10.9% 26.1% 7.9% 11.0% 1.37 Indexes
    38.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 5.9% 16.8% 10.2% 11.4% 1.37 Value With Price Momentum
    39.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -3.2% 10.2% 22.8% 8.0% 16.3% 1.39 Growth With Price Momentum
    40.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    2.9% -19.5% -4.6% -4.0% 4.0% 1.40 Growth & Value With Price Momentum
    41.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    1.1% 18.1% 22.7% 11.5% 10.1% 1.43 Growth & Value
    42.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    6.0% 21.9% 38.1% 13.7% 21.3% 1.46 Growth & Value With Price Momentum
    43.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    25.2% 6.1% 20.9% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    44.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.0% 13.7% 25.2% 13.0% 17.6% 1.51 Value With Price Momentum
    45.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -6.6% 14.4% 21.2% 14.5% 19.1% 1.51 Value With Price Momentum
    46.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    5.0% 7.1% 25.0% 8.7% 15.2% 1.53 Growth
    47.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -0.7% 19.2% 27.2% -0.7% 2.2% 1.58 Value
    48.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    0.6% 9.7% 31.7% 11.2% 19.4% 1.63 Growth & Value
    49.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    1.7% -1.7% 21.7% 5.4% 11.2% 1.64 Value
    50.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 12.4% 33.9% 11.3% 10.1% 1.67 Growth & Value
    51.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    1.5% -2.4% 16.2% 9.3% 14.5% 1.70 Value
    52.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.8% 1.4% 19.6% 14.6% 17.0% 1.74 Value
    53.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    6.2% -3.1% 29.1% 22.0% 21.2% 1.74 Value
    54.
    Introduction to the use of earnings estimates.
    -6.3% 14.7% 30.7% 24.8% 27.5% 1.75 Earnings Estimates
    55.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    7.8% 21.7% 53.4% 17.9% 21.4% 1.77 Value
    56.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    8.4% 19.5% 37.2% 10.1% 12.5% 1.77 Growth & Value
    57.
    NASDAQ 100
    0.1% 15.4% 23.8% 9.6% 8.3% 1.81 Indexes
    58.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    15.0% 5.9% 12.2% 6.6% 20.4% 1.82 Growth & Value
    59.
    Who insiders are, what requirements they must obey, and what insider data is important.
    5.3% -1.0% 15.6% -3.4% 0.2% 1.82 Specialty
    60.
    Introduction to the use of earnings estimates.
    -0.8% 15.6% 37.2% 25.6% 26.1% 1.83 Earnings Estimates
    61.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    7.3% 9.6% 15.8% 5.4% 17.1% 1.85 Growth With Price Momentum
    62.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.6% 8.3% 19.2% 17.5% 24.4% 1.90 Growth With Price Momentum
    63.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -1.0% 11.4% 27.5% 9.1% 14.3% 1.91 Growth & Value With Price Momentum
    64.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -24.7% -17.4% 1.5% 4.4% 9.5% 1.91 Value
    65.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    19.7% 17.1% 29.7% 12.4% 26.8% 1.92 Value With Price Momentum
    66.
    Introduction to the use of earnings estimates.
    1.5% -1.4% 20.6% 2.1% 1.3% 1.95 Earnings Estimates
    67.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    17.8% 51.9% 65.8% 28.3% 32.1% 2.06 Value
    68.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -6.6% 15.5% 5.5% 15.0% 2.14 Growth & Value
    69.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.1% -4.6% 15.0% 15.9% 16.3% 2.14 Growth With Price Momentum
    70.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.5% 5.6% -0.7% 13.0% 11.7% 2.20 Growth & Value
    71.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -1.9% -9.1% 8.8% 2.1% 4.1% 2.20 Growth & Value
    72.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -8.1% 7.7% 36.6% 17.2% 13.3% 2.23 Growth With Price Momentum
    73.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -8.4% 17.6% 2.8% 10.3% 2.26 Growth With Price Momentum
    74.
    Introduction to the use of earnings estimates.
    1.8% -3.0% 24.5% 1.2% 1.3% 2.32 Earnings Estimates
    75.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% 7.2% -6.6% -3.2% 12.4% 2.72 Growth & Value With Price Momentum
    76.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    8.8% 14.8% 24.6% 7.4% -1.3% 2.76 Growth & Value
    77.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.5% -19.7% 31.8% 13.6% 16.6% 2.98 Growth & Value With Price Momentum

    Category


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    Introduction to the use of earnings estimates.
    1.5% -1.4% 20.6% 2.1% 1.3% 1.95 Earnings Estimates
    2.
    Introduction to the use of earnings estimates.
    1.8% -3.0% 24.5% 1.2% 1.3% 2.32 Earnings Estimates
    3.
    Introduction to the use of earnings estimates.
    -0.8% 15.6% 37.2% 25.6% 26.1% 1.83 Earnings Estimates
    4.
    Introduction to the use of earnings estimates.
    -6.3% 14.7% 30.7% 24.8% 27.5% 1.75 Earnings Estimates
    5.
    Utilizing contrarian stocks with upward earnings revisions.
    2.6% 18.8% 29.5% 17.2% 16.6% 1.36 Earnings Estimates
    6.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.8% 10.7% 23.1% 15.6% 16.8% 1.13 Earnings Estimates
    7.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    5.0% 7.1% 25.0% 8.7% 15.2% 1.53 Growth
    8.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.1% 8.3% 22.6% 10.0% 12.9% 1.28 Growth
    9.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -1.2% 17.2% 26.4% 9.2% 11.4% 1.18 Growth
    10.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    1.1% 11.3% 20.5% 7.6% 7.2% 1.25 Growth
    11.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.6% 3.6% 16.1% 15.2% 8.4% 1.36 Growth & Value
    12.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.5% 5.6% -0.7% 13.0% 11.7% 2.20 Growth & Value
    13.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    16.6% 1.5% 20.6% 11.4% 13.5% 1.23 Growth & Value
    14.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -6.6% 15.5% 5.5% 15.0% 2.14 Growth & Value
    15.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -1.9% -9.1% 8.8% 2.1% 4.1% 2.20 Growth & Value
    16.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    2.8% 11.2% 18.3% 7.8% 11.1% 1.25 Growth & Value
    17.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.8% 16.1% 24.9% 13.8% 15.1% 1.11 Growth & Value
    18.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    1.8% 18.0% 28.5% 10.6% 11.4% 1.22 Growth & Value
    19.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.6% 13.5% 25.9% 11.0% 11.8% 1.28 Growth & Value
    20.
    Using the dividend-yield approach to invest during volatile markets.
    3.6% 17.0% 21.2% 7.9% 9.7% 0.96 Growth & Value
    21.
    A screen for stocks with DRPs (dividend reinvestment plans).
    2.4% 11.8% 22.0% 6.3% 8.9% 1.10 Growth & Value
    22.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.3% 14.4% 23.1% 8.3% 13.1% 0.91 Growth & Value
    23.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    8.4% 19.5% 37.2% 10.1% 12.5% 1.77 Growth & Value
    24.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    0.6% 9.7% 31.7% 11.2% 19.4% 1.63 Growth & Value
    25.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    15.0% 5.9% 12.2% 6.6% 20.4% 1.82 Growth & Value
    26.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    8.8% 14.8% 24.6% 7.4% -1.3% 2.76 Growth & Value
    27.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -0.4% 10.8% 26.2% 9.5% 16.0% 1.31 Growth & Value
    28.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 12.4% 33.9% 11.3% 10.1% 1.67 Growth & Value
    29.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 21.9% 24.8% 11.1% 11.1% 1.24 Growth & Value
    30.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    1.1% 18.1% 22.7% 11.5% 10.1% 1.43 Growth & Value
    31.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -3.3% 15.5% 25.6% 14.9% 19.7% 1.33 Growth & Value With Price Momentum
    32.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -4.0% 12.0% 22.7% 10.9% 14.6% 1.05 Growth & Value With Price Momentum
    33.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    6.0% 21.9% 38.1% 13.7% 21.3% 1.46 Growth & Value With Price Momentum
    34.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -1.0% 11.4% 27.5% 9.1% 14.3% 1.91 Growth & Value With Price Momentum
    35.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    25.2% 6.1% 20.9% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    36.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% 7.2% -6.6% -3.2% 12.4% 2.72 Growth & Value With Price Momentum
    37.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.5% -19.7% 31.8% 13.6% 16.6% 2.98 Growth & Value With Price Momentum
    38.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    2.9% -19.5% -4.6% -4.0% 4.0% 1.40 Growth & Value With Price Momentum
    39.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.1% -4.6% 15.0% 15.9% 16.3% 2.14 Growth With Price Momentum
    40.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -8.1% 7.7% 36.6% 17.2% 13.3% 2.23 Growth With Price Momentum
    41.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -8.4% 17.6% 2.8% 10.3% 2.26 Growth With Price Momentum
    42.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.6% 8.3% 19.2% 17.5% 24.4% 1.90 Growth With Price Momentum
    43.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -3.2% 10.2% 22.8% 8.0% 16.3% 1.39 Growth With Price Momentum
    44.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    7.3% 9.6% 15.8% 5.4% 17.1% 1.85 Growth With Price Momentum
    45.
    S&P 500
    1.3% 12.2% 18.6% 5.2% 4.1% 1.00 Indexes
    46.
    S&P 500 Growth (TR)
    1.4% 15.4% 21.1% 7.7% 5.9% 1.10 Indexes
    47.
    S&P 500 Value (TR)
    2.3% 13.9% 21.3% 7.4% 5.8% 1.00 Indexes
    48.
    S&P MidCap 400
    2.7% 11.7% 23.0% 8.6% 9.1% 1.19 Indexes
    49.
    S&P MidCap 400 Growth (TR)
    2.1% 16.0% 25.7% 11.0% 12.3% 1.30 Indexes
    50.
    S&P MidCap 400 Value (TR)
    4.0% 14.5% 25.0% 10.1% 8.9% 1.11 Indexes
    51.
    S&P SmallCap 600
    0.8% 14.5% 24.7% 8.9% 8.4% 1.26 Indexes
    52.
    S&P SmallCap 600 Growth (TR)
    0.1% 16.1% 27.4% 10.9% 9.9% 1.31 Indexes
    53.
    S&P SmallCap 600 Value (TR)
    2.1% 14.9% 24.5% 9.2% 8.9% 1.22 Indexes
    54.
    NASDAQ 100
    0.1% 15.4% 23.8% 9.6% 8.3% 1.81 Indexes
    55.
    All Exchange-Listed Stocks
    4.6% 10.9% 26.1% 7.9% 11.0% 1.37 Indexes
    56.
    Dow Jones 30
    -0.7% 10.1% 16.7% 4.7% 4.6% 0.97 Indexes
    57.
    Who insiders are, what requirements they must obey, and what insider data is important.
    5.3% -1.0% 15.6% -3.4% 0.2% 1.82 Specialty
    58.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    1.5% -2.4% 16.2% 9.3% 14.5% 1.70 Value
    59.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.9% 16.3% 31.7% 17.7% 18.0% 1.37 Value
    60.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    6.9% 7.7% 10.5% 7.7% 8.1% 0.90 Value
    61.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.8% 1.4% 19.6% 14.6% 17.0% 1.74 Value
    62.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    6.2% -3.1% 29.1% 22.0% 21.2% 1.74 Value
    63.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    1.7% -1.7% 21.7% 5.4% 11.2% 1.64 Value
    64.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.8% 15.3% 23.2% 2.2% 2.9% 1.22 Value
    65.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -0.7% 19.2% 27.2% -0.7% 2.2% 1.58 Value
    66.
    Locating firms with a high proportion of cash to share price.
    5.8% 4.2% 14.2% 5.3% 11.4% 1.37 Value
    67.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    17.8% 51.9% 65.8% 28.3% 32.1% 2.06 Value
    68.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    7.8% 21.7% 53.4% 17.9% 21.4% 1.77 Value
    69.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    2.9% 14.4% 23.8% 10.3% 11.3% 1.21 Value
    70.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.3% 9.9% 20.5% 3.6% 6.1% 1.34 Value
    71.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -24.7% -17.4% 1.5% 4.4% 9.5% 1.91 Value
    72.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 5.9% 16.8% 10.2% 11.4% 1.37 Value With Price Momentum
    73.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.0% 13.7% 25.2% 13.0% 17.6% 1.51 Value With Price Momentum
    74.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.2% 14.2% 17.6% 6.0% 7.6% 1.23 Value With Price Momentum
    75.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -6.6% 14.4% 21.2% 14.5% 19.1% 1.51 Value With Price Momentum
    76.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    19.7% 17.1% 29.7% 12.4% 26.8% 1.92 Value With Price Momentum
    77.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    3.0% 9.9% 24.7% 15.4% 14.6% 1.20 Value With Price Momentum

    Alphabetical


  •            Screen
    Annual Price Gain (%) Risk Index
    Category
    YTD 3 Yr 5 Yr 10 Yr Inception
  • 1.
    An ADR stock screen seeks out foreign companies with attractive PEG ratios and increasing price strength.
    25.2% 6.1% 20.9% 8.4% 9.3% 1.48 Growth & Value With Price Momentum
    2.
    All Exchange-Listed Stocks
    4.6% 10.9% 26.1% 7.9% 11.0% 1.37 Indexes
    3.
    Hagstrom identifies 12 basic principles that a company should possess to be considered for purchase.
    0.8% 16.1% 24.9% 13.8% 15.1% 1.11 Growth & Value
    4.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    1.8% 18.0% 28.5% 10.6% 11.4% 1.22 Growth & Value
    5.
    Buffett approach seeking consumer monopolies selling at a reasonable price.
    0.6% 13.5% 25.9% 11.0% 11.8% 1.28 Growth & Value
    6.
    Locating firms with a high proportion of cash to share price.
    5.8% 4.2% 14.2% 5.3% 11.4% 1.37 Value
    7.
    Using the dividend-yield approach to invest during volatile markets.
    3.6% 17.0% 21.2% 7.9% 9.7% 0.96 Growth & Value
    8.
    A screen for stocks with DRPs (dividend reinvestment plans).
    2.4% 11.8% 22.0% 6.3% 8.9% 1.10 Growth & Value
    9.
    A screen for stocks with DRPs (dividend reinvestment plans).
    1.3% 14.4% 23.1% 8.3% 13.1% 0.91 Growth & Value
    10.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    0.8% 15.3% 23.2% 2.2% 2.9% 1.22 Value
    11.
    Identifying contrarian plays among the Dow Jones Industrial stocks.
    -0.7% 19.2% 27.2% -0.7% 2.2% 1.58 Value
    12.
    Dow Jones 30
    -0.7% 10.1% 16.7% 4.7% 4.6% 0.97 Indexes
    13.
    Avoiding the psychological traps of the market by following the principles of contrarian investing.
    2.8% 11.2% 18.3% 7.8% 11.1% 1.25 Growth & Value
    14.
    Utilizing contrarian stocks with upward earnings revisions.
    2.6% 18.8% 29.5% 17.2% 16.6% 1.36 Earnings Estimates
    15.
    Classic momentum approach that seeks out stocks that are rapidly rising in price with the belief that the rising price will attract other investors.
    -8.1% 7.7% 36.6% 17.2% 13.3% 2.23 Growth With Price Momentum
    16.
    An analysis that can provide advance notice a company may be facing financial trouble, though earnings and sales appear strong.
    5.0% 7.1% 25.0% 8.7% 15.2% 1.53 Growth
    17.
    Introduction to the use of earnings estimates.
    1.5% -1.4% 20.6% 2.1% 1.3% 1.95 Earnings Estimates
    18.
    Introduction to the use of earnings estimates.
    1.8% -3.0% 24.5% 1.2% 1.3% 2.32 Earnings Estimates
    19.
    Introduction to the use of earnings estimates.
    -0.8% 15.6% 37.2% 25.6% 26.1% 1.83 Earnings Estimates
    20.
    Introduction to the use of earnings estimates.
    -6.3% 14.7% 30.7% 24.8% 27.5% 1.75 Earnings Estimates
    21.
    A perspective on the evolution of the investment philosophy of a successful money manager who learned from his mistakes.
    -1.9% -9.1% 8.8% 2.1% 4.1% 2.20 Growth & Value
    22.
    The Motley Fool’s Foolish 8 method for investing in small caps looks for profitable and rapidly growing companies with strong price momentum.
    -25.6% -8.4% 17.6% 2.8% 10.3% 2.26 Growth With Price Momentum
    23.
    An inside look at the Motley Fool's small-cap screen and the recent revisions they've made to update the screen.
    0.0% -6.6% 15.5% 5.5% 15.0% 2.14 Growth & Value
    24.
    An old Value screen combining the P/E ratio, dividend yield, and an adjusted return on equity that's still applicable in today's market.
    1.5% -2.4% 16.2% 9.3% 14.5% 1.70 Value
    25.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    0.9% 16.3% 31.7% 17.7% 18.0% 1.37 Value
    26.
    Graham's approach leads to three separate that focus on the concept of intrinsic value, justified by a firm's financial strength.
    6.9% 7.7% 10.5% 7.7% 8.1% 0.90 Value
    27.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    -4.8% 1.4% 19.6% 14.6% 17.0% 1.74 Value
    28.
    Credited as one of the fathers of in-depth security analysis, Graham's approach focuses on the concept of intrinsic Value.
    6.2% -3.1% 29.1% 22.0% 21.2% 1.74 Value
    29.
    The IBD Stable 70 screen has easily outperformed the small-, mid- and large-cap indexes over the last several years.
    -1.2% 17.2% 26.4% 9.2% 11.4% 1.18 Growth
    30.
    Who insiders are, what requirements they must obey, and what insider data is important.
    5.3% -1.0% 15.6% -3.4% 0.2% 1.82 Specialty
    31.
    The NAIC adopts a simple buy-and-hold, fundamental approach to Growth investing.
    1.1% 11.3% 20.5% 7.6% 7.2% 1.25 Growth
    32.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    1.6% 3.6% 16.1% 15.2% 8.4% 1.36 Growth & Value
    33.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.1% -4.6% 15.0% 15.9% 16.3% 2.14 Growth With Price Momentum
    34.
    Investing model outlined in Charles Kirkpatrick's book Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
    -0.5% 5.6% -0.7% 13.0% 11.7% 2.20 Growth & Value
    35.
    Identifying stocks trading at a discount to their industry norms but showing recent price strength and upward earnings revisions.
    3.0% 9.9% 24.7% 15.4% 14.6% 1.20 Value With Price Momentum
    36.
    A strictly bottom-up approach, focusing on companies familiar to the investor…
    16.6% 1.5% 20.6% 11.4% 13.5% 1.23 Growth & Value
    37.
    Joel Greenblatt's simple investing approach is based finding companies with high return on investment that are trading for less than they are worth.
    1.7% -1.7% 21.7% 5.4% 11.2% 1.64 Value
    38.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -7.5% 7.2% -6.6% -3.2% 12.4% 2.72 Growth & Value With Price Momentum
    39.
    These two blend Value, Growth and momentum investing styles into a single stock selection model.
    -9.5% -19.7% 31.8% 13.6% 16.6% 2.98 Growth & Value With Price Momentum
    40.
    Muhlenkamp uses a bottom-up approach to selecting stocks, but adjusts his benchmarks based upon the broad economic environment…
    2.9% -19.5% -4.6% -4.0% 4.0% 1.40 Growth & Value With Price Momentum
    41.
    An approach that identifies technology stocks with high R&D spending, strong margins and Growth, but selling at attractive Values.
    8.8% 14.8% 24.6% 7.4% -1.3% 2.76 Growth & Value
    42.
    NASDAQ 100
    0.1% 15.4% 23.8% 9.6% 8.3% 1.81 Indexes
    43.
    An approach using a stringent contrarian viewpoint—finding underValued, out-of-favor stocks in the bargain basement that have an optimistic future.
    0.6% 9.7% 31.7% 11.2% 19.4% 1.63 Growth & Value
    44.
    An interesting approach that combines both fundamental and technical factors to seek out companies with strong earnings and price momentum.
    12.6% 8.3% 19.2% 17.5% 24.4% 1.90 Growth With Price Momentum
    45.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    -3.2% 10.2% 22.8% 8.0% 16.3% 1.39 Growth With Price Momentum
    46.
    How to implement William O’Neil’s revised CAN SLIM approach to screen for fast-growing stocks.
    7.3% 9.6% 15.8% 5.4% 17.1% 1.85 Growth With Price Momentum
    47.
    Growth at a reasonable price screen created by James O'Shaughnessy.
    -2.1% 5.9% 16.8% 10.2% 11.4% 1.37 Value With Price Momentum
    48.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    5.0% 13.7% 25.2% 13.0% 17.6% 1.51 Value With Price Momentum
    49.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -4.2% 14.2% 17.6% 6.0% 7.6% 1.23 Value With Price Momentum
    50.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    -6.6% 14.4% 21.2% 14.5% 19.1% 1.51 Value With Price Momentum
    51.
    O'Shaughnessy tries to predict the future using historical long-term trends.
    19.7% 17.1% 29.7% 12.4% 26.8% 1.92 Value With Price Momentum
    52.
    Value screen created by James O'Shaughnessy that lead to the best risk adjusted return among a wide range of Value approaches.
    -0.3% 9.9% 20.5% 3.6% 6.1% 1.34 Value
    53.
    Oberweis Asset Management seeks out rapidly growing companies and invests in those they feel are attractively priced.
    -1.0% 11.4% 27.5% 9.1% 14.3% 1.91 Growth & Value With Price Momentum
    54.
    A closely followed screen that looks back at the different relationships of the price-earnings ratio of a stock.
    0.8% 10.7% 23.1% 15.6% 16.8% 1.13 Earnings Estimates
    55.
    A study of low price-to-book Value stocks to see if its possible to establish basic financial criteria to help separate the winners from the losers.
    17.8% 51.9% 65.8% 28.3% 32.1% 2.06 Value
    56.
    An exploration of the basics of cash flow analysis and the implementation of a price to free cash flow screen.
    7.8% 21.7% 53.4% 17.9% 21.4% 1.77 Value
    57.
    Research indicates that using price-to-sales ratios may lead to better investment results than price-to-book-Value ratios or price-earnings ratios.
    -0.4% 10.8% 26.2% 9.5% 16.0% 1.31 Growth & Value
    58.
    A screen that identifies stocks with above earnings and sales growth that have consistently outperformed their peers measured by ROE.
    -5.1% 8.3% 22.6% 10.0% 12.9% 1.28 Growth
    59.
    Adapted from Phil Town's book Rule #1, this screen attempts to identify wonderful companies with attractive prices.
    8.4% 19.5% 37.2% 10.1% 12.5% 1.77 Growth & Value
    60.
    S&P 500
    1.3% 12.2% 18.6% 5.2% 4.1% 1.00 Indexes
    61.
    S&P 500 Growth (TR)
    1.4% 15.4% 21.1% 7.7% 5.9% 1.10 Indexes
    62.
    S&P 500 Value (TR)
    2.3% 13.9% 21.3% 7.4% 5.8% 1.00 Indexes
    63.
    S&P MidCap 400
    2.7% 11.7% 23.0% 8.6% 9.1% 1.19 Indexes
    64.
    S&P MidCap 400 Growth (TR)
    2.1% 16.0% 25.7% 11.0% 12.3% 1.30 Indexes
    65.
    S&P MidCap 400 Value (TR)
    4.0% 14.5% 25.0% 10.1% 8.9% 1.11 Indexes
    66.
    S&P SmallCap 600
    0.8% 14.5% 24.7% 8.9% 8.4% 1.26 Indexes
    67.
    S&P SmallCap 600 Growth (TR)
    0.1% 16.1% 27.4% 10.9% 9.9% 1.31 Indexes
    68.
    S&P SmallCap 600 Value (TR)
    2.1% 14.9% 24.5% 9.2% 8.9% 1.22 Indexes
    69.
    This screen looks for stocks hitting new lows, trading at a price lower than book Value per share, with no debt and high levels of insider ownership.
    -24.7% -17.4% 1.5% 4.4% 9.5% 1.91 Value
    70.
    A screen that tries to interpret and apply successful trading rules in the real market environment.
    6.0% 21.9% 38.1% 13.7% 21.3% 1.46 Growth & Value With Price Momentum
    71.
    Price's long-standing approach focus's on Growth stocks but avoids over glamorized stocks.
    0.0% 12.4% 33.9% 11.3% 10.1% 1.67 Growth & Value
    72.
    Favorable margins, consistent earnings Growth and price-earnings ratios below historic norms.
    3.2% 21.9% 24.8% 11.1% 11.1% 1.24 Growth & Value
    73.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -3.3% 15.5% 25.6% 14.9% 19.7% 1.33 Growth & Value With Price Momentum
    74.
    Using PEG ratios and price strength to find Growth stocks trading a reasonable price.
    -4.0% 12.0% 22.7% 10.9% 14.6% 1.05 Growth & Value With Price Momentum
    75.
    First introduced in May 1997, this approach focuses on limiting the risks of investing in small-cap stocks.
    1.1% 18.1% 22.7% 11.5% 10.1% 1.43 Growth & Value
    76.
    A conservative, blue-chip investment style with Value approach with an emphasis on selecting stocks with favorable dividend yields.
    2.9% 14.4% 23.8% 10.3% 11.3% 1.21 Value
    77.
    A strategy that identifies companies with strong Growth, a reasonable price-earnings ratio given the company's Growth rate…
    15.0% 5.9% 12.2% 6.6% 20.4% 1.82 Growth & Value
  • Benchmark: S&P 500 1.3% 12.2% 18.6% 5.2% 4.1% 1.00
  •               

                NOTE: The next update, with 4/30/14 data, will take place on 5/15/14.