Comments on: SAPI Slugs 2008 – Quant Screen Results http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/ Investment Disciplines and Timely Advice. Fri, 10 Feb 2012 21:15:03 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Italian Greyhound http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/comment-page-1/#comment-22681 Italian Greyhound Thu, 06 Oct 2011 22:20:48 +0000 http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/#comment-22681 Attractive. Interesting website. Attractive. Interesting website.

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/comment-page-1/#comment-1276 Andrew Horowitz Sat, 05 Jan 2008 03:54:04 +0000 http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/#comment-1276 Andy: Glad you got it resolved. MSN Money requires IE as browser... Andrew Andy:

Glad you got it resolved. MSN Money requires IE as browser…

Andrew

]]> By: Andy http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/comment-page-1/#comment-1268 Andy Thu, 03 Jan 2008 21:41:07 +0000 http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/#comment-1268 Help! I just bought the Disciplined Investor Book-on-mp3, and I'm at 17:30 seconds into the second chapter: where Horowitz first walks thru the moneycentral stock screener. I am at the site right now, and after I click on "custom search", all the further steps he explains are not even options on the screen. Did MSN change the website, or is there one than one version of the moneycentral stock screener? Help! I just bought the Disciplined Investor Book-on-mp3, and I’m at 17:30 seconds into the second chapter: where Horowitz first walks thru the moneycentral stock screener. I am at the site right now, and after I click on “custom search”, all the further steps he explains are not even options on the screen. Did MSN change the website, or is there one than one version of the moneycentral stock screener?

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/comment-page-1/#comment-1085 Andrew Horowitz Sat, 01 Dec 2007 21:00:13 +0000 http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/#comment-1085 SAPI = S And P Index SLUGS =~ CRAPPY Performers considering they have the highest yield If you look at the Dogs of the Dow, they are usually the bottom of the performance pack for the previous year (or at least the top one should be, compared to all 30). These two strategies look for a rotation into the unloved and finds stocks through a screen uncovering highest yields of the bunch. Think about this: the reason why the yield is up is because the stock is down...not just because the yield is up. No company gratuitously pays a higher dividend than the market. So if FRE kept their dividend at their current level, they COULD have been included in a screen with these parameters if it met all of the criteria. Of course there is no particular reason that these will outperform in ONE year, but by utilizing this contrarian screen results, at least you will have a cushion in that there is a dividend and you know that the company is not laden with debt. Just one more tool to consider. SAPI = S And P Index
SLUGS =~ CRAPPY Performers considering they have the highest yield

If you look at the Dogs of the Dow, they are usually the bottom of the performance pack for the previous year (or at least the top one should be, compared to all 30). These two strategies look for a rotation into the unloved and finds stocks through a screen uncovering highest yields of the bunch.

Think about this: the reason why the yield is up is because the stock is down…not just because the yield is up. No company gratuitously pays a higher dividend than the market. So if FRE kept their dividend at their current level, they COULD have been included in a screen with these parameters if it met all of the criteria.

Of course there is no particular reason that these will outperform in ONE year, but by utilizing this contrarian screen results, at least you will have a cushion in that there is a dividend and you know that the company is not laden with debt.

Just one more tool to consider.

]]> By: Rick Braumoeller http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/comment-page-1/#comment-1082 Rick Braumoeller Sat, 01 Dec 2007 16:52:17 +0000 http://www.thedisciplinedinvestor.com/blog/2007/11/29/sapi-slugs-2008/#comment-1082 I'm a little confused by the context here. The fact that this piece about the SAPI Slugs is being posted implies that it might be a good strategy to consider (at least as a starting point), but that chart shows 6 out of 9 finished down for the year, some very significantly. That makes it look like a horrible strategy. The blog post mentions nothing about the 2007 performance; there's just a graph and no commentary. Is that 2007 performance something that would cause most people to run screaming *away* from this screen? It would be nice to have this placed in context--does the SAPI Slugs usually do better or worse that what you're showing here? Or is the takeaway here that this screen isn't useful in a market that's turning around? I’m a little confused by the context here. The fact that this piece about the SAPI Slugs is being posted implies that it might be a good strategy to consider (at least as a starting point), but that chart shows 6 out of 9 finished down for the year, some very significantly. That makes it look like a horrible strategy.

The blog post mentions nothing about the 2007 performance; there’s just a graph and no commentary.

Is that 2007 performance something that would cause most people to run screaming *away* from this screen? It would be nice to have this placed in context–does the SAPI Slugs usually do better or worse that what you’re showing here?

Or is the takeaway here that this screen isn’t useful in a market that’s turning around?

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