Stock Screens: Strong IPOs
August 8, 2011
In this weeks podcast, we discussed a screen for strong IPOs. Check out the podcast here to hear more about how we came up with this screen and the theory behind it.
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Screen Criteria
- Equity Universe: All US Exchanges
- Initial Public Offering date is later than 1/1/2010.
- Price today is greater than the IPO price
- Price is greater than $10
- Average volume is greater than 500,000
- Period over Period growth of operating margin from 4 quarters ago is greater than 10% Read more
TDI Podcast 224: How To Screen For Ideas and MarketSmith’s New iPad Release
August 7, 2011
Guest(s) – Kevin Hoffmann (Horowitz & Company) and Scott O’Neil (MarketSmith) have a few topics to discuss that will be of interest to those looking
for investment ideas. Fundamental and Technical strategies are both covered in this episode. Kevin takes us through building a screen to seek out investment candidates and then Scott provides us a walk-through of the MarketSmith iPad application. Using both of these together may help to find a few opportunities for your portfolio.
Podcast: Play in new window | Download (Duration: 1:01:17 — 33.5MB)
Stock Screens: Stocks & ETFs Defying Laws of Gravity (GMCR)
August 3, 2011
In this edition of the weekly stock screens we are going to take a look at those companies who are defying the laws of market physics. Despite the recent market sell-off these companies and exchange traded funds have been surprisingly buoyant. We defined this screen as stocks that are off of there 52 week high by less than 2.5%. The details of the screen are listed below:
- Stock Universe: All US Exchanges
- Average Daily Volume: 500,000
- Price: >$10
- Catalyst: Price is less than 2.5% off of 52-Week High
Stocks Screen: 50 Day Moving Average Bounce Candidates
July 19, 2011
We looked to find some potential bounce candidates that are nearing their 50 Day Moving Average. Below are a list of the tickers, description and the criteria for screening:
All United States Exchanges
Average Daily Volume > 700,000 Read more
Equity Screens: Screening for Earnings Surprises (ZAGG, GLUU, SODA)
July 13, 2011
This earnings season, it will be important to look for those companies who really stand out. We have generally seen that those who are top performers continue to be top performers over time. This is in part due to a trending product, but moreover it is the management team that makes the major difference. Below are some of those companies who outperformed last quarter. The screening criteria is also listed below:
Average Volume (30 Days) > 500,000
Adjusted EPS Surprise Last Quarter > 50%
Revenue Surprise Last Quarter > 15%
Upcoming Earnings Report Date = Display only Field Read more
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