Showing posts with label Stock Screens. Show all posts
Showing posts with label Stock Screens. Show all posts

Sunday, July 15, 2007

Cheap and Safe - Stock Screen

Here is a screen that looks for both cheap and relatively safe stocks. It comes from the Stingy Investor website which provides good resources for the new investor. You can make the screen by using the free deluxe screener available at the MSN Money website.



1. A member of the S&P500


2. Debt-to-Equity Ratio less than or equal to 0.5


3. Current Ratio of more than 2


4. Interest Coverage of more than 2


5. Some Cash Flow from Operations


6. Some Earnings


7. Price to Sales ratio of less than 1


Here is a link to the screen and the rationale behind it.

Wednesday, June 27, 2007

Profitable Stocks Under $10 - Stock Screen

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share what I found..

This stock screen looks for companies that are profitable but that sell cheaply for under $10 per share.

Screening parameter: Previous day's closing price <=9.95

Screening parameter: Previous day's closing price >=2.00

Screening parameter: Average daily volume last quarter >= 40,000

Screening parameter: Return on invested capital >= 10

Screening parameter: price/sales ratio <= 8

Screening parameter: Revenue growth year vs. year >= 12

Screening parameter: Revenue growth quarter vs. quarter => 0.75* revenue growth year vs. year

Screening parameter: EPS growth next 5 years >= 15

Screening parameter: % institutional ownership >= 30

Screening parameter: Mean recommendation >= Hold

Screening parameter: Recent quarter surprise % >= 0


Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Tuesday, June 26, 2007

Super Value Guru - Stock Screen

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share what I found.

This stock screen takes several of the common criteria used by various value investors.

Screening Parameter: Last Price <= 0.75*5-year High Price

Screening Parameter: Pre-Tax Margin <= 0.9*Pre-tax Margin: 5-Year Avg.

Screening Parameter: Price/Book Value <=2

Screening Parameter: Price/Sales Ratio <= 0.75* Industry Average Price/Sales Ratio

Screening Parameter: Price/Cash Flow Ratio <= 15

Screening Parameter: ROE: 5-Year Avg. >= 7.5

Screening Parameter: Debt to Equity Ratio <= 0.9* Industry Average D/E Ratio

Screening Parameter: Current Ratio >= 1

Screening Parameter: Dividend Payout Ratio Above 85% False Now

Screening Parameter: Market Cap. >= 500,000,000

Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Monday, June 25, 2007

Comeback Stocks - Stock Screen

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share what I found.

This screen looks for out of favor large caps. The screen looks for the largest members of the S&P 500 who have had a negative return in the last year. The 10 with the greatest precent change are then considered. Here are the parameters for the screen:

Screening Parameter: S&P Index Membership = S&P 500

Screening Parameter: Market Capitalization >=$10,000,000,000

Screening Parameter: Last Price >= 5

Screening Parameter: 52-week price change percentage: <= 0

Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Thursday, May 31, 2007

Stock Screen: A Kirk Report Inspired Stock Screen

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share what I found.

One of the most popular investing websites is Charles Kirk's The Kirk Report. Much of what he does involves screening for stocks. Below is a screen which is based on several parameters that Mr. Krik is reported to favor. Among other factors the screen looks for poor performing shares with good fundamentals, strong earnings and improving relative price performance.


Screening parameter:
Return on Equity >= 15 (Increase higher to 18%, 20%, etc., to narrow choices)

Screening Parameter:
Leverage Ratio <= 5 (reduce to see stronger balance sheets)

Screening parameter:
Price/Cash Flow Ratio >= 0.1

Screening parameter: 12-Month Revenue => 40 million

Screening parameter: Rev Growth Qtr vs. Qtr >= 20 (reduce to 15% if not enough candidates)

Screening parameter: : 6-Month Relative Strength <= 40

Screening parameter:
On Balance Volume >= 75

Screening parameter:
Last Price >= 50-day Moving Average


Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Friday, April 20, 2007

Stock Screen: Private Equity Buyout Candidates

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share what I found.

This is a screen which looks for stocks that may appeal as buyout candidates.

Screening parameter:
Market Capitalization >= 1,000,000,000

Screening Parameter:
Market Capitalization <= 5,000,000,000 Screening parameter: Return on Equity >= 5

Screening parameter: Price/Cash Flow Ratio >= 1

Screening parameter: Price/Cash Flow Ratio <= 20 Screening parameter: Last Price <= 0.7 * Five-Year High Price

Screening parameter:
Last Price >= 0.40 * Five-Year High Price

Screening parameter: Price/Sales Ratio <=2 Screening parameter: Price/Sales Ratio <= Industry Average P/S

Screening parameter
: Mean Recommendation <= Moderate Buy

Screening parameter
: Mean Recommendation >= Hold

Screening parameter:
EPS Growth Next Five Years >= 10

Screening parameter:
EPS Growth Next Five Years <= 15 Screening Parameter: Debt to Equity Ratio <= 0.5 Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Monday, April 16, 2007

Stock Screen: Strong Earnings and Price Momentum

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share them.

This is a screen that finds stocks with strong earnings and price momentum.

Screening parameter: 12-month Relative Strength >= 80

Screening parameter: 3-month Relative Strength >= 90

Screening parameter: Previous Day's Closing Price >= 1.2* 200-Day Moving Average

Screening parameter: % Price Change 1 Week <= 10 Screening parameter: Recent Qtr Surprise % >= 5

Screening parameter: Earnings Estimate Increased in the Last Quarter

Screening parameter: ROE: 5-Year Ave. >= 1


Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Thursday, March 29, 2007

Stock Screen: Solid Dividends

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share them.

This is a screen that finds high-dividend candidates with good prospects for increasing their payouts:

Current Dividend Yield >= 4.25

Latest Dividend Rate >= 0.25

Last Price >= 15

Fundamental Grade >= C

Market Capitalization >= 1,000,000,000

Mean Recommendation >= Moderate Buy

Return on Equity >= 8

EPS Growth Next 5-Years >= 8

Technical Grade >= C

Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Friday, February 02, 2007

Investor Resource Review: Stock Screen - Benjamin Graham Simple Stock Screen

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share them.

Here is a simple screen based on Benjamin Graham's teachings later in his life.

1. Stocks with earning yields twice the corporate AAA bond rate.

2. Stocks with a leverage ratio of less than two.

3. Optional: A market cap parameter or index parameter.

Here is how you would enter it with the MSN screener:

P/E Ratio: Current <= 9.2 Leverage Ratio <= 2 Market Cap => 1,000,000,000


Here is a link to read more about this screen and how it has worked for the past several years.

Tuesday, January 30, 2007

Investing Resource Review: Stock Screener - Turnaround Candidates

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share them.

This is a screen that attempts to find beaten-down stocks with solid appreciation prospects.

Last Price <= 0.5* 5-Year High Price Average Daily Volume, Last Qtr. >= 10,000

Last Price >= 5

Debt to Equity Ratio <= 1.5* Industry Average Return on Equity Increased Since "In the Last Year" Return on Equity >= 0

Price/Cash Flow Ratio >= 0

Last Price >= 1.10 * 200-Day Moving Average

Last Price >= 50-Day Moving Average


Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Friday, January 26, 2007

Investing Resource Review: Stock Screen - Warren Buffett Stock Screen

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on the MSN website, so I thought I would share them.

This screen uses parameters which a young Warren Buffett might have looked at:

ROE: 5-year Avg. >= 17%

Return on Invested Capital: 5-year Avg. >= 17%

Pre-tax profit Margin: 5-year Avg. >= 1.2* Industry Avg. Pretax Margin: 5-year Avg.

Price/cash flow ratio <= 0.8* Industry Average price/cash flow ratio Price/cash flow ratio >=0.1

Debt to Equity Ratio <= 0.8*Industry Average Debt to Equity Ratio Screening Income per employee >= 1.1* Industry Average Income per employee


Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

I like to add a Market Cap. field to the results so I can sort and see the mid- to small cap companies. I use this parameter to do so:

Market Cap - Display only

Wednesday, January 24, 2007

Investing/Trading Resource Review: Stock Screen - Hot Stocks For A Hot Market

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. The screens are sometimes hard to find on MSN so I thought I would share them.

This is a screen that attempts to find stocks that will do well in a strong market.

Fundamental Grade = A

Technical Grade = A

Return on Assets >= 15

Debt-to-Equity Ratio <= 0.5*Industry Average Debt-to-Equity Ratio Here is a link to the MSN article by Harry Domash with a description of how and why the above parameters are used.

Wednesday, January 03, 2007

Resource Review: Stock Screen - The Nasdaq Guru Screens

Here is a little known part of the Nasdaq website that I do not see mentioned too often.

The Nasdaq Guru Screens comprise several screens using techniques from well known investors such as David Dreman, Benjamin Graham, Ken Fisher, Peter Lynch, and Martin Zweig among others.

Great place to start if you are new and want to see what screens are all about.

Resource Review: Stock Screen CANSLIM

I collected a lot of stock screens this past year. Most use the free deluxe screener available at the MSN Money website. They are sometimes hard to find so I thought I would share them. This first screen is MSN Money's version of the CANSLIM screen and it is based on the IBD parameters set forth by William O'Neil.

EPS Growth Qtr vs. Qtr >= 18
EPS Growth Year vs. Year >= 25
Last Price >= 0.9*52-week High
Last Price >= 0.8*5-year High Price
Total Shares Outstanding <= 25,000,000 12 Month Relative Strength >= 80
% Institutional Ownership >= 5
% Institutional Ownership <= 35 12 Month EPS Cont. Ops. >= 1
Latest Fiscal EPS >= 0.5
EPS Growth Qtr vs. Qtr <= 500 ROE 5-Year Avg.>= 5