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John V.
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My methodology is based on William O'Neil's brilliant book "How to Make Money in Stocks" and I'm constantly searching for super-winning stocks. I utilize the CANSLIM strategy popularized by O'Neil and I've added minor modifications to suit my needs. The steps in my process are: 1.... More
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  • Super Stock Screener results, May 28th  0 comments
    May 28, 2011 1:58 AM | about stocks: A, ACOM, APKT, THRM, ATML, BIDU, CAVM, CF, CGNX, INGR, CROX, DAR, DMND, FMCN, FOSL, FTNT, GDI, GGG, GMCR, GT, MNST, HLF, IPGP, JBL, KLIC, LMCA, LULU, LXU, MELI, MERC, MMSI, MTZ, NFLX, NVMI, OME, PAY, PCLN, PII, PLCM, MNK, RAX, RVBD, SODAQ, SPWR, SPWRA, TITN, TPX, UA, UHS, WBC

    This week's results from my Super Stock Screener.  This screen is fairly wide (EPS>=45%, Sales>=25%, ROE>=10, RS>=88, Price within 20% of High) and I do have tighter screens as well.  Screening is an excellent starting point for finding winning stocks.


    My thoughts:
      As expected the screening results for this week showed a drop in the number of stocks from 56 down to 52.  This decrease occurs as some stocks trade below either the required percentage requirements from their peaks, the required Relative Strength (NYSE:RS) rating, or some other criteria of the screen that is not being met.


    Fewer stocks in the screening results means that stocks are weakening and thus thus possibly the market is weakening as well, but there is a positive outcome as well as fewer stocks on the list makes it easier to spot future winners.


    The stocks that manage to stay in the screening results are usually stronger performers overall, and the history of the screen indicates that, in general, almost every big-winning stock has been listed in the results during their runs.  This is why screening is the backbone of my system and why I consider it to be such a valuable tool for finding winning stocks.


    Some of the names that dropped off had potential such as Alexion Pharmaceuticals (NASDAQ: ALXN) and Illumina (NASDAQ: ILMN).  Seaspan Corporation (NYSE: SSW) fell off as well and I find this ironic because a bullish article just came out on them in Investors Business Daily.  Not the best timing as the stock appears to be weakening.


    Only two new stocks appeared this week and both have been on before so we'll see if they stick around this time.  They are Veriphone Systems (NYSE: PAY) and Titan Machinery (NASDAQ: TITN), and both have interesting stories going for them so we'll see what happens.


    A shrinking list of names on the screen usually means that the stocks in the market are getting weaker so that is a signal to be on your guard.  There may be bad times ahead and the list may shrink further but only time will tell if that happens.  It will definitely pay to be cautious going forward.


    As always this is not a buy list but rather a starting point for doing more research.  Stocks that are new are underlined and have an Asterisk (*) next to their company name.

    Symbol

    Name

    EPS % Chg Last Qtr

    Sales % Chg Lst Qtr

    ROE

    A

    Agilent Technologies Inc

    72

    32

    24.6

    ACOM

    Ancestry.com Inc

    125

    41

    11.2

    APKT

    Acme Packet Inc

    69

    45

    21

    ARGN

    Amerigon Inc

    86

    48

    18.8

    ATML

    Atmel Corp

    420

    32

    31.3

    BIDU

    Baidu Inc Ads

    129

    96

    54.8

    CAVM

    Cavium Networks Inc

    129

    53

    22.8

    CF

    C F Industries Holdings

    52

    134

    19.5

    CGNX

    Cognex Corp

    64

    26

    14.2

    CPO

    Corn Products Intl Inc

    103

    56

    13.6

    CROX

    Crocs Inc

    243

    36

    19.5

    DAR

    Darling International

    207

    170

    14

    DMND

    Diamond Foods Inc

    90

    40

    13.3

    FMCN

    Focus Media Holding Ads

    100

    52

    14.5

    FOSL

    Fossil Inc

    62

    37

    23.9

    FTNT

    Fortinet Inc

    113

    34

    23.8

    GDI

    Gardner Denver Inc

    85

    26

    16

    GGG

    Graco Inc

    79

    32

    43.4

    GMCR

    Green Mtn Coffee Roastrs

    129

    101

    15

    GT

    Goodyear Tire & Rubber

    183

    27

    18.1

    HANS

    Hansen Natural Corp

    69

    50

    30

    HLF

    Herbalife Ltd

    47

    29

    70.2

    IPGP

    I P G Photonics Corp

    571

    95

    18.8

    JBL

    Jabil Circuit Inc

    86

    31

    21.9

    KLIC

    Kulicke & Soffa Ind Inc

    93

    34

    63.4

    LCAPA

    Liberty Media Cap Cl A

    1486

    250

    40.2

    LULU

    Lululemon Athletica

    60

    53

    36.2

    LXU

    L S B Industries Inc

    1186

    36

    18

    MELI

    Mercadolibre Inc

    45

    34

    39.8

    MERC

    Mercer International Inc

    364

    31

    46.8

    MMSI

    Merit Medical Systems

    47

    28

    10.5

    MTZ

    Mastec Inc

    160

    37

    15.3

    NFLX

    Netflix Inc

    88

    46

    65.7

    NVMI

    Nova Measuring Instrumnt

    173

    76

    46.5

    OME

    Omega Protein Corp

    500

    75

    12.4

    PAY

    Verifone Systems Inc *

    65

    27

    83.3

    PCLN

    Priceline.com Inc

    56

    38

    44.2

    PII

    Polaris Industries Inc

    127

    49

    51.1

    PLCM

    Polycom Inc

    66

    25

    11.9

    QCOR

    Questcor Pharmaceutical

    43

    40

    37.1

    RAX

    Rackspace Hosting Inc

    43

    29

    11.8

    RVBD

    Riverbed Technology Inc

    100

    45

    20.8

    SODA

    Sodastream Intl Ltd

    153

    57

    19.8

    SOLR

    G T Solar International

    78

    40

    91.8

    SPWRA

    Sunpower Corp Cl A

    200

    30

    11.8

    SPWRB

    Sunpower Corp Cl B

    200

    30

    11.8

    TITN

    Titan Machinery Inc *

    200

    46

    11

    TPX

    Tempur Pedic Intl Inc

    55

    28

    105.3

    UA

    Under Armour Inc Cl A

    64

    36

    15.3

    UHS

    Universal Health Svcs B

    58

    42

    13.4

    WBC

    Wabco Hldgs Inc

    120

    38

    36.1

     

    Stock that fell off the Super Stock Screener results from May 21st are below:

    Symbol

    Name

    ALXN

    Alexion Pharmaceuticals

    ILMN

    Illumina Inc

    ONNN

    O N Semiconductor Corp

    SMTC

    Semtech Corporation

    SPRD

    Spreadtrum Comm Inc Ads

    SSW

    Seaspan Corporation

    TTMI

    T T M Technologies Inc *

    Note: to keep the screen results manageable I removed Industry Groups that I either do not believe in (Financial) or are so Commodity that I have no idea how to pick one from another (Oil&Gas).

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