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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, June 4th 0 comments
    Jun 5, 2011 1:48 AM | about stocks: ACOM, ALXN, APKT, THRM, ATML, BIDU, BODY, BPI, CF, CGNX, INGR, CROX, DAR, DMND, FMCN, FOSL, FTNT, GDI, GGG, GMCR, GT, MNST, HLF, ILMN, IPGP, KLIC, LMCA, LULU, LXU, MELI, MERC, MMSI, MTZ, NFLX, NVMI, OME, PCLN, PII, PLCM, MNK, RAX, RPXC, RVBD, SODAQ, SPWR, SPWRA, TITN, TPX, UA, WBC, ZAGG

     

    This week's results from my Super Stock Screener.  Screening is an excellent way to begin finding winning stocks.

     

    My thoughts:  This was a tumultuous week in the market as we saw stocks get hit on bad news seemingly from every direction.  From a screening perspective I expected lots of stocks to drop off the screen from decreases in Relative Strength or other factors, but strangely the number of stocks in the screening results increased by one(!), from 52 up to 53.  This was definitely not the result I expected so I will interpret this as a sign that stocks are fighting to hold up during this market decline.

     

    There were five stocks that did fall off the screen, notably Agilent Technologies (NYSE: A) and Veriphone Holdings (NYSE: PAY), and six new additions as well.  Of the six I see that Alexion Pharmaceuticals (NASDAQ: ALXN) is back again for like the 4th time or so, and also Illumina (NASDAQ: ILMN) and newcomers Body Central (NASDAQ: BODY) and Bridgepoint Education (NYSE: BPI).  I also recognized one other new stock, Zagg Inc. (NASDAQ: ZAGG) as I know a trader who had a love/hate relationship with that stock not long ago .

     

    The fact that new stocks continue to show on the screening results is very interesting because in a market downturn wouldn't you think that the screen would shrink?  Me too, so if this is an indication of strength then let's hope it sticks around.

     

    I wrote recently that "In down markets strong stocks tend to go sideways while weak stocks go down a lot.  In good markets this is flipped as strong stocks go up a lot while weak stocks tend to go sideways." and I think this will play out with many of the names in the below stock list.  Thus in a market-downturn there is not much to do regarding screening except to watch and take note of which stocks are weak and fall off versus those that are strong and stick around.

     

    The strong stocks are the ones that will have the best chance of becoming the big winners in the next market up-cycle, so it will pay to watch closely and find which stocks these are.  When the time comes to act you will then be prepared and ready to buy, thus it is time well-spent until things improve.

     

    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

    ACOM

    Ancestry.com Inc

    125

    41

    11.2

    ALXN

    Alexion Pharmaceuticals *

    58

    41

    21.6

    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

    BODY

    Body Central Corp *

    55

    27

    30.7

    BPI

    Bridgepoint Education *

    88

    47

    68.4

    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

    73

    61

    13.3

    FMCN

    Focus Media Holding Ads

    100

    52

    14.5

    FOSL

    Fossil Inc

    62

    37

    23.9

    FTNT

    Fortinet Inc

    125

    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

    ILMN

    Illumina Inc *

    67

    47

    13.8

    IPGP

    I P G Photonics Corp

    571

    95

    18.8

    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

    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

    RPXC

    R P X Corporation *

    143

    89

    296.7

    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

    WBC

    Wabco Hldgs Inc

    120

    38

    36.1

    ZAGG

    Zagg Inc *

    333

    207

    45.2

     

     

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

     

    Symbol

    Name

    A

    Agilent Technologies Inc

    CAVM

    Cavium Networks Inc

    JBL

    Jabil Circuit Inc

    PAY

    Verifone Systems Inc *

    UHS

    Universal Health Svcs B

     

    Note: 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.  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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