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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 25th 3 comments
    Jun 27, 2011 1:38 AM | about stocks: A, ACOM, AH, BPI, BWA, CF, CGNX, CROX, DAR, DMND, FOSL, FTNT, GGG, GMCR, MNST, HLF, ILMN, IPGP, KLIC, LMCA, LULU, LXU, NFLX, OME, PCLN, PII, PLCM, QCOR, RAX, SODA, GTAT, TIBX, TITN, TNAV, TPX, UA, WBC, ZAGG

    This week's results from my Super Stock Screener.  Screening is an excellent starting point for finding winning stocks.

     

    My thoughts:  A big week of volatility in the market for the prior week with lots of up and down, roller-coaster type of action occurring.  This led to many stocks getting bid up by investors, and then as bad news came in these same stocks then sold-off.  This process is a dynamic one because each time stocks go up or down, the weaker stocks will rise less and fall more, while the stronger ones rise more and fall less.  Eventually the strong ones become obvious and the stocks you followed six months ago become ancient history.

     

    That is really how the market works and why my screening is effective at finding and keeping up with the winners in the market.

     

    Last week the Super Stock Screener dropped down to the lowest number of stocks in a while to only 34 stocks.  Because the market rallied many stocks that were down and out went up enough to get back on the screening results and now the screener has 39 stocks.

     

    Interestingly, the volatility in the number of names adding and dropping reflected the volatility that was seen in the market this past week as 9 new stocks showed up while 4 others fell off the screen results.  It is unknown whether the 9 new stocks will have any staying power so we'll just have to keep an eye on them and see what happens.  I expect a number of them to drop-off but who knows, maybe they'll surprise me.

     

    The most interesting of the new stocks appear to be Telenav (NASDAQ: TNAV) as well as Tibco Software (NASDAQ: TIBX), while of the dropped stocks there is nothing much to say except I hope they manage to get back on the screener results someday.  The market is still in a downtrend and until things change please be careful no matter what you do in the market.

     

    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

    AH

    Accretive Health Inc *

    300

    30

    27.3

    BPI

    Bridgepoint Education *

    88

    47

    68.4

    BWA

    Borg Warner Inc *

    54

    34

    16.7

    CF

    C F Industries Holdings

    52

    134

    19.5

    CGNX

    Cognex Corp

    64

    26

    14.2

    CROX

    Crocs Inc

    243

    36

    19.5

    DAR

    Darling International

    207

    170

    14

    DMND

    Diamond Foods Inc

    73

    61

    13.3

    FOSL

    Fossil Inc

    62

    37

    23.9

    FTNT

    Fortinet Inc

    125

    34

    23.8

    GGG

    Graco Inc

    79

    32

    43.4

    GMCR

    Green Mtn Coffee Roastrs

    129

    101

    15

    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

    63

    35

    36.2

    LXU

    L S B Industries Inc

    1186

    36

    18

    NFLX

    Netflix Inc

    88

    46

    65.7

    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

    SODA

    Sodastream Intl Ltd

    153

    57

    19.8

    SOLR

    G T Solar International

    78

    40

    91.8

    TIBX

    Tibco Software Inc *

    40

    25

    16.2

    TITN

    Titan Machinery Inc

    344

    55

    11

    TNAV

    Telenav Inc *

    42

    27

    56

    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 June 18th are below:

     

    Symbol

    Name

    GDI

    Gardner Denver Inc

    MMSI

    Merit Medical Systems

    NVMI

    Nova Measuring Instrumnt

    TAOM

    Taomee Holdings Ltd Ads *

     

    Note: This screen is fairly wide (EPS>=45%, Sales>=25%, ROE>=10, RS>=90, 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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Comments (3)
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  • On TNAV, the concern is that they just priced their yearly subscription on the iPhone at $9.99. The carriers are charging more than 5 times this for the same thing and are the key income drivers for TNAV. Hence TNAV has started a price-war against themselves. Suicidal.
    28 Jun 2011, 12:44 AM Reply Like
  • Author’s reply » The screener doesn't look at factors like that, so if this causes the stock to fall then it will drop off the screen and be forgotten. So far though it is positive. We'll see what happens.
    28 Jun 2011, 04:21 PM Reply Like
  • Yes, understood. Studying TNAV. A very strange situation when a company starts a price war against themselves!
    29 Jun 2011, 03:06 AM Reply Like
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