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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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  • Back from July 4th vacation; Super Stock Screener results, July 5th 0 comments
    Jul 6, 2011 1:06 AM | about stocks: A, ACOM, AH, APKT, ARUN, ATML, BIDU, BPI, BWA, CGNX, INGR, CROX, DAR, DMND, ENTG, FMCN, FOSL, FTNT, GDI, GGG, GMCR, GT, MNST, HLF, ILMN, IPGP, KLIC, LMCA, LULU, LXU, MTZ, NANO, NFLX, OME, PCLN, PII, PLCM, QCOR, RAX, RVBD, SAPE, SNCR, SODA, GTAT, TIBX, TITN, TNAV, TPX, UA, WBC, ZAGG

    I'm back from my July 4th vacation and wanted to post the latest results from my Super Stock Screener.  Screening is an excellent starting point for finding winning stocks.

     

    My thoughts:  Wow, wow, and wow (!) are all I can say about the performance of the market the last couple of weeks.  If you owned leading stocks like I do then you may be sitting on some very nice gains lately.  I didn't really think that actual conditions were as bad as the media headlines were making things out to be, but neither did I expect the rally that has unfolded as well.

     

    One nice thing about my screen is that if you're looking for a list of leading stocks to buy then scroll down and look no further.  The list is littered with winning stocks that have moved up nicely, so if anyone asks you for interesting stock ideas then send them to this post..

     

    Before I left for the 4th of July holiday, several leaders had turned around and started to rally but it was unknown whether it was just short-covering that would burn itself out or the beginning of something new.  Apparently what started with a handful of stocks appears to have spread to many others as well including past leaders that had fallen off my screen in prior weeks and months.

     

    The June 25th screen contained 39 stocks and that number has now risen to 51, and I am impressed with how many have made it back onto the screen.  Only 1 stock dropped off from June 25th and that was CF Industries (NYSE: CF).  If things keep improving that one may com back as well.

     

    The list of names that are back on the screen read like a who's-who of past leaders and I am pleasantly surprised to see them again.  Stocks such as Acme Packet (NASDAQ: APKT), Riverbed Technologies (NASDAQ: RVBD), Aruba Networks (NASDAQ: ARUN), Baidu Inc. (NASDAQ:BIDU), plus new names Entegris (NASDAQ: ENTG) and Focus Media Holdings (NASDAQ: FMCN) all make this an exciting list to research and review.

     

    I have not kept up with the markets since last week and don't really know what is going even though I am fully-long, but it is still worth-while to constantly look for new money-making ideas that may lurk out there.  After updating the latest screening info I'm now excited to do the research and find the next big winning stock, and I'm very sure that it may be on the list below.

     

    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

    APKT

    Acme Packet Inc *

    69

    45

    21

    ARUN

    Aruba Networks Inc *

    100

    53

    20.8

    ATML

    Atmel Corp *

    420

    32

    31.3

    BIDU

    Baidu Inc Ads *

    129

    96

    54.8

    BPI

    Bridgepoint Education

    88

    47

    68.4

    BWA

    Borg Warner Inc

    54

    34

    16.7

    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

    ENTG

    Entegris Inc *

    53

    27

    23.5

    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

    63

    35

    36.2

    LXU

    L S B Industries Inc

    1186

    36

    18

    MTZ

    Mastec Inc *

    160

    37

    15.3

    NANO

    Nanometrics Inc *

    73

    67

    27.2

    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

    60

    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

    SAPE

    Sapient Corporation *

    71

    30

    13.7

    SNCR

    Synchronoss Technologies *

    43

    51

    10.6

    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 25th are below:

     

    Symbol

    Name

    CF

    C F Industries Holdings

     

    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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