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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, July 16th 0 comments
    Jul 17, 2011 5:59 PM | about stocks: ACOM, AH, ALXN, ATHN, BIDU, BPI, CF, CGNX, CLF, CROX, DAR, DDD, FOSL, FTNT, GDI, GGG, GMCR, GT, MNST, HLF, IIVI, IPGP, IBM, LMCA, LULU, LXU, MODL, MTZ, NANO, NFLX, OME, PCLN, PII, PLCM, QCOR, RAX, RVBD, SODA, GTAT, TAOM, TIBX, TITN, TNAV, TPX, UA, WBC, ZAGG

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

     

    My thoughts:  This week the market pulled-back as it it could not maintain the steep upwards angle of increasing stock prices.  That is always the problem with V-shaped chart patterns in that prices go up so fast that they outrun the number of available buyers in the market, so when people decide to sell some they find that the buyers have gone missing, so prices end up falling more than expected.  However, to anyone familiar with V-shaped patterns this pull-back was more or less expected.

     

    The real test will be going forward as the number of buyers and sellers becomes more balanced.  I expect the market to rise but much more slowly, and since earnings season is now upon us one has to expect a fair amount of volatility to occur. 

     

    The latest Super Screener results have held steady as there are now 48 stocks compared to the July 10th screen which had 49 stocks.  A drop of only one name is nothing to be concerned about and shows how the underlying strength in stocks enabled them to ride out what seemed to be a bad week.

     

    One notable thing I see is that many of the former leaders that came back to the screen like Acme Packet (NASDAQ: APKT) and Aruba Networks (NASDAQ: ARUN) demonstrated how they really are not leaders anymore.  They had just enough gas in the tank to get noticed but did not have enough strength to stick around.  Another reason to avoid former leaders until they can put in better performances overall.

     

    Otherwise, I don't look at this past week as significant at all.  It was simply one of those weeks that is constructive because nothing important happened.  The good news is that weeks like these help lay the groundwork for future moves so we'll see what happens.

     

    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

    AH

    Accretive Health Inc

    300

    30

    27.3

    ALXN

    Alexion Pharmaceuticals *

    58

    41

    21.6

    ATHN

    Athenahealth Inc *

    183

    28

    15.2

    BIDU

    Baidu Inc Ads

    129

    96

    54.8

    BPI

    Bridgepoint Education

    88

    47

    68.4

    CF

    C F Industries Holdings *

    52

    134

    19.5

    CGNX

    Cognex Corp

    64

    26

    14.2

    CLF

    Cliffs Natural Resources *

    309

    63

    30.3

    CROX

    Crocs Inc

    243

    36

    19.5

    DAR

    Darling International

    207

    170

    14

    DDD

    Three D Systems Corp *

    180

    51

    16.5

    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

    IIVI

    Ii-Vi Incorporated

    112

    33

    10.9

    IPGP

    I P G Photonics Corp

    571

    95

    18.8

    KNXA

    Kenexa Corporation

    50

    51

    10.9

    LCAPA

    Liberty Media Cap Cl A

    1486

    250

    40.2

    LULU

    Lululemon Athletica

    57

    35

    36.2

    LXU

    L S B Industries Inc

    1186

    36

    18

    MEDH

    Medquist Holdings Inc

    192

    31

    30.5

    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

    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

    TAOM

    Taomee Holdings Ltd Ads

    150

    90

    171.6

    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 July 5th are below:

     

    Symbol

    Name

    APKT

    Acme Packet Inc

    ARUN

    Aruba Networks Inc

    ATML

    Atmel Corp

    BWA

    Borg Warner Inc

    CPO

    Corn Products Intl Inc

    KLIC

    Kulicke & Soffa Ind Inc

    NDSN

    Nordson Corp *

     

    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 edge in how to pick one from another (Oil&Gas).

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