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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, August 6th 0 comments
    Aug 7, 2011 12:24 AM | about stocks: AAPL, ACTG, AH, ALXN, ATHN, BIDU, CF, CROX, CVLT, FOSL, GMCR, LULU, MODL, PCLN, PII, MNK, RNOW, SNCR, SODA, TGI, TPX

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

     

    My thoughts:  Wow, my last post about being cautious was clearly way too conservative as the market basically crashed this week.  I should have pounded the table for people to get out, but at this point if you haven't sold by now then you're either a "long-term investor" or you missed the window of opportunity for doing so (for the moment).  The market did bounce some on Friday, so going forward if you do still own stocks then you may have to see how things play out this week at the least.  The best scenario would have been that you used stop-loss orders and got sold out before the drop (like me) and are now in cash patiently waiting for the next opportunity to arise.

     

    The best thing to come out of this awful week is that it is now easier than ever to use the Super Stock Screener to find new opportunities.  The number of names on the screening list has been dramatically reduced, and despite the market crash there are still several attractive-looking names on the list.

     

    Last week on the July 31st screen there were 37 stocks, and now that number has been pruned down to 21 stocks, what a drop!  However, these 21 are probably the best out there as they continue to meet the requirements of the screen, which means they are still relatively close to their 52-week highs and also have the best earnings and sales fundamentals as well.  I'm sure one of these stocks will (eventually) be the next market winner so if you keep a watch list then many of these names should be on it.

     

    Amazingly there were actually 3 stocks new to the screen this week which is surprising due to the amount of selling.  One of the new ones is Apple Computer (NASDAQ: AAPL) which I'm sure everyone is familiar with, and the other is a stock I'd bet no one is familiar with; Commvault Systems (NASDAQ: CVLT).  Both are worth keeping an eye on in case this market turns around.

     

    The list of stocks that fell off the screen are too numerous to mention so take a look at the list below.  You may love some of these names but remember, if they fell off the screen then they are probably lacking the "stuff" that makes them worth owning.  Don't buy anything just because it was hot 3-6 months ago, instead buy stocks that big investors think are great right now.

     

    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

    AAPL

    Apple Inc *

    122

    82

    35.3

    ACTG

    Acacia Rsrch Acacia Tech

    1800

    165

    50.6

    AH

    Accretive Health Inc

    300

    30

    27.3

    ALXN

    Alexion Pharmaceuticals

    45

    48

    21.6

    ATHN

    Athenahealth Inc

    83

    33

    15.2

    BIDU

    Baidu Inc Ads

    106

    87

    54.8

    CF

    C F Industries Holdings

    174

    38

    19.5

    CROX

    Crocs Inc

    65

    30

    19.5

    CVLT

    Commvault Systems Inc *

    91

    38

    20.4

    FOSL

    Fossil Inc

    62

    37

    23.9

    GMCR

    Green Mtn Coffee Roastrs

    133

    127

    15.9

    LULU

    Lululemon Athletica

    57

    35

    36.2

    MEDH

    Medquist Holdings Inc

    192

    31

    30.5

    PCLN

    Priceline.com Inc

    78

    44

    44.2

    PII

    Polaris Industries Inc

    83

    41

    51.1

    QCOR

    Questcor Pharmaceutical

    53

    62

    37.7

    RNOW

    Rightnow Technologies

    67

    26

    27.6

    SNCR

    Synchronoss Technologies *

    40

    47

    10.6

    SODA

    Sodastream Intl Ltd

    153

    57

    19.8

    TGI

    Triumph Group Inc

    52

    108

    13.5

    TPX

    Tempur Pedic Intl Inc

    65

    30

    105.3

     

    Stock that fell off the Super Stock Screener results from July 31st are below:

     

    Symbol

    Name

    BPI

    Bridgepoint Education

    BWA

    Borg Warner Inc *

    CGNX

    Cognex Corp

    CRR

    Carbo Ceramics Inc *

    DAR

    Darling International

    FMCN

    Focus Media Holding Ads *

    GDI

    Gardner Denver Inc

    HANS

    Hansen Natural Corp

    HLF

    Herbalife Ltd

    LCAPA

    Liberty Media Cap Cl A

    LXU

    L S B Industries Inc

    MTZ

    Mastec Inc

    NFLX

    Netflix Inc

    RATE

    Bankrate Inc *

    RAX

    Rackspace Hosting Inc

    SPWRA

    Sunpower Corp Cl A

    TAOM

    Taomee Holdings Ltd Ads

    UA

    Under Armour Inc Cl A

    ZAGG

    Zagg Inc

     

    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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