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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 13th 0 comments
    Aug 14, 2011 1:37 AM | about stocks: AAPL, ACTG, ALXN, ATHN, BIDU, CF, CROX, CVLT, EDU, GMCR, LULU, MTZ, NFLX, NTES, PCLN, PEGA, PII, POT, MNK, RL, RNOW, TGI, ZAGG

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

     

    My thoughts:  I think most market participants are in a post-crash daze after the roller-coaster week we had.  I think I can sum up the trading as unbelievable, and if you managed to come out unscathed and possibly even making money then you are doing great compared to millions of other investors.

     

    Where we go from here is unknown but at least we don't have to worry about the market crashing, because it already did.  Instead, I think the worry is going to be focused on Europe and whether the US is either in a recession or going into one.

     

    This past week was also marked by tremendous volatility in prices as stocks fell and then rebounded somewhat.  The Stock Screener at one point earlier this week only had 8 names on it, but due to the rebound the last two days the number of stocks is now at 23.  The amazing thing is that this represents a net increase of 2 stocks (!) because last week there were only 21 stocks that made the list.  Don't ask me how this happened, it simply did.

     

    The problem with all stocks at this point is whether this bounce is the after-effects of the market crash, or if it is the beginning of a recovery in prices.  I don't know, so give individual stocks a chance to prove themselves and don't feel like you're going to miss "the big move" because if a big move up is really going to happen then it will soon become obvious.  Thus don't buy anything just because it was hot 3-6 months ago, instead buy stocks that big investors think are great right now.


    A few to consider are new ones on the screen such as NetEase (NASDAQ: NTES), Potash Corp of Saskatchewan (NYSE: POT), and of all things Polo Ralph Lauren (NYSE: RL).  New names may be the winners of the next market cycle.


    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

    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

    EDU

    New Orientl Edu&Tech Ads *

    113

    59

    23.6

    GMCR

    Green Mtn Coffee Roastrs

    133

    127

    15.9

    LULU

    Lululemon Athletica

    57

    35

    36.2

    MTZ

    Mastec Inc *

    72

    52

    15.3

    NFLX

    Netflix Inc *

    58

    52

    65.7

    NTES

    Netease.com Inc Adr *

    69

    34

    26

    PCLN

    Priceline.com Inc

    78

    44

    44.2

    PEGA

    Pegasystems Inc *

    60

    26

    11.2

    PII

    Polaris Industries Inc

    83

    41

    51.1

    POT

    Potash Corp Saskatchewan *

    81

    62

    28.1

    QCOR

    Questcor Pharmaceutical

    53

    62

    37.7

    RL

    Polo Ralph Lauren Corp *

    57

    32

    17.7

    RNOW

    Rightnow Technologies

    67

    26

    27.6

    TGI

    Triumph Group Inc

    52

    108

    13.5

    ZAGG

    Zagg Inc *

    333

    207

    45.2

     

     

    Stock that fell off the Super Stock Screener results from August 6th are below:

     

    Symbol

    Name

    AH

    Accretive Health Inc

    FOSL

    Fossil Inc

    MEDH

    Medquist Holdings Inc

    SNCR

    Synchronoss Technologies *

    SODA

    Sodastream Intl Ltd

    TPX

    Tempur Pedic Intl Inc

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