BeanScreen for September 1, 2015

  • Posted by on August 31st, 2015 at 4:52 pm

 

In the table below are our crème de la crème for September, along with the number of consecutive months each stock has made the list, and their return during that time (adjusted for dividends and splits). Stocks checked off in the Buy Signal column look attractive to begin the month.

As always, do your own due diligence cuz we ain’t pros! The BeanScreen is just an idea creator.

(returns as of close 8/31/15)

  Stock Buy Signal Company Name – Industry Consecutive Months Return
1. AMBA  Ambarella – Semi/Equipment & Materials 9 92%
2. TSM  Taiwan Semiconductor – Integrated Circuits 14 0%
3. GILD  Gilead Sciences – Biotech 19 29%
4. LCI  Lannett Company – Generic Drugs 5 -15%
5. IPGP  IPG Photonics – Semi/Integrated Circuits 15 24%
6. MNST  Monster Beverage – Beverages/Soft Drinks 20 103%
7. ILMN  Illumina – Biotech 8 3.3%
8. HCI  HCI Group – Property & Casualty Insurance 19 -16%
9. LULU  Lululemon – Textile Apparel Clothing 11 53%
10. SWKS  Skyworks Solutions – Semi/Integrated Circuits 1 0%
11. BIIB  Biogen Idec – Biotech 14 -9.9%
12. NOAH  Noah Holdings – Asset Management 11 24%
13. CSTE  CaesarStone Sdot-Yam – Gen Bldg Materials 8 -35%
14. ARMH  ARM Holdings – Semiconductor 5 -17%
15. PCLN  Priceline – Business Services 41 65%
16. CMG  Chipotle – Restaurants 6 10%
17. CYBX  Cyberonics – Medical Supplies/Equip 1 0%
18. UBNT  Ubiquiti Networks – Wireless Communications 7 12%
19. NVO    Novo Nordisk – Drug Manufacture 1 0%
20. AAPL  Apple – Electronic Equipment 8 -1.7%
21. SLP  Simulations Plus – Business Svcs & Software 2 3.7%
22. CGNX  Cognex – Scientific/Technical Instr. 1 0%
23. ANIK  Anika Therapeutics – Biotech 21 -7.0%
24. NTES  NetEase – Internet Software & Services 7 13%
25. PRLB  Proto Labs – Machine Tools & Accessories 2 -3.3%
26. ARLP  Alliance Resource Ptnrs – Ind Metals/Minerals 20 -32%
27. CELG  Celgene Corp. – Biotech 4 4.9%
28. SAM  Boston Beer – Beverages/Brewers 13 -6.2%
29. FDS  FactSet Research – Info/Delivery Services 16 50%
30. BIDU  Baidu – Internet Information Providers 15 -20%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In this month: SWKS, CYBX, NVO, CGNX

Out: CERN (1 mo -13%), RES (13 mos -48%), TPL (3 mos -23%), ALXN (16 mos +10%)

 

2015 Buy List

Consecutive Months Tracker

 

The BeanScreen is based primarily on fundamentals. Each month hundreds of companies are screened on a “fundy health” index ranging 0-100. Over time, an average score and rank is compiled for a select group of stocks. Below are the six categories (with weighting) that contribute to the screen:

  • 30% Growth Rates
  • 20% Profit Margins
  • 15% Financial Condition
  • 15% Investment Returns
  • 10% Momentum
  • 10% Price Ratios

Within each category are an assortment of parameters that are uploaded into the BeanScreen via Randy Hamerlink’s stock market functions add-in program for Excel. The data is bench-marked and scored using our custom formula.

In creating the Buy Signal, we zero in on what we believe are the most critical aspects of a stock’s overall health and potential: Growth Rates, Profit Margins, Price Ratios and Momentum. Deriving a sub-score from these four categories, we arrive at a threshold level that may reveal a buying opportunity.

The BeanScreen is just an idea creator, but if you’re interested in learning how these ideas translate into real-time trades and investments for us (and possibly you), check out our Ditto Trade signal service here.

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disclosure: as of 8/31/15 we’re long the above mentioned – GILD, PCLN, BIIB, ILMN, IPGP, AAPL, LCI, TSM, NTES, AMBA

Other stocks/ETFs we own: COSI, IDN, RMGN, PLUG, HHC, IVFH, SNH, AMZN

 

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