- Posted by Danny on June 30th, 2015 at 10:31 pm
In the table below are our crème de la crème for July, 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 6/30/15)
|Stock||Buy Signal||Company Name – Industry||Consecutive Months||Return
|1. GILD||✔||Gilead Sciences – Biotech||17||41%|
|2. AMBA||✔||Ambarella – Semi/Equipment & Materials||7||102%|
|3. TSM||✔||Taiwan Semiconductor – Integrated Circuits||12||14%|
|4. BIIB||✔||Biogen Idec – Biotech||12||21%|
|5. ILMN||✔||Illumina – Biotech||6||12%|
|6. MNST||Monster Beverage – Beverages/Soft Drinks||18||97%|
|7. LULU||✔||Lululemon – Textile Apparel Clothing||9||57%|
|8. IPGP||IPG Photonics – Semi/Integrated Circuits||13||24%|
|9. HCI||✔||HCI Group – Property & Casualty Insurance||17||-6.2%|
|10. CSTE||✔||CaesarStone Sdot-Yam – Gen Bldg Materials||6||10%|
|11. LCI||✔||Lannett Company – Generic Drugs||3||3.4%|
|12. NOAH||✔||Noah Holdings – Asset Management||9||84%|
|13. PCLN||Priceline – Business Services||39||51%|
|14. ARMH||✔||ARM Holdings – Semiconductor||3||-3.4%|
|15. EQM||✔||EQT Midstream Ptnrs – Oil & Gas Pipelines||2||-2.6%|
|16. TPL||✔||Texas Pacific Land Trust – RE Development||2||-0.2%|
|17. NTES||✔||NetEase – Internet Software & Services||5||45%|
|18. CELG||✔||Celgene Corp. – Biotech||2||1.1%|
|19. BIDU||Baidu – Internet Information Providers||13||6.6%|
|20. ALXN||Alexion Pharmaceuticals – Biotech||15||14%
|21. SAM||Boston Beer – Beverages/Brewers||11||5.0%|
|22. ANIK||Anika Therapeutics – Biotech||19||-13%|
|23. AAPL||✔||Apple – Electronic Equipment||6||7.9%|
|24. ARLP||✔||Alliance Resource Ptnrs – Ind Metals/Minerals||18||-34%|
|25. FDS||FactSet Research – Info/Delivery Services||14||53%|
|26. UBNT||Ubiquiti Networks – Wireless Communications||5||0.9%|
|27. RES||RPC Inc. – Oil & Gas Equipment Services||12||-37%|
|28. CYBX||Cyberonics – Medical Appliance & Equipment||12||0%|
|29. AVGO||✔||Avago Technologies – Semi Broad Line||1||0%|
|30. CMG||Chipotle – Restaurants||4||-7.1%|
In this month: AVGO
Out: YNDX (2 mos -21%)
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 6/30/15 we’re long the above mentioned – GILD, ANIK, PCLN, BIIB, UBNT, ARLP, ILMN, IPGP, AAPL, LCI, TSM, YNDX, NTES, AMBA
Other stocks/ETFs we own: VXX, COSI, IDN, RMGN
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Daniel Miller and Jason Robinson are self taught investors based in Daphne, Alabama, and are the co-founders of the WallStreetBean. Neither one of them are professional investors - just two regular guys who want to share their investing ideas and thoughts with others. More