- Posted by Danny on November 30th, 2014 at 3:18 pm
In the table below are our crème de la crème for December, 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 12/19/14)
|Stock||Buy Signal||Company Name – Industry||Consecutive Months||Return
|1. GILD||✔||Gilead Sciences – Biotech||10||31%|
|2. ANIK||✔||Anika Therapeutics – Biotech||12||-0.1%|
|3. PCLN||✔||Priceline – Business Services||32||46%|
|4. CPA||✔||Copa Holdings – Regional Airlines||8||-26%|
|5. MNST||Monster Beverage – Beverages/Soft Drinks||11||64%|
|6. ALXN||✔||Alexion Pharmaceuticals – Biotech||8||20%|
|7. BIDU||✔||Baidu – Internet Information Providers||6||25%|
|8. IPGP||✔||IPG Photonics – Semi/Integrated Circuits||6||9.2%|
|9. RGR||Sturm, Ruger & Co. – Defense Products||34||-8.4%|
|10. TEO||Telecom Argentina – Diversified Comm Svcs||17||37%|
|11. FOSL||✔||Fossil Group – Recreational Goods||1||-4.1%|
|12. ARLP||✔||Alliance Resource Ptnrs – Ind Metals/Minerals||11||8.2%|
|13. SAM||✔||Boston Beer – Beverages/Brewers||4||31%|
|14. HCI||HCI Group – Property & Casualty Insurance||10||-3.1%|
|15. CYBX||Cyberonics – Medical Appliance & Equipment||5||-6.6%|
|16. MYGN||Myriad Genetics – Research Services||25||27%|
|17. LULU||Lululemon – Textile Apparel Clothing||2||28%|
|18. CGNX||✔||Cognex Corp. – Scientific/Technical Instr.||1||-1.0%|
|19. RES||RPC Inc. – Oil & Gas Equipment Services||5||-37%|
|20. BIIB||✔||Biogen Idec – Biotech||5||7.9%
|21. FDS||FactSet Research – Info/Delivery Services||7||34%|
|22. NOAH||✔||Noah Holdings – Asset Management||2||20%|
|23. TSM||Taiwan Semiconductor – Integrated Circuits||5||11%|
|24. MSFT||Microsoft – Application Software||4||5.6%|
|25. CXDC||China XD Plastics – Rubber & Plastics||2||9.2%|
|26. CMG||Chipotle Mexican Grill – Restaurants||1||-1.8%|
|27. NTES||NetEase – Internet Software & Services||19||65%|
|28. CF||CF Industries – Agri Chemicals||1||-0.8%|
|29. GEOS||Geospace Tech. – Scientific/Technical Inst.||12||-69%|
|30. QCOM||Qualcomm – Communication Equipment||7||-7.2%|
In this month: FOSL, CGNX, CMG, CF
Out: DORM (2 mos +18%), TPL (8 mos +14%), NUS (2 mos -7.2%), CRUS (1 mo -5.2%)
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.
See below for a quick vid on how the BeanScreen works:
(enlarge for better view)
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 12/19/14 we’re long the above mentioned – GILD, ANIK, PCLN, ALXN, BIIB, BIDU, ARLP
Other stocks/ETFs we own: EXL, UBNT, CVX, XOM, LCI, RSXJ, NUGT, VEU
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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
- BeanScreen for December 1, 2014
- BeanScreen for November 1, 2014
- BeanScreen for October 1, 2014
- Gilead Will License Solvadi to Generic Makers
- BeanScreen for September 1, 2014
- Soufun CEO Discusses Q2
- BeanScreen for August 1, 2014
- The Coup de Grâce
- Gilead’s Sovaldi Helps Cure HCV in HIV Patients
- BeanScreen for July 1, 2014