BeanScreen for August 1, 2015

  • Posted by on August 1st, 2015 at 1:34 pm

 

In the table below are our crème de la crème for August, 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 7/31/15)

Stock Buy Signal Company Name – Industry Consecutive Months Return
1. GILD  Gilead Sciences – Biotech 18 42%
2. AMBA  Ambarella – Semi/Equipment & Materials 8 128%
3. TSM  Taiwan Semiconductor – Integrated Circuits 13 11%
4. IPGP  IPG Photonics – Semi/Integrated Circuits 14 34%
5. ILMN  Illumina – Biotech 7 12%
6. MNST  Monster Beverage – Beverages/Soft Drinks 19 126%
7. CSTE  CaesarStone Sdot-Yam – Gen Bldg Materials 7 16%
8. PCLN    Priceline – Business Services 40 63%
9. LCI  Lannett Company – Generic Drugs 4 3.7%
10. HCI  HCI Group – Property & Casualty Insurance 18 -4.8%
11. LULU  Lululemon – Textile Apparel Clothing 10 51%
12. NTES  NetEase – Internet Software & Services 6 39%
13. BIIB  Biogen Idec – Biotech 13 -4.7%
14. PRLB  Proto Labs – Machine Tools & Accessories 1 0%
15. NOAH  Noah Holdings – Asset Management 10 39%
16. AAPL  Apple – Electronic Equipment 7 4.4%
17. ANIK  Anika Therapeutics – Biotech 20 -0.7%
18. ALXN  Alexion Pharmaceuticals – Biotech 16 25%
19. SAM  Boston Beer – Beverages/Brewers 12 -0.2%
20. CERN  Cerner – Healthcare Info Services 1 0%
21. UBNT  Ubiquiti Networks – Wireless Communications 6 1.8%
22. RES  RPC Inc. – Oil & Gas Equipment Services 13 -44%
23. SLP  Simulations Plus – Business Svcs & Software 1 0%
24. ARLP  Alliance Resource Ptnrs – Ind Metals/Minerals 19 -35%
25. BIDU  Baidu – Internet Information Providers 14 -7.6%
26. TPL  Texas Pacific Land Trust – RE Development 3 -13%
27. CMG  Chipotle – Restaurants 5 14%
28. FDS  FactSet Research – Info/Delivery Services 15 56%
29. CELG  Celgene Corp. – Biotech 3 15%
30. ARMH  ARM Holdings – Semiconductor 4 -7.8%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In this month: PRLB, CERN, SLP

Out: EQM (2 mos -5.8%), AVGO (1 mo -5.9%), CYBX (12 mos +3.3%)

 

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 7/31/15 we’re long the above mentioned – GILD, ANIK, PCLN, BIIB, UBNT, ARLP, ILMN, IPGP, AAPL, LCI, TSM, NTES, AMBA

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

 

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