BeanScreen for February 2016

  • Posted by on January 31st, 2016 at 5:27 pm

 

In the table below are our crème de la crème for February, 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 1/29/16)

  Stock Buy Signal Company Name – Industry Consecutive Months Return
1. GILD  Gilead Sciences – Biotech 24 1.0%
2. AMBA  Ambarella – Semi/Equipment & Materials 14 -22%
3. TSM  Taiwan Semiconductor – Integrated Circuits 19 15%
4. LCI  Lannett Company – Generic Drugs 10 -56%
5. SLP  Simulations Plus – Business Svcs & Software 7 72%
6. NTES  NetEase – Internet Software & Services 12 57%
7. AVGO  Avago Technologies – Semi/Broadline 6 7.0%
8. IPGP  IPG Photonics – Semi/Integrated Circuits 20 17%
9. EQM  EQT Midstream Ptnrs – Oil & Gas Pipe 5 3.6%
10. NOAH  Noah Holdings – Asset Management 16 56%
11. SWKS  Skyworks Solutions – Semi/Integrated Circuits 6 -23%
12. ARMH  ARM Holdings – Semiconductor 10 -16%
13. MNST  Monster Beverage – Beverages/Soft Drinks 25 99%
14. UTHR  United Therapeutics – Drugs 3 -19%
15. ATHM  Autohome – Internet Info Provider 4 -32%
16. USNA  USANA Health Sciences – Drugs 3 -5.3%
17. NVO  Novo Nordisk – Drug Manufacturer 6 1.1%
18. QIWI  Qiwi – Credit Services 3 -32%
19. HCI  HCI Group – Property & Casualty Insurance 24 -28%
20. TPL  Texas Pacific Land Trust – RE Development 3 -19%
21. ANIK  Anika Therapeutics – Biotech 26 -1.4%
22. ILMN  Illumina – Biotech 13 -19%
23. BIIB  Biogen Idec – Biotech 19 -18%
24. ARLP  Alliance Resource Ptnrs – Ind Metals/Minerals 25 -61%
25. SILC  Silicom – Networking/Communication Devices 1 0%
26. AHGP  Alliance Hldngs – Nonmetallic Mineral/Mining 1 0%
27. PRLB  Proto Labs – Machine Tools & Accessories 7 -27%
28. UBNT  Ubiquiti Networks – Wireless Communications 12 -6.4%
29. PCLN  Priceline – Business Services 46 40%
30. MYGN  Myriad Genetics – Medical Research Svcs 2 -9.7%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In this month: SILC, AHGP

Out: AAPL (12 mos -16%), CRUS (1 mo +18%)

 

2016 Buy List

Consecutive Months Tracker

 

The BeanScreen is primarily based on fundamentals. Every month hundreds of companies are screened to create a “fundy health” index. 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 1/29/16 we’re long the above mentioned – GILD, LCI, TSM, AMBA, SLP

Other stocks/ETFs we own: COSI, RMGN, PLUG, HHC, IVFH, SNH, ELY, CROX, ATW

 

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