BeanScreen for September 1, 2012

• Posted by Danny
• on September 1st, 2012

Of the 408 companies that made the cut for September, these 30 ranked highest for their overall fundamental strength. This is not a buy list, only a “fundy health” index.

In the table below each stock’s WSB score is noted, along with the number of consecutive months on the list and % return (without including dividends) during that time. Stocks checked off in the Buy Signal column may be ripe for purchase.

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

Follow the Consecutive Months Tracker in real-time here.

This month’s returns.

 (as of 9/24/12)

Stock	Score	Buy Signal	Industry	Cons. Months	% Return (w/o divy)
1. SYNT	72.5	✔	Information Technology Services	6	+11
2. AAPL	72.3	✔	Personal Computers	14	+77
3. CF	71.2	✔	Agricultural Chemicals	7	+17
4. CEO	70.5		Independent Oil & Gas	24	+3.6
5. PCLN	70.4	✔	General Entertainment	5	-17
6. QCOR	70.3	✔	Biotech	5	-58
7. RES	70.0		Oil & Gas Equipment/Services	14	-21
8. LULU	69.7	✔	Textile Apparel	8	+18
9. RGR	69.3	✔	Sporting Goods	7	+15
10. HITK	68.6		Generic Drugs	17	+21

11. NVO	68.2	✔	Drug Manufacturer	1	+1.5
12. INTC	68.2		Semiconductor	8	-14
13. EZPW	68.2	✔	Consumer Finance	37	+81
14. NTES	68.2		Internet Software & Services	12	+35
15. WDC	68.1	✔	Data Storage Devices	2	+0.6
16. AHGP	68.0	✔	Non-metallic Mineral Mining	2	+8.1
17. AZN	67.7	✔	Major Drug Manufacturer	3	+7.7
18. ISRG	67.5	✔	Medical Appliances & Equipment	4	-1.1
19. TEO	67.4		Diversified Communications	3	-8.0
20. CHL	66.9		Wireless Communications	6	+0.5

21. CALM	66.5		Food	1	+8.5
22. TNH	66.4		Agricultural Chemicals	10	+37
23. FCFS	65.8		Consumer Finance	1	+4.4
24. EBIX	65.6	✔	Business Software & Services	1	+1.3
25. HLF	65.5		Drug Related Products	2	-15
26. QCOM	65.5	✔	Communication Equipment	5	-0.3
27. BRLI	65.5	✔	Medical Labs & Research	7	+38
28. CPA	65.3	✔	Regional Airlines	2	+7.7
29. GRMN	65.2		Scientific & Technical Instruments	1	+4.3
30. AMSG	65.2		Hospitals	1	-2.5

 

In:  NVO, CALM, FCFS, EBIX, GRMN, AMSG           Out: JOY, TRLG, JCOM, MNST, BKE, MYGN

 

Farm System (31-100) – the best of the rest.

WSB30 Fundamentals – the stats we follow closest when finding our crème de la crème.

Stocks in WSB30 and ST50 (updated weekly) - SYNT, AAPL, CF, LULU

With links & stuff – courtesy of @koolaidluke

The BeanScreen is based primarily on fundamentals. Each month hundreds of companies are screened and scored on a “fundy health” index ranging from 0-100. Over time an average score and rank is compiled for a select group of stocks. The higher the score, the stronger a company’s overall fundamentals. Here is the breakdown:

70-100 = very strong

60-69 = strong

40-59 = average

0-39 = weak

Below are the seven categories (with weighting) that contribute to a stock’s WSB score:

• Growth Rates – 25%
• Price Ratios – 15%
• Profit Margins – 15%
• Financial Condition – 15%
• Investment Returns – 15%
• Momentum – 10%
• Management Efficiency – 4%

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 then bench-marked and scored using our custom formula. A few other secondary parameters (1% weighting) are measured as well, such as Insider Ownership and Short Ratios.

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

Here’s a quick video demo:

(Zoom in for better view)


The BeanScreen is not a perfect system. It cannot fully detect value traps (working on that!) or fraud. It is strictly an idea generator, a tool in our investing shed. Backward looking by nature, it only determines those companies that have appeared to exhibit healthy fundamentals over the last few months to two years. Our goal is to sift out these stocks and then hunt for potential value plays.

See what we’ve been up to lately at RebelMouse.

 

disclosure:  we currently own shares in AAPL, CF, CEO, PCLN, QCOR, RES, LULU, HITK, INTC, EZPW, NTES, AZN, ISRG, CHL, QCOM, GRMN, TRLG, BKE

 

The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.

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