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Screen Commentary

Results for Contrarian, Wanger, and Oshaughnessy

Saturday, April 25th, 2009

To avoid generating rankings prematurely, I wait to generate scores until a screen or experts picks have 5 sets of picks which have reached the 10-week maturity mark. The Contrarian, Wanger GARP, and OShaughnessy Growth investment strategies have now reached this mark, and are listed in the most recent stock strategy scores post. All three […]



Even Distressed Stocks Aren’t an Option

Tuesday, February 24th, 2009

I have added the “Distressed Stocks” screen defined on the MSN screener to the market strategies tracked by Sum of Some. However, in our wonderful economy, even this screen fails to find any hope when run. Obviously it can locate the “distress” in many many stocks (those at or near their 52-week lows), but another […]

Righteous Rockets investment strategy defined

Sunday, January 25th, 2009

I have created a page for the Righteous Rockets investment strategy. I began collecting and tracking these picks a while back, and once they have time to mature they will begin appearing in the rankings. This isn’t a widely known strategy, so it will be interesting to see how it performs compared to the more […]

Dogs of the Dow Screen Defined

Sunday, June 1st, 2008

I began running the Dogs of the Dow investment strategy a few cycles back, and the scores for it will begin to show after at least 5 screens hit the 10-week maturity mark.  I have added a page under the Investment Strategies section which defines the Dogs of the Dow, and how the screen is run […]

O’Shaughnessy screens added

Thursday, February 21st, 2008

Two new screens based on interpretations of O’Shaughnessy investment style have been added to Sum of Some.  The first is loosely based on writings from his books, and the second is based on the modified version of his style posted by Hennessy Funds who bought two of the mutual funds that O’Shaughnessy created himself.  The first […]