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Stock Screen and Market Expert Picks – 2008-12-05

By SumOfSome | December 7, 2008

New picks are generated based on the Stock Market Strategies every two weeks or so, and are tracked to create the scores which are also posted on a regular basis.  No new screens or experts were added this period.  Click continue reading to view each of the individual stocks which will be tracked for this period.

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Topics: New Stock Pick, Screen | No Comments »


The best market experts and stock screens 2008-12-05

By SumOfSome | December 7, 2008

New scores posted per Friday the 5th.  The O’Shaghnessy Growth screen has reached its maturity mark and is now reporting scores.

 

Analyst - Screen Lifetime Recent Bull Bear
Briefing Active Portfolio 2 4 -2 4
Warren Buffett Mimic 1 1 -5 1
Fool - CAPS Rated 2 -1 0 3
Fool - CAPS Leader 4 4 0 6
ClearStation A-List 8 4 1 8
ClearStation Community -3 3 -22 1
ClearStation ClearPick 2 -1 -3 5
Contrarian 11 5 1 13
Wanger GARP 4 2 2 3
Jubak Journal 10 5 2 11
Peter Lynch Mimic 7 12 1 8
MarketWatch Most 5 1 -1 8
Future Blue Chips 8 5 2 10
All Season Growth 14 12 13 13
MSN Stock Scouter 8 2 3 10
Screen of Screens 4 0 4 4
CNN Sivy 70 4 4 -1 6
The Street - All Around 17 10 7 18
The Street - Fast Growth 9 8 7 8
The Street - LargeCap 12 4 -2 12
The Street - MidCap 12 4 3 12
The Street - SmallCap 18 10 1 19
Martin Zweig Mimic -1 1 -3 0
OShaughnessy Growth 7 5 7 5

I do not list scores for any screen that has not had five screens reach the 10-week maturity mark.  This will help to limit large fluctuations in the scores and leaping to conclusions to soon.  The below screens have been added for tracking, but scores are not yet determined.  Details for these screens can still be found in the stock market strategies section.

Topics: Screen, Status | No Comments »

Absence

By SumOfSome | December 7, 2008

After nearly a 6 month absence, Sum of Some will resume its regular tracking of stock market analysts, experts, and screens.  During this absence, we have been working on application revisions to allow for better automation of data, and have been working to secure an additional writer for the site, which we have done.  This author will begin regular contributions to the site this week.

Topics: Site News | No Comments »

The best market experts and stock screens 2008-06-20

By SumOfSome | June 29, 2008

New scores posted per Friday the 20th.

Analyst - Screen Lifetime Recent Bull Bear
The Street - All Around 17 11 7 16
All Season Growth 16 7 13 12
Jubak Journal 9 9 2 10
The Street - LargeCap 9 2 -2 7
The Street - SmallCap 8 1 1 8
The Street - Fast Growth 8 5 7 7
MSN Stock Scouter 7 6 3 8
The Street - MidCap 7 1 3 6
Screen of Screens 5 2 4 4
Future Blue Chips 5 2 2 5
Contrarian 5 1 1 7
Peter Lynch Mimic 5 11 1 5
MarketWatch Most 3 0 -1 5
Fool - CAPS Leader 3 6 0 4
Wanger GARP 2 1 2 1
Fool - CAPS Rated 1 -1 0 2
ClearStation ClearPick 1 2 -3 4
CNN Sivy 70 1 1 -1 2
ClearStation A-List 1 1 1 0
Briefing Active Portfolio 0 2 -2 1
Warren Buffett Mimic -1 0 -5 0
Martin Zweig Mimic -3 0 -3 -1
ClearStation Community -10 1 -22 -4

I do not list scores for any screen that has not had five screens reach the 10-week maturity mark.  This will help to limit large fluctuations in the scores and leaping to conclusions to soon.  The below screens have been added for tracking, but scores are not yet determined.  Details for these screens can still be found in the stock market strategies section.

Topics: Screen, Status | No Comments »

Stock Screen and Market Expert Picks – 2008-06-20

By SumOfSome | June 29, 2008

New picks are generated based on the Stock Market Strategies every two weeks, and are tracked.  The below picks were added for tracking on Friday the 20th.  Two new screens were added, Righteous Rockets and the Screen of Screens Winners.  Scores for these picks will begin showing up once 5 screens have hit the 10 week maturity mark.

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Topics: New Stock Pick, Screen | No Comments »

Trade: The Path to Picking 3 Energy Stocks

By SumOfSome | June 2, 2008

After some of the bi-weekly screens, I may select picks which stick out based on various indicators. This week, instead of explaining the justification for a single stock I like, I am walking through the process I use to narrow down a basket of stocks to select an individual. This week’s final selections are three stocks, Devon Energy Corporation (Ticker:DVN), Diamond Offshore (Ticker:DO), and Atwood Oceanics (Ticker:ATW) at their respective Friday close prices of $116.04, $136.74, and $101.91.

Screen Recommendation: I began these picks by looking at the stock selections of the three best screens and experts, which are the All Season Growth, The Street’s All Around, and The Street’s Fast Growth.  This is based on scores calculated by Sum of Some on a regular basis. Since these picks consistently and significantly outperform the market, I am starting on a good foot. I am starting my analysis with these 20 picks.

Sector and Industry Performance: I noticed that 8 of the 20 selections from these three screens are in the Energy sector, possibly indicating strength in this sector. Additionally, I am looking to invest more in this sector because of my views on the market as a whole – a discussion for another article. Looking at Clearstation’s Industry and Sector views shows Energy is ranked 3rd of the 12 sectors in the past 13-week period, confirming strength. Because of the strength and my desire to invest in this sector, I will narrow down to these 8 picks. Though Coal is leading the way in this sector, none of the picks are from the Coal industry. Oil Well Services & Equipment and Oil & Gas Operations are the next two strong performing industries in this sector, so I will examine these 5 options further. These 5 stocks are Atwood Oceanics (Ticker:ATW), Murphy Oil (Ticker:MUR), Diamond Offshore (Ticker:DO), Devon Energy (Ticker:DVN), and XTO Energy (Ticker:XTO).

Analyst Ratings: Looking at analyst ratings can sometimes throw quick red flags. Each of these companies have fairly good support from the analysts. I looked at a combination of analyst ratings from the Sum of Some Indicator List and was able to identify one stock from the list to remove, Murphy Oil, as it received generally lower ratings than the others, leaving 4 options.

Trending: Since you are better off buying stocks that trend upward, and buying during an uptrend, I next looked for candidates to eliminate due to trends. XTO has just entered a downtrend, as show on ClearStation and also has 2 sell trend signals from BarChart. Though XTO had slightly higher analyst ratings, and shows the lowest RSI of the group, indicating a trend toward being oversold, I will eliminate it from the group.

Company Comparison: The MSN Company Comparison helps compare companies (three at a time) side by side in regards to various performance indicators such as revenue and income growth, PE, expected stock price growth, etc. Using this tool with the three remaining companies shows very similar strengths, and no key means of distinguishing one as stronger than the other. No eliminations through this comparison.

News: Finally, I took a look at the recent news for each company. Looking at the news articles and commentary can help to identify issues that may impact the company or industry, can inform about poor management decisions or key management leaving, and give an overall sense of interest and faith in the company. Each of these three companies have positive messages coming from the news and comments. No eliminations by this option. Reading company releases and broker commentary on the industry or company can provide additional input to this area.

After looking at these key criteria, I feel comfortable with all three companies.  Keep in mind that each of these stocks is already pre-screened because they came from one of the experts/screens which Sum of Some tracks and scores.  This pre-screening lends a strong confidence to these picks to begin with.  Each investor may wish to consider other indicators as well, such as the amount of institutional ownership, recent insider trading, the market cap of the company, the volatility of the stock, etc. I will leave this up to preference and believe all three have strong potential.

Topics: ATW, DO, DVN, MUR, Ticker, Trade, Trade Opinion, XTO | No Comments »

Dogs of the Dow Screen Defined

By SumOfSome | June 1, 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 here.

Topics: Screen, Screen Commentary | No Comments »

Trade Status: SoS vs S&P

By SumOfSome | June 1, 2008

Below is a table showing the results of the picks made in the Trade Opinion postings.  Since I track how other experts and screens are performing, it is only fair I also track how SoS picks are performing.  NUE was a loser for me for a while, but has recovered and is significantly up now.

A +0.47% return may not seem good for those picks which have reached the year mark, but this is during a period when the S&P returned -6.9%.  The rest of the periods show 3 times the S&P or better!

 

2w 10w 26w Yr
SOS Picks 3.46% 9.61% 8.27% 0.47%
S&P 1.24% 2.57% 0.65% -6.90%
Picks Run

6

6

6

4

Topics: Trade Opinion, Trade Status | No Comments »


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