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Investment Analysis Clubs Saul’s Investing Discussions
1

Darn it. I spent so much time trying to get that last post formatted that I didn’t notice that the list
was sorted incorrectly. It was sorted by my grade of the charts, so look at some of the charts
if you’re curious about what I look for. :slight_smile:

These are in order of mechanical grading, which involves 31 factors including Morningstar grades,
Zacks rankings, my chart grading, StockRover grades (the best, IMO), analyst ratings, several price ratios, etc.
Like the previous list, they have not been vetted, only ranked mechanically.

Sorry for the confusion!

Dan

Listed highest ranked first, descending:

POOL	Pool Corporation
SWKS	Skyworks Solutions, Inc.
MKSI	MKS Instruments, Inc.
NOC	Northrop Grumman Corporation
CELG	Celgene Corporation
LRCX	Lam Research Corporation
MSI	Motorola Solutions, Inc.
NTES	NetEase, Inc.
ALGN	Align Technology, Inc.
ORBK	Orbotech Ltd.
AMZN	[Amazon.com](http://Amazon.com), Inc.
KLAC	KLA-Tencor Corporation
MU	Micron Technology, Inc.
SBUX	Starbucks Corporation
ABMD	ABIOMED, Inc.
ITW	Illinois Tool Works Inc.
BWXT	BWX Technologies, Inc.
V	Visa Inc.
URI	United Rentals, Inc.
IT	Gartner, Inc.
TREX	Trex Company, Inc.
PKG	Packaging Corporation of America
HD	Home Depot, Inc. (The)
BIIB	Biogen Inc.
PM	Philip Morris International Inc
MELI	MercadoLibre, Inc.
HRS	Harris Corporation
ULTA	Ulta Salon, Cosmetics & Fragrance, Inc.
MA	Mastercard Incorporated
CBRL	Cracker Barrel Old Country Store, Inc.
KMB	Kimberly-Clark Corporation
LOGI	Logitech International S.A.
MPWR	Monolithic Power Systems, Inc.
AMAT	Applied Materials, Inc.
SKX	Skechers U.S.A., Inc.
PLAY	Dave & Buster's Entertainment, Inc.
EGOV	NIC Inc.
UBNT	Ubiquiti Networks, Inc.
CCL	Carnival Corporation
TSM	Taiwan Semiconductor Manufacturing Company Ltd.
CNS	Cohen & Steers Inc
DY	Dycom Industries, Inc.
SNI	Scripps Networks Interactive, Inc
LEA	Lear Corporation
HTHT	China Lodging Group, Limited
SIGI	Selective Insurance Group, Inc.
ENTG	Entegris, Inc.
CTB	Cooper Tire & Rubber Company
JCOM	j2 Global, Inc.
FFIV	F5 Networks, Inc.
UFPI	Universal Forest Products, Inc.
NSP	Insperity, Inc.
PSMT	PriceSmart, Inc.
HAS	Hasbro, Inc.
PATK	Patrick Industries, Inc.
VIPS	Vipshop Holdings Limited
MKTX	MarketAxess Holdings, Inc.
ADBE	Adobe Systems Incorporated
NTRI	NutriSystem Inc
UTX	United Technologies Corporation
NANO	Nanometrics Incorporated
MCD	McDonald's Corporation
RTEC	Rudolph Technologies, Inc.
MIDD	The Middleby Corporation
EDU	New Oriental Education & Technology Group, Inc.
CERN	Cerner Corporation
HRC	Hill-Rom Holdings Inc
NUVA	NuVasive, Inc.
EEFT	Euronet Worldwide, Inc.
ALK	Alaska Air Group, Inc.
DORM	Dorman Products, Inc.
PCLN	The Priceline Group Inc.
KLIC	Kulicke and Soffa Industries, Inc.
WLDN	Willdan Group, Inc.
SAFM	Sanderson Farms, Inc.
CABO	Cable One, Inc.
PAYC	Paycom Software, Inc.
SPB	Spectrum Brands Holdings, Inc.
BRSS	Global Brass and Copper Holdings, Inc.
IIVI	II-VI Incorporated
DLHC	DLH Holdings Corp.
NXPI	NXP Semiconductors N.V.
RUTH	Ruth's Hospitality Group, Inc.
CHKP	Check Point Software Technologies Ltd.
IPGP	IPG Photonics Corporation
BBY	Best Buy Co., Inc.
VMW	Vmware, Inc.
LOGM	LogMein, Inc.
ISRG	Intuitive Surgical, Inc.
EA	Electronic Arts Inc.
BLKB	Blackbaud, Inc.
AMT	American Tower Corporation (REIT)
POWI	Power Integrations, Inc.
16 Likes
2

Maybe not a Greenblatt style, some of those do not have a P/E. Still interesting Dan.

Andy

3

Hi Dan.

Readers of this board recognize that I can chew anyone’s ear off about Skyworks Solutions. Less well-known is that I can also talk a lot about II-VI. My knowledge of the latter is more stale than that of the former, but I studied II-VI pretty carefully at one point.

With earnings season upon us, I’m a little buried right now. But obviously not so badly that I can’t check in on this board every so often… If I can help you with questions about either SWKS or IIVI, please respond to this post so it shows up in my “Replies to Your Posts” list. Incidentally, I can also expound on IPGP, which made your first list, but fell off the list after you re-sorted.

Thanks and best wishes,
TMFDatabaseBob (long: IPGP, SWKS; formerly long IIVI)
See my holdings here: http://my.fool.com/profile/TMFDatabasebob/info.aspx
Peace on Earth

Some of my posts on this board about SWKS:
16Q2: http://discussion.fool.com/swks-2q16-earnings-and-analysis-32235…
16Q3: http://discussion.fool.com/swks-3q16-earnings-and-analysis-32333…
16Q4: http://discussion.fool.com/swks-4q16-earnings-and-analysis-32465…
17Q1: http://discussion.fool.com/swks-1q17-earnings-and-analysis-32563…

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4

These are in order of mechanical grading, which involves 31 factors including …
Dan,
Thanks for sharing that. Are you able to also look at their volume to price patterns? I’ve noticed the last year of looking at ‘rockets’, as you call them, that they seem to usually have a very large one or two days of high volume buying about 1 to 6 months prior to having a steady increase.

I’m trying to see tell signs that may indicate a higher probability of a large sustained increase. This has been the most common marker, but as you said they are no name companies that are very hard to locate and hard to find any information on.

I can’t help buy wonder if so many of us are using our simple brains to find these patterns for success, how many brokerages have multi-million dollar machine learning projects using AI to identify patterns? I believe this is going on already.

5

Are you able to also look at their volume to price patterns?

Hi Fun,

We can look at about anything. SIPro has hundreds (maybe thousands) of data
points for a stock. If you (or anyone) has a good idea about a screen, let me
know and I’ll see if I can’t build & run it.

I can’t help buy wonder if so many of … find these patterns for success, how
many brokerages have multi-million dollar machine …

Oh, so true. But we do have some advantages. For one thing, we can look at a
$4.00 stock all we want (at least I am willing too, though it may not be for
everyone.) Brokerages and big-time investors can’t look at thousands of the
public companies at all. If your initials are WEB, what are you going to do if
you like Skyworks? You have 3 choices: 1) Buy the company, but WEB isn’t in
that sector, 2) Buy enough to shake up the market price for the next 6 months,
or 3) don’t waste your time on peanuts. 99.9% of the time, the big boys go for
door #3, and rightfully so. Buying 25% or even 50% of Skyworks wouldn’t even
show up on BRK’s balance sheet, not even a rounding error.

As for your AI question, that’s where things get interesting. Right now there are
financiers (can we even call them investors?) who are using AI, but in a way
one might not expect. They are using the AI to sift through social media and
what I call pop news (like entertainment stuff) to identify and assign strength
ratings to social trends. If they get 10,000 hits on “quitting Facebook”
and “Snapchat only from now on” from FB, Snap, Twitter, etc. in 2 days, guess
what … I know it’s worked on several trends to date, but haven’t kept up with the
results afterward. Not that they would tell us the truth anyway; it would make
the ability to spot the trends obsolete before it even got started.

AI indeed. I think my intelligence is artificial. Or is it illusory?

Let me know what you’d like for screens and be as in depth as you like. And be
patient please, I have a few hundred companies to sift through. But I’m
determined we will find more super gains than the herd. It’s just hard work.
Right, Saul? :slight_smile: Thanks for what you do, sir.

Dan

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6

I should have also mentioned that anything I held that made that first
cut was left off, as I don’t want to spend time re-vetting companies
I own. I figured many of you probably own some of them too, but it’s
only fair to point out the fact that these companies would have made
a list “from scratch.” Most of them are also pretty good sized. In
alphabetical order, they are:

AAPL
CSX
DIS
FB
GOOG
MIDD
PLCE
SHOP

Dan

1 Like
7

RaptorD2, thank you for taking the time to put this together! I definitely found this helpful. Like you, I take what I learn here from this board, read a couple of other TMF boards, and I review the top 50 list found at IBD. If I read about a stock from at least a couple of different sources - it helps me validate my decisions.

Another strong week for a handful of my top ten: NFLX, MFA, GOOG, and AMZN.

1 Like
8

Sorry Fun, I missed these replies for some reason. Yes, I can access data for just about anything. If you have an idea for a screen that isn’t TOO involved (as they take lots of time to set up if they have more than 10-15 parameters) I’ll be glad to run a screen for you occasionally and we can see what happens.

Yes, I’m positive that AI is being used to scour the market data, but what I’ve found is that there is just enough chaos to make any strong predictions that have consistent strength. Stocks, IMHO, have a “reputation” much as a local restaurant does. They come in and go out of favor all the time. Of course, at the rate AI could learn “exponentially” I suppose if there IS a way to decipher useful trends, it will be done sooner rather than later.

Let me know you screen ideas.

Dan