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Whitelisting Stocks With The Buy Tab

 

Create a New Watchlist from the Explorer tab.

Inclusions Criteria

Click on the  Buy tab. You should see the screen below

Now Click on "Click To Add Screeners"

Add the following Stock Screeners (you can type the names in the search bar to find them quickly) 

1. High F-Score

2. Upward revisions

3. Low PE

4. Sales Growth

Your window should look like this...

Explanation

In order for a security to show up on your watchlist with a Buy suggestion it must pass all of the selected filters. So the securities that show up will have a high f-score, high expected EPS growth, free cash flow growth, recent upward revisions, and positive net income.

Validate this strategy

Now that we have a set of stocks that pass fundamental criteria let's validate whether the strategy would have outperformed the market on average with our back test.

Click on the back test Icon in the upper right of the program or click on the results drop--down menu at the top of the program then select Back test

Your results will look very similar to the image below.

  • The green line represents your return if you would have bought and sold the stocks that passed this strategy since 2010. (rebalancing weekly, visit the trading rules tab to edit re-balance period, add stop losses and trading costs, etc.)
  • The blue line represents the Russell 2000.
  • The grey line represents the S & P 500.

 

The total return of the green line is around 460%

The total return of the S and P 500 was around 70%

The results tell us that on average the stocks that have passed this strategy since 2010 have outperformed the S and P 500

Adding Individual Securities

Click on "Click to Import Stocks" in the Buy Tab.

In the resulting widow add the following stocks (you can cut and paste the line below if you like...)

HCLP, DDD, GE, PDLI

After clicking done your results will then include the stocks that passed ALL 4 of the green flags plus those four individually added securities.