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I have 22 consecutive profitable trades of 15% or better. How is this possible? Every day there are hundreds of stocks setting new highs, no matter what happens in the overall market. Many of these stocks are still at very reasonable valuations. Afraid of buying stocks at their highs? Think of it this way: a new high is really a future floor for companies with solid financial underpinnings. Quantitative momentum modeling makes it easy to identify stocks that can continue this upward momentum trend. Why does this happen? It's really very simple..ask me about what investors and cows have in common. I am $$$ MR. MARKET $$$. I AM HUGE!!! Bring me your finest meats and cheeses. You can join in on the fun. Register for free and you'll be able to post messages on this forum and also receive emails when $$$ MR. MARKET $$$ makes his own trades. ($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
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  1. #21
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    159

    Default

    billy I appreciate the sell signals. I haven't put mine into stone. At the moment I'm slowly bringing my account up to 25% in stocks. For this MrMarket type stock picking, I want to keep my positions until they get too pricey in valuation, or until I find something better to replace.

    I simplified my screen for a few reasons: It was taking too long to get a large sample by hand. I'm not sure which one of the stocks from my list will end up being the winners and best picks. Simple is always better.

    The criterias that most lowered the amount of stocks spit out were Sales Growth past 5 years, and Earnings Growth past 5 years. I set these at a minimum of 5%, lowering the amount of candidates by 70%. Here is my dump for today

    AAP,ACET,AFSI,AGCO,AEL,APOL,AVGO,BOFI,BRCD,CI,COO, CMI,CLFD,CHDN,CORE,CPLE,CRR,DSW,DLTR,FELE,FPP,GPX, GTE,HAIN,HELE,HSIC,HUM,INVN,JJSF,NOV,NTL,PNG,PRAA, ROST,SGNT,SJM,SNDK,SNAK,SWHC,THI,UNFI,UNP,UTHR,VFC ,WGO,WAB,WILK,WX

    I'll choose one or a few soon to buy, taking a 1-3% position size in each.

  2. #22
    Join Date
    Nov 2003
    Location
    ohio
    Posts
    8,891

    Default

    antioch, I ran your dump through numerous screens, relative timing, industry group strength,projected sales and earnings, 10 day average, 65 day average, eps growth trend, and came up with a top 10 although the top 5 stand out above the rest. WGO, SNDK, PRAA, UTHR, DLTR, CI, GTE, WX, AVGO, COO..................good luck

    -------------------billy

  3. #23
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    159

    Default

    I narrowed mine down to a Top 9. CHDN, THI, SJM, BRCD, AFSI, SWHC, AGCO, UNP, PNG. I don't know which will be the best pick, or if you're screened results will be better picks. I need to choose 3 and put 1% into each. Will think about it down at the casino and in the city tonight.

  4. #24
    Join Date
    Oct 2010
    Location
    Columbus, Ohio
    Posts
    199

    Cool

    Quote Originally Posted by antioch6 View Post
    I narrowed mine down to a Top 9. CHDN, THI, SJM, BRCD, AFSI, SWHC, AGCO, UNP, PNG. I don't know which will be the best pick, or if you're screened results will be better picks. I need to choose 3 and put 1% into each. Will think about it down at the casino and in the city tonight.
    SJM had amazing 5 year run. Surprisingly, SJM chart is similar to most of picks if you hold the chart upside-down. WHO said duniyo can't huge?

  5. #25
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    159

    Default

    I'm picking THI, SWHC, and UNP. Tomorrow I'll buy all three of them at the open. Took a minute to finally pick three. Anxious to find out how they will perform vs the market over the next 12 months.

  6. #26
    Join Date
    Oct 2010
    Location
    Columbus, Ohio
    Posts
    199

    Default

    antioch6 UNP looks very good. My only concern is war on coal, do you know what percentage of UNP income comes from coal transportation?

    Quote Originally Posted by antioch6 View Post
    I'm picking THI, SWHC, and UNP. Tomorrow I'll buy all three of them at the open. Took a minute to finally pick three. Anxious to find out how they will perform vs the market over the next 12 months.

  7. #27
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    159

    Default

    Quote Originally Posted by Duniyo View Post
    antioch6 UNP looks very good. My only concern is war on coal, do you know what percentage of UNP income comes from coal transportation?
    From their SEC filing: Freight Revenue - 20% Coal, 20% Intermodal, 18% Industrial Products, 17% Agricultural, 16% Chemicals, 9% Automotive.

  8. #28
    Join Date
    Oct 2010
    Location
    Columbus, Ohio
    Posts
    199

    Default

    Just brought UNP, it looks very solid stock. 20% Coal exposure isn't as bad as I expected. I brought 50% now and wait until December for the other 50%. I am buying it for a long term 1-3 year period.

  9. #29
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    159

    Default

    I got in a bit late today to buy these 3 companies, but anyways.

    THI 60.44
    SWHC 11.15
    UNP 153.8

    One percent allocation to each. This brings me just over 10% invested in stocks. My goal is work my way up to 25% invested over the next 12 months. Reminder to anyone following the picks in this thread, stocks are mechanically screened with the purpose of outperforming the market as a whole. Each pick shouldn't outperform, but as a group they should. I plan to keep investing (while staying alive financially) for at least the next 33 years.

  10. #30
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    159

    Default

    Here is my dump for this weekend.

    GOOG BOFI TESO UTHR CMCO SYMC GSH AVGO ITW ECOL MMM COV BOLT VFC CUZ HOT WIT SLB SNDK CLC SCHW OII CRR A ZMH SNHY AFOP PTEN GIL BID MOV NBL ASML XEC SYNT PCP JOBS GPRC INVN ICON GTE WAB NATH CTSH AGX CLFD HF BH KEX WX FSS MTD KLAC.

    There were also plenty of regional banks, insurance and aerospace companies, but most are in previous dumps. I already own KRE and LMT to cover those areas.

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