I can be Huge too

[antioch6]

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.

[billyjoe]

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

[antioch6]

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.

[Duniyo]

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?

[antioch6]

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.

[Duniyo]

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

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.

[antioch6]

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.

[Duniyo]

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.

[antioch6]

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.

[antioch6]

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.