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HistoricalPEGuy (63.28)

If you Screen, They will come

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January 28, 2007 – Comments (1)

I was fooling around with the stock screener on Reuters and came up w/ the following criteria:

Price to Book < Price to Free Cash Flow

-- Idea being that good companies generate a bunch of cash relative to their worth

Long Term Growth > P/E Ratio

-- Basically PEG < 1

ROE > 20%

-- Nothing more than to weed out sloppy practices

Analyst Recommendations < 2

-- Analysts are recommending the stock

Screening can be a really fun way to do research, but in the end you will find stocks that fit all of your criteria and totally suck. Its only a way to start the research process and make your research time much more efficient. On to the results....

52 stocks total - 19 of which are oil services / energy related - Wow (HP, HERO, DO, SLB, ...). But enough on that sector. There are some interesting stocks that came up that I don't know much about. Of the remaining 33, six of them seem to have really nice potential. I've listed them below (w/ CAPS rating):

OSK(*****) - Makes specialty trucks like garbage, fire engines, military, etc. I like this one - I like it a lot.

MED(*) - Smaller than nutrisystem (which came up on the screen), could be a hit - kind of a long shot

ACLI(**) - River transportation services, pretty interesting

TXI(***) - This looks really nice - aggregates and concrete. I've had huge success with MLM and VMC (up over 30% since August). FRK has been getting a bunch of good press lately as well, but I don't see it as buy, yet.

OXPS(*****) - Internet stock trading vehicle. Supposedly it is the bomb with rave reviews.

URGI(*****) - Big women need clothes too! Like my NWY play, I love women's clothes as an investment.

Let me know if one of these strikes your fancy. I'll be doing some intensive research on many of them.

--HPEGuy

1 Comments – Post Your Own

#1) On January 29, 2007 at 12:46 AM, TMFSpiffyPop (99.44) wrote:

Running numerical screens then double-screening them across CAPS ratings and data is very interesting. Good luck. --DG

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