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TrackJGreenblatt (84.27)

October 2013 Selections active

Recs

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October 16, 2013 – Comments (1)

October 16, 2013

Every two months we* generate a list of the top 30 stocks that have at least a $100 million market capitalization. We use Joel Greenblatt's MFI site at www.magicformulainvesting.com to generate the list.

Resulting tickers are copied into www.random.org/lists/ to randomly rank the companies from 1-30 and select the first 5 stocks.

If a stock already appears on TrackJGreenblatt CAPS page or is unavailable as a CAPS pick, the next stock on the list will be chosen.

The resulting selection of 5 stocks is entered into Joel Greenblatt's CAPS page.

Stocks will be held for one year then sold.


October 16, 2013 MFI top 30 Over 100mm mkt cap (List already randomized):


There were 30 items in your list. Here they are in random order:

1. VCLK - Pick #1
2. SWHC - already appears on TrackJGreenblatt
3. ESI - Pick #2
4. GTIV - already appears on TrackJGreenblatt
5. EBIX - Pick #3
6. LO - already appears on TrackJGreenblatt
7. WTW - Pick #4
8. CREG - Pick #5
9. BAH
10. MSFT
11. CHE
12. UIS
13. HLF
14. MYGN
15. DHX
16. AGX
17. CRTX
18. RGR
19. VCI
20. CSCO
21. DLX
22. GNI
23. AAPL
24. MSB
25. LPS
26. USMO
27. ATVI
28. PDLI
29. APOL
30. IDCC

Timestamp: 2013-10-16 13:30:47 UTC




*Profile is managed by member ZiggyDawg who is using a slightly modified selection criteria of Magic Formula in his IRA. His MFI buys can be seen on his personal CAPS page. ZiggyDawg is not a Fool employee.

1 Comments – Post Your Own

#1) On October 29, 2013 at 9:16 PM, juanbattaglia (< 20) wrote:

 I am from Argentina so excuse me if my english is not so good.   I have two important questions about the Magic Formula.  1) I know that statistics rules in practically everywhere, but I don't understand some MF selections.

For example, now (29/10/2013), one of the Greenblatt stock is Cornerstone Therapeutics Inc. (CRTX). Then, the MF features: P/E 135 / ROA 0,6%.
 It is right now in the list (50 million capital market / 30 best stocks).  What is wrong here? The selection or my interpretation? I hope a I AM WRONG ON THIS, because I love this quantitative way of making money.  

2) My last question is about the frequency. Please correct me if I am making a not well selection.  Six times a year (For example, January, March, May, July, September, November). In this dates I buy 5 stocks (that appears in the MF web site).  These groups of 5 stocks are conserved -happen whay happen- in mi porfolio for one year (I know the specific way of selling the winners and losers).  Is this the selection way of the MF?

Thank you for your time. I am expecting to have an interesting answer for my intrigues. I will be very gratefull to you.  Regards.   

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