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Market insights, sector analysis, and portfolio strategy from our team.
Stock Screen Library
Open full library →71 research-backed stock screens — Minervini VCP setups, O'Neil pivots, Weinstein Stage 2 leaders, short candidates, dividend aristocrats and macro tilts.
Joseph Piotroski — F-Score Value
AWhat it finds: Cheap stocks (bottom-quintile PB) that pass the strictest Piotroski F-Score filter (8 or 9 of 9). Academic research shows this small subset of deep-value names dramatically outperforms the broad value universe. • Source: Piotroski (2000), 'Value Investing: The Use of Historical Financial Statement Information…'. • Typical trigger: PB ≤ 1.5, Piotroski F ≥ 8.
Benjamin Graham — Defensive Investor
AWhat it finds: Investment-grade businesses trading cheap on Graham's classic Defensive Investor checklist — modest PE, low PB, real dividend, strong current ratio, and conservative leverage. • Source: 'The Intelligent Investor' (1949), Chapter 14. • Typical trigger: PE ≤ 15, PB ≤ 1.5, yield ≥ 2%, current ratio ≥ 2, D/E ≤ 1.
Warren Buffett — Quality Compounder
AWhat it finds: Wide-moat compounders with consistent high returns on equity, healthy margins, and conservative balance sheets — the kind of durable franchises Buffett favors at Berkshire. • Source: Berkshire Hathaway annual letters & Mary Buffett's 'Buffettology'. • Typical trigger: ROE ≥ 15%, D/E ≤ 0.5, net margin ≥ 10%, quality score ≥ 65.
Novy-Marx — Gross Profitability
AWhat it finds: Highly gross-profitable franchises — Novy-Marx's seminal 'gross profits / assets' factor expressed via 40%+ gross margins and elite composite quality score. • Source: Novy-Marx (2013), 'The Other Side of Value: The Gross Profitability Premium', Journal of Financial Economics. • Typical trigger: Gross margin ≥ 40%, quality score ≥ 70.
William O'Neil — CANSLIM
AWhat it finds: O'Neil CAN-SLIM leaders — strong forward EPS growth (C+A), elite composite growth and momentum scores (L+I+M), and a fresh-IPO bias (N). • Source: 'How to Make Money in Stocks' (4th ed., 2009). • Typical trigger: FY1 EPS growth ≥ 25%, momentum ≥ 75, growth ≥ 70, IPO ≤ 8 years.
Peter Lynch — GARP
AWhat it finds: Growth at a Reasonable Price — Lynch's signature PEG ≤ 1 screen combined with conservative leverage and real top-line growth. • Source: 'One Up on Wall Street' (1989). • Typical trigger: PEG ≤ 1, D/E ≤ 0.5, revenue growth ≥ 10%.
James O'Shaughnessy — Trending Value
AWhat it finds: Cheapest decile by composite value score crossed with strong 6-12 month momentum — O'Shaughnessy's 'Trending Value' factor stack from 'What Works on Wall Street'. • Source: O'Shaughnessy (4th ed., 2011). • Typical trigger: value score ≥ 90 AND momentum score ≥ 70.
Wesley Gray — Quantitative Value
AWhat it finds: Cheap stocks that survive accounting-quality and earnings-quality screens — Gray's three-step Quantitative Value filter (cheap + Piotroski clean + Beneish not-manipulator). • Source: Gray & Carlisle, 'Quantitative Value' (2012). • Typical trigger: PE ≤ 12, Piotroski ≥ 7, Beneish = Pass.
Episodic Pivot
AWhat it finds: Stockbee-style episodic pivots — a real gap up (≥3%) with expansion volume on a Stage-2 leader holding above EMA-20. • Best market conditions: Risk-on tapes with frequent earnings / news catalysts. • Typical trigger: Gap ≥3% on RVOL ≥1.5x with price above EMA-20.
RS New Highs
AWhat it finds: IBD-style leadership shortlist — RS Rank ≥ 90 in confirmed Stage-2 trends. • Best market conditions: Trending bull tapes with broad RS dispersion. • Typical trigger: New 6-12mo highs in the top decile of relative strength.
John Neff — Low-PE Contrarian
AWhat it finds: Cheap, dividend-paying names with positive top-line growth — Neff's famous total-return formula (yield + growth ÷ PE) approximated via low PE + 2.5%+ yield + revenue growth. • Source: 'John Neff on Investing' (2001), Vanguard Windsor Fund track record. • Typical trigger: PE ≤ 12, yield ≥ 2.5%, revenue growth ≥ 7%.
Walter Schloss — Deep Value
AWhat it finds: True deep-value Schloss-style names trading near or below tangible book — PB ≤ 0.8 with conservative leverage. Schloss famously held 100+ such cheap, ignored stocks. • Source: Schloss letters & Buffett's 1984 'Superinvestors of Graham-and-Doddsville' speech. • Typical trigger: PB ≤ 0.8, D/E ≤ 0.5.