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Author: Fuma102 Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 6364  
Subject: trying to bring it back... Date: 2/20/2011 3:50 PM
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set up a scottrade screen for >30%EPS for this yr & next year, and 
revenue for >25% this yr & next.  only screened small, mid, & micros. 
stocks with an asterisk (*) are stocks that have been discussed over on 
NPI or on other boards I frequent, but may not have met criteria.  also 
put an asterisk for stocks with revenues that exceed earnings growth- 
this tends to be a problem with microcaps.  I did not screen for 
postive earnings x 3 quarters or positive free cash flow for 4 
quarters.  The criteria was set below the 35% previously used as only 6
 (?) stocks would have met those criteria: CDE, AREX, CPST, GPOR, RODM, 
SNMX - and that is excluding the 3q or increasing earnings & positive 
FCF x 4 quarters.



	all						
sympbol	EPS_C	EPS_N	Rev_C	Rev_N		**earnings x 3	
	30	30	25	25		positive FCF x4	
							
RVBD	44	34	30	23	*		
APKT	35	33	35	29			
SVM	75	31	35	50			
EGO	87	43	36	25			
GTE	300	135	37	32			
CAVM	41	31	41	27			
LUFK	101	56	43	25	*		
GTI	104	30	48	42			
HK	31	92	53	43	*REV>EPS		
LULU	83	24	55	26	*		
IPGP	808	62	59	31			
CDE	218	529	60	70			
GMCR	76	41	81	35	*REV>EPS		
RKT	38	29	84	79	*REV>EPS		
ANV	185	92	200	52	*REV>EPS		
AREX	119	46	47	43			
CPST	65	75	39	45			
CXDC	39	52	78	30	*REV>EPS		
DEER	66	31	112	31	*REV>EPS		
ERES	55	47	49	30			
GPOR	89	85	43	40			
LIWA	55	33	114	47	*REV>EPS		
BPAX	54	28	84	39	*REV>EPS		
CERS	36	43	30	64	*REV>EPS		
CREG	52	44	63	53	*REV>EPS		
EPCT	64	31	142	50	*REV>EPS		
FCEL	38	56	54	45	*REV>EPS		
FOLD	33	50	765	104	*REV>EPS		
ICLK	86	85	76	30			
LIME	75	96	33	27			
NBS	81	68	512	54	*REV>EPS		
PDII	100		62	27	**		
QPSA	40		148	137	**REV>EPS		
RNIN	39	85	76	81	*REV>EPS		
RODM	150	25	54		**		
SNMX	55	50	68	69			
							
							
I'd like to keep this up, but definitely need some help from others, as 
my number crunching leaves something to be desired.
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Author: 11x Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6355 of 6364
Subject: Re: trying to bring it back... Date: 2/24/2011 4:50 PM
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I own one of these stocks and am close to buying another.

RVBD:
Market leader in WAN optimization. Any company with wide area networks can benefit from WAN optimization, as the return on investment is very quick. Here's a primer:
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WAN optimization works by removing duplicate data (called de-duplication) and cuts back on the amount of data being transferred. The software RVBD makes can also be used in cloud computing, as Amazon uses RVBD in their data centers.


APKT:
http://seekingalpha.com/article/250863-acme-packet-a-key-pla...

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Author: 11x Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6356 of 6364
Subject: Re: trying to bring it back... Date: 2/28/2011 8:50 PM
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Well, that went over like a lead balloon!

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Author: Fuma102 Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6357 of 6364
Subject: Re: trying to bring it back... Date: 2/28/2011 10:39 PM
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11x,

do we want to start trying to optimize another screen? doesn't seem like I would have gotten many future investment ideas, and would have potentially missed out on something like MAKO, which we've sort of established has entered tornado mode over on NPI.

thoughts?

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Author: MFOutlier Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6358 of 6364
Subject: Re: trying to bring it back... Date: 2/28/2011 11:12 PM
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Fuma102: do we want to start trying to optimize another screen? doesn't seem like I would have gotten many future investment ideas, and would have potentially missed out on something like MAKO, which we've sort of established has entered tornado mode over on NPI.

I've been thinking along similar lines, but haven't been able to pursue any screening ideas for the past week. May be able to engage in a few days.

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Author: Fuma102 Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6359 of 6364
Subject: Re: trying to bring it back... Date: 3/1/2011 12:54 AM
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For comparison sake:

MAKO: 13 33 36 56
PANL: 18 91 72 51
TSLA: 19 31 46 240

all 3 have current EPS below 20%, with MAKO & TSLA growing revenues faster than EPS.

Of the others on the list who have revenue outpacing EPS, many are energy related.

RVBD is slowing down a bit (30-->23%, 44--->34%)
APKT is up 800% over 3 years with a cap of 5b now
EGO has only been trading for 1.5 yrs and has a 9b cap
CPST is a penny stock
LIME reverse split 1:7 in 2008
ERES recently disappointed.

ICLK and IPGP look promising.

http://interclick.com/

IPGP I think we've discussed a bit over on NPI, but appears to be slowing down a bit. SNMX I dont ever think will have massive ramping up in sales numbers, but would also be worth digging more into (earnings March 3 for SNMX - they are also not profitable at this point).

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Author: 11x Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 6360 of 6364
Subject: Re: trying to bring it back... Date: 3/1/2011 6:53 PM
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Moneycentral MSN used to have it so that you could check quarterly financials going back a few years and see if quarterly numbers are improving or slowing down. Now, it seems everywhere only goes back 4 quarters so getting YOY quarterly comps is harder to do. Anybody know of a place that goes back further? Value Line goes back further but it isn't free!

LULU is another example of a stock that may fit Fab 15's profile.

Getting a good screen as well as useful, easy to find data off websites will help narrow this list down. For me, I have just used IBD in the past to find momentum-type stocks.
Here are the momentum type names I am following right now, APKT, ARUN, CRUS, and RVBD. Getting a screen for YOY quarterly comps growing at an increasingly high rate is probably the hardest part. I know of no such screen. However, this metric is the essence of momentum investing.

Here are the rules again:
http://boards.fool.com/new-faq-25192000.aspx

Revenues at 35% plus YOY should produce a small list nowadays, to get that number that's been accelerating over the last 3 quarters will probably produce a very small list.

The thing I think is missing from this screen is some sort of relative strength gauge. Couple the original requirements with a relative strength requirement, this is all out momentum investing. I'll continue to work on finding a website that makes this easier.

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