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No. of Recommendations: 3
A quick link for those not familiar with SI Pro: http://www.aaii.com/store/sipro/index.cfm

Interesting results. I definitely agree that attempting to find companies that exhibit positive Earnings Power characteristics has been one of the more challenging aspects for those of us with limited time. I had thrown together a quick SI Pro screen a while back based on the 5-minute test and the shortcut enterprising and defensive profits. I kept meaning to back and look at enhancements, but for now the screen parameters look like the following:

• PE > 0
• Intangibles Assets Ratio <= 20
• LT Debt/equity Q1 <= 75
• Sales-Growth 5yr >= 30
• Short interest % of float M1 <= 15
• Defensive Profit (30 seconds) > 0
• Enterprising Profit (30 sec.) >= 18
• Market Cap Q1 >= 100
• Price/Sales <= 2

I have no idea why I restricted Price/Sales, I think it must have been to cut down on the number of companies (83 pass without it). I should probably throw that out, but with it here are the passing companies:

AGP COCO MT PKZ
AH CTGI MTXX PPC
ARO EASI MVK PRVD
CEDC EGY NMHC TMG
CMN FTO NOBL UNTD
CNC MDF ODSY VLO

I don't know if including any of the 5-minute parameters in your screen would make sense or not (only PKZ overlaps and CECO without the P/S restriction). I have seen a few companies that miss one or two of the basic tests but still show good enterprising and defensive results. Keep posting the results, I am eager to see how well screening techniques work.

-Daniel
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