ACCDIS [Accumulation/Distribution IBD]
1) Select stocks with Value Line Timeliness = 1.
2) Sort descending (A at the top, E at the bottom) by IBD'saccumulation/distributing rating;
3) Secondarily sort descending (highest at the top) by IBD's Relative Strength rank;
4) To break ties, perform a tertiary sort descending (highest at the top) by IBD's EPS [Earnings per Share] rank.
5) Buy the top 5 in equal dollar amounts;
AD [Accumulation/Distribution IBD]
1) Select stocks with Value Line Timeliness = 1.
2) Select stocks with Accumulation/Distribution rank [AD] = A or B (from Investor's Business Daily [IBD]) and Relative Strength (from IBD) > 92;
3) Omit stocks that have no Projected EPS Growth from ValueLine;
4) Sort descending (highest at the top) by AD rank and secondarily sort descending (highest at the top) by Projected EPS Growth with a tertiary sort descending (highest at the top) by IBD's Relative Strength rank.
5) Buy the top 2, 4, 5, or 10 in equal dollar amounts;
BETA
1) Select stocks with Timeliness = 1 from the Value Line database;
2) Sort descending (highest at the top) by beta;
3) Buy the top 5 or 10 stocks;
BLITZ
1) Sort the ValueLine database descending (highest at the top) by Market Capitalization;
2) Select the top 100 stocks;
3) From those, select the ones with Timeliness < 3;
4) Sort them descending (highest at the top) by 26-Week Total Return;
5) Select the top 5 or 10 stocks and buy equal dollar amounts;
CATCHRS
1) Select stocks with Value Line Timeliness Rank = 1;
2) Select those with "% Retained to Common Equity" [plowback ratio] > 10 and "Projected EPS Growth" > 15 and "5 Year Total Return" > 20.
3) Sort descending (biggest at the top) by RS [relative strength rank] from Investor's Business Daily [IBD] and secondarily sort descending (biggest at the top) by IBD's EPS rank;
4) Buy equal dollar amounts of the top 5 or 10 stocks;
EG [Earnings Growth]
1) Select companies with Timeliness = 1 or 2 from the Value Line database;
2) Sort descending (highest at the top) by 26 Week Total Return;
3) Select top 25 stocks;
4) Sort descending (highest at the top) by Projected EPS Growth;
5) Buy the top 5 stocks in equal dollar amounts;
EGRSW [Earnings Growth using RSW]
1) Select companies with Timeliness = 1 or 2 from the Value Line database;
2) Sort descending (highest at the top) on a variable called RSW [relative strength, workshop] created by this formula: 0.4*13 Week Total Return + 0.3*26 Week Total Return + 0.3*1 Year Total Return;
3) Select the top 25 stocks;
4) Sort descending (highest at the top) by Projected EPS Growth;
5) Buy the top 5 stocks in equal dollar amounts;
FORM90 [Formula 90]
1) Select stocks with Value Line Timeliness Rank = 1;
2) Select those with Earnings per Share [EPS] rank (from Investor's Business Daily [IBD]) > 89;
3) Sort descending (biggest at the top) by IBD RS;
3) To break ties, secondarily sort descending (biggest at the top) by IBD's EPS rank;
4) To break any remaining ties, I do a tertiary sort on "projected EPS growth," though this is not part of the official screen.
5) Buy equal dollar amounts of the top 5 or 10 stocks;
IFG [Investing for Growth Classic]
1) From the ValueLine High Growth Stocks database, select stocks with Timeliness Rank = 1; Note: This list appears on page 39 of Value Line's Summary and Index section, available in the paper version or downloadable from Value Line as a PDF file.
2) Sort ascending (lowest at the top) by "Industry Rank" and secondarily sort descending (highest at the top) by "Proj EPS Growth Rate";
3) To break ties, do a third sort by "10-Year Total Return" (descending, highest at the top); this third sort is needed rarely, if ever.
4) Buy equal dollar amounts of the top 5 or 10 stocks;
IFGRS [Investing for Growth Relative Strength]
1) From the ValueLine High Growth database, select stocks with Timeliness Rank = 1;
2) Sort descending (highest at the top) by "26-week Total Return";
3) To break ties, secondarily sort descending (highest at the top) by "Est. % EPS Chg. FY";
4) To break ties, do a tertiary sort by "EPS Trail 12 Mo" (descending, highest at the top).
4) Buy equal dollar amounts of the top 5 or 10 stocks;
KEYSTONE
1) Select stocks with Value Line Timeliness Rank = 1 or 2 and Domicile = US;
2) Sort descending (highest at the top) by Market Capitalization;
3) Select the top 30 stocks;
4) Sort those 30 descending (highest at the top) by 26-Week Total Return;
5) Select the top 5 or 10 stocks and buy equal dollar amounts;
KEY100
1) Select stocks with Value Line Timeliness Rank < 3;
2) Sort descending (highest at the top) by Market Capitalization;
3) Select the top 100 stocks;
4) Sort those 100 descending (highest at the top) by 26-Week Total Return;
5) Select the top 5 stocks and buy equal dollar amounts;
KEYRSW [Keystone using RSW]
1) Select stocks with Value Line Timeliness Rank = 1 or 2 and Domicile = US;
2) Sort descending (highest at the top) by Market Capitalization;
3) Select the top 30 stocks;
4) Sort those 30 descending (highest at the top) on a variable called RSW [relative strength, workshop] created by this formula: 0.4*13 Week Total Return + 0.3*26 Week Total Return + 0.3*1 Year Total Return;
5) Select the top 5 or 10 stocks and buy equal dollar amounts;
KEYEPS [Keystone with EPS]
1) Select stocks with Value Line Timeliness Rank = 1 or 2 and Domicile = US;
2) Sort descending (highest at the top) by Market Capitalization;
3) Select the top 30 stocks;
4) Sort those 30 descending (highest at the top) by 26-Week Total Return;
5) Select the top 10 stocks and assign a ranking, 1-10, to each;
6) Sort these 10 again by "12-Month % EPS Chg Latest Q" and assign a ranking, 1-10, to each;
7) Add the two rankings together and sort ascending (lowest at the top) on the combined rank; to break ties, secondarily sort on 26-Week Total Return rank.
Select the top 5 or 10 stocks and buy equal dollar amounts (Note that the top 10 are identical to the top 10 of Keystone).
LOWPSR [Classic Low Price-to-Sales Ratio]
1) Select companies with Timeliness = 1 from the Value Line database;
2) Select those with price to sales ratio [PSR] < 1.5;
3) Select those with "EPS Growth 1 Yr" > 0;
4) Sort descending (highest at the top) by 26 Week Total Return;
5) Buy the top 5 or 10 stocks in equal dollar amounts;
LOWPSRJL [LPS1&2 (Low Price to Sales 1&2)]
1) Select companies with Timeliness = 1 or 2 from the Value Line database;
2) Select those with price to sales ratio [PSR] < 1.5;
3) Select those with "EPS Growth 1 Yr" > 0;
4) Sort descending (highest at the top) by 26 Week Total Return;
5) Discard the top-ranked stock.
6) Buy the top 5 stocks in equal dollar amounts;
LPSJLRSW [Low Price to Sales 1&2 with RSW]
1) Select companies with Timeliness = 1 or 2 from the Value Line database;
2) Select those with price to sales ratio [PSR] < 1.5;
3) Select those with "EPS Growth 1 Yr" > 0;
4) Sort descending (highest at the top) on a variable called RSW [relative strength, workshop] created by this formula: 0.4*13 Week Total Return + 0.3*26 Week Total Return + 0.3*1 Year Total Return;
5) Discard the top-ranked stock.
6) Buy the top 5 stocks in equal dollar amounts;
PEG26 (formerly known as PEG5)
1) Select stocks with Timeliness of 1 or 2 from the Value Line database;
2) Select stocks with "current P/E ratio" [PE] > 0;
3) Sort (descending, highest at the top) by 26 Week Total Return);
4) Select the top 25 stocks;
5) Sort those 25 (descending, highest at the top) by Projected EPS Growth and secondarily sort them ascending (lowest at the top) by a user defined variable (called PEG) created by dividing "current P/E ratio" by "Projected EPS Growth Rate";
6) Select the top 10 stocks and sort them (ascending, lowest at the top) by PEG.
7) Buy the top 4 or 5 stocks;
PEG13
1) Select stocks with Timeliness of 1 or 2 from the Value Line database;
2) Select stocks with "current P/E ratio" [PE] > 0;
3) Sort (descending, highest at the top) by 13 Week Total Return);
4) Select the top 25 stocks;
5) Sort those 25 (descending, highest at the top) by Projected EPS Growth and secondarily sort them ascending (lowest at the top) by a user defined variable (called PEG) created by dividing "current P/E ratio" by "Projected EPS Growth Rate";
6) Select the top 10 stocks and sort them (ascending, lowest at the top) by PEG.
7) Buy the top 4 or 5 stocks;
PEGRSW
1) Select stocks with Timeliness of 1 or 2 from the Value Line database;
2) Select stocks with "current P/E ratio" [PE] > 0;
3) Sort (descending, highest at the top) by RSW, a variable created by this formula: 0.4*13 Week Total Return + 0.3*26 Week Total Return + 0.3*1 Year Total Return;
4) Select the top 25 stocks;
5) Sort those 25 (descending, highest at the top) by Projected EPS Growth and secondarily sort them ascending (lowest at the top) on a user defined variable (called PEG) created by dividing "current P/E ratio" by "Projected EPS Growth Rate";
6) Pick the top 10 stocks and sort them ascending (lowest at the top) by PEG.
7) Buy the top 4 or 5 stocks;
PEG Overlap
1) Make 2 lists by selecting stocks according to the PEG13 and PEGRSW screens;
2) Assign rank order scores to stocks on each list (1 at the top, 10 at bottom);
3) Select stocks that appear on both lists;
4) For each selected stock, find the larger (further down the list) of the two original rank order scores and find the smaller of the two;
5) Sort (ascending) on the max rank score, with a secondary sort (ascending) on the min rank score; break ties with a third sort (ascending) on PEGRSW rank;
6) Buy as many as you like;
Note: If there are not enough overlapping stock selections, you can pad the screen by selecting the highest ranking stocks that you have not already selected from one or both screens.
PLOW26WK
1) Select stocks with "% retained to common equity" (plowback ratio) >= 25%;
2) Sort descending (highest at the top) by Market Capitalization;
3) Select the top 20 stocks;
4) Sort those 20 descending (highest at the top) on 26 Week Total Return.
5) Select the top 5 or 10 stocks and buy equal dollar amounts;
PLOWBKLD
1) Select stocks with "% retained to common equity" (plowback ratio) >= 25% and "Debt as a % of Capital Latest Q" <= 40;
2) Sort descending (highest at the top) by 26 Week Total Return;
3) Select the top 5 stocks or 10 and buy equal dollar amounts;
PLOWRSW
1) Select stocks with "% retained to common equity" (plowback ratio) >= 25%;
2) Sort descending (highest at the top) by Market Capitalization;
3) Select the top 20 stocks;
4) Sort those 20 descending (highest at the top) on a new variable called RSW [relative strength, workshop] created by this formula: 0.4*13 Week Total Return + 0.3*26 Week Total Return + 0.3*1 Year Total Return;
5) Select the top 5 or 10 stocks and buy equal dollar amounts;
ROIC [Return on Capital]
1) Select stocks with "% Earned Total Capital" (ROIC) >= 25%;
2) Sort descending (highest at the top) by Market Capitalization;
3) Select the top 20 stocks;
4) Sort those 20 descending (highest at the top) on a new variable called RSW [relative strength, workshop] created by this formula: 0.4*13 Week Total Return + 0.3*26 Week Total Return + 0.3*1 Year Total Return;
5) Select the top 5 or 10 stocks and buy equal dollar amounts;
RS13WK [Relative Strength 13-Week]
1) Select stocks with Timeliness = 1 from the Value Line database;
2) Sort descending (highest at the top) by 13-Week Total Return;
3) Buy the top 5 or 10 stocks;
RS26WK [Classic Relative Strength 26-Week]
1) Select stocks with Timeliness = 1 from the Value Line database;
2) Sort descending (highest at the top) by 26-Week Total Return;
3) Buy the top 5 or 10 stocks;
RS52WK [Relative Strength 52-Week]
1) Select stocks with Timeliness = 1 from the Value Line database;
2) Sort descending (highest at the top) by 1-Year Total Return;
3) Buy the top 5 or 10 stocks;
RSIBD [Relative Strength IBD]
1) Select stocks with Value Line Timeliness = 1.
2) Sort descending (highest at the top) by Relative Strength rank from Investor's Business Daily [IBD];
3) Secondarily, sort descending (highest at the top) by IBD's EPS [Earnings per Share] rank.
4) Buy the top 5 or 10 in equal dollar amounts;
RSW [Relative Strength, Workshop]
1) Select stocks with Timeliness = 1 from the Value Line database;
2) Sort descending (highest at the top) on a new variable called RSW [relative strength, workshop] created by this formula: 0.4*13 Week Total Return + 0.3*26 Week Total Return + 0.3*1 Year Total Return;
3) Buy the top 5 or 10 stocks;
RS Overlap
1) Select stocks with Value Line Timeliness Rank = 1;
2) Make 2 lists: one sorted (descending) by Total Return 13 Week and another sorted (descending) by Total Return 26 Week;
3) Select the top 25 from each list;
4) Assign rank order scores to stocks on each list (1 at the top, 25 at bottom;
5) Select stocks that appear on both lists;
6) For each selected stock, find the larger (further down the list) of the two original rank order scores and find the smaller of the two scores;
7) Sort (ascending) on the max rank order score, with a secondary sort (ascending) on the min score and a third sort (ascending) on 26-week total return rank;
Buy as many as you like;
NOTE: Other variations of the overlap may cut off the two screen lists at less than 25 stocks.
SPARK5
1) Select stocks with Timeliness of 1, 2 or 3 from the Value Line database;
2) Select stocks with 26-week Total Return >= 20%;
3) %EPS 12 month change latest qtr >= 20%;
4) EPS Growth Last Qtr >= 20% ;
5) Est. % EPS change FY >= 29%.
6) Sort descending (highest at the top) by Market Capitalization.
7) Buy the top 5 stocks in equal dollar amounts;
SPARKRSW [Spark5 using RSW]
RSW [relative strength, workshop] is a variable created by this formula:
0.4*13 Week Total Return + 0.3*26 Week Total Return + 0.3*1 Year Total Return.
1) Select stocks with Timeliness of 1, 2 or 3 from the Value Line database;
2) Select stocks with RSW >= 20% ;
3) %EPS 12 month change latest qtr >= 20% ;
4) EPS Growth Last Qtr >= 20% ;
5) Est. % EPS change FY >= 29%.
6) Sort descending (highest at the top) by Market Capitalization.
7) Buy the top 5 stocks in equal dollar amounts;
UG [Unemotional Growth]
1) Select stocks with Value Line Timeliness = 1.
2) Sort descending (highest) at the top) by EPS rank from Investor's Business Daily [IBD];
3) Secondarily, sort by Relative Strength rank [RS] from IBD;
4) Buy the top 5 or 10 in equal dollar amounts;
UNIQUE3
1) On the first of each month, run all official Workshop screens and retain the # of stocks in parentheses [currently
rsibd(10); rs26wk(10); spark(10); peg(10); beta(10); lowpsr(10); ifg(10); form90(10); ug(10); and keystone(30)];
2) If a stock appears in both rs26wk and rsibd, count that as only one appearance;
3) Pick stocks that are selected by 3 or more unique screens;
4) Buy all in equal dollar amounts;
