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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: Bernie Goldberg who wrote (8506)	9/12/1999 11:25:00 AM
From: JZGalt	Respond to of 18928

Bernie, Here is a list of O'Shaugnessy's latest screen according to Microsoft Investor. Looks like he has replaced retailers with Resorts, Casinos, and Gaming Activities for his growth selections. If you would like to run the screen yourself it is located at: moneycentral.msn.com O'Shaughnessy Growth Stocks This screen looks for stocks that have high projected 1- and 5-year earnings growth rates and price-earnings multiples less than their five year projected growth rate. A strategy of buying the top 10 by six-month price appreciation and holding for one year has produced market-beating returns over the past 20 years, according to testing by quantitative analyst, money manager and author Jim O'Shaughnessy. To create a growth+value portfolio of 30 stocks, combine these with 20 stocks from the SAPI Slugs screen. Rerun the screens after one year and rebalance the portfolio. O'Shaughnessy Capital Management, which runs several mutual funds based on these and other screens, can be contacted at (800) 797-0773 and found on the Web at osfunds.com. Shanghai Petrochemical Company Limited..Synthetics Factory 2-U Stores Inc..................Apparel Stores Argosy Gaming Company...................Resorts & Casinos Audiovox Corporation....................Electronics Wholesale Isle of Capri Casinos, Inc..............Resorts & Casinos JAKKS Pacific, Inc......................Toys & Games Windmere-Durable Holdings, Inc..........Appliances Apex Inc................................Networking & Communication Devices Unilab Corporation......................Medical Laboratories & Research Hollywood Park, Inc.....................Gaming Activities SAPI Slugs This simple but effective value screen presents a pure yield play. It is similar but potentially superior to the better-known Dogs of the Dow screen in that it draws from a wider pool of large stocks and includes a secondary financial-strength overlay. The screen was developed and tested by money manager and author ("What Works on Wall Street") Jim O'Shaughnessy. The strategy calls for buying the top 20 stocks in the result set of this screen, ranked by dividend yield, holding them for a year and then re-balancing. It can be combined with O'Shaughnessy's Momentum Growth screen to create a balanced 30-stock, 1-year portfolio. O'Shaughnessy Capital Management, which runs several mutual funds based on these and other screens, can be contacted at (800) 797-0773 and found on the web at osfunds.com. UST Inc.................................Tobacco Products Philip Morris Companies Inc.............Cigarettes National Service Industries, Inc........Conglomerates Genuine Parts Company...................Auto Parts Wholesale International Flavors & Fragrances Inc..Specialty Chemicals Phelps Dodge Corporation................Copper Royal Dutch Petroleum Company...........Major Integrated Oil & Gas Louisiana-Pacific Corporation...........Lumber, Wood Production Winn-Dixie Stores, Inc..................Grocery Stores American Greetings Corporation..........Business Services Dana Corporation........................Auto Parts Westvaco Corporation....................Paper & Paper Products Ashland Inc.............................Oil & Gas Refining & Marketing BFGoodrich Company......................Synthetics Snap-on Incorporated....................Small Tools & Accessories USX-Marathon Group......................Oil & Gas Refining & Marketing Weyerhaeuser Company....................Lumber, Wood Production Bemis Company, Inc......................Packaging & Containers Deere & Company.........................Farm & Construction Machinery H&R Block, Inc..........................Personal Services From 11/2/98 to 6/30/99 the Strategic Investor (as O'Shaughnessy was known) gained 20.52% using his methodology. That sounds good but it is actually subpar when compared to the S&P 500 index. O'Shaughnessy is no longer a Strategic Lab panelist because of his performance over this time period and the previous 6 month time period. moneycentral.msn.com Personally, I listen to Eric Dubin (Techstalker) when he writes about a company. I've known Eric for a long time now and he is much more skillful than I am at selecting very high growth high return companies. Eric's return for the 11/2/98 to 6/30/99 timeframe was 77.26%. ---- Dave PS. APEX is an interesting company.