Statistical Information section

Below are TABLES WHICH COMPARE OUR LISTS and the S&P 500 benchmark, FOLLOWED (see links above) BY DOWNLOADABLE samples of OUR LISTS.

Statistical Information - - Updated for the month ended 10/31/2018 :

 
"ST Perf Indicator"  (our proprietary algorithm ) TO HELP YOU CHOOSE STOCKS THAT WILL REFLECT INITIAL PERFORMANCE, in the first 12 months, SIMILAR TO, or better than THE MAJOR MARKET INDICES (the larger the number, NOT EXCEEDING 2.75, the greater the likelihood) : Updated for the month ended 10/31/2018
Screen Name Median
 
Average
 
Std. Dev. High
 
Low
 
Companies
Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) 0.14 0.18 0.47 3.39 -0.54 89
HOLD (don't sell, but check ANNUALLY) List: Primary criteria 0.08 0.23 1.00 14.24 -1.66 466
S&P500 (per company absolute actual share price non-cap weighted) 0.04 0.07 3.54 35.88 -43.56 500
CURRENT recommended 20 Ticker/Company BUY List 0.32 0.40 0.26 0.99 0.07 20
A manner of "LOOKING BACK" (WARNING: past results are NO GUARANTEE OF FUTURE PERFORMANCE) -
% Price Appreciation from 12/31/2011 to 12/31/2017 (6 yrs.): Updated companies in the lists for the month ended 10/31/2018
Screen Name Median
%
Average
%
Std. Dev. High
%
Low
%
Companies
Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) (6 yr lookback results) 186.65 236.00 157.78 728.70 16.10 82
HOLD (don't sell, but check ANNUALLY) List: Primary criteria (6 yr lookback results) 158.20 188.34 135.40 897.40 -90.40 435
S&P500 (per company absolute actual share price non-cap weighted) (6 yr lookback results) 125.80 160.76 150.79 967.40 -55.20 473
A manner of "LOOKING BACK" (WARNING: past results are NO GUARANTEE OF FUTURE PERFORMANCE) -
% Price Appreciation from PREVIOUS 12 MONTHS to end of last month: Updated for the month ended 10/31/2018
Screen Name Median
%
Average
%
Std. Dev. High
%
Low
%
Companies
Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) (52+wks lookback results) -2.00 3.11 34.34 256.50 -40.10 89
HOLD (don't sell, but check ANNUALLY) List: Primary criteria (52+wks lookback results) 1.40 2.91 25.75 256.50 -62.80 466
S&P500 (per company absolute actual share price non-cap weighted) (52+wks lookback results) 3.35 5.63 25.16 129.30 -62.80 500
Look-back on CURRENT recommended 20 Ticker/Company BUY List (52+wks lookback results) -10.25 -5.62 12.59 17.90 -22.30

20

ACTUAL PERFORMANCE of 20 Company BUY List recommended 52+ weeks ago (If the number of "Companies" is less than 20, it is because one, or more, of the original 20 companies on the list was acquired by another company, and the related usually exceptional performance associated with such transactions is not included in the these results.) -3.50 3.65 22.24 46.60 -47.60 20
Current % Dividend Yield on Current Price: Updated for the month ended 10/31/2018
Screen Name Median
%
Average
%
Std. Dev. High
%
Low
%
Companies
Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) 2.10 2.15 1.21 6.30 0.20 89
HOLD (don't sell, but check ANNUALLY) List: Primary criteria 2.00 2.17 1.15 7.40 0.10 466
S&P500 (per company absolute actual share price non-cap weighted) 2.00 2.06 1.59 10.50 0.00 500
A manner of "LOOKING BACK" (WARNING: past results are NO GUARANTEE OF FUTURE PERFORMANCE) - Current Indicated Dividend % Yield on Price 12/31/2011 (-6 years ago): Updated for the month ended 10/31/2018
Screen Name Median
%
Average
%
Std. Dev. High
%
Low
%
Companies
Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) - CURRENT Dividend % Yield on Price 12/31/2011 (-6 years ago) 5.56 6.04 3.13 17.88 1.37 83
HOLD (don't sell, but check ANNUALLY) List: Primary criteria - CURRENT Dividend % Yield on Price 12/31/2011 (-6 years ago) 4.88 5.41 3.54 45.11 0.43 439
S&P500 (per company absolute actual share price non-cap weighted) - CURRENT Dividend % Yield on Price 12/31/2011 (-6 years ago) 4.46 4.25 3.23 24.26 0.00 476

Back to Top