Statistical Information Section
The 5 tables below compare our lists and the S & P 500 benchmark.
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| Table 1: ST PERF INDICATOR The data in this table result from our proprietary algorithm. Use this data to help you choose stocks that will reflect initial performance in the first 12 months, similar to, or better than, the major market indices. Note: The larger the number, not exceeding 2.75, the greater the likelihood of better performance. Updated for the month ended 10/31/2024 |
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| Screen Name | Median |
Average |
Std. Dev. | High |
Low |
Companies |
|
S&P500 (per company absolute actual statistic non‐cap weighted) | -0.03 | 0.15 |
2.20 | 41.10 | -6.56 | 501 |
| HOLD (don't sell, but check ANNUALLY) List: Primary criteria | 0.05 | 0.07 | 0.78 | 6.25 | -5.96 | 639 |
| Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) | 0.02 | 0.13 |
0.59 | 3.35 | -1.10 | 112 |
| CURRENT recommended 20 Ticker/Company BUY List | 0.51 | 0.73 | 0.71 | 2.56 | 0.01 | 20 |
| Table 2: LOOK BACK - Six Years - COMPANIES ON THESE LISTS as of the Current Update % Price Appreciation from 12/31/2017 to 12/31/2023. Warning: Past results are no guarantee of future performance. Updated for the month ended 10/31/2024 |
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| Screen Name | Median % |
Average % |
Std. Dev. | High % |
Low % |
Companies |
|
S&P500 (per company absolute actual share price non‐cap weighted) (6 yr lookback results) |
51.40 | 87.69 | 134.63 | 923.60 | -74.90 |
476 |
| HOLD (don't sell, but check ANNUALLY) List: Primary criteria (6 yr lookback results) | 43.40 | 74.99 | 108.20 | 923.60 | -66.30 | 577 |
| Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) (6 yr lookback results) |
67.30 | 102.80 | 127.42 | 644.20 | -59.80 |
102 |
| Table 3: LOOK BACK - Twelve Months % Price Appreciation from the previous twelve months to the end of last month. Warning: Past results are no guarantee of future performance. Updated for the month ended 10/31/2024 |
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| Screen Name | Median % |
Average % |
Std. Dev. | High % |
Low % |
Companies |
| S&P500 (per company absolute actual share price non‐cap weighted) (52+wks lookback results) |
27.75 | 31.94 | 35.22 | 281.91 | -55.12 | 500 |
| HOLD (don't sell, but check ANNUALLY) List: Primary criteria (52+wks lookback results) | 28.21 | 31.72 | 35.93 | 281.91 | -72.24 | 639 |
| Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) (52+wks lookback results) | 31.44 | 37.36 | 35.20 | 178.30 | -40.60 | 112 |
| Look-back on CURRENT recommended 20 Ticker/Company BUY List (52+wks lookback results) | 29.55 | 25.55 | 25.24 | 77.31 | -26.20 |
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. |
21.43 | 29.29 | 28.67 | 102.46 | -22.86 |
20* |
| Table 4: CURRENT % DIVIDEND YIELD on Current Price Updated for the month ended 10/31/2024 |
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| Screen Name | Median % |
Average % |
Std. Dev. | High % |
Low % |
Companies |
| S&P500 (per company absolute actual share price non‐cap weighted) | 1.60 |
1.84 | 1.61 | 10.60 | 0.00 | 503 |
| HOLD (don't sell, but check ANNUALLY) List: Primary criteria | 1.90 | 2.36 | 2.44 | 40.40 | 0.00 | 640 |
| Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) | 1.40 | 1.72 | 1.28 | 6.30 | 0.10 | 112 |
| Table 5: LOOK BACK - Six+ Years - CURRENT INDICATED DIVIDEND % YIELD on 12/31/2017 Price Warning: Past results are no guarantee of future performance. Updated for the month ended 10/31/2024 |
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| Screen Name | Median % |
Average % |
Std. Dev. | High % |
Low % |
Companies |
| S&P500 (per company absolute actual share price non‐cap weighted) ‐ CURRENT Dividend % Yield on Price 12/31/2017 (‐6 years ago) |
2.88 | 2.82 | 2.29 | 27.31 | 0.00 |
480 |
| HOLD (don't sell, but check ANNUALLY) List: Primary criteria - CURRENT Dividend % Yield on Price 12/31/2017 (-6 years ago) | 3.05 | 3.43 | 2.81 | 34.97 | 0.09 | 577 |
| Complete BUY List: Secondary criteria (earnings stability last 3 yrs.) - CURRENT Dividend % Yield on Price 12/31/2017 (-6 years ago) | 2.47 | 3.01 | 2.16 | 15.31 | 0.09 | 102 |
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