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Author: lohill 🐝 BRONZE
SHREWD
  😊 😞

Number: of 3957 
Subject: SI Pro Rankings 2024-10-11
Date: 10/12/2024 8:58 AM
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No. of Recommendations: 18
The guide to the screen definitions is here: http://www.datahelper.com/mi/search.phtml?nofool=y...
Screen definitions can be found here: http://www.datahelper.com/mi/search.phtml?nofool=y...

Screen	1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18	19	20	21	22	23	24	25	
3pt_Relative_Value APOG CBL MOMO PPC TK FLR AIZ TRDA WIT UAL SNFC.A THC NTRS TRN MCY UFPI CGAU CMPO LAD BKH MITT SNEX ESOA MBC ACEL
78RPM INSG WLFC RAIL GDS VHI POWL COHR RNA RSI MCB RMAX BSRR COKE OMCL WAL TPB THC NBN EE JEF PIPR SMBK STRL UVSP BFH
Advanced SUPV RYAM EFXT TPC CGAU TK YPF WTTR CRGY EE ARIS TAC NMM HCI MFC KT SYF JXN GM ENSG FNF PAGP FG UAL LBTY.A
ARS QFIN AROC CM PNC CMRE CADE WMB T FULT RY RF MBWM PBA CTBI ZION ETR VZ GSL LNC COLB SO AEP NI ABBV CUBE
BI CCL CBL IBEX HSTM DOCU PPC PRGS CALM SSNC WYNN ALSN
Blue_Skies INSG NISN RAIL HBB MCB WLDN IBEX AGX TPB CLPR ESOA DSP VIRC
Bob ZTO BBSI PFGC IMXI
CANSLIM-26 USLM HWKN IDCC MELI GRBK FTNT DSGX
Dipstick AESI HLX
FCF-26 AAGIY JD BABA NVDA ORCL MELI KKR IBKR AVGO TSM WMT TMUS SYF MFC T AAPL IBM ACGL PNGAY AXP PDD PYPL PGR FNF NVS
Fried_500 CAH MCK BG CNC HUM ADM GM VLO PSX MPC CI JBL BWA NRG MOS MGM CHTR MET UHS DVA NUE STLD AIG TXT FOX
Gentle_Screamers TCOM ATAT QFIN CALM AGX RAIL ELMD GNRC DOCU NECB AYI APOG CLMB ALSN WLDN CCL PPC HCI GATO HBB DRS YPF NEXN PPIH BSVN
GS_Mungo NMRK ICUI VIRT BKU BSVN PPIH NEXN YPF DRS HBB GATO HCI PPC CCL WLDN ALSN CLMB APOG AYI NECB DOCU GNRC ELMD RAIL AGX
GS_Mungo_Voom NMRK ICUI VIRT BKU BSVN PPIH NEXN YPF DRS HBB GATO PPC CCL ALSN HCI WLDN CLMB AYI GNRC ELMD AGX APOG NECB RAIL QFIN
GS_PCF HCI HBB RAIL PPC WLDN BKU AYI ELMD PPIH ALSN ICUI APOG AGX DRS NMRK QFIN CLMB GNRC
GSX JD CCL ZTO IBEX CALM DOCU PPC PRGS WYNN ALSN SSNC CBL TTE HSTM
GSX2 TAC JD ESOA ZTO LOCO DOLE IBEX TILE HTHT CALM DOCU T PTGX LYTS ECO TPB WYNN REYN ALSN FLEX SLGN GEN EAT ZM GTES
High_Relative_Value HCI APOG CBL RNR ZTO MOMO PPIH PPC PRGS TK ALSN SSNC BRX WIT SNA SNFC.A THC G HPQ BELF.B INGR NTRS TMO MCY UFPI
HighOnVolume LEE JD ALHC RAIL AIRG BKTI QFIN RDW PSIX GDS GGAL INSG RYAM BVS CMPO YOU
Incoming_Cash SMFG NWG SAN ING BLX GS WF EE SYF JEF BK LC FG UAL MS BCYC CADE TRMK PBI FCBC HCI CGAU PRU NTRS NECB
Low_Mult PPIH MOMO CMPO SNFC.A TK ESOA STRT HBB APOG TRN PPC UAL WKC PGC MCY THC SNEX AIZ MBC LAD DXPE
LowPS+ QFIN VHI MYTE CLS IESC WLFC COHR POWL EVGO CEG WGS ETON RKLB CRDO DOGZ MSTR CRMD
LowPSvol ENSG PNTG GXO INVX BABA HCI APOG JD YMM IDT CBL TCOM CALM WLDN UNF BDN AYI CTLP AS RNR RAIL DSGR PNRG ATAT ZTO
Melange CMPO LNTH CHCI NECB QFIN IESC JD BEKE DOCS MCB MPB NBN CASH BVFL JLL FRHC IGIC NMM GRBK RDVT ESOA COFS HALO AEHR NMIH
Microcap_Momentum BRFH DRRX LUMO IBIO ACST NEUE ENLV LIQT FEMY EMKR CLNN GRRR VNCE FARM TNON AFMD SURG NINE ANTX GORV PPBT ZVSA NRXP
Money_Flow RAIL JD ELMD PSIX QFIN VIRT AGX SILA EE ACIW KNTK AXP TCBX PGR JHG JXN WAB TSEM KTB MFC HIW GDDY FLEX HTLF KKR
Net-Nets_Grahamified FBRX ONCT HYZN RAPT ANTX GRAL SAGE RLYB AQB PULM LSTA NXTC DOMH AVIR IKNA NURO AEI VYNE CTHR CEAD SEER AVTE HLVX PMVP AMWL
OptiMan PFG SPG FTS DDS PEP FRME ADT PCAR FCPT NOG VAC AUB ASB GIS SFNC AVA CMA FMC PAGP APLE LXP C OKE MTN NWE
P/SLove_You SMFG GGAL WKC EDN JD DOLE PKOH KR STRT QFIN KARO TPC GM SBGI UAL LE ESOA VHI FLR TDS CAKE PRIM R MLR FNKO
PIH_Naked SRRK AAGIY EWTX CAPR POWL VST COHR WGS CEG CNX BILI HTHIY MSTR AAOI VRT TCOM CALM AGX FUTU QFIN PI AVAV CIEN EE STRL
POG TSCDY CMPO CRS ZIM COHR AGX SE EAT QFIN LTH YOU JD VFC MPTI CHWY IDCC ATGE VIRT TPB THC ATAT EE ONON BHE FOUR
POI WHGLY WLFC RAIL NISN UNFI ZIM TPC QFIN SATS TSAT CCSI TAC USM RMAX VIRT JXN EE CASH BRDG BFH UAL TDS CCB ENVA EVRI
Quality_Earnings CMPO GL QFIN JD VIRT JXN PJT ATAT BABA BFH CCB BKU ENVA QCRH COFS CNO IBKR NMIH SKYW HBB SNEX SYF MFC ERJ AXS
Rabbitt CTLP VHI PAHC CNK CORT KTOS DOCU MOFG APOG DCOM AGI COLB KGC T SMBK RF GIII CBNK PPC SILV MBC WMB ACT FTNT PRGS
ROE_Cash_boris GOOG GOOGL NVDA META TSLA ABNB PCAR MOH ANET CPRT UTHR AMAT FTNT GRMN FLR ADBE NVR EOG SNPS EW MPWR DECK PANW SNA CELH
ROE_Cash_elann GOOG GOOGL PDD TSM NVDA META TSLA NTES ABNB PCAR MOH ANET WDAY CPRT STM TS UTHR AMAT FTNT GMAB GRMN INFY RYAA.Y CPNG CHKP
RS-100 BDN EFXT TK CGAU RAIL TAC SWIM GATO HBI RSI MD WTTR SRAD LE FNKO BV CMPO DEI SEI INSG PSIX MEC EE TGNA VFC
S&P_Peg MTCH FMC
Shrinkage HRB QABSY BOWL LNG PANDY CORZ WU EQH LMT VVV FOVSY NRG APP GFF OMAB CAT TNET EXPE JBL REVG PAC JNJ EBAY COLL CLCGY
Silver_Parachute ZIM BDN MITT FINV SHIP DRD ABR GNL BWLP ARLP NREF MFA TRTX BAP JFIN CATO ECO EFC AGNC CION CCAP ARR NLY TWO TXO
Small_Value AFYA EE KNOP PDS MEC DXPE WTTR INSG TCMD SEI AVO PRLB UIS PBI LOCO BLBD HCSG SPH AMRK ACEL LWAY MAMA TRNS IDR CTO
Steady_Growth NMIH
Tech_Growers APLD ZETA APP IREN IDCC IOT KVYO MNDY S ZS CRWD APPF MARA GTLB CLSK
Turnarounds ALGT RAIL SBGI SMG AA UCTT RELL LYFT PRA TPC HLX VSTO WWW FNKO AAL HUN IVZ MT BECN DAN ATNI DSGR BHF MG SGH
Up_5% UAL PAM PPC ESEA SLM
Up5X3 ESEA PPC UAL SLM PAM NL
Value_at_the_Top DBD JXN KT SPY RNR AER IYY ARLP BLX SAN TGNA BTU UAL DAL GLRE SLM TAC NRP SYF NECB IGIC QFIN ACGL IVV CEIX
VG-Horse CHCI PPIH INSG CLMB NUTX RAIL RDVT SNCR HBB WLDN IBEX MEC LOCO ESOA SHIP VIRC CNXN DAVE SCVL ITRN TASK APEI
VG-Zebra PPIH CLMB RAIL WLDN HBB ESOA INSG
WK_Voom INSG SWIM PDM PETQ WLFC STRT PPC G SMG NL COKE BL MTRX
Z26saTA USAP GRBK IESC MUX
Zweig-26 IBKR
Current_Ratio_s ATRA ROHCY PLL NRC NPWR PRTG SOBR FIVN CNXC TDOC LZM CYRX DAVA SPT DNA ZI AMWL EVTL INTT CMTG WHLR GWH CHCT VYX INMD
Dilution_s BNED VERB YYAI ALGS RSLS CRVO IMNM BCAN AVTX PROP NPWR CYBN RDHL NXT SYRE EGIEY APGE DNTH NMRA CART PRAX UCAR AIOT GBTG NCMI
HIAR_s RVNC FTEL SOWG SRTS KRUS RCEL GMED FIX IOVA TGTX SKY ATRA SMCI ODD LAD MIRM NVDA DCTH ROIV AVDL CLSK IOT MP HSHP SRPT
Negative_FCF_s
The_Mirror_s EOLS HUMA MAS CVNA SMTC RBLX GDDY SDA MTD SOC APPN CAPL CHH OGN CADL APLT GRPN LYV ANVS MTCH EVOK CAPR DBD CRIS VEON
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Author: DragonTales   😊 😞
Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/12/2024 10:12 AM
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Thanks lohill!

I think there still might be something amiss with Tech_Growers. I've been using it for several years, and I don't recall ever seeing it have less than the 25 tickers. There are 15 in this posting.

Tails
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Author: lohill 🐝 BRONZE
SHREWD
  😊 😞

Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/12/2024 5:08 PM
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DragonTales,

Can you give me the tickers for a couple of ones you think should be there?

Larry
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Author: DragonTales   😊 😞
Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/12/2024 11:51 PM
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Can you give me the tickers for a couple of ones you think should be there?

DUOL (17+ weeks)
GRND (16+ weeks)
QNST (6+ weeks)
MELI (lots of weeks on list)

Tails
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Author: wan123   😊 😞
Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/13/2024 9:07 AM
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Tech_Growers
Could someone print the definition?
I went to definitions and could not get down to this one.
Thanks in advance.
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Author: lohill 🐝 BRONZE
SHREWD
  😊 😞

Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/13/2024 9:32 AM
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No. of Recommendations: 3
Tails,
DUOL (17+ weeks)
GRND (16+ weeks)
QNST (6+ weeks)
MELI (lots of weeks on list)


My radiscript now contains:Keep :OR([Industry]="IT Services",[Industry]="Software",[Industry]="Interactive Media & Services")

Now the run shows GRND and QNST as picks. It does not show DUOL and MELI.
The SI Pro database shows DUOL as "253020 - Diversified Consumer Services" and MELI as "255030 - Broadline Retail". To get them in my picks I would have to include those industries in my Radiscript.

Here are the picks I now get:
Screen	1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18
Tech_Growers APLD ZETA APP IREN IDCC IOT KVYO MNDY GRND S QNST ZS CRWD APPF MARA GTLB MAX CLSK

Larry


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Author: lohill 🐝 BRONZE
SHREWD
  😊 😞

Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/13/2024 9:34 AM
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No. of Recommendations: 6
Define {Tech_Growers}
Uses [Price] [Market Cap Q1] [Price Change 26 week] [Sales-Growth from Q5 to Q1] [Industry]
Deblank [Price] [Market Cap Q1] [Price Change 26 week] [Sales-Growth from Q5 to Q1] [Industry]
Keep :[Price]>5
Keep :[Market Cap Q1]>1000
Keep :[Sales-Growth from Q5 to Q1] > 30
--Keep :OR([Industry]="57201010 - IT Services & Consulting",[Industry]="57201020 - Software",[Industry]="57201030 - Online Services")
Keep :OR([Industry]="IT Services",[Industry]="Software",[Industry]="Interactive Media & Services")
Sort Descending [Price Change 26 week]
Top :25
End
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Author: RAMc   😊 😞
Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/13/2024 9:42 AM
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No. of Recommendations: 8
I’ve never invested in TechGrowers and don’t follow it but this is GTR1’s interpretation of the version I copied sometime in the past.

Define {TechGrowers}
Create [MktCap]: [1e-06*[[Actual closing Price; share_lag=1 days; quote_lag=1 days]*[Com Shs Outstanding (Adj Company Total); lag=1 days]]]
Create [SoftwareIT]: [[[SI Industry; lag=1 days] == 1018,1036 ? 1 : 0] 19970902 to 20181026; [[SI TRBC 7 Digits; lag=1 days] == 5720101,5720102,5720103 ? 1 : 0] 20181029 to 20241008]
step0: [Security Type; lag=1 days] != 14,15,44,45,73,74,75
step1: [Mkt Days Since Security Opened; lag=1 days] > 30
step2: [MktCap] > 1000
step3: [SI (d) Sales - %% Growth Rate Q5 to Q1; lag=1 days] > 30
step4: [SoftwareIT] > 0
step5: [Total Return % over 126 days; lag=1 days] Top 10; Cash When Fewer
Holding period = 21 mkt days
Equally weight new positions, fully rebalancing all liquid positions to equal weight every 1 holding periods
All trades at market close.

Great returns in most up markets but look at a the big drawdons:
CAGR ’97 till present 11.6%, MaxDrawDown -91%, Ulcer Index 57!

Year   CAGR
19971231 18.4
19981231 47.8
19991231 254.7
20001229 -47.5
20011231 -46.7
20021231 -37.7
20031231 62.2
20041231 26.1
20051230 -3.2
20061229 9.1
20071231 18.7
20081231 -42.6
20091231 32.0
20101231 29.2
20111230 -14.0
20121231 6.4
20131231 57.0
20141231 -10.9
20151231 4.8
20161230 -4.4
20171229 50.6
20181231 48.9
20191231 49.6
20201231 165.6
20211231 14.2
20221230 -58.9
20231229 37.3
20241008 2.3

For those with confidence in market timing.
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Author: DragonTales   😊 😞
Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/13/2024 12:56 PM
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No. of Recommendations: 1
The SI Pro database shows DUOL as "253020 - Diversified Consumer Services" and MELI as "255030 - Broadline Retail". To get them in my picks I would have to include those industries in my Radiscript.

It also previously had numerous weeks of:

YMM TOST GCT VTEX

Tails
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Author: lohill 🐝 BRONZE
SHREWD
  😊 😞

Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/15/2024 6:14 PM
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No. of Recommendations: 2
Tails,

Here is what the database says for Industry:

YMM	203040 - Ground Transportation	
TOST 402010 - Financial Services
GCT 255010 - Distributors
VTEX 502030 - Interactive Media & Services

It appears that the only not that should have been there is VTEX. That is kind of scary.

Larry
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Author: DragonTales   😊 😞
Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/15/2024 8:10 PM
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No. of Recommendations: 5
I grabbed some Yahoo company profile snippets for these four. Spoiler alert, it looks like they are all software tech companies.

YMM 203040 - Ground Transportation

The Full Truck Alliance (YMM) is a leading digital freight platform in China, connecting shippers with truckers to facilitate shipments across distance ranges, cargo weights and types. (So it's a tech software company)

TOST 402010 - Financial Services

Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale system built on the Android operating system. (side note: I just had a meal in Denver, and the server was using a Toast hand-held device - did ordering, billing, and credit card services all on the little device he carried around. My son said his establishment in Flagstaff AZ uses Toast systems as well.) So I'd argue it's a tech company.

GCT 255010 - Distributors

GigaCloud Technology Inc. provides end-to-end B2B e-commerce solutions for large parcel merchandise in the United States and internationally. The company offers GigaCloud Marketplace integrates product discovery to payments to logistics tools into one easy-to-use platform. Its marketplace connects manufacturers primarily in Asia with resellers in the United States, Asia, and Europe to execute cross-border transactions across furniture, home appliance, fitness equipment, and other large parcel categories. (So another tech software company.)

VTEX 502030 - Interactive Media & Services

VTEX provides software-as-a-service digital commerce platform for enterprise brands and retailers. Its platform enables customers to execute their commerce strategy, including building online stores, integrating, and managing orders across channels, and creating marketplaces to sell products from third-party vendors. (Sounds very much like GCT - tech software company.)

Those all seem like reasonable companies to show up on a screen that looks for 30%+ revenue growers in the IT & Tech Services umbrella. I wonder what changed in the screening processes that made them no longer show up? (These last 4 were previous screen picks - maybe their latest earnings reports didn't make the 30% revenue increase threshold....)

But I'd argue they are legitimate companies for this kind of screen. I wonder how we could capture these kind of companies moving forward?

Tails

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Author: mapg   😊 😞
Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/16/2024 10:58 AM
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No. of Recommendations: 2
I grabbed some Yahoo company profile snippets for these four. Spoiler alert, it looks like they are all software tech companies.

Probably not much help. Fidelity's profile looks the same (not that I don't trust Yahoo).

VTEX                                                                  
Company profile
Sector Communication Services Market cap. Micro Cap ($1.29B)

Industry Interactive Media & Services Shares outstanding 184,971,270

Company Location London Index --

Primary exchange NYSE

Instrument type Common Stock

CUSIP G9470A102


GCT 
Company profile Market cap. Micro Cap ($967.48M)
Sector Consumer Discretionary
Shares outstanding 41,362,894
Industry Distributors
Index --
Company Location El Monte, CA
Primary exchange NASDAQ-NMS

Instrument type Common Stock

CUSIP G38644103


TOST 
Company profile
Sector Financials Market cap. Medium Cap ($16.15B)

Industry Financial Services Shares outstanding 562,000,000

Company Location Boston, MA Index --

Primary exchange NYSE

Instrument type Common Stock

CUSIP 888787108


YMM 
Company profile
Sector Industrials Market cap. Medium Cap ($9.23B)

Industry Ground Transportation Shares outstanding 1,045,750,239

Company Location Guiyang Index --

Primary exchange NYSE

Instrument type American Depository Receipts (ADR)

CUSIP 35969L108


GD_
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Author: lohill 🐝 BRONZE
SHREWD
  😊 😞

Number: of 3957 
Subject: Re: SI Pro Rankings 2024-10-11
Date: 10/16/2024 1:38 PM
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No. of Recommendations: 3
Tails,

This is the Radiscript that is used to pick the Tech_Growers.

Define {Tech_Growers}
Uses [Price] [Market Cap Q1] [Price Change 26 week] [Sales-Growth from Q5 to Q1] [Industry]
Deblank [Price] [Market Cap Q1] [Price Change 26 week] [Sales-Growth from Q5 to Q1] [Industry]
Keep :[Price]>5
Keep :[Market Cap Q1]>1000
Keep :[Sales-Growth from Q5 to Q1] > 30
--Keep :OR([Industry]="57201010 - IT Services & Consulting",[Industry]="57201020 - Software",[Industry]="57201030 - Online Services")
Keep :OR([Industry]="451020 - IT Services",[Industry]="451030 - Software",[Industry]="502030 - Interactive Media & Services")
Sort Descending [Price Change 26 week]
Top :25
End

That last Keep statement is the one that that eliminates the stocks that no longer qualify. The statement right above it (commented out) is the one that was used before SI Pro switched their sector/industry definitions. In either case VTEX looks like the only one qualified to pass. Adding "Ground Transportation, "Financial Services", and "Distributors" could be added but I'm sure many undesirable stocks would then also get by.

Larry
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