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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: lohill 🐝🐝  😊 😞
Number: of 6132 
Subject: Re: SI Pro Rankings 2024-10-04
Date: 10/05/24 6:58 PM
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No. of Recommendations: 6
DragonTails.

How do these picks look?
Tech_Growers	ZETA	APLD	SITM	APP	IREN	CRDO	IDCC	KVYO	NVDA	IOT	AVGO	TSM	MNDY	ARM	S	CAMT	APPF	ZS	CRWD	GTLB	QRVO	MARA	MU	SIMO	ACMR					


Here is the Radiscript I used:
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]="453010 - Semiconductors & Semiconductor Equipment")
Sort Descending [SI Price Change 26 week]
Top :25
End

The commented line (two dashes) is replaced by the following line.

Here are the choices I had to choose from:

451020 - IT Services	45 - Information Technology
451030 - Software 45 - Information Technology
452010 - Communications Equipment 45 - Information Technology
452020 - Technology Hardware Storage & Peripherals 45 - Information Technology
452030 - Electronic Equipment Instruments & Components 45 - Information Technology
453010 - Semiconductors & Semiconductor Equipment 45 - Information Technology

Another option may be the whole sector.

Larry

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This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
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