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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: lizgdal   😊 😞
Number: of 6132 
Subject: Screen Definitions Part 3
Date: 02/07/25 2:50 PM
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Author: mghens Date: 04/15/2005 07:36 PM Msg: MI-171529
Subject: Screen Definitions Part 3 Recs: 27

See the Guide to these definitions at lizgdal writes on Guide to Screen Definitions

"Value Line" and "Timeliness" are trademarks of Value Line, Inc.

backtest.org: Va6Cue_EG
Define {Value_EG}
Uses [Timeliness Rank] [Current P/E Ratio] [% EPS Chg from Last Qtr] [Proj EPS Growth Rate] [Total Return 4-Week] [Total Return 13-Week] [Total Return 26-Week]
Deblank [Timeliness Rank] [Current P/E Ratio] [% EPS Chg from Last Qtr] [Proj EPS Growth Rate]
Keep :[Timeliness Rank]<=5
Keep :AND([Current P/E Ratio]<>0,[Current P/E Ratio]<100)
Create [Formula1] :([% EPS Chg from Last Qtr]+[Proj EPS Growth Rate])/[Current P/E Ratio]
Sort Descending [Formula1]
Top :250 PlusTies
Deblank [Total Return 4-Week] [Total Return 13-Week] [Total Return 26-Week]
Keep :[Total Return 4-Week]>=0
Create [Formula2] :([Total Return 13-Week]+[Total Return 26-Week])/[Current P/E Ratio]
Sort Descending [Formula2]
; Top :5
End

http://backtest.org/SBQ7byield4QXcdyGE4XcesT15Xpdg...
Define {YIELD4}
Uses [% Current Yield] [Current EPS] [Proj Dividend Growth Rate]
Deblank [% Current Yield] [Current EPS]
Keep :[% Current Yield]>=4
Sort Descending [Current EPS]
Top :15 PlusTies
Deblank [Proj Dividend Growth Rate]
Sort Descending [Proj Dividend Growth Rate]
; Top :5
End

http://backtest.org/SBT14XQ7by6c64d6976QXcdyT100Xc...
Define {YldDiv}
Uses [Timeliness Rank] [% Current Yield] [Current Dividend]
Deblank [Timeliness Rank] [% Current Yield]
Keep :[Timeliness Rank]<=4
Sort Descending [% Current Yield]
Top :100 PlusTies
Deblank [Current Dividend]
Sort Descending [Current Dividend]
; Top :5
End

http://www.backtest.org/SBQ7byldyearQXcdyT35Xtr1yT...
Define {YLDYEAR}
Uses [% Current Yield] [Total Return 1-Year]
Deblank [% Current Yield]
Sort Descending [% Current Yield]
Top :35 PlusTies
Deblank [Total Return 1-Year]
Sort Descending [Total Return 1-Year]
; Top :5
End

; Screen-of-screens (SOS)

backtest.org: YIELDEARNYEAR
Define {YLDEARNYEAR}
Uses [% Current Yield] [Total Return 1-Year] [Current P/E Ratio]
Deblank [% Current Yield] [Current P/E Ratio]
Create [Formula1] :[% Current Yield]/[Current P/E Ratio]
Sort Descending [Formula1]
Top :35 PlusTies
Deblank [Total Return 1-Year]
Sort Descending [Total Return 1-Year]
; Top :5
End

;http://backtest.org/SSksSBT12XdomiEQusQXmcpT30Xr26...
Define {KEYEPS}
Add {KEYSTONE} :10
Add {KEYCLQ} :10
SOS
; Top :10
End

Define {SHORT_SOS}
Add {SHORT_M} :10
Add {SHORT_ALTMAN_Z} :10
Add {SHORT_DCB} :10
Add {SHORT_V} :10
SOS
; Top :5
End

http://backtest.org/SSpqpwrqbw6m10l4
Define {SOS_A}
Add {PEG13} :6 Score :10
Add {PEGRSW} :6 Score :10
Add {RS13WK} :6 Score :10
Add {PLOWRSW} :6 Score :10
SOS
; Top :4
End

http://backtest.org/SSgrqbqvqt3m10l7
Define {SOS_Ancer}
Add {GAR4} :3 Score :10
Add {EGPLOW_PE} :3 Score :10
Add {REV} :3 Score :10
Add {TREPPE} :3 Score :10
SOS
; Top :7
End

http://backtest.org/SSpqpwpsrsrqrmkbbt5m10l3
Define {SOS_B}
Add {PEG13} :5 Score :10
Add {PEGRSW} :5 Score :10
Add {PEG} :5 Score :10
Add {RS26WK} :5 Score :10
Add {RS13WK} :5 Score :10
Add {RS4WK} :5 Score :10
Add {BLITZ} :5 Score :10
Add {BETA} :5 Score :10
SOS
; Top :3
End

http://backtest.org/SSpqpwrsrqrmkbbt5m10l3
Define {SOS_BMOD}
Add {PEG13} :5 Score :10
Add {PEGRSW} :5 Score :10
Add {RS26WK} :5 Score :10
Add {RS13WK} :5 Score :10
Add {RS4WK} :5 Score :10
Add {BLITZ} :5 Score :10
Add {BETA} :5 Score :10
SOS
; Top :3
End

http://backtest.org/SSpqpwrw5m10l4
Define {SOS_C}
Add {PEG13} :5 Score :10
Add {PEGRSW} :5 Score :10
Add {RSW} :5 Score :10
SOS
; Top :4
End

http://backtest.org/SSpqpwbwbt9m10l2
Define {SOS_D}
Add {PEG13} :9 Score :10
Add {PEGRSW} :9 Score :10
Add {PLOWRSW} :9 Score :10
Add {BETA} :9 Score :10
SOS
; Top :2
End

http://backtest.org/SSpqpwrakb4m10l3
Define {SOS_E}
Add {PEG13} :4 Score :10
Add {PEGRSW} :4 Score :10
Add {RS52WK} :4 Score :10
Add {BLITZ} :4 Score :10
SOS
; Top :3
End

http://backtest.org/SSrqrapqpwbw4m10l4
Define {SOS_F}
Add {RS13WK} :4 Score :10
Add {RS52WK} :4 Score :10
Add {PEG13} :4 Score :10
Add {PEGRSW} :4 Score :10
Add {PLOWRSW} :4 Score :10
SOS
; Top :4
End

http://backtest.org/SSpqrapw4m10l3
Define {SOS_G}
Add {PEG13} :4 Score :10
Add {RS52WK} :4 Score :10
Add {PEGRSW} :4 Score :10
SOS
; Top :3
End

http://backtest.org/SSbwrsrq10m10l4
Define {SOS_Plow_RS}
Add {PLOWRSW} :10
Add {RS26WK} :10
Add {RS13WK} :10
SOS
; Top :4
End

; Overlap screens

; http://backtest.org/OVraks317l7
Define {Olap_RS52keystone}
Add {RS52WK} :7
Add {KEYSTONE} :7
Overlap
Pad :14 {RS52WK} :7 {KEYSTONE} :7
; Top :7
End

; http://backtest.org/OVrake317l7
Define {Olap_RS52keyeps}
Add {RS52WK} :7
Add {KEYEPS} :7
Overlap
Pad :14 {RS52WK} :7 {KEYEPS} :7
; Top :7
End

; http://backtest.org/OVpqpw3110l5
Define {OVER_PEG}
Add {PEG13} :10
Add {PEGRSW} :10
Overlap
Pad :20 {PEG13} :10 {PEGRSW} :10
; Top :5
End

; http://backtest.org/OVrqrs3130l5
Define {OVER_RS}
Add {RS13WK} :30
Add {RS26WK} :30
Overlap
Pad :60 {RS13WK} :30 {RS26WK} :30
; Top :5
End

; http://backtest.org/OVrmrq3130l5
Define {Overlap_4/13}
Add {RS4WK} :30
Add {RS13WK} :30
Overlap
Pad :60 {RS4WK} :30 {RS13WK} :30
; Top :5
End

; http://backtest.org/OVpopt315l10
Define {RSPEGOL}
Add {RSPEG1} :5
Add {RSPEG2} :5
Overlap
Pad :10 {RSPEG1} :5 {RSPEG2} :5
; Top:10
End

; Screen-of-SOS's

http://backtest.org/SSkcsspsrsbwcrkbkeswpwrabdrc10...
Define {SOS_Annual}
Add {KEY100} :10
Add {SPARK} :10
Add {PEG} :10
Add {RS26WK} :10
Add {PLOWRSW} :10
Add {CAPRS} :10
Add {BLITZ} :10
Add {KEYEPS} :10
Add {SPARKRSW} :10
Add {PEGRSW} :10
Add {RS52WK} :10
Add {PLOWBKLD} :10
Add {RSCAP} :10
SOS
; Top :12
End

; http://backtest.org/SSkekcssSBpetcGE25XmcpT20X4Mr1...
Define {SOS_Elan_v2000}
Add {KEYEPS} :10
Add {KEY100} :10
Add {SPARK} :10
Add {ROIC} :10
Add {LPS1+2_R26} :10
Add {LPS1+2_RSW} :10
Add {EG} :10
Add {EGRSW} :10
Add {PEG} :10
Add {PEGRSW} :10
Add {RS26WK} :10
Add {RSW} :10
Add {PLOWRSW} :10
Add {PLOWBKLD} :10
SOS
; Top :20
End

http://backtest.org/SSkekcsspqrqesewpspwrsrwbwbdra...
Define {SOS_Elan_v2001}
Add {KEYEPS} :7
Add {KEY100} :7
Add {SPARK} :7
Add {PEG13} :7
Add {RS13WK} :7
Add {EG} :7
Add {EGRSW} :7
Add {PEG} :7
Add {PEGRSW} :7
Add {RS26WK} :7
Add {RSW} :7
Add {PLOWRSW} :7
Add {PLOWBKLD} :7
Add {RS52WK} :7
SOS
; Top :20
End

; http://backtest.org/SSSBT12XtchLE2Xeg5G0Xr13T25XOe...
Define {SOS_Elan_v2002}
Add {EGPLOW_PE_E} :7
Add {TREPPE_E} :7
Add {R13_EG_E} :7
Add {PEGRSW} :7
Add {EGRSW} :7
Add {PEG} :7
Add {RSW} :7
Add {PLOWBKLD} :7
Add {RS26WK} :7
Add {KEYEPS} :7
Add {PEG13} :7
Add {EG} :7
Add {KEY100} :7
Add {RS52WK} :7
SOS
; Top :20
End

http://backtest.org/SSrakepqpw4m10l10
Define {SOS_GJ}
Add {RS52WK} :4 Score :10
Add {KEYEPS} :4 Score :10
Add {PEG13} :4 Score :10
Add {PEGRSW} :4 Score :10
SOS
; Top :10
End

http://backtest.org/SSSTpq27USTra14USTpw15USTke17U...
Define {SOS_K}
Add {PEG13} :2 To :7 Score :10
Add {RS52WK} :4 Score :10
Add {PEGRSW} :5 Score :10
Add {KEYEPS} :7 Score :10
SOS
; Top :3
End

; http://backtest.org/SSSTpq27USTpq27USTra14USTra14U...
Define {SOS_KJ}
Add {PEG13} :2 To :7
Add {PEG13} :2 To :7
Add {RS52WK} :4 Score :7
Add {RS52WK} :4 Score :7
Add {PEGRSW} :4 Score :7
Add {PEGRSW} :4 Score :7
Add {KEYEPS} :4 Score :7
Add {KEYSTONE} :4 Score :7
Add {RS13WK} :6 Score :7
Add {PEG} :2 To :4 Score :7
AddNoPad {Olap_RS52keyeps} :7
AddNoPad {Olap_RS52keystone} :7
SOS
; Top :3
End

; http://backtest.org/SSSSpqpwrsrqrmkbbt5m10l3USSpqp...
Define {SOSBM_E}
Add {SOS_BMOD} :3 Score :10
Add {SOS_E} :3 Score :10
SOS
; Top :4
End

http://www.backtest.org/SB97030103T15XmcpT500Xpela...
Define {JLC_DIV}
Uses [Market Cap $ (Mil)] [P/E Trailing 12 Mo] [Div'd Yield]
Deblank [Market Cap $ (Mil)]
Sort Descending [Market Cap $ (Mil)]
Top :500 PlusTies
Deblank [P/E Trailing 12 Mo] [Div'd Yield]
Keep :[P/E Trailing 12 Mo]<26
Sort Descending [Div'd Yield]
; Top :5
End

http://www.backtest.org/SBT12Xeg5G0Xr26G0XOrceSdpc...
Define {PL_LD_NRS}
Uses [Timeliness Rank] [EPS Growth 5-Year] [Total Return 26-Week] [% Retained to Common Equity] [% Debt/Capital Latest Qtr] [Current P/E Ratio]
Deblank [Timeliness Rank] [EPS Growth 5-Year] [Total Return 26-Week] [% Retained to Common Equity] [% Debt/Capital Latest Qtr] [Current P/E Ratio]
Keep :[Timeliness Rank]<=2
Keep :[EPS Growth 5-Year]>0
Keep :[Total Return 26-Week]>0
Create [Formula1] :([% Retained to Common Equity]-[% Debt/Capital Latest Qtr])/[Current P/E Ratio]
Sort Descending [Formula1]
; Top :5
End

; Base screens that use IBD data

Define {ACCDIS}
Uses [Timeliness Rank] [IBD A/D RTG] [IBD RS RTG] [IBD EPS RTG]
Deblank [Timeliness Rank] [IBD A/D RTG] [IBD RS RTG] [IBD EPS RTG]
Keep :[Timeliness Rank]=1
Sort Ascending [IBD A/D RTG] Descending [IBD RS RTG] Descending [IBD EPS RTG]
End

Define {AD}
Uses [Timeliness Rank] [IBD A/D RTG] [IBD RS RTG] [Proj EPS Growth Rate]
Deblank [Timeliness Rank] [IBD A/D RTG] [IBD RS RTG] [Proj EPS Growth Rate]
Keep :[Timeliness Rank]=1
Keep :[IBD A/D RTG]<"C"
Keep :[IBD RS RTG]>92
Sort Ascending [IBD A/D RTG] Descending [Proj EPS Growth Rate] Descending [IBD RS RTG]
End

Define {CATCHRS}
Uses [Timeliness Rank] [% Retained to Common Equity] [Proj EPS Growth Rate] [Total Return 5-Year] [IBD RS RTG] [IBD EPS RTG]
Deblank [Timeliness Rank] [% Retained to Common Equity] [Proj EPS Growth Rate] [Total Return 5-Year] [IBD RS RTG] [IBD EPS RTG]
Keep :[Timeliness Rank]=1
Keep :[% Retained to Common Equity]>10
Keep :[Proj EPS Growth Rate]>15
Keep :[Total Return 5-Year]>20
Sort Descending [IBD RS RTG] Descending [IBD EPS RTG]
End

Define {F90ADRS}
Uses [Timeliness Rank] [IBD EPS RTG] [IBD A/D RTG] [IBD RS RTG]
Deblank [Timeliness Rank] [IBD EPS RTG] [IBD A/D RTG] [IBD RS RTG]
Keep :[Timeliness Rank]=1
Keep :[IBD EPS RTG]>89
Sort Ascending [IBD A/D RTG] Descending [IBD RS RTG] Descending [IBD EPS RTG]
End

Define {F90RS13}
Uses [Timeliness Rank] [IBD EPS RTG] [Total Return 13-Week]
Deblank [Timeliness Rank] [IBD EPS RTG] [Total Return 13-Week]
Keep :[Timeliness Rank]=1
Keep :[IBD EPS RTG]>89
Sort Descending [Total Return 13-Week]
End

Define {F90RS26}
Uses [Timeliness Rank] [IBD EPS RTG] [Total Return 26-Week]
Deblank [Timeliness Rank] [IBD EPS RTG] [Total Return 26-Week]
Keep :[Timeliness Rank]=1
Keep :[IBD EPS RTG]>89
Sort Descending [Total Return 26-Week]
End

Define {F90RSAD}
Uses [Timeliness Rank] [IBD EPS RTG] [IBD RS RTG] [IBD A/D RTG] [IBD EPS RTG]
Deblank [Timeliness Rank] [IBD EPS RTG] [IBD RS RTG] [IBD A/D RTG] [IBD EPS RTG]
Keep :[Timeliness Rank]=1
Keep :[IBD EPS RTG]>89
Sort Descending [IBD RS RTG] Ascending [IBD A/D RTG] Descending [IBD EPS RTG]
End

Define {FORM90}
Uses [Timeliness Rank] [IBD EPS RTG] [IBD RS RTG] [IBD EPS RTG] [IBD A/D RTG]
Deblank [Timeliness Rank] [IBD EPS RTG] [IBD RS RTG] [IBD EPS RTG] [IBD A/D RTG]
Keep :[Timeliness Rank]=1
Keep :[IBD EPS RTG]>89
Sort Descending [IBD RS RTG] Descending [IBD EPS RTG] Ascending [IBD A/D RTG]
End

Define {RSIBD}
Uses [Timeliness Rank] [IBD RS RTG] [IBD EPS RTG] [IBD A/D RTG]
Deblank [Timeliness Rank] [IBD RS RTG] [IBD EPS RTG] [IBD A/D RTG]
Keep :[Timeliness Rank]=1
Sort Descending [IBD RS RTG] Descending [IBD EPS RTG] Ascending [IBD A/D RTG]
End

Define {UG}
Uses [Timeliness Rank] [IBD EPS RTG] [IBD RS RTG] [IBD A/D RTG]
Deblank [Timeliness Rank] [IBD EPS RTG] [IBD RS RTG] [IBD A/D RTG]
Keep :[Timeliness Rank]=1
Sort Descending [IBD EPS RTG] Descending [IBD RS RTG] Ascending [IBD A/D RTG]
End

Define {UG90}
Uses [Timeliness Rank] [IBD RS RTG] [IBD EPS RTG] [IBD A/D RTG]
Deblank [Timeliness Rank] [IBD RS RTG] [IBD EPS RTG] [IBD A/D RTG]
Keep :[Timeliness Rank]=1
Keep :[IBD RS RTG]>=90
Sort Descending [IBD EPS RTG] Descending [IBD RS RTG] Ascending [IBD A/D RTG]
End

; Overlap screens

Define {F90RSO}
Add {F90RS13} :30
Add {F90RS26} :30
Overlap
Pad :30 {F90RS13} :30 {F90RS26} :30
End

; Screen-of-SOS's

Define {SOS_TOP3}
Add {EGRSW} :3 Score :10
Add {TA_A} :3 Score :10
Add {FOG_BDF} :3 Score :10
Add {KEY100} :3 Score :10
Add {SOS_Elan_v2000} :3 Score :10
Add {RS4WK} :3 Score :10
Add {PEG13} :3 Score :10
Add {RS52WK} :3 Score :10
Add {RS13WK} :3 Score :10
Add {RS26WK} :3 Score :10
Add {PEG} :3 Score :10
Add {RSW} :3 Score :10
Add {RSIBD} :3 Score :10
Add {FORM90} :3 Score :10
Add {ROEPLOW} :3 Score :10
Add {CATCHRS} :3 Score :10
Add {KEYEPS} :3 Score :10
SOS
End

Define {UNIQUE3}
Add {RS13WK} :10
Add {RS26WK} :10
Add {RSIBD} :10
Add {CAPRS} :10
Create [Source] :"1"
Add {KEY100} :10
Add {KEYEPS} :10
Add {KEYSTONE} :10
Replace [Source] Blank With :"2"
Add {PEG} :10
Add {PEG13} :10
Replace [Source] Blank With :"3"
Create [SourceTicker] :[Source]&[Ticker]
Unique First [SourceTicker]
Add {FORM90} :10
Add {LOWPB} :10
Add {PLOW26WK} :10
Add {SPARK} :10
Add {UG} :10
Create [Appearances] :COUNTIF([[Ticker]],[Ticker])
Keep :[Appearances]>=3
Unique First [Ticker]
Sort Descending [Appearances]
End
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