Subject: Re: Pod shops, factor investing, forward EPS revisions
There are a few reasons to wait before adding any screen to a permanent list. Maybe wait until at least 1 year post discovery results are in. (What is the range of expected excess returns over the next 1 year?) Also, there might be alternates proposed, and having multiple similar screens makes the permanent list cluttered. And the SIP data has just been changed to a new vendor, which is another reason to wait a year.