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The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" 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: rayvt ✧☼🐝🐝  😊 😞
Number: of 6244 
Subject: Re: question for Jim
Date: 02/26/25 12:42 PM
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No. of Recommendations: 4
I have a folder named "screens" on my computer where I have a folder for each screen of interest. This folder is "LargeCapCashDiv".

IIRC, it worked fine for a while, but tracking down the cash was a pain. I have scripts that download the data for each screen. The best source I found for the cash & debt data was WSJ. But then they changed it so that it wasn't downloadable anymore, so I dropped this screen.

A mungo screen I still use is:
Using a broad market index (like S&P500 or VL1500 or Russell 1000)
Or using the Value Line ~1500 stocks with any Timeliness.
Take only the 90% of the stocks closest to their 52-week high.
(Drop the lowest 10%)

Take the top 100 by ROE ...
and those with earnings >0 and book value is < 0.

then of those, top 25 by 5 Yr sales Growth.
Re-evaluate and/or rebalance every 1 or 2 or 3 or 6 months.
Optional tweak, 15 HTD 25 or 25 HTD 30.


It is pretty good, although has done slightly worse that SPY in the last 4 years. Almost nothing did better than SPY in the last few years.

Another simple screen I have just started looking at:
1)Top 10 S&P500 stocks by 52 week relative strength.
2) Trade monthly.

Unfortunately, I don't remember the source, and neglected to save it. I do remember that the backtest was good.
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This community has written 6,227 posts about Mechanical Investing. The article-length ones it recommended most:
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