Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MI | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search MI
Shrewd'm.com Merry shrewd investors
Best Of MI | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search BRK.A


Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (6) |
Post New
Author: musselmant   😊 😞
Number: of 4356 
Subject: "consolidator" screens still kill
Date: 09/16/2025 10:06 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 7
My two "consolidator" screens continue to massively outperform the market.

I would love someone to come up with something equally good; people don't bother suggesting new screens much any longer, and that is what brought me to the group in the first place.
Print the post


Author: FlyingCircus   😊 😞
Number: of 4356 
Subject: Re: "consolidator" screens still kill
Date: 09/17/2025 8:28 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
What are the criteria for those Consolidator screens again?

I'm using a Stockcharts' Tom Bowley-based quarterly screen again and, aside from this past February's through April meltdown (along with everything) it's done very well.

FC
Print the post


Author: Mark19   😊 😞
Number: of 4356 
Subject: Re: "consolidator" screens still kill
Date: 09/18/2025 9:51 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
I use trending value, the tiny titans, and the reasonable runways. The reasonable runways are the tiny titans with a market cap above 250M.
Print the post


Author: FlyingCircus   😊 😞
Number: of 4356 
Subject: Re: "consolidator" screens still kill
Date: 09/18/2025 11:26 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 0
Is it the one you posted back in June?
https://www.shrewdm.com/MB?pid=963283071
In Naz100
Ratio of 21d SMA to 200d SMA top 5?
Print the post


Author: lizgdal 🐝  😊 😞
Number: of 4356 
Subject: Re: "consolidator" screens still kill
Date: 09/18/2025 2:08 PM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 5
I'm guessing it's these 2 screens:

===============
Subject: "consolidator" screens this year
https://www.shrewdm.com/MB?pid=138066413

===============
5 stock strategy w/1.3X better CAGR, better beta, same sharpe as SPY

sp500.a !=null
ratio(tr(1,5),tr(1,200)) bottom 10
ratio(Mcap,float.s) bottom 5
where Mcap=product(sprc(1),csoq1d.s)

nas100.a !=null
ratio(tr(1,5),tr(1,200)) bottom 10
ratio(Mcap,float.s) bottom 5
where Mcap=product(sprc(1),csoq1d.s)

https://discussion.fool.com/t/5-stock-strategy-w-1...
https://web.archive.org/web/20231129152642/https:/...
Print the post


Author: mungofitch 🐝🐝🐝 SILVER
SHREWD
  😊 😞

Number: of 4356 
Subject: Re: "consolidator" screens still kill
Date: 09/20/2025 8:21 AM
Post Reply | Report Post | Recommend It!
No. of Recommendations: 8
ratio(Mcap,float.s) bottom 5

Forgive my ignorance of the origins of the screen, but isn't that mainly searching for stocks with low nominal stock prices?
The ratio of float to shares outstanding is in a relatively small range compared to the range of stock prices, so the two share count figures (float and total) mostly cancel out and you're looking mostly at share price as ratio(price*shares,shares).

If one wanted to look for those with large or small float, which may be an economically meaningful thing to look at, wouldn't you want something like ratio(float.s,csoq1d.s)?

Jim
Print the post


Post New
Unthreaded | Threaded | Whole Thread (6) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds