SRC’s ChartScreen online stock charts system, provides a tool to help you locate the stocks that are right for you given your investment style. All of SRC’s charts are updated nightly with end of day activity, so you have up-to-date charts from the previous day’s close first thing each morning.

Views: Selecting the Time Frame

Depending on your subscription, you have access to multiple views of a company’s performance including:

  • 52-weeks (plotted daily)
  • 21-months (plotted weekly)
  • 12-year (plotted monthly)
  • 25-year (plotted monthly)
  • 35-year (plotted monthly)
  • 50-year (plotted monthly)

To search for a particular stock, select the “Chart Type”, enter the ticker or company name (use commas after the ticker or company name to retrieve multiple charts), and select the red “ALL” button. The charts download into a PDF file that you can view online or print in full-color.

Using ChartScreen’s Filters

SRC has over a dozen filters to help you find the right stock including:

  • Industries
  • Sectors
  • P/E Ratio
  • P/G Ratio
  • PEG/PEGY Ratio
  • Price Growth
  • Dividend Yield
  • Earnings Growth
  • New 52 Week Close (High/Low)
  • Volume (20 day average)
  • Earnings Stability (R2)
  • Revenue Growth
  • Market Capitalizations
  • Return on Equity
  • Price to Free Cash Flow
  • Debt to Equity

The filters allow you to set your own parameters using one or multiple filters as well as to save a particular filter for use in another session. The following are examples of how you can use ChartScreen’s filters for a particular investing style.

Growth Stocks

Investors looking for growth stocks are concerned with a company’s future growth potential, but there is no absolute formula for evaluating this potential. Every method of picking growth stocks (or any other type of stock) requires some individual interpretation and judgment. Growth investors use certain methods – or sets of guidelines or criteria – as a framework for their analysis, but these methods must be applied with a company’s particular situation in mind. More specifically, the investor must consider the company in relation to its past performance and its industry’s performance. The application of any one guideline or criterion may therefore change from company to company and from industry to industry.

Return on Equity >= 20%
P/E to Earnings Growth <= .5 Earnings Growth (1yr) >=25%
Revenue Growth (1yr) >=25%
Market Capitalization < 5 Billion (Mid or Small) Dividend Yield >= 2.5%

Income Investing Strategy

Income Investing is about more than stock screening to find companies with the highest dividend yield. Because these yields are only worth something if they are sustainable, income investors must be sure to analyze their companies carefully, buying only ones that have good fundamentals. Like all other strategies, the income investing strategy has no set formula for finding a good company. To determine the sustainability of dividends by means of fundamental analysis, each individual investor must use his or her own interpretive skills and personal judgment – for this reason, we don’t get into what defines a “good company”.

Return on Equity >= 10%
Dividend Yield >= 2.5%
Price to Free Cash Flow <= 10 R2 >= 85

Value Investing Strategy

Seeking stocks that maybe undervalued is one of the best known stock-picking methods. Developed in the 1930s, Benjamin Graham and David Dodd, finance professors at Columbia University, laid out what many consider to be the framework for value investing. The concept is actually very simple: find companies trading below their inherent worth.

P/E to Earnings Growth (5yr) <= 1.2 Earnings Growth (5yr) >=15% and <=30% Revenue Growth (5yr) >=5%
Market Capitalization <5 Billion (Mid or Small) Volume > 400,000 shares
Debt to Equity Ratio <= 35%
P/E ratio lower than normal for its industry

By changing the parameters, or selecting fewer or more parameters, you can increase or decrease the number of companies in your search based on your criteria.

More on ChartScreen

There are additional features of ChartScreen including:

  • IPO’s are available for viewing
  • Access to defunct company charts for historical research purposes
  • The ability to create up to 25 Portfolios
  • Enlarging the charts to expand on a particular section or expand entire chart for presentation purposes

Please contact us for a free trial of ChartScreen!

Continue On to Part 7: Fundamental and Technical Analysis
Go Back to Part 5: Long Term Views