AI Screener

Screening Filters & Rationale

1. Market Cap >= $20B:

   • Purpose: Focus on large-cap companies for stability and reduced risk.
   • Rationale: Large-cap stocks are typically more established and less volatile, aligning with long-term growth or income strategies.

2. Revenue 5-Year CAGR >= 15%:

   • Purpose: Identify companies with strong and consistent revenue growth.
   • Rationale: High revenue growth indicates a company's ability to expand and capture market share, which is crucial for capital appreciation.

3. Weekly Average Turnover >= $1M:

   • Purpose: Ensure liquidity for ease of trading.
   • Rationale: High turnover reflects active trading, reducing the risk of price manipulation and ensuring smoother entry/exit.

4. P/E TTM between 15 and 35:

   • Purpose: Target reasonably valued companies with growth potential.
   • Rationale: This range avoids overvalued stocks while excluding undervalued ones that may indicate underlying issues.

5. RSI 14 between 30 and 70:

   • Purpose: Avoid overbought or oversold stocks.
   • Rationale: This range indicates a balanced momentum, reducing the risk of buying at a peak or selling at a trough.

6. Ticker Inclusion:

   • Purpose: Focus on specific stocks pre-identified by the team.
   • Rationale: These tickers align with the screening criteria and investment goals, ensuring relevance to the strategy.