Screening Filters & Rationale
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.
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.
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.
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.
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.
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.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.