Screening Filters & Rationale
Market Cap (300M - 2B):
- Purpose: Focus on small-cap stocks with growth potential.
- Rationale: Small-cap stocks often outperform during economic recoveries and rate cuts.
Relative Volume (≥ 1.5):
- Purpose: Identify stocks with significant recent trading activity.
- Rationale: High relative volume indicates strong investor interest and potential momentum.
Beta (ModerateRisk, HighRisk):
- Purpose: Target stocks with moderate to high volatility.
- Rationale: Higher beta stocks can offer greater returns in a bullish market environment.
Revenue 5-Year CAGR (≥ 10%):
- Purpose: Focus on companies with consistent revenue growth.
- Rationale: Strong revenue growth reflects a company's ability to scale and adapt.
Weekly Average Turnover (≥ 1M):
- Purpose: Ensure liquidity for ease of trading.
- Rationale: High turnover indicates active trading and reduces the risk of illiquidity.
P/E TTM (≤ 25):
- Purpose: Select stocks with reasonable valuations.
- Rationale: A lower P/E ratio suggests the stock is not overvalued relative to earnings.
Moving Average Relationship (PriceAboveMA20):
- Purpose: Identify stocks in a short-term uptrend.
- Rationale: Price above the 20-day moving average signals positive momentum.
Quarterly EPS QoQ Growth (≥ 10%):
- Purpose: Focus on companies with improving profitability.
- Rationale: Positive earnings growth indicates strong financial performance.
Tickers (e.g., OWLT, CCCS, CPTN):
- Purpose: Highlight stocks meeting all criteria.
- Rationale: These stocks align with the user's focus on technology and small-cap opportunities.
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.