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This is a group of screens based on sentiment. They illustrate four different approaches to implementing that style: (1) use of "absolute" rules, such as a requirement that estimates have risen in the past four weeks, a requirement that average analyst rating scores be 2.00 or better, etc. (2) use of rules that compare sentiment measures relating to a specific company to those of other firms in the same industry, (3) use of rules that compare sentiment measures for a particular company to those of all others in or database, and (4) a comprehensive approach that seeks companies whose sentiment measures compare well to those of industry peers and to the database as a whole. Each of these screens can be used as is, presumably combined with a ranking system. We connected each to one of our broad-based pre-set ranking systems, the QVG (Quality-Value-Growth) system. Feel free to experiment by combining these screens with other ranking systems (we suggest broadening the range of selections by using a ranking system that is not based purely on sentiment criteria). These screens are also useful as instructional models: you can save the one that most closely matches your preferences and then modify it as you choose, perhaps using ideas gleaned from other kinds of pre-set screens.
NameType1 Mo Ret3 Mo Ret1 Yr Ret3 Yr Ret5 Yr Ret
Premium Access Only Sentiment - ComprehensiveStock8.8%2.1%4.4%100.5%33.7%
Premium Access Only Sentiment - Compared to Industry PeersStock9.4%2.4%3.7%95.0%29.1%
Premium Access Only Sentiment - BasicStock8.8%2.4%-5.7%77.4%-9.5%
Premium Access Only Sentiment - Compared to MarketStock8.4%-2.8%-6.4%80.8%35.9%
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