The Top AAII Stock Screen for 2016


This week’s AAII Weekly Digest highlights these “must-read” AAII articles:


Deep Value Investing Has Not Gone Out of StyleDeep Value Investing Has Not Gone Out of Style

Benjamin Graham first outlined his approach to deep-value investing nearly 60 years ago. Updated research revisits Graham’s approach to see whether it can still stand up in the era of quantitative screens and increasing sophistication of the financial markets.

Downward Estimate Revisions Screen Tops Unconventional Year

Wayne A. Thorp, CFA

In a year that defied odds and expectations, it perhaps isn’t surprising that one of AAII’s more unconventional stock screens topped them all. In all, 43 of the 63 stock screening strategies tracked by AAII topped the S&P 500. However, the Downward Estimate Revisions screen, which looks for those companies whose consensus earnings estimate has seen the largest percentage decline over the last month, walked away with the top prize. This article touches on the key trends among the AAII stock screens and the best and worst performers of 2016.


Model Shadow Stock Portfolio: New Additions, Plus Value LeadsModel Shadow Stock Portfolio: New Additions, Plus Value Leads

Following his quarterly review of the AAII Model Shadow Stock Portfolio, Jim Cloonan added two new stocks. In this article, he also discusses the latest trends in the marketplace and the impact they have had on the Shadow Stock portfolio.


What Steps You Should Take When Your Stock’s Price Falls

There are no simple rules that will tell you when to sell a stock, but an in-depth understanding of what economic, industry and firm fundamentals drive the price will better equip you for making decisions. By identifying why the price is falling, you are far better equipped to decide if it is time to sell your position or if the fall in value presents an opportunity to purchase additional shares.

Our Member Question for this week is:

What is your outlook for 2017?

Vote to answer this week’s Special Question:
What most excites you and scares you about 2017?

Last Week’s Results:

AAII Readers Reveal 2017 Financial Resolutions & Their Outlook for S&P 500

‘Tis the season for predictions and resolutions. Our latest survey and special question asked readers where they see the S&P 500 heading in 2017 and what their top financial resolutions are for the year ahead.


AAII E-book: Stock Investing Strategies

One of the biggest difficulties for individuals interested in investing in stocks is getting started. This AAII e-book, an exclusive benefit of AAII members, provides a general outline for analyzing stocks and walks through the process as it is practically applied to specific types of investment approaches. It first describes, in very broad terms, the basic process that is followed in fundamental analysis. It then goes into the various steps in more detail and shows how they can be adapted and practically applied to an individual’s specific approach using commonly found information sources.

The AAII Weekly Digest is one of the many benefits of AAII membership. To learn more, consider a risk-free 30-day Trial AAII Membership to start becoming an effective manager of your own assets.

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