Barron's Value & Momentum Screen: Demo | IBD Live

TL;DR

Barron's and Market Smith have collaborated to create a value momentum screen for investors, providing a straightforward tool to find stocks with positive growth potential and attractive valuations.

Transcript

[Applause] we have a special screen sure that we'd like to discuss with the audience yeah let's uh go to the screens and uh we uh collaborated with barons um and they were interested in in uh adding a screen that they could use for their own coverage into market smith and so they created the behrens value momentum screen so let's take a look at thi... Read More

Key Insights

• ❓ Barron's and Market Smith have collaborated to introduce the Behrens Value Momentum Screen, catering to investors seeking stocks with value and momentum indicators.
• 👲 The screen comprises criteria such as RS greater than 80, lower quartile PE, market cap over $10 billion, and $20 million in dollar volume.
• 🏙️ Notable stocks identified by the screen include builders and energy companies like Equinor, which exhibit favorable RS lines, low PEs, and strong recent earnings.
• 🔨 With valuations being a concern in the market, the Behrens Value Momentum Screen provides investors with an additional tool to identify potential stock opportunities.
• 🖐️ Earnings growth and estimates play a crucial role in sorting and evaluating stocks from the screen.
• 💻 The screen can also help identify which mutual funds are moving into certain stocks, providing insights into institutional support.
• 🫲 Investors can access the Behrens Value Momentum Screen by expanding the Market Smith stock screens button on the left-hand panel.

Questions & Answers

Q: What is the Behrens Value Momentum Screen?

The Behrens Value Momentum Screen is a collaborative effort between Barron's and Market Smith that helps investors find stocks with promising value and momentum indicators.

Q: What are the key components of the screen?

The screen includes factors such as RS (relative strength) greater than 80, lower quartile PE (price-to-earnings) percentile rank, market cap of over $10 billion, and minimum $20 million in dollar volume.

Q: Which stocks caught the attention of the presenter?

The presenter highlighted builders as one notable stock with a good RS line, low PE of 5, and strong recent earnings. Equinor, an energy company, also stood out due to its above 200-day moving average, retesting the 50-day MA, and overall strength.

Q: How can investors utilize the Behrens Value Momentum Screen?

Investors can use the screen as a resource for potential stock ideas. By filtering stocks based on the provided criteria, they can identify companies with positive growth potential and attractive valuations.

Summary & Key Takeaways

• Barron's and Market Smith have introduced the Behrens Value Momentum Screen, which helps investors identify stocks with strong value and momentum indicators.

• The screen comprises criteria such as RS (relative strength) greater than 80, lower quartile PE (price-to-earnings) percentile rank, minimum $10 billion market cap, and $20 million in dollar volume.

• Notable stocks identified by the screen include builders and energy companies like Equinor, which exhibit good RS lines, low PEs, and strong recent earnings.