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Charles Kirkpatrick Bargain Screen 20 Qualifying in UK

Kirkpatrick’s Bargain Screen combines the best triggers found in his testing of relative value, relative reported earnings growth. Kirkpatrick's testing of relative price-to-sales ratio percentile rankings indicated optimal performance in percentiles greater than 17 but not higher than the 42nd percentile. For relative strength, he found that setting the bar at the 90th percentile resulted in too many passing companies to manage in a portfolio. To reduce the number of passing companies to just 20, Kirkpatrick upped the requirement to only include companies in the 97th percentile or higher. Initial testing of the Bargain Model was promising but Kirkpatrick conceded that several more years of testing were needed before labeling it a successful stock selection methodology. You can read more here. To learn more about this strategy please click here »

This is an independent study based upon the methods of...
Picture of Charles Kirkpatrick

Charles Kirkpatrick

President of Kirkpatrick & Co., Inc., a specialist in technical research. Author of "Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell"

Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell

by Charles D. Kirkpatrick II

Between January 2005 and December 2007 Kirkpatrick tested a new model, called the Bargain Model. In 2007, the Bargain Model gained 77.3%, versus a gain of 25.3% for the Value Model and a 43.0% gain for the Growth Model. However, Kirkpatrick conceded that several more years of testing were needed before labeling the Bargain Model a successful stock selection methodology.

This screen is based on a UK dataset. It uses the following criteria:

  • Mkt Cap £m > 200
  • Rank ( % 130d MA ) > 80%
  • Rank ( P/S ) < 83%
  • Rank ( P/S ) > 58%

Results are sorted by:

  • % 130d MA in descending order


And limited to the first 20 Results


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Performance Tracking


Returns FTSE 100
1 week 0.1% 0.7% 2.6% 0.7%
1 month -1.3% 1.8% 10.3% 1.4%
3 months -5.3% -5.0% - -0.3%
6 months -18.5% -13.5% - 0.2%
1 year -5.3% 6.3% - 6.4%
2 years 33.2% - - 19.5%
Annualised 12.3% 25.6% 69.4%
 
Risks
Max Drawdown -19.8% -22.6% -4.4%
Avg Holdings 10.2 15.6 20
Diversification Moderate Good Good

 Studies based on equal weighted portfolios of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.



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Limited to 20 out of 20 total in

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Can't see the share you expect? View this screen as a checklist to find out why.

You should consider the results of any screening process, including this one, as candidates for further research, not as a buy list. Screening helps to narrow a search based on pre-defined criteria. It is not a substitute for independent research reflecting your individual criteria for investing/trading. Please note that the screening criteria used represents Stockopedia's interpretation of the author's investment approach and are not determined or endorsed by the original strategist.