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Charles Kirkpatrick Bargain Screen 20 Qualifying in UK

Charles Kirkpatrick Bargain is a rules based strategy inspired by US investment strategist Charles Kirkpatrick's work in his excellent Beat the Market. Kirkpatrick has established strategies for finding growth and value stocks. His bargain strategy concentrates on value and momentum factors, with a very precise requirement for the price to sales ratio. Kirkpatrick's testing of of relative price-to-sales ratio rankings found that it was most effective between the 17th and 42nd percentiles in terms of cheapness. Initial testing of the Bargain Model was promising but Kirkpatrick said that several more years of testing were needed before labeling it a success. Kirkpatrick wrote: "As a result of these studies of relative selection methods, I decided to create a new list, called the 'Bargain List' that would incorporate the best triggers found so far and would only include value and price strength."

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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 -2.6% -1.4% 1.0% -3.2%
1 month -7.2% -0.5% -1.2% -4.0%
3 months -5.1% -6.1% -7.4% -4.4%
6 months -2.7% 2.3% -3.3% 1.8%
1 year -7.0% -15.9% - -4.8%
2 years -1.7% 7.6% - 2.5%
Annualised 9.2% 9.4% 5.6%
 
Risks
Max Drawdown -26.2% -28.1% -14.2%
Avg Holdings 10.6 15.6 19.3
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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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.



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