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Charles Kirkpatrick Screens

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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". Here follow a selection of stock screening strategies that we have modelled based on the writings of or about Charles Kirkpatrick. These strategies are not endorsed by the author.

3 strategies sorted by
Charles Kirkpatrick Growth Screen

Charles Kirkpatrick Growth is a strategy pioneered by Charles Kirkpatrick, the renowned US investment strategist who wrote Beat the Market & many books on technical analysis. It combines relative growth and momentum factors in large capitalisation stocks. Specifically it looks for the top 20% of shares with the strongest share price vs 130-day Moving Average and then the top 10% with the strongest growth in operating profit. Kirkpatrick reinforced his strategy by studying point-and-figure charts to determine whether a stock was in an uptrend, which helped to guide his trading decisions. In an award winning paper by Kirkpatrick, entitled Stock Selection: A Test of Relative Stock Values Reported over 17 ½ Years, he wrote: "Relative price strength and relative reported earnings growth, when calculated in the manner of this study, showed superior results when compared to market averages." In Beat the Market, Kirkpatrick claimed that his stock-picking technique had outperformed the S&P 500's performance by 7.7x over 25 years. more »

Growth Investing
5 Year Return: 63.9%
Charles Kirkpatrick Bargain Screen

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." more »

Bargain Stocks
5 Year Return: 8.4%
Charles Kirkpatrick Value Screen

Charles Kirkpatrick Value is a strategy loosely based on the approach of US investment strategist & technician Charles Kirkpatrick, who wrote Beat the Market. It combines relative value, growth and momentum factors and is derived from Kirkpatrick's successful Growth Model. Concerned that growth strategies are susceptible to market downturns, Kirkpatrick devised a value approach that uses the price-to-sales ratio as a risk filter. This interpretation of the screen looks for the cheapest 30% of stocks based on price-to-sales, together with the top 20% of shares with the strongest 130-day Moving Average and then the top 10% with the strongest growth in operating profit. Kirkpatrick wrote: "When I read O'Shaughnessy's book What Works on Wall Street, I discovered from his tests that one way to potentially screen for risks initially was to use the price-to-sales ratio. Unlike O'Shaughnessy, who used the raw figure and set a limit, I used a relative calculation." Can we dig up any performance figures from his book? more »

Value Investing
5 Year Return: -52.1%
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