Some quick points that some of you might notice:
1. My Strategy Lab Portfolio does not include too many names from the list below- Yes, that's correct, the main reason for this is that I am trying out a completely different screener for this round of MSN competition with a completely different input ( call it Vad's Motley Fool based picks :)... It's not yet conclusive whether results are worth it :)
The output below, however, is from my good "old" screener that has worked quite well for me for over 5 years :) I now intend to post the results around the mid point of each month, so come back for more... Tomorrow- I will post short ideas as they started to look a bit more reasonable...
2. There are quite a few Big Names on the list which is somewhat unusual for me- my rationale is simply "don't argue" with numbers and thus AAPL has made it :)
Hopefully you can use this list simply as a bucket of good ideas :) E-mail me with questions at skepticalcapitalist@gmail.com
P.S. Answer to a frequently asked question: Why am I sticking with some of the old Chinese names (FSIN,SDTH and CHNG) at the MSN contest while at the same time ranting against emerging markets in general? call it a "production" issue- I actually submitted a journal last week to untrade some of them and replace them with EEV - ultra emerging markets short but we had a communication breakdown and thus trades weren't posted...Now it's too late as both FSIN and CHNG have tanked and I found myself in unfamiliar negative territory for now :)
