Latest Articles

What Peter Lynch learned after the Dow dropped 500 points in one day

By | January 15th, 2016|Categories: Learn|

In October 1987, the Dow Jones dropped more than 500 points or roughly 22% of its value in one day. Now known as Black Monday, it was the biggest one day drop in the history [...]

Activision ($ATVI) is up more than 38% in 3 months, can it keep going?

By | December 7th, 2015|Categories: Fast Grower|

Activision has been on a tear. In 3 months it's up over 38% as it continues it steady march upwards. The question is, can it continue? After looking at its fundamentals you might be convinced that [...]

SNC Lavalin sells its stake in Ambatovy mine for $600 million

By | October 3rd, 2015|Categories: Asset Play, Turnaround|

SNC Lavalin (SNC:TSX) sold its stake in the Ambatovy nickel mine in Madagascar for $600 million this week. The sale was roughly 10% of its $6 billion market cap. Of course, the stock moved but [...]

Stocks to Watch

Updated: June, 2016

Symbol Company Free Research
AXS Axis Capital Holdings Download Report
BGCP BGC Partners Download Report
BGG Briggs & Stratton Download Report
BSRR Sierra Bancorp Download Report
BUSE First Busey Download Report
CALM Cal-Maine Foods Download Report
CEB CEB Download Report
CMP Compass Minerals Intl Download Report
CTG Computer Task Group Download Report
CUZ Cousins Properties Download Report
EBF Ennis Download Report
FFG FBL Financial Group Download Report
FGBI First Guaranty Bancshares Download Report
FIBK First Interstate BancSys Download Report
HFWA Heritage Financial Download Report
HTBK Heritage Commerce Download Report
IDT IDT Download Report
JBSS John B Sanfilippo & Son Download Report
LAZ Lazard Download Report
MLR Miller Industries Download Report
NJR New Jersey Resources Download Report
NRIM Northrim BanCorp Download Report
NSH NuStar Holdings Download Report
NTI Northern Tier Energy Download Report
ODC Oil-Dri Corp of America Download Report
PACW PacWest Banc Download Report
PLOW Douglas Dynamics Download Report
PSB PS Business Parks Download Report
RCMT RCM Technologies Download Report
RMCF Rocky Mountain Chocolate Download Report
SCS Steelcase Download Report
TWIN Twin Disc Download Report
UBA Urstadt Biddle Properties Download Report
UVE Universal Insurance Hldgs Download Report
WDR Waddell & Reed Financial Download Report

Stocks to Watch

This screener is based on Peter Lynch’s stock picking strategy. His books One Up on Wall Street and Beating the Street suggest stocks with a low market cap (not micro-caps or penny stocks), a low PEG ratio, and a reasonable Debt to Equity Ratio are the best. Using these metrics as a guideline, we get a list of stocks that are reasonably leveraged, and reasonably valued given their historic growth rate.

Currently, the Annualized Returns of this portfolio is 27.88%. We update this list monthly and we want to share it with you.

Peter Lynch Screener vs S and P 500

Peter Lynch portfolio vs S&P 500 1995-2015

Metrics Peter Lynch Screener S&P 500
Annualized Returns 10.43% 10.66%
Winning % 53.56%
Max Drawdown 64.63% 50.92%
Typical Max Holdings 35 500
Alpha 0.00% 0.00%
Beta 0.003 1.00
Standard Deviation 9.17% 15.18%

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