Baseline Analytics

Market risk assessment tools and tactical investment opportunities driven by curated financial insight

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Written by David Fabian of FMD Capital Management.     The current rise in interest rates has an eerily-similar feeling to the panic and frustration after the Fed’s surprise announcement to taper quantitative easing in 2013.  Just like then, the bond market is reacting more to the thought of a change in Fed policy and not the change itself.  Investors should always remember that the  markets are not logical, they are psychological.  So with the strong non-farm payroll numbers that were released this morning, there is renewed anticipation that the Fed will be forced to hike in October, instead of the first quarter of 2016.

Value, Growth & Dividend Wrapper Reports

Baseline Analytics searchable Excel files representing the results of proprietary screeners applied to MetaStock software to identify technical patterns that suggest timely trading opportunities. Click on the wrapper   icon in the table below to download the Excel report, which includes instructions to find ideal setups.  Date represents data from that day's market close.  Visit frequently, as this table is updated throughout the week.

Wrapper Name Description Wrapper Link Date
Value  Value stocks with timely technical criteria.  Based on modest PE and PEG Ratios, and bullish momentum wrapper 11/27/15
Growth Growth stocks with strong Revenue and EPS growth and attractive Return on Equity. wrapper 11/27/15
Dividends Current Month's Ex-Dividend Stocks with attractive technical characteristics (updated for 11/12-11/30) wrapper 11/12/15


 Wrapper Report Call-Outs

Stand-out opportunities from the most recent wrapper reports.  Symbol links lead to finviz, our partner providing leading financial research, analysis, and visualization. 


Value Wrapper Growth Wrapper Dividend Wrapper
Symbol Date Symbol Date Symbol Date Ex-Div Date
MFLX 11/9 AAPL  11/10   AMGN  11/10 11/12
JBLU 11/9  RAI 11/11       
LYB 11/9 DHI  11/17       
THRM 11/22      


Prime Technical Leaders

Prime Technical Leaders represent companies with impressive fundamental financial criteria and a technically-attractive entry point. Leaders are added as opportunities arise from our nightly screening of over 6,000 stocks through our MetaStock software.

Subscribers are presented with a cumulative list of leading stocks that have been filtered for technical and fundamental criteria, representing companies that are consistent with Baseline Analytics' sector and regional attractiveness vetting process.  Price Entry, Target and Stops are identified based on technical analysis.  Selections are timely (Date Added is noted to identify the date when the favorable setup was identified).  The Research link will open Google Finance for current news, pricing and charts.

Name Symbol & Chart Style Rationale Prime Fundamentals Research & Current Price Entry Initial Target Stop Date Added
Controladora Vuela Compañía de Aviación VLRS Value Breakout to new highs  Data


18.50  21.00  15.50  11/22/15 
Gentherm THRM Growth Uptrend resumed Data


48.50 54.00 44.00 11/22/15
CH Robinson Worldwide CHRW Value Favorable moving average cross Data


68.50 75.00 62.00 9/2/15
Wabash National Corp WNC Value Bounce at major support Data


12.10  14.00  10.60  9/2/15 
Universal Health Services UHS Growth Rising earnings estimates Data


145.00 154.00  137.00  8/19/15 
Valero Energy Corp VLO Value; Dividends Valuation, technical support Data


57.75  61.50   54.50 6/05/15 
LyondellBasell Industries LYB Value; Dividends Close over 50-day; attractive value Data


87.50 94.00 85.00 3/26/15
Progressive Corp PGR Growth Breakout on strong volume Data


27.50 30.00 26.60 3/18/15
Planar Systems PLNR Growth Settles back from price/volume surge Data


6.20 9.00 4.40 3/4/15
Fleetcor FLT Growth Basing at 50-day moving average Data


150.00 165.00 135.00 2/4/15 
Carters CRI Growth; Dividends Finds support at 50-day moving average Data Research  78.00  85.00 74.00  11/14/14 


The Daily WhiteBoard

Ideas on the fly subject to further analysis (we usually find them as we poke around headlines and run charts using our home-grown systems).  Stock selections are timely (beware of older dates).  Typically, a stock will make the daily whiteboard based on the following criteria:

  • Compelling earnings announcement
  • Volume-driven gains
  • A value or growth stock at an attractive entry point
Symbol Rationale Date Added
DGLY Bottom firming and price up on high volume 





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