Baseline Analytics

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

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 12/24/15
Growth Growth stocks with strong Revenue and EPS growth and attractive Return on Equity. wrapper 2/5/16
Dividends February 2016 Ex-Dividend Stocks with attractive technical characteristics wrapper 2/3/16
Alert Bears Nasdaq and NYSE stocks with new swing trade sell signals wrapper 2/3/16
Growth - Support Growth stocks with strong Revenue and EPS growth at major support wrapper 2/9/16

 

 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
JBLU 11/9 AAPL  11/10 
LYB 11/9  RAI 11/11   
DHI  11/17       
     

 

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

Research

18.50  21.00  15.50  11/22/15 
CH Robinson Worldwide CHRW Value Favorable moving average cross Data

Research

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

Research

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

Research

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

Research

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

Research

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

Research

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

Research

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

Research

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

 

 

 

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