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Zacks.com featured expert Kevin Matras highlights the following stocks: Northwest Bancorp, SurModics, Inc. and Unit Corp.

November 03, 2004

CHICAGO--(BUSINESS WIRE)--Nov. 3, 2004--Zacks.com releases it's exclusive Screen of the Week report that highlights another successful stock picking strategy developed with their Research Wizard software. Kevin Matras looks at trading the Zacks Rank for a winning stock picking strategy. Some stocks in this week's screen are: Northwest Bancorp, Inc. (NASDAQ:NWSB), SurModics, Inc. (NASDAQ:SRDX) and Unit Corp. (NYSE:UNT). Find out how it did over 62% last year and how it's beating the market again this year. Click here for the full story exclusively on Zacks.com: http://at.zacks.com/?id=109

Screen of the Week written by Kevin Matras of Zacks Investment Research:

'Tips on Trading the Zacks Rank: Filtering the Zacks Rank'

Kevin is sure most everyone reading this knows of the power of the Zacks #1 Rating and its consistently fantastic returns in all markets. (Average annual return of 33.08% since 1988.) But what he wants to focus on today is how to try and recreate those returns in a practical trading account.

Since focusing only on Zacks #1 Rated picks will typically give you over 200 qualified stocks at any time, it's important to know what other filters to apply to the Zacks Rank to generate a smaller (more tradable) watchlist. Two filters in particular, when added to the Zacks Rank of #1, not only narrows down the number of qualified stocks to a practical portfolio size (approx. 10-12 stocks), it also increases its performance as well.

The two filters he is talking about are Earnings Estimates Revisions (% Change Q1 Est. over 4 Weeks greater than 0) and Brokerage Rating Changes (% Broker Rating Change over 1 Week greater than 0). These two items added to the Zacks #1 Rank, produce powerful results!

For instance; in 2002 (using a 4 week rebalancing period), the Zacks #1 Rated stocks returned nearly 5%, with an average portfolio size of approx. 200 stocks. A truly impressive return, especially when compared to the S&P 500's -19%. But holding onto 200 or so stocks isn't doable for most investors. But when adding the two aforementioned filters, the portfolio size shrinks to a tradable 11 stocks (on average), and a phenomenal 22% return. In 2003, the Zacks #1 list (approx. 200 stocks) did over 72% in comparison to the S&P 500's nearly 29%.

But the filtered Zacks Rank narrowed that list down to only 10 stocks (on average) with a return of over 86%. (An even larger return with a realistic portfolio size.) And it's right on track again so far this year too (2004). The annualized YTD returns for the Zacks #1 Ranked stocks are up 16.1% with an average portfolio size of 202 stocks, but the filtered Zacks #1's annualized YTD returns are up 37.6% with only 11 stocks to hold on average.

There are currently 16 stocks qualifying this filtered Zacks Rank this week. Here's a few of them:

    NWSB Northwest Bancorp, Inc.
    SRDX SurModics, Inc.
    UNT Unit Corp.

Get the rest of the stocks on this list and start trading the filtered Zacks Rank in your own account. Remember, the key to successful screening is in discovering those screens that have produced profitable results in the past. And that's exactly what you get with the Research Wizard stock picking and backtesting program. Click here to learn more. http://at.zacks.com/?id=110

And remember, the key to successful screening is in discovering those screens that have produced profitable results in the past. And that's exactly what you get with the powerful backtesting ability of Research Wizard. Click here to find out more about our free trial to this profitable stock selection tool: http://at.zacks.com/?id=111

About Screen of the Week

Zacks.com created the first and best screening system on the web earning the distinction as the "#1 site for screening stocks" by Money Magazine. But powerful screening tools is just the start. That is why Zacks created the Screen of the Week to highlight profitable stock picking strategies that investors can actively use. Each week, Zacks Profit from the Pros free email newsletter shares a new screening strategy. Learn more about it here http://at.zacks.com/?id=112

About Zacks

Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 to compile, analyze, and distribute investment research to both institutional and individual investors. The guiding principle behind Zacks work is the belief that investment experts, such as brokerage analysts and investment newsletter writers, have superior knowledge about how to invest successfully. The goal is to unlock these pros' profitable insights for individual investors hard-pressed to find this valuable information in one source. A free subscription to "Profit from the Pros" weekly e-mail newsletter provides the best way to use these experts' insights for more profitable investing. Register for a free subscription to the Profit from the Pros newsletter at http://at.zacks.com/?id=113

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.

    CONTACT: Zacks.com
             Jason Kissinger, 312-630-9880 x 260
             myzacks@zacks.comwww.Zacks.com

    SOURCE: Zacks.com

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