Custom List

Max Thu Mar 03, 2011 11:08 am

Using my new custom stock screener based on the stocks I have been following over the past year, I generated the following list of hopefuls:

Symb	Name	Price	EPS	Book	P/B	ER	ER / P/B
EGLE	"Eagle Bulk Shippi"	4.04	0.418	10.592	0.38	10.35	27.13
BPO.TO	"BROOKFIELD PROPER"	16.7	2.73	15.7	1.06	16.35	15.37
DSX	"Diana Shipping in"	12.28	1.59	14.485	0.85	12.95	15.27
NRI.TO	"NUVO RESEARCH INC"	0.145	0.034	0.078	1.86	23.45	12.61
LNC	"Lincoln National "	29.76	2.541	40.561	0.73	8.54	11.64
DRX.TO	"ADF GROUP INC"	1.71	0.121	2.687	0.64	7.08	11.12
C	"Citigroup	4.6	0.354	5.615	0.82	7.7	9.39
SPM.TO	"SCORPIO MINING CO"	1.12	0.19	0.494	2.27	16.96	7.48
TX	"Ternium S.A. Tern"	36.01	3.103	29.334	1.23	8.62	7.02
CCME	"China MediaExpres"	13.09	2.368	4.702	2.78	18.09	6.5
HF.TO	"HANFENG EVERGREEN"	4.92	0.3	4.451	1.11	6.1	5.52
ECA.TO	"ENCANA CORP."	31.43	2.03	23.533	1.34	6.46	4.84
BMO.TO	"BANK OF MONTREAL"	61.66	4.75	34.087	1.81	7.7	4.26
WMT	"Wal-Mart Stores	51.97	4.462	19.313	2.69	8.59	3.19
CM.TO	"CANADIAN IMPERIAL"	82.47	6.215	32.977	2.5	7.54	3.01
GE	"General Electric "	20.32	1.062	11.204	1.81	5.23	2.88
HSE.TO	"HUSKY ENERGY INC."	30.03	1.398	17.062	1.76	4.66	2.65
RY.TO	"ROYAL BANK OF CAN"	56.94	3.46	23.988	2.37	6.08	2.56
BNS.TO	"BANK OF NOVA SCOT"	59.06	3.91	22.683	2.6	6.62	2.54
RUS.TO	"RUSSEL METALS"	25.78	1.16	13.307	1.94	4.5	2.32
UUU.TO	"URANIUM ONE INC."	6.3	0.245	2.761	2.28	3.89	1.7
TS	"Tenaris S.A. Amer"	46.37	1.91	16.776	2.76	4.12	1.49
SHLD	"Sears Holdings Co"	83.95	1.19	79.1	1.06	1.42	1.34
NEM.TO	"NEO MATERIAL TECH"	8.61	0.438	2.097	4.11	5.09	1.24
AA	"Alcoa Inc. Common"	16.18	0.242	13.264	1.22	1.5	1.23
IMG.TO	"IAMGOLD CORP"	21.57	0.75	7.446	2.9	3.48	1.2
FR.TO	"FIRST MAJESTIC SI"	16	0.259	2.478	6.46	1.62	0.25
KGI.TO	"KIRKLAND LAKE GOL"	15.21	0.08	2.344	6.49	0.53	0.08
TD.TO	"TD US Small-Cap E"	80.5	0	0	0	0	0
LEX.TO	"LEXAM VG GOLD INC"	1	0	0	0	0	0
AVR.V	"AVION GOLD CORP"	1.77	0	0	0	0	0
LSG.TO	"LAKE SHORE GOLD C"	4.12	0	2.466	1.67	0	0
PPI.V	"PASSPORT POTASH I"	0.83	-0.015	0.038	21.84	-1.81	-0.08
TRR.V	"TRELAWNEY MINING "	4.55	-0.085	0.393	11.58	-1.87	-0.16
MFC.TO	"MANULIFE FIN"	18.06	-0.27	14.314	1.26	-1.5	-1.18
BP	"BP p.l.c. Common "	47.74	-1.188	30.318	1.57	-2.49	-1.58
DML.TO	"DENISON MINES COR"	3.58	-0.116	2.165	1.65	-3.24	-1.96
WND.V	"WESTERN WIND ENER"	1.47	-0.08	0.533	2.76	-5.44	-1.97
GEM.V	"PELE MOUNTAIN RES"	0.415	-0.027	0.157	2.64	-6.51	-2.46
QEC.TO	"QUESTERRE ENERGY "	1.61	-0.07	1.063	1.51	-4.35	-2.87
YNG.TO	"YUKON-NEVADA GOLD"	0.76	-0.16	0.141	5.39	-21.05	-3.91
CLL.TO	"CONNACHER OIL"	1.6	-0.086	1.511	1.06	-5.38	-5.08
NOT.V	"Noront Resources "	0.8	-0.06	0.616	1.3	-7.5	-5.78
TK	"Teekay Corporatio"	34.49	-3.67	27.207	1.27	-10.64	-8.39
MELA	"MELA Sciences	3.07	-0.868	1.465	2.1	-28.27	-13.49
TRMD	"TORM A/S"	6.86	-1.114	17.161	0.4	-16.24	-40.62
OPC.TO	"OPTI CANADA INC."	0.275	-0.97	3.688	0.07	-352.73	-4730.39

P/B = Price / Book Value
ER = Expected Return expressed as annual % = 100/(Price / EPS)
ER / P/B = Arbitrary measure to try and combine the two into a single rankable number

I would remove EGLE and Nuvo because their earnings are too sensitive. EGLE just lost major customer, and Nuvo only has $0.03 earnings, so $0.01 move is huge difference. CCME & HF may be frauds. Of the rest, I think those with the highest positive ER / P/B justify further analysis.