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Under review
Jeff Partlow 4 weeks ago • updated by Jae Jun 2 weeks ago 2

I greatly appreciate how the Quality, Value, and Growth related variables combine to determine the OSV Action Score.  I also appreciate the large number of variables available in the OSV Screener so us users can develop our own custom screens.  However, I have found no Price Performance (aka Price Momentum) variables now available in the OSV Screener.


Many highly regarded studies have concluded that Momentum is also an important consideration in stock picking.  Here are the ones available on my broker's (Schwab's) online Screener:

Price Performance:

Price Change

  • Year To Date
  • Last 5 Days
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Month

Performance vs. S&P 500

  • Year To Date
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Months

Performance vs. Industry

  • Year To Date
  • Last Month
  • Last 3 Months
  • Last 6 Months
  • Last 12 Months

Total Return

  • 1 Year
  • 3 Year
  • 5 Year
  • Percentage Below 52 Week High
  • Percentage Above 52 Week Low
  • Beta

I certainly don't expect you to include all these variables, but adding a few of them would be an important addition to the OSV Screener. 


Thank you for your consideration.      

Jae,

Your thoughts on this suggestion?

Under review

Definitely a good idea. Some more pricing info will be helpful for those people to make decisions on price movements.