Fundamental Stock Screening Elements (Wayne Thorp)

Synopsis

In this VES Class, Wayne Thorp covers one of the most important topics for investors regarding stock selections: fundamental stock screening. Complete coverage on the basic and intermediate elements of fundamental stock screening include: what stock screening is, benefits of a stock screening approach, caveats of a stock screening approach, how to build a stock screen, the key factors that have been historically relevant when creating a fundamental stock screen and some of the most critical relationships between stock screening factors (size, category, momentum, price-to-book ratio, quality) and performance that every long-term stock investor should know.

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Class Details

Organization:  AAII
Presenter:  Wayne A. Thorp
Title:  Fundamental Stock Screening
Duration: 38 Minutes
Credits:  2 Credits
Words of Wisdom: Yes
Segment Incentive Bonus:  Bonus Video: AAII's Complimentary Stock Screens
Course Inclusion:   
Structured & FlexiLearn


Class Focus

Topic:   Fundamental Stock Screens .........
Knowledge Level:  Beginner - Intermediate
Appropriate: Stock Investors


Class Criteria

Credits Accrued:  Passing Test Score (>= 70%) ..........
Words of Wisdom:Viewing Requirement (>= 90%)
SIB Benefit: Passing Test Score (>= 70%)

 

 Pre-Class | Post-Class Recommendations 

Pre-Class Suggestions:Introduction to Stock Investing ..................................................... 
Class Associated Tools:N/A
Continuing Education Classes:Fundamental Stock Screening Approaches   
Associated AAII Offerings:A+ Investor | Stock Investor Pro

 

Additional Elements Included

  • Class Discussion Forum
  • Class Survey
  • Key Terms & Definitions
  • Learning Objectives
  • Lesson Summary
  • Preliminary Education Materials
  • Presentation Slides (PDF)
  • Resources Articles & Studies
  • Speaker Bio/Contact Information
  • Testing for Class Credits 

Wayne A. Thorp

CFA, AAII Senior Financial Analyst

American Association of Individual Investors (AAII)

Wayne Thorp is the head of research and analysis products at AAII. He is also AAII's senior financial analyst and a vice president. Since joining AAII in 1997, Wayne has written extensively on fundamental stock analysis, quantitative stock screening and technical analysis. Thorp is also the lead analyst and editor for the Stock Superstars Report investment newsletter, product manager for AAII's A+ Investor investment discovery, analysis and tracking service, and product manager for Stock Investor Pro, AAII's fundamental stock screening and research database software.  Wayne was born and raised in the "Thumb" of Michigan and is a 1997 honors graduate of DePaul University in Chicago Illinois. Thorp was awarded the right to use the Charted Financial Analyst (CFA) designation in 2002.

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AAII Author Page

AAII Website

LINKEDIN

Key:

Complete
Failed
Available
Locked
** Fundamental Stock Screening (presentation video)
Begin self-paced component package.
Begin self-paced component package. This presentation video is the primary component of this AAII VES Class. This video has a 90% mandatory viewing percentage before a participant can take the test and accrue the credits for this class.
You must register to access.
^ Class Test (for credits)
19 Questions  |  Unlimited attempts  |  14/20 points to pass  |  Graded as Pass/Fail
19 Questions  |  Unlimited attempts  |  14/20 points to pass  |  Graded as Pass/Fail Passing this test is required to access the SIB (Segment Incentive Bonus), accrue the class credits, and attain the Certificate of Completion for this VES Class.
You must register to access.
* Fundamental Stock Screens (bonus video)
Begin self-paced component package.
Begin self-paced component package. This bonus video contains supplemental material from the instructor that is directly related to the content covered in the primary presentation video. This component is optional with no requirements to proceed.
You must register to access.
Words of Wisdom (benefit)
Open to download resource.
Open to download resource. In this bonus section titled Words of Wisdom, each instructor shares with the class participants their most important investing insights. This Words of Wisdom benefit has a 90% minimum viewing percentage requirement of the classes’ primary presentation video.
You must register to access.
Segment Incentive Bonus (benefit)
Open to download resource.
Open to download resource. The Segment Incentive Bonus contains special offers and discounts for participants who complete this VES Class. To attain this SIB benefit a participant must view a minimum of 90% of the classes primary presentation video and pass the associated class test.
You must register to access.
Credit Accrual & Certificate of Completion (reference)
20.00 - Core Course credits  |  Certificate available
20.00 - Core Course credits  |  Certificate available This component documents that you have completed all the required areas for this VES Class. With this completion, your credits have been automatically applied to your account, you can now view, download, or print your "Certificate of Completion" and you are now eligible for this VES Classes associated benefits. No further action is required, and you may proceed to your next VES Class. Congratulations!
You must register to access.

Getting Help

 
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AAII Membership

For AAII membership or other AAII-related inquiries, please contact AAII’s Member Services department at: members@aaii.com.                                                       

 
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AAII’s Active Investing (AI) Tool Questions

For AI Tool analysis or application related questions, that are part of or referenced in this VES Class, please contact the AI Tools coordinator at:  www.aaii.com/aitools 

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Active Investing (AI) Tool Listings and Access

For purchases or a complete listing of all the AI Tools and their respective features, including platform availability, please go to: www.aaii.com/aitools 

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Active Investing (AI) Tool Platform Support

 Platform related questions or inquiries, including installation, tool management or technical support questions, should be directed to the third-party provider that your AI Tools are being run from.  

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This VES Class was created and produced by the American Association of Individual Investors

© 2024 by the American Association of Individual Investors, 625 N. Michigan Ave., Chicago, IL 60611; (312) 676-4300; www.aaii.com.