GuruFocus User Manual: All-in-One Guru Screener and ...

GuruFocus User Manual:

All-in-One Guru Screener and Backtesting

2018 version

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Contents

One.

Two. Three. Four.

All-in-One Guru Screener: Basic Features 1. Introduction and Access a. Introduction to the All-in-One Guru Screener b. Accessing the Screener c. Screener Layout 2. Selecting Filters to Screen for Companies 3. The Predefined Screeners 4. Custom Filters in the All-in-One Screener 5. Saving Custom Screeners 6. The Screener Results Tabs 7. Screener FAQs

Backtesting in the All-in-One Screener 1. Introduction to Backtesting 2. Backtesting Parameters 3. Backtesting Results 4. Backtesting FAQs

Advanced Features in All-in-One Screener 1. Peter Lynch Charts 2. Customized Screener Results Views 3. The Valuation Heat Map

New Features added to the Screener 1. Screening from Historical Data 2. Screening from a user portfolio 3. Various new filters 4. Screening using technical indicators 5. New Features FAQs

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Section One: All-in-One Guru Screener Basic Features

1. Introduction and Overview As a value investing research platform, GuruFocus tracks the best stock ideas from various sources, including Peter Lynch, Ben Graham and Warren Buffett. These three legendary investors, unofficially known as the "Power 3 of Value Investing," generate value strategies that have outperformed stock market benchmarks for decades. This user manual focuses on the "granddaddy of them all," the All-in-one Guru Screener, which allows you to screen for companies using more than 200 predefined filters and customized filters. Introduction to the Screener As the name suggests, the All-in-One Guru Screener allows you to screen for companies from an eclectic variety of filters, ranging from profitability filters, valuation filters and guru filters. The Screener contains over 200 filters as of the writing of this user manual; however, the Customized Filters feature, which we will discuss later in this manual, boosts the number of filters to essentially infinity. Figure 1.1 shows a screen shot of the Screener upon access. At first glance, swarms of drop-down menus inundate the screen. However, we have organized the filters to facilitate the use of the Screener.

Figure 1.1 Accessing the Screener GuruFocus offers several ways to access the All-in-one Guru Screener, likely due to its popularity among users. You can access the Screener by simply clicking the "All-in-One Guru Screener" underneath the "Screeners" tab. The Screener is the first item under the "Value Screeners" heading as Figure 1.2 illustrates.

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Figure 1.2 Although discussing every possible way to access the All-in-One Guru Screener is beyond the scope of this user manual, we can still highlight other key ways to access the Screener. For example, let us consider the "Search" bar at the top of the Web page, below the blue "GuruFocus" ribbon. Note the purple arrow pointing to the word "Search" in Figure 1.3.1. You can click here to drop a menu with two items: "Search" and "Compare." Suppose we choose "compare" and type in some stock tickers as illustrated in Figure 1.3.2. Clicking the "go" button takes us to the All-in-One Guru Screener with the four stock symbols listed in the "Compare" bar reappearing in the "Stocks" filter, located in the top-left corner of the "Fundamental" tab.

Figure 1.3.1

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Figure 1.3.2 Screener layout The All-in-one Guru Screener consists of three parts: the header, the filter box and the results area. Figure 1.4.1 shows the former two while Figure 1.4.2 shows the third item.

Figure 1.4.1

Figure 1.4.2 The "header" section contains two drop-down menus and the "Global Stock Market" ribbon. The dropdown menu on the left lists the predefined GuruFocus screens while the drop-down menu on the right lists your customized screens. Finally, the "Global Stock Market" ribbon allows you to screen for companies trading in global markets. Click on the check boxes to activate or deactivate the regions. Clicking on "Show All Countries" pulls down a color-coded list of all countries from the regions as Figure 1.5 illustrates. You can select the specific countries to screen right here. To save the "Global Stock Market" settings, click on the "Set as Default" button located on the farthest right of the Global Stock Market ribbon. Unless you change the settings, the Screener results area will only display the companies in the selected regions / stock exchanges.

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