Research

Research Reports

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RS Rating: It’s All Relative

In this paper, we demonstrate the effectiveness of William O’Neil + Co.’s Relative Strength (RS) Rating™ in picking stocks expected to outperform (or under-perform) the market in the future such that they can be used to form market-neutral strategies that extract positive returns while hedged against broader market exposures.

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New Highs Segmentation

We compared post-event performance for one year following five-year new highs, segmenting our results by style (growth/value), size (large cap/small cap), market (U.S., China A-shares, Hong Kong, and India), and industry sector.

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New Highs: Best Served Rare

We build on our prior studies of new highs in our U.S. universe by segmenting each event according to the number of new highs occurring that day, comparing performance between bins of 1–49, 50–99, 149–199, and 200+.

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New Highs: Outperformance Increases with Lookback Window

Bucking the conventional wisdom to ‘buy low, sell high’ with respect to historical trading ranges presents a source of potential opportunity for investors.

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EPS RANK STUDY

In this paper, we examine the effectiveness of using William O’Neil +Co.’s proprietary Earnings Per Share (EPS) Rank as a primary factor in managing a portfolio of U.S. equities. Our study included nearly 12,000 U.S. equities from January 1995 to December 2015.

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