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Margaret Moran
Margaret Moran
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Video: Mastering the GuruFocus Site, Episode 2

Tips and tricks on using the GuruFocus screeners

July 10, 2020

In the second installment of the “Mastering the GuruFocus Site” series, we introduce the various screeners on the GuruFocus site, especially the versatile and customizable All-in-One Screener.

The series will consist of 12 short videos (approximately three to five minutes each) meant to provide users with everything they need to know about how to navigate the GuruFocus site quickly, efficiently and to full effect.

Throughout the series, we have made every effort to provide answers to the questions that new users most frequently ask us about. This isn’t a cut-and-dry manufacturer’s instruction book; we have taken the input we have received from GuruFocus users and used it to create a quick and comprehensive introductory series.

The next episode, “All About Backtesting,” will be all about how to use our historical search function and backtesting feature. Stay tuned!

Text version:

Hi, welcome to GuruFocus! This is the second episode of “Mastering the GuruFocus Site,” a series designed to be your one-stop starting point to learning your way around at GuruFocus.com.

This episode is called “Screeners Galore.” We will be going over the various screeners available on the site, how to use them and how to customize them, with a focus on common issues that new users often experience.

Under the screeners tab, the first option is the ever-popular All-in-One screener. This build-your-own screener option that allows for incredible versatility when searching the markets for stocks that meet your criteria.

The screening criteria are organized under various tabs, but if you don’t know which category to find something under, you can always go to the “all” tab and "ctrl+f" to search for it the easy way. Let’s look for stocks that have a trailing 12-month price-earnings ratio of, say, 10 to 15, as well as a market cap of at least $50 billion.

Full disclosure, these are just random example criteria for demonstration purposes and are not intended as investing advice.

If you want to narrow your results to a specific country or stock exchange, go to the regions tab here and deselect the categories you don’t want. Say you only wanted to search for stocks on the New York Stock Exchange, so you deselect everything else. You’ll see your results down here.

If you want to search based on metrics from previous years, you can do so through our historical tab, which lets you select dates as far back as 2006. We’ll stick with the present for now.

You can save your customized screener by going here and selecting “temp screen,” then selecting “save.” Replace “temp screen” with whatever you want to name the screener, add a description note if you want and you can even make your screener public if you want. This way, if you want to use the same screening criteria in the future, you don’t have to go through the process of selecting them one by one. Simply go to “my screens” to find it.

Now, you’ll have noticed another option in the “save” screen, which is where you can select your “display view.”

Customizing your “view” should not be confused with customizing the screener criteria. The screener criteria will only show stocks that meet the criteria, while the custom view will simply add the desired metrics to your screening results. Say, for example, you want to see the 10-year net income growth rate for all the stocks on the screener. This shows the metric for each stock that the screener pulls up, regardless of whether or not it meets a certain requirement.

Customized views can also be saved by selecting “temp view” and “edit.”

However, you have to be careful when creating more than one new customized screener or view in the same session. For the second and onward that you save without refreshing the screener page, make sure to “save as new view or screener,” as just clicking “save” will result in your new view replacing the one you created previously.

To access your saved views, simply go to “my views.”

We also have various preset screeners available for your use, most of which are based on the screening strategies of famous value investors such as the Buffett-Munger screener and Magic Formula screener or characteristics like dividend stocks, recent spinoffs and the stocks that are owned by the most gurus.

That’s all for this video! Next week, we’ll be diving into history with the Backtesting feature, so stay tuned.

If you want to see more from GuruFocus, make sure to subscribe to our YouTube channel or follow us on social media. Thanks for watching!

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Rating: 5.0/5 (3 votes)



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Performances of the stocks mentioned by Margaret Moran

User Generated Screeners

pascal.van.garsseHigh FCF-M2
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
MsDale*52-Week Low
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