AIQ Data Power Packs

FATI Sector Lists & Fundamental Data plus monthly IPOs
The Ultimate Data Analysis Package is here. Find the stocks the professionals are watching and avoid those illiquid stocks with wide bid/ask spreads. Quality and Opportunity is right here. Stocks fitting the criteria are arranged into the FATIŪ Sector and Group Structure.

These lists contain stocks which have the following four key characteristics.
  • Average Daily Trading Volume > 84,999 shares
  • PRICE >=$1.00 & 20 DAY AVG VOLUME >=10,000 shares
  • Number of Analysts Ratings >= 2
  • Market Valuation > $99 million

  • Click here for a PDF overview of FATI and why it makes sense for your trading or investing.

    Historical backtesting was performed over 36 four week holding periods. June 21st, 2013 through April 1st, 2016.
    * See Performance Disclosure Below
    FATIŪ Sector and Group Structure - There are approximately 2500-3000 stocks on average. They are broken down into 17 sectors and over 60 industry groups.

    FATIŪ Market Capitalization - Same list of stocks as in the FATIŪ Sector & Group list broken down by market capitalization.

  • Mega Cap > $50bn
  • Large Cap > $10bn < $50bn
  • Mid Cap > $2bn < $10bn
  • Small > $1bn < $2bn
  • Micro > $500mn < $1bn
  • Nano >$99mn < $500mn
  • PLUS we'll also include these BONUS lists

    • FATIMKTS List - The "Market Breadth" files for the six (6) FATI Market Capitalization Sectors (MegaCap to NanoCap) & the (1) FATIŪ Sector and group Index. This provides breadth indicators for these segements
    • FATISLCT List - Monthly FATI Select List of Fundamentals Screened stocks. This is a ready to use list of fundamentally screened stocks
    • Monthly IPO lists
      rifle-trade-coverYou hear about them in the news all the time. The latest pioneering company going 'public' and ringing the bell at the open of the NYSE.

      There are new companies being listed every month on the US markets, stocks and ETFs you might want a slice of the action.

      Now AIQ is offering a unique monthly service providing you with the AIQ list file and ticker file for these IPOs. Add them to your existing database with a simple download and quick install each month.

      PFGC Performance Food Group Company IPO in October 2015

      Keep your database up to date with the latest listing of stock and ETF IPO's from the previous month.

    FATIŪ mid cap tickers

    Fundamental Data - 60 fundamental data fields covering 4400 stocks.

  • Options
  • Shares Outstanding (mil)
  • Sales ($mil)
  • % Held by Institutions
  • % Held by Insiders Net
  • % Chg Holdings 12 Wks Market Cap ($mil)
  • Current Ratio
  • Avg Daily Vol 20 days
  • Beta
  • Avg Broker Rating
  • No. in Rating
  • % Change Completed Qtr Est - 4 wks
  • % Change Curr Qtr Est - 4 wks
  • % Change Next Qtr Est - 4 wks
  • % Change Curr Fiscal Yr Est - 4 wks
  • % Change Next Fiscal Yr Est - 4 wks
  • Est EPS Growth Current Year
  • Est EPS Growth Curr & Next Yr
  • Qtr EPS this Qtr/ prior qtr
  • Qtr EPS last Qtr/ prior qtr
  • Qtr EPS 2Qtrs ago/ prior qtr
  • Anl Sales this Yr/ Sales last Yr
  • 2 Years Ahead Sales Growth
  • Cash Flow 5 Yr Avg
  • Div Yield
  • Indicated Anl Div
  • Payout Ratio
  • P/E using Curr FY Est
  • P/E using Next FY Est
  • Return on Equity
  • Return on Assets
  • Return on Investment
  • Inventory Turnover
  • Receivables Turnover
  • Asset Utilization
  • Debt/ Tot Cap
  • Debt/Equity Current Ratio
  • Market Capitalization
  • Quick Ratio
  • Cash Ratio
  • Interest Coverage
  • Cash Flow ($/sh)
  • Price/ Book
  • EV/EBITDA 12 Mo
  • P/E F1/ LT EPS Gr
  • Pretax Mgn 12 Mo
  • Net Mgn 12 Mo
  • Oper Mgn 12 Mo
  • Current Fiscal Yr Cons Est
  • # Anlst in Cons Current Fiscal Yr
  • Next Fiscal Yr Cons Est
  • # Anlst in Cons Next Fiscal Yr
  • Completed Quarter Cons Est
  • # Anlst in Cons Completed Qtr
  • Current Quarter Cons Est
  • # Anlst in Cons Current Qtr
  • Next Quarter Cons Est
  • # Anlst in Cons Next Qtr
  • 12 Mo EPS before NRI
  • Piotroski Score

  • Ford display of fundamentals in AIQ Charts

    Updated tickers, list and fundamental data every month
    Your price will be only $29.99/mo.

    SAVE $$$$$$$
    Order all 3 Power Packs for one low price


    or call Sales: (800) 332-2999    1 775-832-2798 from outside the U.S.     E-mail

    Performance Disclosure

    The performance calculations for the FATI Ultra Fundamentals were produced through backtesting and consist of the total return (price changes + dividends) of an equal weighted portfolio. Returns are calculated on a specified periodic basis (most often one, four or twelve weeks and assume no transaction costs. The portfolio is rebalanced at the start of each new period. Returns are stated as either annualized or compounded returns.

    Stock trading/investing involves risk and you can lose some or all of your investment. Hypothetical or back]tested results may not always be duplicated in the real world. Back]testing can at times produce an unintended look]ahead bias. Results can also at times be over or understated due to the exclusion of inactive companies. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading, not the least of which is the ability to withstand losses or to adhere to a particular trading strategy in spite of trading losses. These are material points which can also adversely affect actual trading results. The back]tested results prepared for the FATI Ultra Fundamentals consisted of only active companies.

    Potential Limitations in Backtesting

    There are four types of biases which may distort back]test results.

    1. Look Ahead bias ] this occurs when the stocks selected on a rank date use financial information that was not available on that rank date. For example: if a company reports its financials for the quarter ending Mar 2006 on Apr 20, 2006, the rank that is created at the end of the March 2006 quarter should not use the financials for that quarter, since they were not available at the end of the quarter.

    2. Restatement bias ] this occurs when a company restates its historical financials. For example: if a company reports its 3/16 results and restates its Dec 2015 results; a rank done as of end of Dec 2015 should use the originally reported financials for Dec 2015, not the restated financials for Dec 2015 which were not available until March 2016.

    3. Survivor bias ] this occurs when stocks that have been delisted or acquired are not included in the back]test results. Depending on your strategy, the impact of survivor bias on the back]test may or may not be significant.

    4. Split bias ] this can occur if your screen uses price as a qualifier, e.g., Price > $5.00. The database is split adjusted. So, using the example above, if the company had a stock split between the screened date and the date of the back]test, the company may not be included in the back]test results if the split adjustment caused the historical price at the date of the back]test to be below that $5.00 threshold. Typically, stock splits occur at higher prices.