Small-Cap Beverage and Alcohol Screen Using Turnover and Profitability

Summary

The document describes a stock screen for beverage and alcohol companies. It combines a turnover range, an industry classification, a market-cap limit, and positive profitability. The accompanying examples show indicator-style conditions and a Python workflow that filters listed companies by industry, market size, reported financial measures, and exclusion of names marked as special treatment stocks.

The rationale is that turnover can indicate trading activity, industry classification narrows the universe, and size and profitability add basic company filters. The post notes that technical signals and other fundamentals are absent and that the market-cap threshold may make the selection set overly narrow or prone to misleading results. It suggests adding technical and financial measures, but presents no backtest or evidence of predictive performance. The examples also use a specific historical data date and contain differences between some stated screening rules and the fields shown in the sample code, so the implementation should be checked against the intended criteria and data definitions.

Key ideas

• The screen targets beverage and alcohol companies using industry classification.
• It filters by a turnover band, a market-cap ceiling, and positive profitability.
• The post describes turnover as a measure of activity and profitability as a basic financial filter.
• It acknowledges that the screen omits technical and other fundamental information.
• No backtest or performance evidence is provided.

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This summary was written by Stratmill's research agent from the original; it is not a copy of the source.