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positive_eps_streak on WATSCO INC (WSO)

SIC 5070 — Wholesale-Hardware & Plumbing & Heating Equipment & Supplies · CIK 105016 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on WSO

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-272026-02-27-1.55%-5.78%-16.80%
FY20242025-02-282025-02-28-2.06%+1.71%-0.49%-8.23%-16.94%
FY20232024-02-232024-02-23-0.33%+2.48%+14.16%+26.23%+32.61%
FY20222023-02-242023-02-24+1.59%+4.60%-0.20%+9.98%+33.14%
FY20212022-02-252022-02-25+2.07%+6.12%+11.47%-6.67%+17.85%
FY20202021-02-262021-02-26+3.18%-1.42%+6.91%+18.41%+13.09%
FY20192020-02-282020-02-28+4.66%+15.32%-5.59%+9.86%+65.66%
FY20182019-02-282019-02-28+0.28%-2.00%-1.41%+10.12%+13.50%
FY20172018-03-012018-03-01+1.69%+5.10%+9.33%+10.81%-11.21%
FY20162017-02-212017-02-21-0.32%-3.68%-6.09%-10.36%+12.08%
FY20152016-02-292016-02-29+1.72%+1.93%+5.72%+4.13%+19.41%
FY20142015-02-242015-02-24-0.23%+1.19%+5.95%+9.99%+10.86%
FY20132014-02-272014-02-27-0.21%+1.91%-0.20%+2.64%+21.77%
FY20122013-02-282013-02-28-0.59%+2.41%+8.10%+13.05%+28.17%
FY20112012-02-292012-02-29+0.67%-1.23%+3.08%+1.27%+19.66%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See positive_eps_streak methodology for the full audit.


Data: /api/company/105016/financials