Bay Area Money Makers IBD Meetup Saturday November

Bay Area Money Makers IBD Meetup Saturday , November 5, 2016 Review – My Stocks Making A Watch List (A Buy List) This Is A Workshop We’re Going To Make A Current WL Lee Tanner Non-Professional Amateur Volunteer 1

Lee Tanner • • Co-organizer of Petaluma IBD Meetup Using CAN SLIM since 1985 Attended All IBD Workshops Practice CAN SLIM as I think Bill 0’Neil teaches 2

Quick Portfolio Review 3

2015 High 1 st Week of December 4

Nasdaq 1 st Week Dec 2015 5

2015 High 1 st Week of December 6

Portfolio High In 2015 Big 1 -week plunge Double Digit Huge Plunge 7

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Portfolio Management • If WL Stocks Break Out – Buy Them If I Have Buying Power And The Market Is: – Confirmed Uptrend Under Pressure – Correcting, but anticipating a FTD (Valid RD) • Scale Into Initial Positons • Plan for 10 Positions Initially • Use Maximum Permitted Margin Loans. 100% is Full Margin Loan Use. • Buy Proper Follow-Up Shares In Any Market • Sell Stocks Only When Sell Rules Are Triggered 9

Portfolio High In 2015 Double Digit Huge Plunge 16% Invested 100% Invested Mid-Nov Sell Rules 10

What Is Likely Now? 11

Portfolio Management • If WL Stocks Break Out – Buy Them If I Have Buying Power And The Market Is: – Confirmed Uptrend Under Pressure – Correcting, but anticipating a FTD (Valid RD) • Scale Into Initial Positons • Plan for 10 Positions Initially • Use Maximum Permitted Margin Loans. 100% is Full Margin Loan Use. • Buy Proper Follow-Up Shares In Any Market • Sell Stocks Only When Sell Rules Are Triggered 12

Not The Best Stock Picker 13

Portfolio Management • If WL Stocks Break Out – Buy Them If I Have Buying Power And The Market Is: – Confirmed Uptrend Under Pressure – Correcting, but anticipating a FTD (Valid RD) • Scale Into Initial Positons • Plan for 10 Positions Initially • Use Maximum Permitted Margin Loans. 100% is Full Margin Loan Use. • Buy Proper Follow-Up Shares In Any Market • Sell Stocks Only When Sell Rules Are Triggered 14

Nearly All Losses 15

Whacked Again FTD Didn’t Lose Any More Sell Rules 0% Invested 16

What PM Rules? 17

Is The Market More Likely To Rally Or Here? 18

Portfolio Management • If WL Stocks Break Out – Buy Them If I Have Buying Power And The Market Is: – Confirmed Uptrend Under Pressure – Correcting, but anticipating a FTD (Valid RD) • Scale Into Initial Positons • Plan for 10 Positions Initially • Use Maximum Permitted Margin Loans. 100% is Full Margin Loan Use. • Buy Proper Follow-Up Shares In Any Market • Sell Stocks Only When Sell Rules Are Triggered 19

12 Stocks In 3 Weeks 20

12 Stocks 5 of 12 Made Profit Goal 7 Were Break Even or Better 21

9 Stocks In 5 Months 22

12 Stocks 9 Stocks 23

12 Stocks 24

No Winners Yet 12 in 4 Months Bought AVGO 11/2/16 Bought COMM 11/3/16 Sold ATVI 11/4/16 25

12 Stocks 26

3 Months 27

Five Below (FIVE) ~ 55% 28

Sold Add IP Add 29

Or Buy 30

On The IBD 50 - Many Times 31

Was FIVE On My Watch List? 32

Weibo (WB) +150% 33

Add Add Add IP 34

Buy 35

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Numerous Times An IPO Leader 37

Acacia Comm. (ACIA) +135% 38

Add Had to buy it twice Add IP Sold Was It Worth The Effort? 39

The Weekend Paper Before It Broke Out 40

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Was ACIA On My Watch List? 43

The CAN SLIM Business 1 2 Study & Write Rules 6 5 Review Post Analysis Make a Watch List Sell Just Right 3 Buy Just Right 4 Manage a Portfolio 44

Netease (NTES) 45

Sold Add Add IP 46

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FTD Sold Add Add IP 48

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On IBD 50 FTD Sold Add Add IP 50

Netease June 27, 2016 • • • Was NTES On My Watch List? IBD 50 #5 IBD Sector Leader Global Leader High and Accelerating EPS Growth Very High Sales Growth High ROE and PTM 51

Questions? 52