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

This Presentation Is: • For Educational Purposes Only • Not recommending any stocks/securities to buy or sell All Investing has Substantial Risk of Big Losses CAN SLIM® Is The Registered Trademark Of Investors Business Daily (IBD ®) 3

What Makes This Portfolio Work? 4

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12 Stocks 5 of 12 Made Profit Goal 7 Were Break Even or Better 6

New Topic 7

Making A Watch List Workshop 8

What Is The Watch List It Is The Buy List It Is A Short List of Stocks I Want To Buy Now 9

How Short – How Many Stocks? 0 to 9 Usually 2 to 5 A Short List of Stocks I Want To Buy Now 10

Buy Now Means? As Soon As A Stock Breaks Out - Immediately Buy 11

Questions? 12

Basic CAN SLIM Investing Sell For Profits +20% to +25% 0% 0 2 ise Proper Base % Ris e Buy Breakout R 3 %- 30 8 to 12 Weeks Top CAN SLIM Characteristics Not Swing Trading It is Position Investing 13

The CAN SLIM Business 1 2 Study & Write Rules 6 5 Review Make a Watch List Sell Just Right 3 Buy Just Right 4 Manage a Portfolio 14

Watch (Buy) List Stocks • Top CAN SLIM Characteristics (Fundamentals) • Completing A Full & Proper Base – Near A Breakout Pivot Point (Technical) 15

Screen For Fundamentals First Then Examine The Base 16

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Toro (TTC) 18

IBD 50 2/8/16 19

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FTD 26

+92% Volume FTD 27

Coresite Realty (COR) 28

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RS New High Screen 30

Abe’s 29%-29% Screen 31

Abe Christensen’s 29%-29% • Current Quarter EPS Estimate ≥ 29% • Next FY EPS Estimate ≥ 29% 32

IBD Screens/Lists • • • IBD 50 Sector Leaders Stocks with High Supply Demand IPO Leaders Global Leaders IBD Stock Analysis Stock Spotlight Your Weekly Review New America 33

Get Your Note Pad 34

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First Quick Cut • IBD 50 – First 30 Stocks (B 1 ~ pp 23) • Sector Leaders (~B 7, pp 29) • High Supply/Demand (Under Stock Spotlight ~B 14, pp 35) • IPO Leaders (~B 12, pp 34) • IBD 50 – Last 20 (~B 5, pp 27) 36

Grading Stock Checkup • Grade Stock Checkup: Convert Stock Check to a letter grade bases on the number of red and yellow dots (negatives). This gives a standard for comparison. • Sum the defects as described below and round up: – – – “A” for 1 -4 Negatives “B” for 5 -6 Negatives “C” for 7 -8 Negatives “D” for 9 -10 Negatives “E” for > 10 Negatives • Market: Don’t count dots; market direction is considered else ware • Group: Red dots count as ½, yellow don’t count. • Supply and Demand: Red dots count as ½ defect, yellow don’t count. • All Other: Red dots count as one defect, yellow as ½ a defect. 37