Majorlee Corp Manhattan IBD Meetup March 17 th

Majorlee Corp. Manhattan. IBD Meetup March 17 th, 2010

Majorlee Corp. Agenda 1) 2) 3) 4) 5) 6) Discussion about future meeting contents and location - 15 mins Sage Session - Watch List Generation, Scanning and Filtering - Dodge Dorland - 15 min Using Daily Graph Scanners - Avi - 10 mins What to with your watch-lists - Avi - 10 mins Buying stocks LONG or selling PUT options - Avi - 15 mins Group topics: a) the day to day management of your trading business b) risk management in trading c) buy and sell rules d) specific stock evaluations

Majorlee Corp. Logistics / Meeting Contents �e. Mail client filters �Location �Asst organizers �Contents

Majorlee Corp. The Investment Process The fours steps in the investment process: 1. Determine baseline risk management principles: % of portfolio per single equity b. Hard sell rules and non-buy rules a. 2. Establish watch lists – screens, IBD 100, Big. Cap 20, other sources – looking primarily at fundamentals (EPS rating, SMR rating) and some technicals (A/D, RS rating, group strength, comp rating) 3. Determine entries based on market and base analysis 4. Determine exits based on hard rules or exit patterns

Majorlee Corp. Using Daily Graph Scanners

Majorlee Corp. OK – So Now I Have Watch Lists 1. Using screener to assess entry patterns 2. Using DGO stock lists / reports

Majorlee Corp. Long Stocks or Short Puts?