Stock Picking Process

Our Objective Use proprietary screening to determine, what we consider, the Top 25 stocks .

Final List TOP 25 STOCKS INVESTING UNIVERSE Scoring Process First Screen Popular Lists Screen-Based List Current List Master List Top 400 Stocks Ultimate List Top 100 Stocks Analyst Favorites Category Value Category Growth Category Sentiment Category Second Screen Quality Category Scoring Process Final List TOP 25 STOCKS

400 25 Stock Stars 100 Investing Universe 10,000+ Stocks Master List Ultimate List 100 Stocks

Three Evaluation Lists INVESTING UNIVERSE First Screen Three Evaluation Lists Popular List: Top 50 stocks IBD Top 100 stocks VL Top 36 stocks SS Top 37 stocks MS Top 50 stocks B Screen-Based List: Value Screen Growth Screen Momentum Screen Current List: Current Nominees Personal Nominees Talk about Popular list ONLY Master List TOP 400 Stocks

Top 50 Stocks: Investors Business Daily The IBD 50 is a list of 50 top-rated growth stocks in IBD’s database with top fundamentals showing strong relative price strength in the market. Criteria to pick stocks: EPS Rating Relative Price Strength Return on Equity Management Ownership

Three Evaluation Lists INVESTING UNIVERSE First Screen Three Evaluation Lists Popular List: Top 50 stocks IBD Top 100 stocks VL Top 36 stocks SS Top 37 stocks MS Top 50 stocks B Screen-Based List: Value Screen Growth Screen Momentum Screen Current List: Current Nominees Personal Nominees Master List TOP 400 Stocks

SCREEN-BASED LIST Investment Style: VALUE Screen Tests GROWTH Screen Tests Investment Style: MOMENTUM Screen Tests Stock Screener Stock Screener Stock Screener Growth Screen 1 Relative Growth Value Screen 1 Relative Value Momentum Screen 1 Relative Strength Growth Screen 2 Comparative & Financial Strength Growth Screen 3 Comparative & Sustainable Growth Momentum Screen 2 Moving Average & Behavioral Value Screen 2 Comparative Value & Growth Value Screen 3 Contrarian Opportunities Momentum Screen 3 Relative Momentum

*The formulas have been altered to protect Proprietary Information Screen-Based Tests *

Value Screen 2: Comparative Value P/E Ratio <= Indy. Avg. P/E Price/Sales <= Indy. Avg. P/S TTM ROE > Indy. Avg. TTM ROE TTM ROE > 0 5 y Avg. ROE > 5 Y Indy. Avg. ROE LT Debt/Equity ratio <= Indy. Avg. LT Debt Ratio Price/Book <= 3 EPS Growth Est. > Indy. Avg. EPS Growth Est. Y1 EPS Est. Growth > 0

Screen Results: Value Screen 2 FIELD OPERATOR COMPARE TO: STOCKS P/E Ratio <= Indy. Avg. P/E 1722 Price/Sales Indy. Avg. P/S 2755 TTM ROE > Indy. Avg. TTM ROE 2933 3920 5 Y Avg. ROE 5 Y Indy. Avg. ROE 2427 LT Debt/Equity Ratio Indy. Avg. LT Debt/Equity Ratio 2708 Price/Book Average Price/Book Ratio 4567 EPS Growth Est. Indy. Avg. EPS Growth Est. 1068 1Y EPS Est. Growth 1081 6 COMPANIES MET THE CRITERIA: AS OF February 2017 COMPANY NAME SYMBOL SECTOR Banco Macro SS (ADR) BMA Financial BankUnited BKU Natus Medical Inc. BABY Health Care Sanderson Farms, Inc. SAFM Consumer Non-Cyclical Sunstone Hotel Investors Inc. SHO Services Tetra Tech, Inc. TTEK 11

First Screen INVESTING UNIVERSE 10,000 + Stocks Master List TOP 400 Stocks

Second Screen Master List Top 400 Stocks Second Screen Analyst Favorites Category: 1.Most Repeated Stocks Value Category: 1.Catching Up Stocks Quality Category: 1.Industry Leaders 2.Fastest Turnover Growth Category: 1.Historical comparison 2.Industry Comparison Sentiment Category: 1.High P/E Multiples 2.Institutional Ownership

Second Screen* *The formulas have been altered to protect Proprietary Information

Third Screen Ultimate List: Top 100 Scoring Process: Growth Score Profitability Score Financial Health Score Momentum Score Stock Stars List TOP 25 STOCKS

February 2017 Growth Stock Picks TOP 25 STOCKS February-17   RANK TICKER NAME SECTOR INDUSTRY 1 FB Facebook Inc 10 - Technology 1018 - Computer Services 2 ULTA Ulta Salon, Cosmetics & Fragra 09 - Services 0963 - Retail (Specialty Non-Apparel) 3 CELG Celgene Corporation 08 - Health Care 0803 - Biotechnology & Drugs 4 MHK Mohawk Industries, Inc. 04 - Consumer Cyclical 0433 - Textiles - Non-Apparel 5 EW Edwards Lifesciences Corp 0812 - Medical Equipment & Supplies 6 DIS Walt Disney Co 0906 - Broadcasting & Cable TV 7 GOOGL Alphabet Inc 8 AMZN Amazon.com, Inc. 0948 - Retail (Catalog & Mail Order) 9 HD Home Depot Inc 0960 - Retail (Home Improvement) 10 BABA Alibaba Group Holding Ltd 11 GD General Dynamics Corporation 02 - Capital Goods 0203 - Aerospace and Defense 12 COST Costco Wholesale Corporation 13 CBS CBS Corporation 14 AGN Allergan plc 15 DHI D.R. Horton, Inc. 0215 - Construction Services 16 V Visa Inc 0909 - Business Services 17 WLK Westlake Chemical Corporation 01 - Basic Materials 0106 - Chemicals - Plastics and Rubbers 18 AAPL Apple Inc. 1003 - Communications Equipment 19 DAL Delta Air Lines, Inc. 11 - Transportation 1106 - Airline 20 USCR US Concrete Inc 0212 - Construction - Raw Materials 21 FDX FedEx Corporation 1103 - Air Courier 22 DOW Dow Chemical Co 23 BAC Bank of America Corp 07 - Financial 0727 - Regional Banks 24 ARNC Arconic Inc 0124 - Metal Mining 25 C Citigroup Inc As of January 31st, 2017- Subject to change.

February 2017 Growth Stock Picks As of January 31st, 2017. Subject to change.

February 2017 Growth Stock Picks As of January 31st, 2017. Subject to change.

February 2017 Growth Stock Picks As of January 31st, 2017. Subject to change.

February 2017 Growth Stock Picks As of January 31st, 2017. Subject to change.

February 2017 Growth Stock Picks As of January 31st, 2017. Subject to change.

February 2017 Growth Stock Picks As of January 31st, 2017. Subject to change.

Our Stock Selection Discipline Process is dynamic but we are not “traders” Buying and selling designed to follow trends

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