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 1780 Price/Sales Indy. Avg. P/S 2732 TTM ROE > Indy. Avg. TTM ROE 2701 3669 5 Y Avg. ROE 5 Y Indy. Avg. ROE 2493 LT Debt/Equity Ratio Indy. Avg. LT Debt/Equity Ratio 2667 Price/Book Average Price/Book Ratio 4556 EPS Growth Est. Indy. Avg. EPS Growth Est. 984 1Y EPS Est. Growth 1117 5 COMPANIES MET THE CRITERIA: AS OF July 2017 COMPANY NAME SYMBOL SECTOR Himax Technologies, Inc. (ADR) HIMX Technology Banco Macro SA (ADR) BMA Financial Huaneng Power International Inc HNP Utilities Jones Lang LaSalle Inc. JLL Services Norsk Hydro ASA (ADR) NHYDY Basic Materials 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

August 2017 Growth Stock Picks TOP 25 STOCKS August-17 RANK TICKER NAME SECTOR INDUSTRY 1 FB Facebook Inc 10 - Technology 1018 - Computer Services 2 BABA Alibaba Group Holding Ltd 09 - Services 0948 - Retail (Catalog & Mail Order) 3 AMZN Amazon.com, Inc. 4 GOOGL Alphabet Inc 5 EW Edwards Lifesciences Corp 08 - Health Care 0812 - Medical Equipment & Supplies 6 FDX FedEx Corporation 11 - Transportation 1103 - Air Courier 7 ULTA Ulta Beauty Inc 0963 - Retail (Specialty Non-Apparel) 8 USCR US Concrete Inc 02 - Capital Goods 0212 - Construction - Raw Materials 9 AAPL Apple Inc. 1003 - Communications Equipment 10 V Visa Inc 0909 - Business Services 11 DHI D.R. Horton, Inc. 0215 - Construction Services 12 AGN Allergan plc 0803 - Biotechnology & Drugs 13 WLK Westlake Chemical Corporation 01 - Basic Materials 0106 - Chemicals - Plastics and Rubbers 14 DAL Delta Air Lines, Inc. 1106 - Airline 15 GD General Dynamics Corporation 0203 - Aerospace and Defense 16 HD Home Depot Inc 0960 - Retail (Home Improvement) 17 GS Goldman Sachs Group Inc 07 - Financial 0718 - Investment Services 18 DIS Walt Disney Co 0906 - Broadcasting & Cable TV 19 CBS CBS Corporation 20 DEO Diageo plc (ADR) 05 - Consumer Non-Cyclical 0503 - Beverages (Alcoholic) 21 DOW Dow Chemical Co 22 C Citigroup Inc 0727 - Regional Banks 23 COST Costco Wholesale Corporation 24 XOM Exxon Mobil Corporation 06 - Energy 0609 - Oil & Gas Operations 25 BAC Bank of America Corp As of July 28th, 2017- Subject to change.

August 2017 Growth Stock Picks As of July 28th, 2017. Subject to change.

August 2017 Growth Stock Picks As of July 28th, 2017. Subject to change.

August 2017 Growth Stock Picks As of July 28th, 2017. Subject to change.

August 2017 Growth Stock Picks As of July 28th, 2017. Subject to change.

August 2017 Growth Stock Picks As of July 28th 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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