Bay Area Money Makers Meetup Saturday, November 4, 2017 Efficiently Making A Watch List Pull The Buy Trigger Part 2 Lee Tanner Non-Professional Amateur Volunteer Co-organizer of the Petaluma IBD Meetup

All Investing has Substantial Risk of Big Losses 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 ®)

How Do I Make It Easier? Narrow the field of search Have a consistent method – work flow Practice – do it 50 time a year, every week Evaluate the results Improve the method

How Do I Make It Easier? Narrow the field of search when new

Start With IBD STOCK LISTS

Start With IBD Stock Lists

If Market Is Correcting 5 2 1 3 4 7 If I Take The Time Leading Groups At Top 6 8 If Market Is Correcting Look Here First

What Are IBD Stock Lists? Sophisticated Stock Screens Why Shouldn’t I Use These First?

Start With IBD Lists IBD 50

How Do I Make It Easier? Narrow the field of search when new Have a consistent method, or process flow, or recipe

Check for Sound & Proper Bases Review IBD Lists for Top CAN SLIM Characteristics? Yes Check for Sound & Proper Bases Yes Look For Prior Uptrend ≥ 30% No No No Yes Skip Skip The Watch/Buy List Final Watch List Sort To ≤ 7 Stocks Preferably ≤ 5

How Do I Make It Easier? Narrow the field of search when new Have a consistent method – work flow Practice – do it 50 time a year, every week

500 Practice Puts In A Morning

Questions?

How Do I Make It Easier? Narrow the field of search when new Have a consistent method – work flow Practice – do it 50 time a year, every week Evaluate the results

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

Evaluate Weekly Watch Lists 1 Study & Write Rules 2 Make a Watch List Qualified Breakouts WL Quality Only Breakout Listed by date Noted on WL or not Compare WL Stocks To Qualified Breakouts 6 2a Make A List Of Qualified Breakouts Find Qualified Breakouts Daily Stocks on the Move (SOM) Market Pulse The Big Picture Weekly SOM

Qualified Breakout List

Daily Stocks On The Move

Daily SOM Excel Export

SOM Spreadsheet File

Qualified Breakout List (QBL) If I’m limiting my WL search to the IBD 50, then I only need to include IBD 50 stocks on the QBL

Qualified Breakout List (QBL) FB is unquestionably qualified. Did it breakout

Qualified Breakout List (QBL) Review, update or add prior entries FB is fundamentally compelling

Qualified Breakout List (QBL) List only stocks that were on or should have been on my WL

Questions?

Qualified Breakout List (QBL) If in doubt, include the listing

Might go back on the QBL and see if ALSN was listed when it broke out here

Qualified Breakout List (QBL) Short But Pertinent Notes

Questions?

Include The Weekly SOM In The File In IBD Weekly ~ B2

SOM Spreadsheet File Copy and paste weekly SOM image onto the spreadsheet

Copy the symbols into the spreadsheet from the IBD pdf

Can Do Most QBL Work On Weekend Download and save daily SOM On Weekend Add Market Pulse Add Weekly SOM Review and Update QBL for the week – it helps with making the watch list on the weekend

Qualified Breakout List Can add columns for buying or owning the stock

Begin W/Simple QBL Make It Doable

Questions?

If New To CAN SLIM Or It Isn’t Working

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

Stop Buying Stock For A While Relearn Making A Watch List

Focus On Making A Watch List 1 Study & Write Rules 2 Make a Watch List 3 Buy Just Right No Money Needed No Money Needed Compare WL Stocks To Qualified Breakouts 6 2a Make A List Of Qualified Breakouts No Money Needed No Money Needed

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

Questions?

Pulling The Trigger To Buy New Topic Pulling The Trigger To Buy

Pulling The Trigger Requires Confidence In: WL Stock Your buying rules and methods Comfort level with often times being wrong Your sell rules and unwavering fidelity to them

Grading The Stock Checkup New Topic Grading The Stock Checkup

Qualified Breakout List What is this? Your Personal Stock Checkup (Stock Doc) Grade

Investors.com >> RESEARCH>> IBD Stock Checkup Stock Doc Investors.com >> RESEARCH>> Stock Checkup

16 Key Fundamental Characteristics 123 16 Key Fundamental Characteristics 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 10 Key Technical Characteristics 20 21 22 23 24 25 26 27 28 29

Grading The Stock Checkup Convert the green, yellow and red dot ratings for 29 fundamental and technical parameter into a letter grad A+ to E. Provides a top level, overall assessment grade Provides a consistent way to compare stocks

Red 1 Defect, Yellow 1/2 Red ½ Defect, Yellow 0 123 Not Counted Red 1/2 Defect, Yellow 0 Red 1 Defect, Yellow 1/2 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 Red ½ Defect, Yellow 0

Grading The Stock Checkup

Questions?

A Spreadsheet WL Workbook New Topic A Spreadsheet WL Workbook

Download and Save the IBD Lists 5 2 1 3 4 7 6 8

~ Happy and Profitable Investing to You All ~ This Concludes The Bay Area Money Makers Meetup Saturday, November 4, 2017 Lee Tanner Amateur Volunteer ~ Happy and Profitable Investing to You All ~

Questions?