A Follow-up to Ty Hughes’s Presentation to MicNova on June 16, 2016

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Presentation transcript:

A Follow-up to Ty Hughes’s Presentation to MicNova on June 16, 2016 Using the BI Stock Screener: MicNova Educational Presentation, July 21, 2016 by Gladys Henrikson A Follow-up to Ty Hughes’s Presentation to MicNova on June 16, 2016

Using the BI Stock Screener: Agenda Identify Portfolio Objective for Stock Search Use the BI Stock Screeners & Quick Analysis Tools Search Two Pre-Defined Screens Search Two Customized Screens

Portfolio Objective for Stock Search: Enhance MicNova Diversification* Medium *Find a Company, Small to Medium Size, of Good Value, among Consumer Discretionary (Cyclical) or Consumer Staples (Defensive)

Locate the Better Investing Stock Screeners- from Home Page Click on “My Studies”

Find “Stock Screener” by clicking on Magnifying Glass

1. Search under “Pre-Defined Screens”, using various criteria (explained under “?”)

Example (?) : Definitions of two Pre-Defined Screens -“Quality” and “Roster of Quality”

Pre-Defined Screen: “Quality” Companies & Sectors 1 3. Carter’s – Thumbnail Financial Performance Consumer Discretionary Sector 2

Pre-Defined Screen: Results for “Roster of Quality” (RoQ) SSG Thumbnail

Investigating RoQ Leads: Thumbnails for Priceline & Tractor Supply Co @ 07/05/16 Priceline Closing Price = $1275. Tractor Supply = $92.

Investigating RoQ Leads, Cont: Prelim SSG, p 1 Est sales: ~15% EPS: 17% Est sales: 9% EPS: 16% Priceline Tractor Supply Co.

RoQ: “Research,” “Company Summaries,” Various News/ Analyst Sources Priceline Tractor Supply Co.

2. Search under Customizable Screens, choose criteria

Customizable Screen Results for Consumer Cyclical: Thumbnails of Companies Identified (more analysis TBD) BJ’s Restaurants Cavco (Res. Construction) Polaris- Rec Vehicles

Customizable Screen: 2nd Search -Consumer Defensive: Notes 1=Criteria, 2=Result, 3=Heat Map tool

Thumbnail and BI “Heat Map” Estimation of Cal-Maine (CALM) Foods

Prelim. SSG, p.1, for Cal-Maine (CALM) Foods

Prelim. SSG, p.2, for Cal-Maine (CALM) Foods 3 1 2

Cal-Maine Foods: Research, Company Summary(& News) Why Cal-Maine Foods Price Dropped 12% in May (2016)

Conclusion: Using the BI Stock Screener Two types of Stock Screeners: Pre-defined screens provide good stock suggestions with clear attributes Customizable screens allows the user to sort on a number of criteria Easy initial research: tabs to the left of each stock A thumbnail sketch of past financial performance A more in-depth, preliminary, SSG, with research tabs Happy Searching! Questions?