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 1809 Price/Sales Indy. Avg. P/S 2730 TTM ROE > Indy. Avg. TTM ROE 2689 3677 5 Y Avg. ROE 5 Y Indy. Avg. ROE 2445 LT Debt/Equity Ratio Indy. Avg. LT Debt/Equity Ratio 2663 Price/Book Average Price/Book Ratio 4468 EPS Growth Est. Indy. Avg. EPS Growth Est. 879 1Y EPS Est. Growth 1687 5 COMPANIES MET THE CRITERIA: AS OF SEPTEMBER 2018 COMPANY NAME SYMBOL SECTOR HollyFrontier Corp HFC Energy Lear Corporation LEA Consumer Cyclical New Jersey Resources Corp NJR Utilities Phillips 66 PSX Signature Bank SBNY Financial 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

October 2018 Growth Stock Picks TOP 25 STOCKS October-18   RANK TICKER NAME SECTOR INDUSTRY 1 NVDA NVIDIA Corporation 10 - Technology 1033 - Semiconductors 2 V Visa Inc 09 - Services 0909 - Business Services 3 AMZN Amazon.com, Inc. 0948 - Retail (Catalog & Mail Order) 4 LNG Cheniere Energy, Inc. 06 - Energy 0609 - Oil & Gas Operations 5 URI United Rentals, Inc. 0939 - Rental & Leasing 6 ISRG Intuitive Surgical, Inc. 08 - Health Care 0812 - Medical Equipment & Supplies 7 PYPL Paypal Holdings Inc 07 - Financial 0703 - Consumer Financial Services 8 HD Home Depot Inc 0960 - Retail (Home Improvement) 9 COST Costco Wholesale Corporation 0963 - Retail (Specialty Non-Apparel) 10 FANG Diamondback Energy Inc 11 EL Estee Lauder Companies Inc 05 - Consumer Non-Cyclical 0521 - Personal & Household Products 12 AAPL Apple Inc. 1003 - Communications Equipment 13 GD General Dynamics Corporation 02 - Capital Goods 0203 - Aerospace and Defense 14 ATVI Activision Blizzard, Inc. 1036 - Software & Programming 15 FB Facebook Inc 1018 - Computer Services 16 GOOGL Alphabet Inc 17 FDX FedEx Corporation 11 - Transportation 1103 - Air Courier 18 BABA Alibaba Group Holding Ltd 19 BAC Bank of America Corp 0727 - Regional Banks 20 DEO Diageo plc (ADR) 0503 - Beverages (Alcoholic) 21 SYK Stryker Corporation 22 KEY KeyCorp 23 GS Goldman Sachs Group Inc 0718 - Investment Services 24 C Citigroup Inc 25 DWDP DowDuPont Inc 01 - Basic Materials 0103 - Chemical Manufacturing As of September 28th, 2018- Subject to change.

October 2018 Growth Stock Picks As of September 28th, 2018. Subject to change.

October 2018 Growth Stock Picks As of September 28th, 2018. Subject to change.

October 2018 Growth Stock Picks As of September 28th, 2018. Subject to change.

October 2018 Growth Stock Picks As of September 28th, 2018. 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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