Majorlee Corp. ManhattanIBD Meetup March 17th, 2010

Agenda Discussion about future meeting contents and location - 15 mins Sage Session - Watch List Generation, Scanning and Filtering - Dodge Dorland - 15 min Using Daily Graph Scanners - Avi - 10 mins What to with your watch-lists - Avi - 10 mins Buying stocks LONG or selling PUT options - Avi - 15 mins Group topics: a) the day to day management of your trading business b) risk management in trading c) buy and sell rules d) specific stock evaluations

Logistics / Meeting Contents eMail client filters Location Asst organizers Contents

The Investment Process The fours steps in the investment process: Determine baseline risk management principles: % of portfolio per single equity Hard sell rules and non-buy rules Establish watch lists – screens, IBD100, BigCap20, other sources – looking primarily at fundamentals (EPS rating, SMR rating) and some technicals (A/D, RS rating, group strength, comp rating) Determine entries based on market and base analysis Determine exits based on hard rules or exit patterns

Using Daily Graph Scanners

OK – So Now I Have Watch Lists Using screener to assess entry patterns Using DGO stock lists / reports

Long Stocks or Short Puts?