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 1790 Price/Sales Indy. Avg. P/S 2757 TTM ROE > Indy. Avg. TTM ROE 2737 3726 5 Y Avg. ROE 5 Y Indy. Avg. ROE 2525 LT Debt/Equity Ratio Indy. Avg. LT Debt/Equity Ratio 2684 Price/Book Average Price/Book Ratio 4587 EPS Growth Est. Indy. Avg. EPS Growth Est. 1002 1Y EPS Est. Growth 1113 9 COMPANIES MET THE CRITERIA: AS OF July 2017 COMPANY NAME SYMBOL SECTOR Big Lots, Inc. BIG Services Banco Macro SA (ADR) BMA Financial CBRE Group Inc. CBG CVR Refining LP CVRR Energy The Ensign Group, Inc. ENSG Health Care Himax Technologies Inc. (ADR) HMX Technology Sanderson Farms, Inc. SAFM Consumer Non-Cyclical 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

July 2017 Growth Stock Picks As of June 30th, 2017- Subject to change.

July 2017 Growth Stock Picks As of June 30th, 2017. Subject to change.

July 2017 Growth Stock Picks As of June 30th, 2017. Subject to change.

July 2017 Growth Stock Picks As of June 30th, 2017. Subject to change.

July 2017 Growth Stock Picks As of June 30th, 2017. Subject to change.

July 2017 Growth Stock Picks As of June 30th 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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