1. 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

2. 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 ®)

3. 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

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

5. Start With IBD STOCK LISTS

6. Start With IBD Stock Lists

8. If Market Is Correcting5 2 1 3 4 7
If I Take The Time
Leading Groups At Top 6 8
If Market Is Correcting
Look Here First

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

10. Start With IBD Lists
IBD 50

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

12. 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

13. 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

14. 500 Practice Puts
In A Morning

15. Questions?

16. 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

17. Buy Just Right Sell Just Right The CAN SLIM Business Review1
Study & Write Rules 2
Make a Watch List 3
Buy Just Right 4
Manage a Portfolio
Review 6 5
Sell Just Right

18. Evaluate Weekly Watch Lists1
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

19. Qualified Breakout List

20. Daily Stocks On The Move

22. Daily SOM Excel Export

23. SOM Spreadsheet File

28. 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

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

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

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

38. Questions?

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

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

51. Qualified Breakout List (QBL)
Short But Pertinent Notes

56. Questions?

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

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

59. Copy the symbols into the spreadsheet from the IBD pdf

60. 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

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

62. Begin W/Simple QBL
Make It Doable

63. Questions?

64. If New To CAN SLIM Or
It Isn’t Working

65. Buy Just Right Sell Just Right The CAN SLIM Business1
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

66. Stop Buying Stock For A While
Relearn Making A Watch List

67. Focus On Making A Watch List1
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

68. Buy Just Right Sell Just Right The CAN SLIM Business Review1
Study & Write Rules 2
Make a Watch List 3
Buy Just Right 4
Manage a Portfolio
Review 6 5
Sell Just Right

69. Questions?

70. Pulling The Trigger To Buy
New Topic
Pulling The Trigger To Buy

71. 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

72. Grading The Stock Checkup
New Topic
Grading The Stock Checkup

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

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

75. 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

76. 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

77. 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

79. Grading The Stock Checkup

80. Questions?

81. A Spreadsheet WL Workbook
New Topic
A Spreadsheet WL Workbook

82. Download and Save the IBD Lists5 2 1 3 4 7 6 8

85. ~ 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 ~

86. Questions?