1. Using SSG Plus for In-depth Research
Mike Higgins
21 April 2018

2. Disclaimer Do not buy or sell any stock I happen to mention
I have a long tradition - buy high and sell low
Not because of failures in research
More failure to do what research said I should have done

3. 3 Steps in the Research process (like panning for gold)
ID potential candidates for examination
Load up the hopper
Screen those candidates to a “manageable” number
Sift through the pile
Do in-depth research to determine which one or two offer the best potential return
Pick out the nuggets

4. Load up the hopper Potential sources include: BI website
Ticker Talk, Stock Up, 5in5, First Cut, Heat Map, Most Active Stocks, etc
Other websites
Youtube, Manifest Investing, Forbes, Yahoo, dripinvesting.org
L ibrary
Value Line, Morningstar, Money, Forbes, Wall Street Journal, etc
Ref: Oct 2016 & Mar 2017 Ticker Talk

22. Sift through the pile Objective is to reduce to 3-5 candidates
Screeners
BI website, ValueLine, Morningstar, Brokers,

25. Up & Straight & Growth on Sale
Up & Straight & Profitable
Smaller Size, Less History, Faster Growth
Up & Straight & Pays Me $$

31. In Depth Research Tools available on the BI website include:
Company Research, BI Magazine, Member Sentiment
Link to the company’s website
Analyst Estimates from:
MarketWatch, Morningstar, NASDAQ, Reuters, Yahoo & Zaks
Company Summaries from:
Google, Morningstar, Motley Fool, MSN Money, Yahoo

32. BI Website In-Depth Research Tools (continued)
Filings and Transcripts from
Seeking Alpha (transcript of latest Qtr financial call), SEC EDGAR filings (10-K(annual report), 10-Q, All) (see Nov 2015 Ticker Talk on Browser Tips)
Financial Statements from:
Morningstar, Reuters
Key Statistics from:
Finviz, Morningstar Key Ratios (see Apr 2016 TT), Yahoo
Price Charts from:
Big Charts, StockCharts Weekly Chart (Nov 2015 TT)

38. My BI Based Sequence Use BI Screener to find “up, straight, parallel”
1st cut at SSG (ignorant version)
Get info – usually Value Line
ID & Evaluate potential competitors (Buy the Best)
2nd cut at SSG (slightly less ignorant version)
Start digging into Research tab
Company website, financial reports, transcripts, charts, Morningstar Reports & Key Ratios
Get Second opinion(s)
Manifest Investing, Member Sentiment, Motley Fool, Seeking Alpha, First Cut
Update SSG as required
If it makes sense - Do it