1. Stock Picking Process

2. Our Objective
Use proprietary screening to determine, what we consider, the Top 25 stocks .

3. 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

4. 400 25 Stock Stars 100 Investing Universe 10,000+ Stocks Master List
Ultimate List
100 Stocks

5. 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

6. 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

7. 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

8. 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

9. *The formulas have been altered to protect Proprietary Information
Screen-Based Tests *

10. 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

11. 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

12. First Screen INVESTING UNIVERSE 10,000 + Stocks Master List
TOP 400 Stocks

13. 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

14. Second Screen*
*The formulas have been altered to protect Proprietary Information

15. Third Screen Ultimate List: Top 100 Scoring Process: Growth Score
Profitability Score
Financial Health Score
Momentum Score
Stock Stars List
TOP 25 STOCKS

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

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

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

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

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

21. Our Stock Selection Discipline
Process is dynamic but we are not “traders”
Buying and selling designed to follow trends

22. BigFoot Investments (a DBA of Lee Johnson Capital Management) does not promise, guarantee or imply that you will improve your operation, or increase your revenues. As with any business, earnings potential and successful or unsuccessful use of BigFoot Investments’ products and materials will widely vary among our customers depending on many factors, including but not limited to, the customer’s finances, knowledge and skill set, creativity, motivation, level of effort, individual expertise and as such we do not guarantee your success or income level.
The information conveyed by BigFoot Investments, as well as the information otherwise conveyed in these materials is intended to provide you with basic instruction regarding your business or operation. BigFoot Investments does not guarantee any results or returns based on the information you receive. Past performance or examples of other’s performance is no indication or guarantee of your anticipated future results, and individual results may vary.
We are not responsible for any success or failure of your business if you implement the information you receive from us. We provide a tool that you can use to try to improve the operations of your business. All information contained or received through the use of our materials is provided “as is” without warranty of any kind. We hereby disclaim all warranties with regard to the information contained in our materials including without limitation all expenses, statutory and implied warranties of merchantability and fitness for a particular purpose.