Securities offered through LPL Financial. Member FINRA/SIPC. Stock investing involves risk including loss of principal.
To reduce the universe of all possible
stocks in the market to the top 25
stocks that provide a high probability of
success.
No strategy can assure success or guarantee against loss in declining markets. General risks inherent to investments in stocks include
the fluctuation of market prices and dividend, loss of principal, market price at sell may be more or less than initial cost and potential
illiquidity of the investment in a falling market
INVESTING UNIVERSE
First Screen
Popular Lists
Current List
Screen-Based List
Master List
Top 400 Stocks
Second Screen
Analyst
Favorites
Category
Value
Category
Growth
Category
Ultimate List
Top 100 Stocks
Scoring Process
Final List
TOP 25 STOCKS
Quality
Category
Sentiment
Category
Investing Universe
10,000+ Stocks
Master List
400 Stocks
Ultimate List
100 Stocks
400
100
25 Stock
Stars
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
Current List:
- Current Nominees
- Personal Nominees
Master List
TOP 400 Stocks
Screen-Based
List:
-Value Screen
-Growth Screen
-Momentum Screen
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
Current List:
- Current Nominees
- Personal Nominees
Master List
TOP 400 Stocks
Screen-Based List:
-Value Screen
-Growth Screen
-Momentum Screen
SCREEN-BASED LIST
Investment Style:
VALUE Screen Tests
Investment Style:
GROWTH Screen Tests
Stock Screener
Stock Screener
Value
Screen 1
Growth
Screen 1
Relative
Value
Relative
Growth
Value
Screen 2
Value
Screen 3
Comparative
Value &
Growth
Contrarian
Opportunities
Investment Style:
MOMENTUM Screen Tests
Stock Screener
Momentum
Screen 1
Relative
Strength
Growth
Screen 2
Growth
Screen 3
Momentum
Screen 2
Comparative
& Financial
Strength
Comparative
& Sustainable
Growth
Moving
Average &
Behavioral
Momentum
Screen 3
Relative
Momentum
Value Screen 2: Comparative
Value
1.
2.
3.
4.
5.
6.
7.
8.
9.
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
P/E Ratio
Price/Sales
TTM ROE
TTM ROE
5 Y Avg. ROE
OPERATOR
<=
<=
>
>
>
LT Debt/Equity Ratio
Price/Book
EPS Growth Est.
1Y EPS Est. Growth
<=
<=
>
>
COMPARE TO:
Indy. Avg. P/E
Indy. Avg. P/S
Indy. Avg. TTM ROE
0
5 Y Indy. Avg. ROE
Indy. Avg. LT Debt/Equity
Ratio
Average Price/Book Ratio
Indy. Avg. EPS Growth Est.
0
STOCKS
2190
3581
4464
5909
3452
3864
5459
1236
832
7 COMPANIES MET THE CRITERIA: AS OF February 28, 2013
COMPANY NAME
MYR Group Inc
Virtusa Corporation
Assurant, Inc.
Hub Group Inc
Jones Lang LaSalle Inc
Kulicke and Soffa Industries
USANA Health Sciences, Inc.
SYMBOL
MYRG
VRTU
AIZ
HUBG
JLL
KLIC
USNA
SECTOR
Capital Goods
Technology
Financial
Transportation
Services
Technology
Conglomerates
Securities offered through Triad Advisors, member FINRA/SIPC. Advisory services offered through Lee Johnson Capital Management, LLC (LJCM).
LJCM is an independent Registered Investment Advisor and is not affiliated with Triad Advisors.
First Screen
INVESTING UNIVERSE
10,000 + Stocks
Master List
TOP 400 Stocks
Second Screen
Master List
Top 400 Stocks
Second Screen
Value
Analyst
Favorites
Category:
1.Most Repeated
Stocks
Category:
1.Catching
Up Stocks
Growth
Category:
1.Historical
comparison
2.Industry
Comparison
Quality
Category:
1.Industry
Leaders
2.Fastest
Turnover
Sentiment
Category:
1.High P/E
Multiples
2.Institutional
Ownership
Third Screen
Ultimate List: Top 100
Scoring Process:
- Growth Score
- Profitability Score
- Financial Health Score
- Momentum Score
Stock Stars List
TOP PROBABILITY STOCKS
Glossary of Screen-Based Tests
• %Chg = Percentage Change.
• 1Q = Recent quarter.
• Asset turnover = The amount of sales generated for every dollar’s worth of assets.
• CF = Cash Flow: a revenue or expense stream that changes a cash account over a given period.
• Current Ratio = A liquidity ratio that measures a company’s ability to pay short-term obligations.
• D = Days (example: 27D=27 Days)
• EPS = Earnings Per Share: the portion of a company’s profit allocated to each outstanding share of common
stock.
• EPS Est. = An analyst’s estimate for a company’s future annual EPS.
• FCF = Free Cash Flow: a measure of financial performance calculated as operating cash flow minus capital
expenditures.
• Gr. = Growth.
• Inventory Turnover = A ratio showing how many times a company’s inventory is sold and replaced over a
period.
• LT Debt/Equity Ratio = Long-Term Debt/Equity Ratio: a measure of a company’s financial leverage calculated
by dividing its long-term debt by stockholders’ equity.
• Net Income = A company’s total earnings (or profit).
• Net Margin = The ratio of net profits to revenues for a company, expressed as a percentage.
• Price/Book Ratio = A ratio used to compare a stock’s market value to its book value.
• P/E = Price to Earnings Ratio: A valuation ratio of a company’s current share price compared to its per-share
earnings.
• P/FCF = Price to Free Cash Flow Ratio: A valuation metric that compares a company’s market price to its level
of annual free cash flow.
Investopedia AAII
Glossary of Screen-Based Tests
• P/S = Price to Sales Ratio: A ratio for valuing a stock relative to its own past performance, comparing a
company’s market price to its level of annual revenue.
• Pr = Price (example: Pr4D%Chg=Four day price percentage change)
•Price/CF = Price to Cash Flow: A measure of the market’s expectations of a firm’s future financial health.
• Q1 = Present quarter
• Q2 = One quarter prior to the present quarter
• Q3 = Two quarters prior to the present quarter
• Q4 = Three quarters prior to the present quarter
• Q5 = Four quarters prior to the present quarter
• Q6 = Five quarter quarters prior to the present quarter
• Relative Strength = A measure of price trend that indicates how a stock is performing relative to other stocks
in its industry.
• ROA = Return on Assets: an indicator of how profitable a company is relative to its total assets.
• ROE = Return on Equity: the amount of net income returned as a percentage of shareholders equity.
• ROI = Return on Investment: A performance measure used to evaluate the efficiency of an investment. The
return of an investment is divided by the cost of the investment.
• TTM = Trailing Twelve Months: The timeframe of the past 12 months used for reporting financial figures.
• Turnover = The number of times an asset is replaced during a financial period.
• W = Weeks (example: 52W=52 Weeks)
• Y1 = Recent Year
• Y = Yearly (example: Y EPS= Yearly EPS), or Years (example: 3Y= 3 Years)
Investopedia
AAII