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Successful Investing V: Narrowing The Field

Date: Wednesday, April 10 · 8:00 PM - 9:00 PM EDT
Location: Online

Once a novice investor feels comfortable reading an SSG, the next step is to create a list of possible stocks they might like to choose to buy for an investment. Mark and Ken are great proponents of stock screening. Understanding the criteria chosen to screen a database is crucial to understanding the kind of stock ideas the screen might deliver. Our instructors will look at several simple screens and use them to demonstrate the creation of a short list of possible BUY opportunities.

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.