STRATEGY FOR 2019

Overall Strategy

  1. At least 100% Net Profit Growth- 2018 Divided by 2015
  2. At least 20% Net Growth Profit Per Year- 2015 to 2019 Projected
  3. At least 20% Growth in Cash Flow- 2018 Divided by 2015
  4. Last 2 Yrs Flow / Mkt Cap = ??

Research Questions

  1. How do I get alerted when a merger/buyout happens?
    A. What return do I get when a merger/buyout happens?
  2. How do I get quarterly reports?
    A. Are the reports the same as Yahoo Finance?

Websites

Source: Stocks
Net Income: Net Income
Screener:  Screener
Pie Chart:  Pie Chart
Mergers: Mergers
Alerts: Alerts (Set Alerts if 20% Gain or Loss)
Quarterly Reports: Quarterly Reports
Quarterly Income- Consolidated Statements of Comprehensive Income (Unaudited)
Quarterly Cash Flow-

Types of Stocks

Market Cap: $500 Million to $50 Billion
Trading Volume: 1,000+
Price: $10 – $200

Filters (Reasons to Delete)

Net Income
Column O (2019%) Minimum 20%
Column Q (2018%) Minimum 20%
Column S (2017%) Minimum 20%
Column U (2016%) Minimum 20%
Column W (4 Yr Net Income %) Minimum 100%
Column X (IPO) Delete 2015+ Unless 2015 Has Info
Column AC (Negative Income?)- Delete Any Quarters with Loss

Cash Flow
Column AJ (Flow 20%+) Minimum Increase 20% of CF 2018 / CF 2015
Column AK (Last 2 Yrs Flow / Mkt Cap) Minimum TBD
Column AP (Negative Flow?) Delete Any Quarters with Loss

Stocks That Do Not Qualify

CRITERIA:    Score 100% Minimum (4 Yr Net Income %)
LOCATION:  Listed as “THIRD PICKS” in “2019 Tracking” in Spreadsheet

Importance

Market Cap- 14%
Employees to Mkt Cap Points- 6%
Market Cap Points- 8%
Net Income- 47%
2019 % Points- 15%
2018 % Points- 4%
2017 % Points- 4%
2016 % Points- 4%
4 Yr Net Income % Points 20%
Net Income- 39%
Last 2 Yrs Flow / Mkt Cap Points- 14%
Flow 20%+ Points- 25%

Pie Chart

5 Stock Picks

Date:
Ticker:
Price:

Date:
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Price:

Date:
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Price:

Date:
Ticker:
Price:

Date:
Ticker:
Price: 

Results (Averages)

FIRST PICKS
2.50 Yr Gain= 
5.00 Yr Gain= 

SECOND PICKS
2.50 Yr Gain= 
5.00 Yr Gain= 

THIRD PICKS
2.50 Yr Gain= 
5.00 Yr Gain= 

 

STRATEGY FOR 2020

Overall Strategy Possibility

  1. At least 30% Net Profit Growth- 2018 Divided by 2015
  2. Net Income Does NOT Need to Go Up Each Year
  3. At least 15% Net Growth Profit Per Year- 2015 to 2019 Projected
  4. At least 100% Growth in Cash Flow- 2018 Divided by 2015
  5. Cash Flow Must Go Up Each Year
  6. Last 2 Yrs Flow / Mkt Cap = ??