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
1786
Price/Sales
Indy. Avg. P/S
2733
TTM ROE
>
Indy. Avg. TTM ROE
2679
3647
5 Y Avg. ROE
5 Y Indy. Avg. ROE
2516
LT Debt/Equity Ratio
Indy. Avg. LT Debt/Equity Ratio
2680
Price/Book
Average Price/Book Ratio
4593
EPS Growth Est.
Indy. Avg. EPS Growth Est.
1050
1Y EPS Est. Growth
1646
12 COMPANIES MET THE CRITERIA: AS OF June 2017
COMPANY NAME
SYMBOL
SECTOR
Assurant, Inc.
AIZ
Financial
Best Buy Co Inc.
BBY
Services
Bofl Holding, Inc.
BOFI
CBRE Group Inc.
CBG
The Ensign Group, Inc.
ENSG
PCM Inc.
PCMI
Huaneng Power International Inc.
NHYDY
Basic Materials 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. June 2017 Growth Stock Picks
TOP 25 STOCKS
June-17
RANK
TICKER
NAME
SECTOR
INDUSTRY 1
ULTA
Ulta Beauty Inc
09 - Services
Retail (Specialty Non-Apparel) 2
GOOGL
Alphabet Inc
10 - Technology
Computer Services 3 FB
Facebook Inc 4
AMZN
Amazon.com, Inc.
Retail (Catalog & Mail Order) 5 EW
Edwards Lifesciences Corp
08 - Health Care
Medical Equipment & Supplies 6
BABA
Alibaba Group Holding Ltd 7
AAPL
Apple Inc.
Communications Equipment 8 V
Visa Inc
Business Services 9 GD
General Dynamics Corporation
02 - Capital Goods
Aerospace and Defense 10
DHI
D.R. Horton, Inc.
Construction Services 11
USCR
US Concrete Inc
Construction - Raw Materials 12
FDX
FedEx Corporation
11 - Transportation
Air Courier 13
DAL
Delta Air Lines, Inc.
Airline 14 HD
Home Depot Inc
Retail (Home Improvement) 15
COST
Costco Wholesale Corporation 16
WLK
Westlake Chemical Corporation
01 - Basic Materials
Chemicals - Plastics and Rubbers 17 GS
Goldman Sachs Group Inc
07 - Financial
Investment Services 18
DIS
Walt Disney Co
Broadcasting & Cable TV 19
AGN
Allergan plc
Biotechnology & Drugs 20 C
Citigroup Inc
Regional Banks 21
XOM
Exxon Mobil Corporation
06 - Energy
Oil & Gas Operations 22
DOW
Dow Chemical Co 23
CBS
CBS Corporation 24
BAC
Bank of America Corp 25
ARNC
Arconic Inc
Metal Mining
As of May 30th, Subject to change.

17. June 2017 Growth Stock Picks
As of May 30th, Subject to change.

18. June 2017 Growth Stock Picks
As of May 30th, Subject to change.

19. June 2017 Growth Stock Picks
As of May 30th, Subject to change.

20. June 2017 Growth Stock Picks
As of May 30th, Subject to change.

21. June 2017 Growth Stock Picks
As of May 30th Subject to change.

22. June 2017 Growth Stock Picks
As of May 30th , Subject to change.

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

24. 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.