1. Bay Area Money Makers IBD Meetup Saturday , November 5, 2016
2016 Review – My Stocks
Making A Watch List
(A Buy List)
This Is A Workshop
We’re Going To Make A Current WL
Lee Tanner
Non-Professional Amateur Volunteer

2. Lee Tanner Co-organizer of Petaluma IBD Meetup
Using CAN SLIM since 1985
Attended All IBD Workshops
Practice CAN SLIM as I think Bill 0’Neil teaches

3. All Investing has Substantial Risk of Big Losses
This Presentation Is:
For Educational Purposes Only
Not recommending any stocks/securities to buy or sell
All Investing has Substantial Risk of Big Losses
CAN SLIM® Is The Registered Trademark Of Investors Business Daily (IBD ®)

4. What Makes This Portfolio Work?

6. 5 of 12 Made Profit Goal
7 Were Break Even or Better
12 Stocks

7. New Topic

8. Making A Watch List
Workshop

9. It Is A Short List of Stocks I Want To Buy Now
What Is The Watch List
It Is The Buy List
It Is A Short List of Stocks I Want To Buy Now

10. How Short – How Many Stocks?
Usually 2 to 5
A Short List of Stocks I Want To Buy Now

11. As Soon As A Stock Breaks Out
Buy Now Means?
As Soon As A Stock Breaks Out
- Immediately Buy

12. Questions?

13. Basic CAN SLIM Investing
Sell For Profits +20% to +25%
Rise 20% - 30%
Buy Breakout
Proper Base
30% Rise
8 to 12 Weeks
Top CAN SLIM
Characteristics
Not Swing Trading
It is Position Investing

14. Buy Just Right Sell Just Right The CAN SLIM Business Review1
Study & Write Rules 2
Make a Watch List 3
Buy Just Right 4
Manage a Portfolio
Review 6 5
Sell Just Right

15. Watch (Buy) List Stocks
Top CAN SLIM Characteristics (Fundamentals)
Completing A Full & Proper Base – Near A Breakout Pivot Point (Technical)

16. Screen For Fundamentals First
Then Examine The Base

18. Toro (TTC)

19. IBD 50 2/8/16

26. FTD

27. FTD
+92% Volume

28. Coresite Realty (COR)

30. RS New High Screen

31. Abe’s 29%-29% Screen

32. Abe Christensen’s 29%-29% Current Quarter EPS Estimate ≥ 29%
Next FY EPS Estimate ≥ 29%

33. IBD Screens/Lists IBD 50 Sector Leaders Stocks with High Supply Demand
IPO Leaders
Global Leaders
IBD Stock Analysis
Stock Spotlight
Your Weekly Review
New America

34. Get Your Note Pad

36. First Quick Cut IBD 50 – First 30 Stocks (B1 ~ pp 23)
Sector Leaders (~B7, pp 29)
High Supply/Demand (Under Stock Spotlight ~B14, pp 35)
IPO Leaders (~B12, pp 34)
IBD 50 – Last 20 (~B5, pp 27)

37. Grading Stock Checkup
Grade Stock Checkup: Convert Stock Check to a letter grade bases on the number of red and yellow dots (negatives). This gives a standard for comparison.
Sum the defects as described below and round up:
“A” for 1-4 Negatives
“B” for 5-6 Negatives
“C” for 7-8 Negatives
“D” for 9-10 Negatives
“E” for > 10 Negatives
Market: Don’t count dots; market direction is considered else ware
Group: Red dots count as ½, yellow don’t count.
Supply and Demand: Red dots count as ½ defect, yellow don’t count.
All Other: Red dots count as one defect, yellow as ½ a defect.

38. 2 ½ 2 ½ rounded up = 3; Grade A Don’t count market Red = ½, Yellow = 0
Red = ½, Yellow = 0
Red = 1, Yellow = 1/2
2 ½ rounded up = 3; Grade A
2 ½
Red = 1/2 , Yellow = 0

39. A Wave-Off 8 2 10 Defects = Grade D- Don’t count market
Red = ½, Yellow = 0
A Wave-Off
Red = 1, Yellow = 1/2
10 Defects = Grade D- 8
Red = 1/2 , Yellow = 0 2

40. Now We Make A Watch List
A “Buy” Watch List

41. BAMM WL 11/5/16

42. One Key Objective
Never Miss A Big Winner On:
IBD 50
Sector Leader
IOP Leader

48. Monday 6/27/2015

50. This Concludes BAMM IBD Meetup November 5, 2016
Lee Tanner
Amateur Volunteer
~ Happy and Profitable Investing to You All ~