1. When to Sell a Stock – Summary Criteria (adapted from BINC 2019 “A Guide on When to Sell,” by Jim Crabill)
1. Company’s fundamentals are deteriorating:
Sales Declining – including Quarterly Graph
Profit Margins Declining
Long-term debt Increasing
2. Adverse Company Changes
Key executives depart
Product pipeline/same-store sales decline
Competition increased, customer base shrinks
3. Stock is Overvalued; Relative value (RV) over 150%; Price outpaced industry average; potential return less than money market fund; etc.