Company Name Company Symbol

Use stock screener on yahoo or google to enter all your

criteria

GOOGLE GOOG
APPLE AAPL
RESEARCH IN MOTION
RIMM
ETRADE ETFCD
IBM IBM
BAIDU BIDU
Current Price 52 Week Hi / Lo

Between $15- Growth investors invest near Hi. Value investors invest
$50 near low

525.7 629.51 / 384.69

246.6 272.46 / 119.38
68.27 88 / 54
14.06 20.80 / 11.50
130 99.50 - 134.25
74.09 82.29 / 26.55
 Market Capitalization
Know if you have small, med, or
large cap. If you are investing in
double the dow you are already
investing in huge companies (large
cap) could invest in small or
medium cap with individual stocks
to mix your portfolio._x000D_
_x000D_
Yahoo Finance - Quotes - Summary
128.203 (bill) / Large cap
235.383 (bill) / Large cap
38.1 (bill) / Large cap
3.1 (bill) / Mid cap
165.12B / Large Cap
25B / Large Cap
Daily Dollar Volume
How much money
trades on a given day.
Want companies with
a decent size dollar
volume (# of shares
trading * $ per
share)._x000D_
_x000D_
Yahoo Finance -
Summary
2.44 mill / 3.315 (avg)
30.369 mill / 21.313 (avg)
11 mill / 13 mill (avg)
4.6 mill / 5.262 (avg)
1.963 mill / 7.58 (avg_
12 mill / 15 mill (avg)
 Sales (Revenue) Net Profit Margin

Record the net profit

margin and wether or not
it has been
increasing/decreasing
over the past 5 years.
This is one of Buffets
prime indicators._x000D_
Small cap stocks will have small sales.
Any company making
Large cap you already know have large
your sheet should have a
sales. Use this mainly if investing in small
net profit margin of at
cap._x000D_
least 20%, unless it has
_x000D_
other factors that are
Reuters (Pg. 3)
working for it. Small cap
investors use 10% as a
base. _x000D_
Look for a HIGH NET
PROFIT MARGIN._x000D_
_x000D_
Scottrade - Fundamentals

24.92 bill / Up for past 5 years 28.30%

51.12 bill / Up for past 5 years 21.10%
14 bill / Up for past 5 years 16.40%
2.79 bill / Going down from 08 -39.90%
96.91 bill / Up from 09 but lower than 08 and 07 14.20%
721.7 mill / Gone up every year 36.20%
Cash and Total Debt

Want lots of cash,

high net profit
margins, and little
debt. Look at balance
sheet._x000D_
_x000D_
S&P Balance Sheet &
Other Financial Data

42, 871 mill

asset_x000D_
47, 501 mill
4,588 mill
asset_x000D_
8,101 mill
47, 366 mill
liab_x000D_
15,861 mill
asset_x000D_
109,102 mill
Increased
liab_x000D_
2,115 every year.
33,177mill
mill
asset_x000D_
Increased every year.
liab_x000D_
36,002 mill
Increased every year
Asset decreasing
liab_x000D_
since
Asset 2008
down last 2
years
902 mill / 0 debt
 Sales (rev.) per Share

Circle up or down and compare to the previous five years. Look at projections, they supposed
to go higher or lower? For growth companies list only those that have been increasing and are
projected to continue to increase. Others that dont make the cut, exercise judgement.
_x000D_
_x000D_
Yahoo - Financial - Key Statistics_x000D_
_x000D_
Reuters

74.04 / Increase every year

56.76
26.24 / Increase every year
26.27 / Decreasing
71.39 / Increase every year except down from last year, expected to go to 74.58 in 2010 and 77.79 in
1.87 / Increasing ever year
 Cash Flow per Share Earnings per Share Dividend Yield

Its the E part of the P/E

Very important in large
ratio. Very important.
Want it to be positive and company investors. Circle up or
Growth investors want
big and ideally be down and compare to the past
to see increase.
increasing within the past 5 years. You want a high
Compare to the past 5
5 years and have dividend yield. You prefer to
years and indicate
projected future increase invest when the overall
wether or not its going
in cash flow_x000D_ dividend yield has been
up in the
_x000D_ decreasing but the change from
future._x000D_
S&P Report last year to now has shown a
_x000D_
remarkable increase.
S&P Report

20.41 /_x000D_
18.01 / Increased every year
Increased
9.08 every year
/_x000D_ N/A
9.89 / Increased every year3.30
Increased every year
/_x000D_ N/A
3.8 / Increased every year Increased every year N/A

10 and 77.79 in 2011

0.86 / Increased ever y year
0.63 / Increased ever year
N/A
 Return on Equity

You should like to see ROEs of at least 20% maintained or improved over the
years. Ofcourse, bigger is better. _x000D_
_x000D_
ROE = Net Income / Sharedholders equity_x000D_
_x000D_
Net income is on income statement_x000D_
_x000D_
Shareholders equity is on balance sheet_x000D_
_x000D_
S&P Report

20.7% / Better than 2008 but not as good as previous years which ranged up to 23.7%
30.5% / Gone up every year
38.6 % / Down from 2008, but up every year.

37.8 / Down from 2009 but increased every year before

 Insider Buys/Ownership Stock Buyback

Inside buying is good but selling You want companies that will
doesnt necessarily mean its bad. buy back their stock as it
On worksheet indicate the number decreases the number of shares
of insider buys and the percentage tot eh public and will drive up
of inside ownership. _x000D_ the price. indicate yes or no and
_x000D_ make sure the buyback was
Reuters pg. 5 significant.

N/A N/A
No insider purchases last 6 months
No insider purchases last 6 months
No insider purchases last 6 months

No insider purchases last 6 months

 EPS Rank Relative Price Strength Rank

Investors Business Daly ranks from

1 to 99. A company with rank 95
Growth investors like to see
means it outperformed 95% of
high and increasing EPS and
companies and had higher EPS.
also high and increasing
You want higher EPS. Growth
Relative Price Strength Rank.
investors want to see an 85% or
Can be found on IBD. Look
better ranking. _x000D_
for a ranking of at least 80%.
_x000D_
Value investors dont care
http://www.gigascanner.com/_x000
about these figures. _x000D_
D_
_x000D_
_x000D_
http://www.gigascanner.com/
S&P also has Investability Quotient
Percentile

76_x000D_
_x000D_
86_x000D_
S&P GOOG Scored higher than 94%
_x000D_
??_x000D_
of
S&Pall companies
AAPL
_x000D_ Scoredwhich
higherS&P Report
than 96%
is
of available
all for
companies which S&P Report
S&P RIMM Scored higher than 91% 45
is available
of for which S&P Report
all companies 91
is available for ??

99 96
5-Year Sales and Earnings Gain 5 Year Price Appreciation

Small companies should

have grown 25% over the
past year. Small companies
should have grown at least
25% over the last year and
earnings increases of at
least 15% over past five
years. Look for companies
that have grown both sales
and earnings an average of
Divide price today by price 5 years
at least 10 percent a year
ago. And subtract one and * 100.
over the past five years. For
Growth investors wont touch a stock
small companies, require
that has lost money in the past years
15%. These are called
"Annual Rates"_x000D_
_x000D_
Scottrade -
Funadmentals_x000D_
_x000D_
Reuters pg. 3 (Key Ratios, 5
year historic average for
sales % growth & % EPS
growth)

49.3% & 85.7% 130%

39 % & 115.5% 598%
63.4 % & 67.7 % 158%
0.1% & 18%

113% & 189% 51666.67%

 Sales and Earnings Projected Stock Hi / Lo Value Line Timeliness / Safety

Large companies should

Both the high and low
be growing at least 10%
projections should be
a year, medium at least Timeliness is a indicator of how the
higher than the
15% a year, small at stock will perform compared to
current price. Never
least 20% a year. The other stocks over the next 12
invest in anything
bigger the better. Its months. Safety is an indicator of
projected to go down
called "Annual Rates", volatility. 1 to 5, with 1 being the
in price. _x000D_
look up online. _x000D_ best. This is found on Valueline.
_x000D_
_x000D_ Look for a stock with timeliness of 1
Yahoo Finance -
Yahoo Finance - Analyst or 2.
Analyst Coverage -
Coverage - Analyst
Analyst Opinion
Estimate

20% over next 5 years 755 / 544 --

16.79% over next 5 years350 / 126 --
20% over next 5 years 120 / 51 --

48% over next 5 years 100 / 54

 S&P Stars / Fair Value Current Price to Earnings
Average Price to Earnings

The P/E ratio of any

STARS predicts companies company thats fairly
performance over the next priced will equal its growth
12 months. Ranks from 1 to rate. If the P/E is less than
5, with 5 being best. Fair the growth rate then u
value is a rank of the stocks have a bargain. A P/E ratio
current price to compared to equal to half the growth Compute the average
what S&P considers a fair rate is a bargain. A P/E P/E over the past 5
value. Again 1 to 5 scale, ratio equal to twice the years. Add up the five
with 5 being the best (most growth rate is not good. annual P/E and divide by
undervalued). Take a look at This measure is more for 5. Its nice to have a
S&Ps platinum portfolio as it value investors and not current P/E that is less
selects companies with only growth. Lower the than the average P/E.
5 star ratings in both better_x000D_ _x000D_
categories. _x000D_ _x000D_ _x000D_
_x000D_ Yahoo - Financials - Key Reuters Page 6
Fair value price is what they Statistics_x000D_
believe it shud trade _x000D_
at._x000D_ S&P Report first page
_x000D_ _x000D_
S&P Report / S&P Report _x000D_
Scottrade - Earnings

4 / $564.20 23.91 (20.2 fwd) 37.95

3 / $245.30 20 (17.60 fwd) 31.74
N/A 15.8 (12.5 fwd) 31
12.6 (11.4 fwd) 14.1

$64.90 98.79 (38.59) 82.45

Price to Sales Ratio Price to Book Ratio Current Ratio Quick Ratio

P/S ratio tells you

Every company
how much u are Growth investors
should have at least
paying for each $1 of dont really care bout
a ratio of 2. Which
the company's sales. this but value Its like current ratio
means they have
Smaller is better. A investors like below but stricter because it
twice as more current
low P/S is a good 1. The lower the takes companies
assets than current
sign. Below 2 is good better. _x000D_ cash / liabilities. Every
liabilities. _x000D_
but obviously cant _x000D_ company should have
_x000D_
apply to all Scottrade - at least 0.5 ratio. The
Scottrade -
companies. _x000D_ Fundamentals_x000 bigger the better.
Fundamentals_x000D
_x000D_ D_ _x000D_
_
Yahoo - Financials - _x000D_ _x000D_
_x000D_
Key Statistics_x000D_ Reuters Scottrade -
S&P (Company
_x000D_ (Comparative Fundamentals
Financials)_x000D_
Reuters (Comparative Valuation Ratios) pg.
_x000D_
Valuation Ratios) pg. 6
Reuters
6

6.79 4.42 10.65 10.65

4.57 6.1 2.6 2.6
2.65 5.08 2.4 2.1

36.06 33.81 4 4
 Max and Min.1 Year Target Estimate

Projected max
and min. gains
expressed in
percentage.
Bigger is better Yahoo Summary
for both. _x000D_
_x000D_
Reuters (peer
comparison) pg. 3

20.70% 672.67
17.70% 300.97
17.60% 86.52

42.50% 76.2