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Photo Caption Credit
Home 1 Last puzzle piece John Foxx
Home 2 Abstract stock chart Photodisc
Home 3 Financial collage I Image
About 4 Man supported Photodisc
About 5 World Currency Jason Reed
About 6 Currency Impression Medio Images
About 7 Time is Money John Foxx
About 8 Ronnie Moas Continental
Serv 9 Asian Currencies Digital Vision
Serv 10 Bank Note Medio Images
Serv 11 Wall Street John Foxx
Serv 12 Men on trading floor Photodisc
Perf 13 Chemist Julie Delton
Perf 14 Plugging in light Photodisc
Perf 15 Track montage John Foxx
Perf 16 Precision montage Digital Vision
Meth 17 Female Mathematician Susan Farrington
Meth 18 Child and chalkboard Photodisc
Archives
 
Attached is a sample short interest report -- we put this out six times per year. Excel file; twelve columns of data for each name. This sample report is from July 2011. We took short interest data on > 10,000 stocks and ETFs and filtered all stocks with short interest of at least $200,000,000. This filter generated 623 names. We also included stocks with short interest less than $200,000,000 if the short interest was more than 9.0% of the float. This generated an additional 377 names. We did not look at stocks with market capitalization below $200,000,000. In total -- 1,000 stocks and ETFs made the list.
 
Attached is a sample report on high-paying dividends -- we put this out six times per year. Excel file; five sheets. This sample report is from August 2011. This is a report on 300 high-paying dividend names. The main scoring summary is on the second sheet. Profiles for our (20) open recommendations from this group are on the third sheet; many of these names may have since been dropped. Industry scores are on the fourth sheet. The listing of all 155 variables in our computer model with definitions and color code is on the fifth sheet. All 300 names were showing a dividend yield > 3%, have a five-year history, market cap > $400 mln, share price > $5.00 and average daily shares traded volume > 100,000. It goes without saying that many of these names were underperforming and out-of-favor at the time this report was generated and that is why the yield is high – as always with this type of report, there may be value traps.
 
Attached is a sample client portfolio diagnostics report -- we prepare these on special request for clients. Attached is the short version -- Excel file; three sheets. We merged three queues – our open recommendations, client positions and the S&P-500 index the client is benchmarked against. We eliminated duplicate tickers and were left with a 540-stock queue. We ran the 540 names through our 155-variable computer model and the results are on the first sheet. Our names were highlighted in Column B and the client names were highlighted in Column C. On the second sheet we pasted profiles for the client names and highlighted areas of strength and weakness. On the third sheet we listed computer model rankings for the 132 industries that were represented in the 540-stock report.
 
 
 
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