Here's The Quick
Way to Build Your Checklist Collection
Instantly get my collection of 10 value investing checklists from prominent value investors.
THE STOCK FUNNEL CONCEPT
INVESTING IS LIKE USING A FUNNEL.
You pour in stock ideas and narrow it down to a few select ideas to invest in.
EASY TO UNDERSTAND BUSINESSESS
EASY TO UNDERSTAND BUSINESSESS
SHAREHOLDER FRIENDLY MANAGEMENT
POSITIVE CASH FLOW
MARGIN OF SAFETY
In the good ol' days of stock picking, Benjamin Graham and Walter Schloss used a checklist template. Graham and Walter Schloss spent all day filling in the financials of companies into their checklist to filter ideas.
"He [Graham] and Walter collected numbers from Moody's Manuals and filled out hundreds of simple forms that Graham - Newman used to make decision" - pg 185 Snowball
THIS PROCESS WILL HELP YOU FILTER A LIST OF 30 STOCKS DOWN TO 2 OR 3
THE PRACTICAL GUIDE TO FINDING STOCK IDEAS
BUT YOU STILL WANT TO KNOW WHERE TO FIND THE INITIAL 30 STOCKS? DO THIS FIRST IF YOU HAVEN'T.
Create a bookmarks folder in your browser or use something like Diigo or Evernote to save the sites listed below. Do not over bookmark or over-save stock ideas online.
PREVENT INFORMATION OVERLOAD.
TOP 15 Stock Lists
Now visit the following sites to get your LIST of stock IDEAS. Each site has its own investing style. Look through it and select the sites that best suits you.
AAII SHADOW STOCK PORTFOLIO
AAII’s flagship portfolio. You can access the list for just $29 a year. They have a very good list of value orientated stocks. The stock selection criteria can be found from this link. Don't be cheap. With one stock purchase, you will easily make up the $29 fee. The ideas you can get will save you hours from searching for ideas.
AAII also has 78 pre-defined screens, but I do not recommend their stock screens.
BESPOKE INVESTMENT GROUP
A garden of stock lists based on a certain themes and topics. Find stocks to short from their Best Performing Internet Stocks YTD or find rough diamonds from the S&P 1500 Most Heavily Shorted Stocks.
CHEAP STOCKS BLOG
Focused on cheap stocks. Mostly small and obscure stocks. There is some serious alpha here.
DOGS OF THE DOW
See which stocks from the Dow are currently doggish (out of favor).
Profit by being contrarian.
EARNINGS TORPEDO STOCKS
Created by the Ross School of Business from the University of Michigan.
A list of long and short ideas. The stock selection criteria is unknown.
100 BEST COMPANIES TO WORK FOR
Created by the Ross School of Business from the University of Michigan. A list long and short ideas. The stock selection criteria is unknown.
FORBES 100 BEST COMPANIES
This group of stocks has consistently beaten the market. A annual list of high flying small growth stocks.
FORBES MOST INNOVATIVE COMPANIES
Great list of global companies growing quickly through innovation. Many of them are Wall Street darlings because of the growth potential.
WORLD'S BIGGEST PUBLIC COMPANIES
Large caps from around the world that have grown to become the best and biggest.
Find your favorite investing guru and see what he holds. Get ideas from the pros. Requires an annual membership.
OLD SCHOOL VALUE PRE-DEFINDED VALUE STOCK SCREENERS
15 pre-defined stock lists focusing on tested and proven value strategies ranging from small to large caps.
THELION.COM GAINERS AND LOSERS
A daily list of the stocks that move the most. Watch which stocks jump or fall the hardest as a source of ideas.
Hundreds of stock ideas are submitted daily. Requires additional manual work to filter out the bad ideas from the good.
Get ideas by looking through the 4 mechanical portfolios on display as well as using their screener.
VALUE INVESTORS CLUB
Free sign up to a database of ideas with a 45 day delay. Ideas are submitted by the best independent and professional value investors.
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