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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: willkm3 who wrote (29633)	8/8/2000 5:33:57 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Bruce, Do you use a certain web site or software package for screening stocks? Yeah. He buys some of every stock available. :) --Mike Buckley

To: willkm3 who wrote (29633)	8/10/2000 5:58:14 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Do you use a certain web site or software package for screening stocks? By screening I mean ranking by sales growth, earnings growth, gross margins, etc. If so do you mind sharing the links? Thanks in advance. In terms of what The Motley Fool calls a Rule Maker stock I use a calculator, highlighter (pink is my favorite) and a balance sheet. There is a Rule Maker spreadsheet available at the Fool, but I use a Mac and have no Excel, so I use the old fashioned method described above. I do the same for my 'non Rule Maker, but hopefully future Rule Maker stocks' by studying the SEC filings. I'm not wanting my 'younger' portfolio members or gorilla game candidates to meet all the Rule Maker criteria in the early stages. Brocade is a rare example of a company that has their fundamental numbers well oiled and passes all the criteria outside of the $1 Billion annual revenue stream. There are other young companies (5 years or less since formation) that are shaping up quite nicely and most likely will be showing fine metrics in the next year or two. Then I simply track metrics quarter to quarter to see how the company is progressing as the quarterly 'health check up'. Sometimes I get a number or two wrong, but there are plenty of other Fools who run the same balance sheet numbers and we can track down if in the language of the balance sheet used by each unique company, one of us confused a short term debt or heading of some category which got the calculation mixed up. JDS Uniphase is a particular difficult balance sheet to comprehend at the moment because of the acquisition and merger action. Yet, through trial and error most of us have reached the end result we were searching for. Here's a link to a few more links for some spreadsheets either in the right hand window or if you scroll down to the bottom of the page for ranker spreadsheets. fool.com Here's the Rule Maker spreadsheet link: fool.com Now that the seminar is over, here's some handy dandy links for all matters of FAQ in regards to Rule Makers and the SEC filings: boards.fool.com I hope that helps with your 'direction' question. BB