Stock Guide Winter 2014 - MarketSmith | Stock Research ... · Stock Guide Winter 2014 As we begin a new year, investors have the opportunity to look back on 2013, review their portfolio

Quarterly Stock GuideWinter 2014

Warm up your 2014 trades With a post-analysis of last year

Order your copy of Top Stocks 2013 today.Go to marketsmith.com/print or call us at (800) 452-4422.

Looking for the Best Stocks in 2014?Gain insight from the

best moves in 2013

Successful investors know picking stock market winners starts by studying leaders of the past and identify common characteristics that preceded their big moves. Top Stocks 2013 focuses on stocks with the highest percentage gain during the calendar year.

Top Stocks 2013 includes:

• Over 120 color stock graphs with price/volume activity and fundamental data as of 12/31/13

• Enhanced view of technical action, provided by MarketSmith’s Pattern Recognition software

• Select stock charts annotated by MarketSmith product coaches illustrate key observations.

TOP STOCKS 2013Peak Performers of the Year

Stock GuideWinter 2014

As we begin a new year, investors have the opportunity to look back on 2013, review their portfolio performance and look for ways to improve going forward. A post-analysis can reveal some simple adjustments that allow you to improve your portfolio performance in 2014. Not only should you review your biggest losses from the year, but also your biggest successes. What you did right is just as important as what you did wrong.

In this winter edition of the Stock Guide, we interview O’Neil Portfolio Manager Mike Webster regarding the basics of performing a post-analysis. In addition, he shares some personal tips that have helped him in the market and what you need to do to become a better investor for 2014.

The stock screens created for this edition are designed to capture the best performing stocks and industries from 2013 as well as those poised to have strong earnings growth in 2014. There are numerous opportunities in the market every year that offer triple digit gains. Only by studying the ones that got away can you ensure that you capitalize on those in the future.

Best returns,

Your MarketSmith Team

Don’t miss MarketSmith President Scott O’Neil’s monthly webinar on current market conditions. Register at MarketSmith.com/webinars

Stock Guide Chart Legend

1. 5-Year Earnings Growth Rate Over 20% Per Year

2. Company Name

3. Industry Group Classification

4. Datablock Containing the Following Information:

a. Short Interest Value and Percent Change

b. Options Availability and Exchange

c. 50-Day Ratio of Daily Up Volume to Daily Down Volume

d. Ex-Dividend Date

e. Current Yield

5. Ticker or Trading Symbol

6. Top 5 Stocks in Group

7. Primary Exchange

8. Industry Group Relative Strength Rating

9. Common Shares Outstanding (in Millions)

10. Web Address

11. Active stock (NASDAQ only)

12. Floating Supply (in Millions)


a. 5-Year Earnings Growth Rate

b. Best RS Line & Rating Factor

c. Earnings Per Share Rank (EPS Rank)

d. Current Price/Earnings (P/E) Ratio

e. High and Low Price/Earnings (P/E) Ratios


a. Debt Percentage

b. New CEO in Last 2 Years

c. Timeliness Rating

d. Accumulation/Distribution Rating

e. SMR Rating

15. Average Daily Volume Over Last 50 Trading Days


a. Stock Price Relative to Book Value

b. Inventory Turnover

c. Research and Development % of Total Sales

d. Return on Equity Percentage

e. Cash Flow Per Share From Operations

17. Convertible Issues

18. Warrants Outstanding

19. Closing Price

20. % Off High

21. Datablock Containing the Following Information

a. Mutual Fund Sponsorship

b. Bank Sponsorship

c. Management Ownership

d. Alpha

e. Beta

22. Composite Rating

23. Arithmetic Price Scale

24. Key High and Low Price Points

25. 50-Day Moving Average Price Line

26. 200-Day Moving Average Price Line

27. Relative Strength Rating

28. Relative Strength Compared to S&P 500

29. Article in Major Publication

30. *Indicates 2nd Highest Weekly Volume in Last 12 Months

31. *Indicates Highest Weekly Volume in Last Year or Volume 100% or More Above ADV

32. Volume Scale

33. Earnings % Change

34. Qtrly EPS Compared to EPS Same Qtr Last Year (<> denotes pretax, non-recurring items included)

35. Insider Buying/Selling

36. Qtrly Sales Compared to Sales Same Qtr Last Year

37. 50-Day Average Daily Volume

38. High and Low P/E Ratio for the Quarter

39. Dividend Change

40. Security Announcement

41. Cash Dividend for the Quarter

42. *Indicates Earnings Expected to Report Within 4 Weeks

43. *Indicates Earnings Were Reported in Last 2 Weeks

44. Volume Peaks (in Hundreds)

45. Stock Dividend or Split

46. Daily High, Low, and Closing Prices

47. Line Indicates Beginning of Calendar Quarter

48. Indicator for Canadian Dollars


a. Fiscal Year End

b. Annual Operating Earnings (<> denotes pretax, non-recurring items included)

c. Calendar Year High/Low Prices

d. Earnings Per Share Estimates

e. EPS Estimates % Change

f. Estimate Revision

50. Business Summary

EARNINGS $SALES MIL. $DIVIDEND-PE

17 31AUG

14 28SEP

11 25OCT 9 23

NOV 6 20

DEC 4 18

QTR 1

JAN 10 1 15 29

FEB12 26

MAR12 26

QTR 2

APR 9 23

MAY 7 21

JUN 4 18

QTR 3

JUL 2

XYZ CORP (XYZ) NASDAQ*BLDG-A/C & HEATING PRDS aaon.com

17.1 SHRS / 12.2 FLT / AVG VOL 85,500 $24.13(OH ) -4%

MANUFACTURES HEATING, VENTILATION AND AIR CONDITION EQUIP- MENT FOR THE INDUSTRIAL/CONSTRUCTION/COMMERCIAL MARKETS.

5/10 TO REPURCHASE 5% OF COMMON STOCK OUTSTANDING.

SHORT INT 24.3 DAYS -3%OPTIONS ONUP/DOWN 1.0

CBOE

EX-DIV 6/ 8YIELD 1.5%

GROWTH RATE +31%EARNINGS STAB 13EPS RANK 63PE 16 ( 1.0XS&P)5 YR PE 9- 31

DEBT 0%NEW CEOTIMELINESS B

7/10

ACC/DIST DSMR RATING B

3.50 X BK VALUEINVENTORY TO. 7.5XR&D 13.6%RET ON EQUITY 26%CASH FLOW $2

FUNDS 40%BANKS 8%MGMT 29%ALPHA 0.03BETA 0.98

COMPOSITE RATINGIPO 7/7/07 $ 5.00 (C) (W) 82

EPS DUE 8/10

PRICESCALE

GROUP REL STR 82 RS EPSSmithAO AOS 81 95Watsco WSO 76 82Lennox LII 75 85

EARNINGS HI LO(DEC)$ $04 0.39 14 9

05 0.60 13 906 0.90 19 1107 1.22 23 1608 1.60 23 1209 1.62 22 1410 1.38 EST -15%11 1.62 EST +17%

«

QUARTER ENDED JUN 30, 09 0.43 VS 0.43 0% 68.6 VS 74.8 -8%$ 0.18 13X -- 9X

QUARTER ENDED SEP 30, 09 0.45 VS 0.47 -4% 58.5 VS 79.3 -26% N/A 13X -- 11X

QUARTER ENDED DEC 31, 09 0.36 VS 0.35 +3% 54.2 VS 60.2 -10%$ 0.18 12X -- 11X

QUARTER ENDED MAR 31, 10 0.30 VS 0.39 -23% 49.3 VS 64.0 -23% N/A 14X -- 12X

16

18

20

22

24

400 600 1000

VOLUME(00)

22.32

18.00

20.63

18.49 18.64

22.00

20.72

25.11

21.50

22.41

17704 5376

84

R S LINEVS SP500

CANADIANQTR 4

FORBES06/04/10DIV

INCPSO

2/1

* *

* *

ACTIVE

1 2 3 5 6 8 119 10 13 1514 16 17 18 19 20

21

4 7 12

23

24

25

26

27

28293031

32

33

35 3439 363840 3741

44

42

43

46

47

48

49

50

22

45

Table of ContentsStock Guide Legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Market Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Conducting a Post Analysis of Your Investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Winter 2013 Screens*

2013’s Biggest Price Performers 9

Canadian Solar Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . .CSIQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Visionchina Media Ads . . . . . . . . . . . . . . . . . . . . . . . . . .VISN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Sunpower Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SPWR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Jinkosolar Hldg Co Ads . . . . . . . . . . . . . . . . . . . . . . . . . JKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

SolarCity Corp . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SCTY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Vipshop Holdings Ltd Ads . . . . . . . . . . . . . . . . . . . . . . .VIPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

2013’s Best Performing Industries 13

Canadian Solar Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . .CSIQ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Tesla Motors Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TSLA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Netflix Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NFLX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Best Buy Co Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BBY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Sinclair Broadcast Group . . . . . . . . . . . . . . . . . . . . . . . . SBGI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Three D Systems Corp . . . . . . . . . . . . . . . . . . . . . . . . . .DDD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

2013’s Future Earnings Growth 17

Sina Corporation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SINA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Netflix Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NFLX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

S M Energy Co . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Wisdomtree Investments . . . . . . . . . . . . . . . . . . . . . . . . .WETF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Methode Electronics Inc . . . . . . . . . . . . . . . . . . . . . . . . .MEI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Chesapeake Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . .CHK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

*All screen results are computer-generated and were run on December 31, 2013.

Winter 2014marketsmith.com

4 Market Charts

S & P 500 INDEXCLOSE 1848.36

1687.18

1709.67

1729.86

1813.55

1398.11

1485.01

1536.03

1560.33

1627.47

1646.47

1767.99

50 DAY MOVING AVERAGE


1410

1460

1510

1560

1610

1660

1710

1760

1810

DAILY VOLUME AND 50-DAY AVERAGE DAILY VOLUME LINE

300 M

550 M

900 M

1.5 B

2713291511842062392612281431173195228228251128

DECNOVOCTSEPAUGJULJUNMAYAPRMARFEBJAN 2013

NASDAQ COMPOSITECLOSE 4176.59

3532.04

3694.19

2951.04

3105.36

3154.96

3294.95

3573.57

3650.03

3855.07

3979.59



2950

3050

3150

3250

3350

3450

3550

3650

3750

3850

3950

4050

4150

DAILY VOLUME AND 50-DAY AVERAGE DAILY VOLUME LINE

650 M

1 B

1.6 B

2.5 B

2713291511842062392612281431173195228228251128

DECNOVOCTSEPAUGJULJUNMAYAPRMARFEBJAN 2013

5

Reviewing your investment activity from the previous year is an important step for improving portfolio performance. Investors of all disciplines can learn by contrasting the good calls—big winners you identified early and entered correctly—against those where you took the wrong action or missed taking action at all.

To learn more about the importance of post-analysis, we interviewed Mike Webster, SVP and Portfolio Manager of O’Neil Data Systems. Mike joined William O’Neil + Company as a Data Research Analyst and has been a Portfolio Manager since 2000. He also serves as a product manager leading the MarketSmith team in development of premium products such as Growth 250, a stock idea list, and Pattern Recognition, the feature that highlights stock chart patterns.

Q: What is a post analysis?A post analysis is a review of what you’ve done right and what you’ve done wrong, typically over the course of the year.

Q: What is the goal of a successful post analysis?The goal is to figure out what your biggest mistakes were from the year and then build a rule to correct those mistakes.

Q: How do you perform your post analysis?Last year, I plotted every single trade on their respective charts; however, you should focus your time and attention on your biggest winners/losers of the year. Any rules that you create to mitigate your losers shouldn’t hamper your ability to handle the winners. Not only do I look at the individual stock action, but I look at the general market conditions at the time to see the distribution day count’s impact on my individual positions.

Q: How often do you perform a post-analysis?The best time to do a post-analysis is at the end of a market cycle. Once you’ve gotten out of the market and gone to cash, you look back and review your trades. At the very least, you should do it once a year at the end of the year to prepare for the upcoming year.

Q: How has post analysis helped you become a better investor?The most recent post-analysis helped me identify a rule that I was implementing improperly. One of my favorite rules is buying a stock back after being shaken out of it. However, you can’t just buy the stock back if it goes back higher than where you

Conducting a Post Analysis of Your Investments

MarketSmith Education Tips

Winter 2014 marketsmith.com


sold it assuming the stock has resumed its uptrend. You need to be disciplined and patient. Look at the chart and wait for a logical entry point. So, not only do you need to identify a new rule to mitigate your mistakes, but review your use of the old rules to make sure it’s being used appropriately.

Q: We all know that Bill created his “+20% in 3 weeks” rule from his own post-analysis, could you share a lesson learned from your post-analysis?My number one new rule is to be patient and not sell right away. I tended to cut my losses too quickly, when I should have been patient and waited for them to exhibit clear weakness before selling. I had numerous 1 or 2% small losses, which also led to overtrading. My new rule is: if you buy a stock at the proper pivot point, then hold the stock for at least 3 weeks unless the stock closes down 4% from my buy point. Secondly, if it is a purchase from an alternative pivot or an add-on point, then hold for five days, unless it closes 4% down from my buy point. This rule works for me, however, every individual investor needs to have their own personalized set of rules, since they address how you react emotionally to the marketplace at a given point in time.

To illustrate Mike’s new rule, we have included annotated charts for ARM and KORS on pages 7-8.

Q: Any specific tips from Bill regarding post-analysis?Keep it simple. You need to have two or three different rules from a post-analysis. You don’t want to completely overhaul your investing strategy, since it may negatively affect your positive investing traits. It’s like a batting stance, you want to make minor adjustments and then review their impact.

MarketSmith Education Tips6


7MarketSmith Education Tips


MarketSmith Education Tips8

9

Visit marketsmith.com/learn/stockguide to load the criteria for this and other Stock Guide screens directly into your MarketSmith screener.

All screen results are computer-generated and were run on December 31, 2013. This screen can also be found in the community section of marketsmith.com.

2013’s Biggest Price Performers

Identifies stocks with the largest price gains this past year.

History often repeats itself in the stock market. Leading

stocks tend to have some common fundamental and

technical characteristics. Studying those common

characteristics will train you to recognize leading stocks

before they make big moves.

Price % Chg Company Name (Symbol) Industry Group Last Year Page

Canadian Solar Inc (CSIQ) Energy-Solar 791.8 10

Visionchina Media Ads (VISN) Comml Svcs-Advertising 680.3 10

Sunpower Corp (SPWR) Energy-Solar 437.7 11

Jinkosolar Hldg Co Ads (JKS) Energy-Solar 402.6 11

SolarCity Corp (SCTY) Energy-Solar 380.7 12

Vipshop Holdings Ltd Ads (VIPS) Retail-Internet 360.8 12


10

CANADIAN SOLAR INC(CSIQ) NASDAQ 49.6 SHRS / 33.7 FLT / AVG VOL4.07MIL $29.82(OH -10%)ENERGY-SOLAR canadiansolar.comCANADIAN MANUFACTURER OF INGOT, WAFER, SOLAR CELL, SOLAR MODULES AND OTHER SOLAR APPLICATIONS.

12/13 UNIT SOLD TWO UTILITY-SCALE SOLAR POWER PLANTS TOTALING 4.4 MW DC TO A UNIT OF PSEG.

SHORT INT .4 DAYS -8%OPTIONS ON AM/MSUP/DOWN 1.0EX-DIVYIELD

GROWTH RATEEARNINGS STABEPS RANK 62PE5 YR PE 2 - 88

DEBT 74%NEW CEOTIMELINESS CACC/DIST ASMR RATING E

5.08 X BK VALUEINVENTORY TO. 4.5XR&D 1.0%RET ON EQUITY N/ACASH FLOW $-3.21


5.15

10.65

16.40

33.2531.82

3.12 3.16

8.30

10.55

26.10

99

QTR 4QTR 3

QTR 2

QTR 1

0

10

20

30

PRICE SCALE

91COMPOSITE RATING$15.00IPO 11/09/0607$ 0.34 $ 31 608 -0.20∆ 51 309 0.57 30 310 1.17 33 811 -2.07∆ 16 212 -3.11 4 113 0.66EST ↑14 2.32EST+252% ↓

EARNINGS (DEC) HI LOJinkoSol JKS 99 78SolarCity SCTY 99 57ChinaSun n CSUN 99 47DagoEnergy DQ 99 16Sunpower SPWR 98 78

GROUP REL STR 100 RS EPS

27132915118420623926122814311731952282282511DECNOVOCTSEPAUGJULJUNMAYAPRMARFEB


-1.01 VS -1.37∆ N/A296.1 VS 465.7 -36%N/A N/A

-0.10∆ VS -0.49 N/A259.5 VS 326.1 -20%N/A N/A

-0.27 VS -0.58 N/A360.6 VS 341.7 +6%N/A N/A

0.54 VS -1.03#+153%477.6 VS 331.3 +44%N/A N/A

EPS DUE 3/11 QUARTER ENDED DEC 31,12 QUARTER ENDED MAR 31,13 QUARTER ENDED JUN 30,13 QUARTER ENDED SEP 30,13

R S LINE VS SP500

VOLUME

300K

1.1M

3.5M

VISIONCHINA MEDIA ADS(VISN) NASDAQ 5.1 SHRS / 3.5 FLT / AVG VOL677816 $23.80(OH -24%)COMML SVCS-ADVERTISING visionchina.cnCHINESE PROVIDER OF REAL-TIME CONTENT AND ADVERTISING TO 19 CITIES VIA 108,567 DIGITAL SCREENS

1/13 NAMED WEI LIU COO, EFFECTIVE IMMEDIATELY.

SHORT INT .5 DAYS -4%OPTIONS ON NY/PHUP/DOWN 1.9EX-DIVYIELD


DEBT 0%NEW CEOTIMELINESS BACC/DIST ASMR RATING E

0.43 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY N/ACASH FLOW N/A

FUNDS 0%BANKS 0%MGMT 31%ALPHA 1.31BETA -0.98

4.002.96 2.65 2.48

18.00

11.55

3.122.00 1.81 1.77

5.51

99

QTR 4QTR 3

QTR 2

QTR 1

0

10

20

30

PRICE SCALE

79COMPOSITE RATING$8.00IPO 12/06/0707$ 2.80 $ 196 15208 13.80 512 8509 9.20 245 9610 -1.20 237 5011 -0.40 99 2112 -13.15 37 313 -7.95EST ↓14 -5.32EST ↓

EARNINGS (DEC) HI LOMDCPrtners MDCA 98 17Constant CTCT 96 94DigtlGenr DGIT 87 65ClearChann CCO 87 23WPP WPPGY 82 63




-3.01 VS 0.80 N/A26.1 VS 53.4 -51%N/A N/A

-2.53 VS -3.54 N/A17.1 VS 28.3 -40%N/A N/A

-1.00 VS -4.08 N/A26.7 VS 28.1 -5%N/A N/A

-0.70 VS -2.51 N/A28.5 VS 33.2 -14%N/A N/A


R S LINE VS SP500 VOLUME

2K

42K



11

SUNPOWER CORP(SPWR) NASDAQ 121.4 SHRS / 41.3 FLT / AVG VOL3.22MIL $29.81(OH -15%)ENERGY-SOLAR sunpowercorp.comMANUFACTURES HIGH-PERFORMANCE SOLAR ELECTRIC POWER TECHNOLOGIES USING PROPRIETARY PROCESSES.

12/13 RECEIVED A CONTRACT FROM ECOMAX JAPAN INC TO PROVIDE E20/327 SOLAR PANELS TOTALING 20-MEGAWATTS.

SHORT INT 3.8 DAYS -4%OPTIONS ON AM/MSUP/DOWN 0.7EX-DIVYIELD

GROWTH RATEEARNINGS STABEPS RANK 78PE 23 (1.3XS&P)5 YR PE 3 - 304

DEBT 106%NEW CEOTIMELINESS CACC/DIST CSMR RATING D

3.64 X BK VALUEINVENTORY TO. 6.6XR&D 2.6%RET ON EQUITY 2%CASH FLOW $1.12


9.12

13.8812.95

23.76

28.15

35.39 35.22

9.00

17.52

20.57

27.74 27.15

98

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O-O-O-O0

10

20

30

PRICE SCALE

90COMPOSITE RATING(W)(C)$18.00IPO 11/17/0507$ 1.27 $ 164 3508 2.13 134 1809 1.01 46 1910 1.77 26 911 0.16 23 412 0.18 9 313 1.42EST+689% ↑14 1.20EST -15% ↑

EARNINGS (DEC) HI LOJinkoSol JKS 99 78CdnSolar CSIQ 99 62SolarCity SCTY 99 57ChinaSun n CSUN 99 47DagoEnergy DQ 99 16




0.18 VS 0.04 +350%678.5 VS 563.4 +20%N/A 200X-- 26X

0.22 VS -0.12#+283%635.4 VS 494.1 +29%N/A 304X-- 44X

0.48 VS 0.08 +500%576.5 VS 595.9 -3%N/A 84X-- 25X

0.44 VS 0.03 +1367657.1 VS 649.0 +1%N/A 55X-- 23X


R S LINE VS SP500

VOLUME

600K

1.9M

6M

JINKOSOLAR HLDG CO ADS(JKS) NYSE 26.9 SHRS / 14.2 FLT / AVG VOL1.86MIL $29.30(OH -15%)ENERGY-SOLAR jinkosolar.comCHINESE MANUFACTURER OF SILICON WAFERS, SOLAR CELLS AND SOLAR MODULES IN JIANGXI AND ZHEJIANG PROVINCES IN CHINA.

12/13 RECEIVED A CONTRACT FROM LOCAL GOVERNMENT OF LINGWU CITY TO DEVELOP A 200 MW GROUND-MOUNTED PV POWER PLANT.

SHORT INT 1.3 DAYS +43%OPTIONS ON AM/MSUP/DOWN 1.4EX-DIVYIELD


DEBT 48%NEW CEOTIMELINESS BACC/DIST BSMR RATING D



10.078.19

10.44

27.14

34.88

3.96

7.25

12.00

19.06

24.93

99

QTR 4QTR 3

QTR 2

QTR 1

PO

PPO

0

10

20

30

PRICE SCALE

96COMPOSITE RATING(C)$11.00IPO 5/14/1007$ 0.45 $08 1.41∆09 0.5510 5.84 41 811 -0.09 32 412 -10.15∆ 10 213 1.98EST ↑14 2.76EST +39% ↑

EARNINGS (DEC) HI LOCdnSolar CSIQ 99 62SolarCity SCTY 99 57ChinaSun n CSUN 99 47DagoEnergy DQ 99 16Sunpower SPWR 98 78




-5.05∆ VS -2.61 N/A187.3 VS 190.4 -2%N/A N/A

-0.55 VS -2.36 N/A187.2 VS 168.3 +11%N/A N/A

0.54 VS -2.11#+126%287.6 VS 194.8 +48%N/A N/A

1.37 VS -0.63#+317%320.6 VS 211.5 +52%N/A N/A



120K

450K

1.5M



12

SOLARCITY CORP(SCTY) NASDAQ 83.1 SHRS / 27.4 FLT / AVG VOL4.98MIL $56.82(OH -12%)ENERGY-SOLAR solarcity.comENGAGED IN THE DESIGN, INSTALLATION AND SALE OR LEASE OF SOLAR ENERGY SYSTEMS TO RESIDENTIAL AND COMMERCIAL CUSTOMERS

12/13 ACQUIRED ZEP SOLAR, FOR ABOUT $158 MIL IN STOCK.

SHORT INT 1.6 DAYS +9%OPTIONS ONUP/DOWN 1.1EX-DIVYIELD

GROWTH RATEEARNINGS STABEPS RANK 57PE5 YR PE

DEBT 42%NEW CEOTIMELINESS AACC/DIST BSMR RATING E

22.04 X BK VALUEINVENTORY TO. 1.1XR&D N/ARET ON EQUITY N/ACASH FLOW $-0.58


16.9420.38

52.77

44.98 45.60

65.30

15.88

32.66

28.31

42.38

99

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O+OPO

PPO

0

10

20

30

40

50

60

70

PRICE SCALE

87COMPOSITE RATING(W)(C)$8.00IPO 12/13/1207$ -0.15 $08 -0.1909 -0.3610 -0.5311 0.5812 -0.86 13 913 -1.79EST ↓14 -1.75EST ↓

EARNINGS (DEC) HI LOJinkoSol JKS 99 78CdnSolar CSIQ 99 62ChinaSun n CSUN 99 47DagoEnergy DQ 99 16Sunpower SPWR 98 78




-0.04 VS 0.19 N/A25.3 VS 20.7 +22%N/A N/A

-0.41 VS 0.04 N/A30.0 VS 24.8 +21%N/A N/A

-0.31 VS -0.35 N/A38.0 VS 46.6 -19%N/A N/A

0.04 VS -3.41#+101%48.6 VS 32.0 +52%N/A N/A


R S LINE VS SP500

VOLUME

200K

800K

3.5M

VIPSHOP HOLDINGS LTD ADS(VIPS) NYSE 55.7 SHRS / 10.6 FLT / AVG VOL986248 $83.68(OH -8%)RETAIL-INTERNET vipshop.comCHINESE ONLINE DISCOUNT RETAILER OFFERING BRANDED APPAREL AT DISCOUNT PRICES AND LIMITED QUANTITIES VIA VIPSHOP.COM.

11/13 EXPECTS Q4 2013 REVENUES OF $580 MIL TO $590 MIL

SHORT INT 1.6 DAYS -11%OPTIONS ONUP/DOWN 1.0EX-DIVYIELD


DEBT 0%NEW CEOTIMELINESS BACC/DIST BSMR RATING D

56.40 X BK VALUEINVENTORY TO. 6.5XR&D N/ARET ON EQUITY N/ACASH FLOW $-0.1


28.4932.48

38.46

50.43

91.20

17.45

26.6723.26

38.08

71.29

99

QTR 4QTR 3

QTR 2

QTR 1

POPPO

0

10

20

30

40

50

60

70

80

90

PRICE SCALE

95COMPOSITE RATING(C)$6.50IPO 3/23/1207$0809 -0.03 $10 -0.1611 -0.6312 -0.04 19 413 1.04EST ↑14 2.13EST+105% ↑

EARNINGS (DEC) HI LOAutobytl ABTL 99 7858.com WUBA 97 78Tucows TCX 96 52Shuttershc SSTK 96 42E-CmCnDng DANG 93 47




0.16 VS -0.21#+176%299.6 VS 105.2 +185%N/A N/A

0.17 VS -0.13#+231%310.7 VS 101.3 +207%N/A N/A

0.20 VS -0.08#+350%351.3 VS 135.3 +160%N/A 148X-- 89X

0.26 VS 0.01 +2500383.7 VS 156.0 +146%N/A 194X-- 71X


R S LINE VS SP500

VOLUME

72K

250K

800K


13



2013’s Best Performing Industries

Finds stocks with the largest price gains in the top ten performing industry groups

Identifying the most successful industry groups from last

year will give you insight into what themes are currently

performing and creating demand among buyers. Review the

characteristics of these stocks and their particular industry

groups and be better prepared to identify the leadership in

the coming year.

Company Name (Symbol) Industry Group Sector Page

Canadian Solar Inc (CSIQ) Energy-Solar Energy 14

Tesla Motors Inc (TSLA) Auto Manufacturers Auto 14

Netflix Inc (NFLX) Leisure-Movies & Related Leisure 15

Best Buy Co Inc (BBY) Retail-Consumer Elec Retail 15

Sinclair Broadcast Group (SBGI) Media-Radio/TV Media 16

Three D Systems Corp (DDD) Machinery-Mtl Hdlg/Autmn Machine 16


14

CANADIAN SOLAR INC(CSIQ) NASDAQ 49.6 SHRS / 33.7 FLT / AVG VOL4.07MIL $29.82(OH -10%)ENERGY-SOLAR canadiansolar.comCANADIAN MANUFACTURER OF INGOT, WAFER, SOLAR CELL, SOLAR MODULES AND OTHER SOLAR APPLICATIONS.

12/13 UNIT SOLD TWO UTILITY-SCALE SOLAR POWER PLANTS TOTALING 4.4 MW DC TO A UNIT OF PSEG.

SHORT INT .4 DAYS -8%OPTIONS ON AM/MSUP/DOWN 1.0EX-DIVYIELD


DEBT 74%NEW CEOTIMELINESS CACC/DIST ASMR RATING E



5.15

10.65

16.40

33.2531.82

3.12 3.16

8.30

10.55

26.10

99

QTR 4QTR 3

QTR 2

QTR 1

0

10

20

30

PRICE SCALE

91COMPOSITE RATING$15.00IPO 11/09/0607$ 0.34 $ 31 608 -0.20∆ 51 309 0.57 30 310 1.17 33 811 -2.07∆ 16 212 -3.11 4 113 0.66EST ↑14 2.32EST+252% ↓

EARNINGS (DEC) HI LOJinkoSol JKS 99 78SolarCity SCTY 99 57ChinaSun n CSUN 99 47DagoEnergy DQ 99 16Sunpower SPWR 98 78




-1.01 VS -1.37∆ N/A296.1 VS 465.7 -36%N/A N/A

-0.10∆ VS -0.49 N/A259.5 VS 326.1 -20%N/A N/A

-0.27 VS -0.58 N/A360.6 VS 341.7 +6%N/A N/A

0.54 VS -1.03#+153%477.6 VS 331.3 +44%N/A N/A


R S LINE VS SP500

VOLUME

300K

1.1M

3.5M

TESLA MOTORS INC(TSLA) NASDAQ 122.6 SHRS / 84.6 FLT / AVG VOL12.04MIL $150.43(OH -22%)AUTO MANUFACTURERS teslamotors.comMANUFACTURES HIGH-PERFORMANCE FULLY ELECTRIC VEHICLES AND ADVANCED ELECTRIC VEHICLE POWERTRAIN COMPONENTS.

5/13 INCREASED OFFERING OF CONVERTIBLE SENIOR NOTES TO $600 MIL AT 1.5% DUE 2018.


GROWTH RATEEARNINGS STABEPS RANK 78PE5 YR PE

DEBT 330%NEW CEOTIMELINESS CACC/DIST CSMR RATING D



40.00

114.90

194.50

32.11 33.80

104.50

116.10

98

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O+O

-O-O-OPO

PPO

-O-O-O0

20

40

60

80

100

120

140

160

180

200

PRICE SCALE

73COMPOSITE RATING(W)$17.00IPO 6/29/1007$ -0.85 $08 -0.9009 -0.5810 -1.38 36 1411 -2.21 35 2112 -3.21 39 2213 0.58EST ↓14 1.50EST+159% ↓

EARNINGS (DEC) HI LOKandi Tech KNDI 98 14Daimler DDAIF 85 98Volkswagen VLKAY 81 33GenMotors GM 78 23TataMotor TTM 64 78




-0.65 VS -0.69 N/A306.3 VS 39.4 +678%N/A N/A

0.12 VS -0.76#+116%561.8 VS 30.2 +1762N/A N/A

0.20 VS -0.89#+122%405.1 VS 26.7 +1420N/A N/A

0.12 VS -0.92#+113%431.4 VS 50.1 +761%N/A N/A


R S LINE VS SP500

VOLUME

600K

2M

7.5M



15

NETFLIX INC(NFLX) NASDAQ 59.3 SHRS / 55.7 FLT / AVG VOL3.26MIL $368.17(OH -5%)LEISURE-MOVIES & RELATED netflix.comPROVIDES INTERNET SUBSCRIPTION SERVICES TO WATCH TV SHOWS AND MOVIES TO MORE THAN 35 MIL SUBSCRIBERS VIA NETFLIX.COM.

8/13 IN A MULTI-YR LICENSING PACT WITH THE WEINSTEIN COMPANY TO WATCH INSTANTLY IN PAY TV WINDOW FOR FIRST-RUN FILMS.


GROWTH RATE -11%EARNINGS STAB 86EPS RANK 76PE 253 (14.9XS&P)5 YR PE 14 - 681

DEBT 54%NEW CEOTIMELINESS AACC/DIST BSMR RATING D

29.30 X BK VALUEINVENTORY TO.R&D 9.1%RET ON EQUITY 2%CASH FLOW $30.93


197.62 197.06

248.85

270.31

389.16

159.00

205.75

282.80

97

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O

WALL.SJ 7/8/13

-O-O-O-O-O-O-O-O-O40

80

120

160

200

240

280

320

360

400

PRICE SCALE

94COMPOSITE RATING(C)07$ 1.01 $ 29 1508 1.44 40 1709 1.98 61 2810 2.96 209 4811 4.16∆ 304 6212 0.29 133 5213 1.76EST+507% ↑14 4.03EST+129% ↓

EARNINGS (DEC) HI LORentrak RENT 93 38Dreamworks DWA 93 23GlobalEagl ENT 92 52Carmike CKEC 90 67AvidTech AVID 78 13




0.13 VS 0.64∆ -80%945.2 VS 875.6 +8%N/A 122X-- 30X

0.31 VS -0.08#+488%1024 VS 869.8 +18%N/A 681X-- 113X

0.49 VS 0.11 +345%1069 VS 889.2 +20%N/A 660X-- 244X

0.52 VS 0.13 +300%1106 VS 905.1 +22%N/A 398X-- 226X

EPS DUE*1/23 QUARTER ENDED DEC 31,12 QUARTER ENDED MAR 31,13 QUARTER ENDED JUN 30,13 QUARTER ENDED SEP 30,13


1.1M

3M

8M

BEST BUY CO INC(BBY) NYSE 346.0 SHRS / 273.3 FLT / AVG VOL5.62MIL $39.88(OH -10%)RETAIL-CONSUMER ELEC bestbuy.comOPERATES/LEASES 1,983 CONSUMER ELECTRONIC STORES WORLDWIDE W ITH PLANS TO OPEN LIMITED NUMBER IN 2013-14.

8/12 NAMED HUBERT JOLY PRES AND CEO, REPLACING INTERIM CEO G. MIKE MIKAN WHO WILL STEP DOWN, EFFECTIVE SEPTEMBER 2012.

SHORT INT 3.9 DAYS +12%OPTIONS ON AM/MSUP/DOWN 1.0EX-DIV 12/6YIELD 1.7%


DEBT 38%NEW CEO 9/12TIMELINESS AACC/DIST BSMR RATING C

4.51 X BK VALUEINVENTORY TO. 7.3XR&D N/ARET ON EQUITY 27%CASH FLOW $5.43


26.2928.37

30.35

39.28

44.66

13.83

25.78

34.88

37.91

95

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O0

10

20

30

40

PRICE SCALE

85COMPOSITE RATING(C)07$ 2.83∆ $ 53 4108 3.18 53 1609 2.87 45 2310 3.14 48 3011 3.72 36 2112 3.61 27 1113 2.7114 2.43EST -10% ↓

EARNINGS (JAN) HI LOConns CONN 96 86Gamestop GME 84 69Hhgregg HGG 55 59RadioShk RSH 10 2




1.64 VS 2.18 -25%16711 VS 16671 0%$0.17 5X-- 3X

0.32 VS 0.76 -58%9380 VS 10373 -10%$0.17 10X-- 4X

0.32 VS 0.26 +23%9300 VS 9339 0%$0.17 13X-- 9X

0.18 VS 0.04 +350%9362 VS 9381 0%$0.17 19X-- 13X

EPS DUE 3/1 QUARTER ENDED JAN 31,13 QUARTER ENDED APR 30,13 QUARTER ENDED JUL 31,13 QUARTER ENDED OCT 31,13


2.5M

6.5M

17M



16

*SINCLAIR BROADCAST GROUP(SBGI) NASDAQ 73.9 SHRS / 38.4 FLT / AVG VOL1.35MIL $35.73(OH -2%)MEDIA-RADIO/TV sbgi.netTV BROADCASTING COMPANY WHICH OWNS OR PROVIDES PROGRAMMING, OPERATING OR SALES SERVICES TO 86 STATIONS IN 46 MARKETS.

11/13 ACQUIRED 18 TELEVISION STATIONS FROM BARRINGTON BROADCASTING GROUP, FOR $370 MIL IN CASH.

SHORT INT 4.4 DAYS +41%OPTIONS ON PHUP/DOWN 0.9EX-DIV 11/26YIELD 1.7%

GROWTH RATE +26%EARNINGS STAB 11EPS RANK 52PE 24 (1.4XS&P)5 YR PE 1 - 23

DEBTNEW CEOTIMELINESS CACC/DIST BSMR RATING

-30.60 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY N/ACASH FLOW $3.68


15.47

29.50

31.99

36.57

23.88 23.28

30.91

93

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-OPO

PPO

-O-O-O0

10

20

30

PRICE SCALE

77COMPOSITE RATING(C)07$ 0.23∆ $ 15 708 0.66∆ 9 109 0.65∆ 4 010 0.95∆ 7 311 0.95∆ 11 512 1.80 12 713 1.09EST -39% ↓14 2.56EST+135% ↓

EARNINGS (DEC) HI LOMediaGenA MEG 99 34GrayTV GTN 99 32GrayTelA GTNA 99 32Nexstar NXST 99 6LIN Media LIN 98 28




0.72 VS 0.28 +157%329.5 VS 212.8 +55%$1.15 9X-- 7X

0.20 VS 0.36 -44%282.6 VS 222.4 +27%$0.15 12X-- 8X

0.25 VS 0.37 -32%314.2 VS 251.1 +25%$0.15 19X-- 11X

0.30 VS 0.35 -14%338.6 VS 258.7 +31%$0.15 23X-- 15X


R S LINE VS SP500

VOLUME

300K

900K

2.5M

*THREE D SYSTEMS CORP(DDD) NYSE 102.8 SHRS / 92.5 FLT / AVG VOL5.16MIL $92.93(OH -2%)MACHINERY-MTL HDLG/AUTMN 3DSystems.comMANUFACTURES PRINTING, PROTOTYPING AND MANUFACTURING SYSTEMS TO PRODUCE 3-D OBJECTS FROM COMPUTER DATA.

12/13 TO ACQUIRE CERTAIN ASSETS OF XEROX CORP IN WILSONVILLE, OREGON, FOR $32.5 MIL IN CASH.

SHORT INT 3.2 DAYS -9%OPTIONS ON AM/NYUP/DOWN 2.3EX-DIVYIELD

GROWTH RATE +136%EARNINGS STAB 83EPS RANK 93PE 99 (5.9XS&P)5 YR PE 19 - 557

DEBT 18%NEW CEOTIMELINESS BACC/DIST BSMR RATING A

19.88 X BK VALUEINVENTORY TO. 10.5XR&D 6.6%RET ON EQUITY 18%CASH FLOW $0.97


48.0151.94 51.45

56.23

84.85

36.02

27.88

41.0544.50

47.3398

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-OPO

PPO

-O

3/2

-O20

30

40

50

60

70

80

90

PRICE SCALE

99COMPOSITE RATING(C)07$ -0.11∆ $ 8 408 -0.11∆ 5 109 0.02 3 110 0.28 11 311 0.54∆ 19 812 0.83 35 913 0.97EST +17% ↑14 1.28EST +32% ↑

EARNINGS (DEC) HI LOAdeptTch ADEP 99 36Percptrn PRCP 95 88Stratasys SSYS 92 92ExOne Co XONE 92 54HLS Sys HOLI 90 93




0.26 VS 0.18 +44%101.6 VS 69.9 +45%N/A 48X-- 33X

0.21 VS 0.17 +24%102.1 VS 77.9 +31%N/A 65X-- 34X

0.20 VS 0.18 +11%120.8 VS 83.6 +44%N/A 60X-- 37X

0.26 VS 0.21 +24%135.7 VS 90.5 +50%N/A 64X-- 51X


R S LINE VS SP500

VOLUME

1.4M

4M


17



2013’s Future Earnings Growth

Discover stocks with strong earnings and the promise of continued growth.

If a company’s future looks promising, it can attract

institutional investors, improving the likelihood the stock

price will increase. To gauge the status of a company’s

future, their consensus earnings estimates should always

be positive and the stronger the estimates the better. Keep

in mind estimates are only opinions, while actual reported

earnings are facts.

EPS Est Company Name (Symbol) Industry Group Cur Yr % Page

Sina Corporation (SINA) Internet-Content 653 18

Netflix Inc (NFLX) Leisure-Movies & Related 507 18

S M Energy Co (SM) Oil&Gas-US Expl & Prod 286 19

Wisdomtree Investments (WETF) Finance-Investment Mgmt 236 19

Methode Electronics Inc (MEI) Electronic-Parts 208 20

Chesapeake Energy (CHK) Oil&Gas-US Expl & Prod 174 20


18

SINA CORPORATION(SINA) NASDAQ 67.3 SHRS / 60.6 FLT / AVG VOL2.89MIL $84.25(OH -9%)INTERNET-CONTENT sina.comCHINESE INTERNET PORTAL OFFERING MEDIA CONTENT AND SERVICES FOR CHINA AND GLOBAL CHINESE COMMUNITIES.

2/13 NAMED JACK XU CO-PRES, EFFECTIVE TODAY.



DEBT 0%NEW CEOTIMELINESS BACC/DIST BSMR RATING C



58.77 59.60

51.57

61.75

86.0087.86

92.83

88.47

51.91

45.54

51.26

77.01

73.35

86

QTR 4QTR 3

QTR 2

QTR 1

40

50

60

70

80

90

PRICE SCALE

90COMPOSITE RATING(C)07$ 1.12 $ 59 2808 1.56 58 2109 1.18 47 1710 1.73 76 3211 0.92 147 4612 0.15 80 4113 1.13EST+653% ↑14 2.18EST +93% ↑

EARNINGS (DEC) HI LOSoufunHldg SFUN 99 99Bitauto BITA 99 99ChinaFnc JRJC 99 2Yelp YELP 98 18YY Inc YY 97 80




0.13 VS 0.21 -38%139.1 VS 133.4 +4%N/A 245X-- 168X

0.02 VS -0.21#+110%126.0 VS 106.2 +19%N/A 426X-- 230X

0.21 VS 0.05 +320%157.5 VS 131.6 +20%N/A 434X-- 139X

0.42 VS 0.17 +147%184.6 VS 152.4 +21%N/A 213X-- 144X


R S LINE VS SP500

VOLUME

700K

1.9M

6M

NETFLIX INC(NFLX) NASDAQ 59.3 SHRS / 55.7 FLT / AVG VOL3.26MIL $368.17(OH -5%)LEISURE-MOVIES & RELATED netflix.comPROVIDES INTERNET SUBSCRIPTION SERVICES TO WATCH TV SHOWS AND MOVIES TO MORE THAN 35 MIL SUBSCRIBERS VIA NETFLIX.COM.

8/13 IN A MULTI-YR LICENSING PACT WITH THE WEINSTEIN COMPANY TO WATCH INSTANTLY IN PAY TV WINDOW FOR FIRST-RUN FILMS.



DEBT 54%NEW CEOTIMELINESS AACC/DIST BSMR RATING D



197.62 197.06

248.85

270.31

389.16

159.00

205.75

282.80

97

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O

WALL.SJ 7/8/13

-O-O-O-O-O-O-O-O-O40

80

120

160

200

240

280

320

360

400

PRICE SCALE

94COMPOSITE RATING(C)07$ 1.01 $ 29 1508 1.44 40 1709 1.98 61 2810 2.96 209 4811 4.16∆ 304 6212 0.29 133 5213 1.76EST+507% ↑14 4.03EST+129% ↓

EARNINGS (DEC) HI LORentrak RENT 93 38Dreamworks DWA 93 23GlobalEagl ENT 92 52Carmike CKEC 90 67AvidTech AVID 78 13




0.13 VS 0.64∆ -80%945.2 VS 875.6 +8%N/A 122X-- 30X

0.31 VS -0.08#+488%1024 VS 869.8 +18%N/A 681X-- 113X

0.49 VS 0.11 +345%1069 VS 889.2 +20%N/A 660X-- 244X

0.52 VS 0.13 +300%1106 VS 905.1 +22%N/A 398X-- 226X

EPS DUE*1/23 QUARTER ENDED DEC 31,12 QUARTER ENDED MAR 31,13 QUARTER ENDED JUN 30,13 QUARTER ENDED SEP 30,13


1.1M

3M

8M



19

S M ENERGY CO(SM ) NYSE 67.0 SHRS / 65.6 FLT / AVG VOL1.04MIL $83.11(OH -11%)OIL&GAS-U S EXPL&PROD sm-energy.comENGAGED IN EXPLORATION, PRODUCTION AND ACQUISITION OF OIL AND NATURAL GAS IN ONSHORE NORTH AMERICA,

10/12 NAMED COO JAVAN D. OTTOSON TO THE ADDL POST OF PRES, REPLACING ANTHONY J. BEST WHO WILL REMAIN CEO.

SHORT INT 1.9 DAYS -35%OPTIONS ON AM/NYUP/DOWN 1.0EX-DIV 10/23YIELD 0.1%


DEBT 102%NEW CEOTIMELINESS BACC/DIST DSMR RATING B



62.26

65.55

71.66

93.70 94.0094.00

54.95 55.30

58.89

78.41

80

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O40

50

60

70

80

90

PRICE SCALE

82COMPOSITE RATING(C)07$ 3.45∆ $ 44 3108 4.03 65 1409 0.79 38 1110 1.37 59 3011 2.55 88 5312 1.17 84 3913 4.52EST+286% ↑14 5.43EST +20% ↓

EARNINGS (DEC) HI LOUS Energy USEG 97 32Penn VA PVA 96 46ClayWEgy CWEI 96 35Diamondbac FANG 95 50Matador MTDR 94 78




0.45 VS 0.60 -25%444.3 VS 379.5 +17%$0.05 47X-- 29X

0.82 VS 0.48 +71%484.2 VS 377.4 +28%N/A 54X-- 40X

0.76 VS 0.09 +744%559.4 VS 304.4 +84%$0.05 55X-- 38X

1.54 VS 0.14 +1000613.1 VS 379.0 +62%N/A 45X-- 30X



300K

650K

1.4M

WISDOMTREE INVESTMENTS(WETF) NASDAQ 129.4 SHRS / 94.5 FLT / AVG VOL1.93MIL $17.71(OH -2%)FINANCE-INVESTMENT MGMT wisdomtree.comPROVIDES ASSET MANAGEMENT SERVICES FOR EXCHANGE-TRADED FUNDS IN THE U.S.

10/12 NAMED GREGORY BARTON COO.

SHORT INT 5.1 DAYS +2%OPTIONS ON PHUP/DOWN 2.2EX-DIVYIELD


DEBT 0%NEW CEO 8/12TIMELINESS AACC/DIST ASMR RATING A

44.88 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY 39%CASH FLOW $0.12


9.74

14.13 13.83

15.25

8.30

11.05

10.1810.77 10.62

13.04

96

QTR 4QTR 3

QTR 2

QTR 1

-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O-O5

10

15

PRICE SCALE

97COMPOSITE RATING07$ -0.26 $ 9 208 -0.27 3 009 -0.21 2 010 -0.07 4 111 0.03 9 412 0.11 8 513 0.37EST+236% ↑14 0.53EST +43% ↑

EARNINGS (DEC) HI LOPzenaInv n PZN 97 80Noah Hldgs NOAH 96 99FinclEngn FNGN 95 97Blackstone BX 92 66GAMCO GBL 91 97




0.04 VS 0.01 +300%23.6 VS 16.2 +46%N/A 147X-- 82X

0.06 VS 0.01 +500%29.3 VS 19.2 +53%N/A 126X-- 83X

0.09 VS 0.02 +350%37.3 VS 20.4 +83%N/A 114X-- 68X

0.11 VS 0.03 +267%39.6 VS 21.7 +83%N/A 90X-- 49X



500K

1.3M

3.5M



20

METHODE ELECTRONICS INC(MEI) NYSE 37.4 SHRS / 35.9 FLT / AVG VOL525524 $34.19(OH -8%)ELECTRONIC-PARTS methode.comMANUFACTURES ELECTRO-MECHANICAL DEVICES FOR AEROSPACE, APPLIANCE, AUTOMOTIVE, COMMUNICATIONS AND INDUSTRIAL MARKETS.

8/13 EXPECTS FY14 EARNINGS OF $1.40 TO $1.60 PER SHARE ON REVENUES OF $670 MIL TO $700 MIL, ABOVE PRIOR GUIDANCE.

SHORT INT 1.3 DAYS -52%OPTIONS ON PSUP/DOWN 1.4EX-DIV 1/15YIELD 0.8%


DEBT 15%NEW CEOTIMELINESS AACC/DIST BSMR RATING B

4.42 X BK VALUEINVENTORY TO. 10.0XR&D N/ARET ON EQUITY 8%CASH FLOW $1.07


10.57

14.02

16.24

20.29

29.16 29.75

37.5337.53

9.56

12.4814.31

17.01

25.63

23.05 23.0823.08

98

QTR 4QTR 3

QTR 2

QTR 1

-O+O

-O-O+O

-O

0

10

20

30

PRICE SCALE

94COMPOSITE RATING07$ 0.76∆ $ 18 1008 1.14∆ 16 509 0.90 9 210 0.46∆ 14 711 0.51 13 712 0.22 10 613 0.59∆14 1.82EST+208% ↑

EARNINGS (APR) HI LOVicor VICR 98 19Stoneridge SRI 92 80BelFsA BELFB 81 91TDK TTDKY 81 28Littelfuse LFUS 80 87




0.09 VS 0.02 +350%123.0 VS 112.0 +10%$0.07 36X-- 21X

0.27∆ VS 0.15 +80%148.4 VS 126.4 +17%$0.07 33X-- 24X

0.36 VS 0.10∆ +260%167.3 VS 118.7 +41%$0.07 35X-- 24X

0.51 VS 0.13∆ +292%190.9 VS 129.8 +47%$0.07 35X-- 26X

EPS DUE 2/28 QUARTER ENDED JAN 31,13 QUARTER ENDED APR 30,13 QUARTER ENDED JUL 31,13 QUARTER ENDED OCT 31,13

R S LINE VS SP500

VOLUME

66K

250K

950K

CHESAPEAKE ENERGY(CHK) NYSE 665.1 SHRS / 658.4 FLT / AVG VOL9.23MIL $27.14(OH -6%)OIL&GAS-U S EXPL&PROD chk.comENGAGED IN THE EXPLORATION AND PRODUCTION OF NATURAL GAS AND CRUDE OIL PROPERTIES THROUGHOUT THE UNITED STATES.

10/13 LAID OFF ABOUT 900 EMPLOYEES.

SHORT INT 6.2 DAYS -1%OPTIONS ON AM/MSUP/DOWN 0.9EX-DIV 1/13YIELD 1.3%


DEBT 78%NEW CEO 6/13TIMELINESS CACC/DIST BSMR RATING C

1.16 X BK VALUEINVENTORY TO.R&D N/ARET ON EQUITY 3%CASH FLOW $4.92


21.20

22.97 22.86

27.46

29.06

19.09

18.21

19.32

25.6325.06

78

QTR 4QTR 3

QTR 2

QTR 1

+O-O-O+O

-O-O+O+O-O-O15

20

25

30

PRICE SCALE

75COMPOSITE RATING(C)07$ 3.21 $ 41 2708 3.60 74 909 2.55 30 1310 2.95 29 1911 2.80 35 2212 0.61 26 1313 1.67EST+174% ↓14 2.16EST +29% ↑

EARNINGS (DEC) HI LOUS Energy USEG 97 32Penn VA PVA 96 46ClayWEgy CWEI 96 35Diamondbac FANG 95 50Matador MTDR 94 78




0.26 VS 0.58 -55%3539 VS 2727 +30%$0.09 22X-- 12X

0.30 VS 0.18 +67%3423 VS 2419 +42%$0.09 38X-- 18X

0.51 VS 0.06 +750%4675 VS 3389 +38%$0.09 34X-- 26X

0.43 VS 0.10 +330%4867 VS 2970 +64%$0.09 33X-- 21X



3M

8M

25M


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Standard & Poor’s US Index Data

Copyright © 2014, Standard & Poor’s Financial Services LLC (“S&P”). Reproduction of S&P US Index Data in any form is prohibited except with the prior written permission of S&P. Because of the possibility of human or mechanical error by S&P’s sources, S&P or others, S&P does not guarantee the accuracy, adequacy, completeness, timeliness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. S&P GIVES NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall S&P or its affiliates be liable for any indirect, special or consequential damages in connection with subscriber’s or others’ use of S&P US Index Data. (2012)

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Stock Guide Winter 2014 - MarketSmith | Stock Research ... · Stock Guide Winter 2014 As we begin a new year, investors have the opportunity to look back on 2013, review their portfolio