10 Basic Selling Rules for the classic WON CAN SLIM Investing System - Posted May, 29, 2025
Making A Watch List for Classic William O'Neil CAN SLIM Investing- The Basics - Posted May 2025
Grading the IBD Stock Checkup - Posted April 2025
Learning Classic William J. O'Neil CAN SLIM Investing - Posted April 2025
FUTU Holdings Model Stock for 2021 - Posted September 2022
NVDA Model Stock for September 2016 Breakout - Posted December 2021
June 2020 PIBDM: 6/3/2020 - Current Market, LULU Detailed Example Stock October 2019 Breakout
February 2020 PIBDM: 1/20/2020 - Stocks Group Picks, Current Market, Possible WL Stocks, Recent Winners, WL Process
January 2020 PIBDM: 1/15/2020 - Stocks Group Picks, Current Market, Some Post Analysis, IBD SOD, New America & Stock Analysis; and NIMH Example Stock Jan 2019 Breakout.
October 2019 Petaluma IBD Meetup: 10/17/2019 - Stock Checkup Grading, Search for New America Articles, Stocks the Group Picked, Current Market, 24 Essential Lessons #3, Example Stock VEEV Jan 2019
Margin Use in CAN SLIM Investing for the San Francisco IBD Meetup Webinar 7/23/2019
May 25 & 26, 219 Joint Bay Area IBD Meetup - Two Day Meetup: Introduction by Hans Overturf; Short Selling by Mike Scott; Steve Swetz buy & sell rules in action; Market Cycle by Ashish Dave; The Human Variable In Your Portfolio by Joel Klein; Model CAN SLIM Portfolio for the year 2018 by Lee Tanner; 3D Printing by Frank Brulato; Financial Planning by Ralph Desimone. There are slides only for: The Power of Three Investors by Rosemary Yates, Wendy Olayvar and Nanette Geller, and for Note Taking by Nanette Geller.
May 2019 Petaluma IBD Meetup - Daily Routine, Personal Breakout List, Saving Data, Selling Example
March 2019 Petaluma IBD Meetup - Add-on or Follow-up buy points and how to use them March 20, 2019
Overview of the William J. O'Neil CAN SLIM Investing System and How to Begin March 2019
Jan 2019 Petaluma IBD Meetup - Mike Scott on Short Selling
November 2018 Petaluma IBD Meetup - Includes ALGN Example Stock and Member's Learning Portfolio
Combined Bay Area IBD Meetup, November 2-3, 2018 (7.5 Hours of Presentations)
October 2018 Petaluma IBD Meetup - Includes SQ Example Stock
August 2018 Petaluma IBD Meetup - Mike Scott on Model Stock Book Statistics
July 2018 Petaluma IBD Meetup - Including 2108 ABMD Example Stock
June 2018 Petaluma IBD Meetup. - What happened to WUBA and a recent winning stock example.
TTM Earnings Plot, May 24, 2018 - How to make a trailing twelve-month earnings plot.
May 2018 Petaluma IBD Meetup - Including detailed recent stock example (WUBA)
April 2018 Combined Bay Area IBD Meetup at Sheraton Four Points
March 2018 Petaluma IBD Meetup - PAYC Model Stock Recent Example
January 2018 Petaluma IBD Meetup - Mike Scott's presentation, including the Power Of Three Early Entry
December 2017 Petaluma IBD Meetup - CBOE Possible Climax Top, how to spot climax tops.
Square Inc. (SQ) Climax Top 11/29/2017 - Description/Analysis of SQ Climax Top In November 2017
Petaluma IBD Meetup 11/17/2017 - Stocks the group picked, upper channel line, current market, and ICHR detailed examination.
San Francisco & Fort Collins IBD Meetup Fall 2017 - The basic principles of the CAN SLIM sell rules
Petaluma IBD Meetup 10/17/2017
Stocks the group picked, Current Market, Watch List Stocks, Ligand Pharma, A Quiz, Stock Checkup Grading, and Buying Stocks that Revisit the Pivot Point.
Stocks the group picked, Current Market, Watch List Stocks; and Buying and Managing an Unknown Stock
Stocks the group picked, Current Market, Watch List Stocks, Portfolio Management, and Personal Breakout List
Stock the group picked, Current Market, Watch List Stocks, FAST 606, Base Analysis and Advanced Entry Concept, New Very Short Term Profit Stretching Rule
Stocks the group picked, Current Market, Watch List Stocks this Week, Investing Math Tool, Market Smith Markup Tool
Delaware IBD Meetup 6/13/2017 - Portfolio Management
A review of the CAN SLIM investing and then a discussion of the basic portfolio management tasks and activities.
Fort Collins IBD Meetup Presentation of 4/26/2017 - Posted 6/17/2017
The first 46 minutes stocks the group requested are reviewed. The last 74 is about making a watch list efficiently from the IBD 50, Sector Leaders, and IPO Leaders. This includes and Excel file of the Watch List.
Webinar Index by Topic Posted 6/12/2017
This is an Excel file that has subject index of Petaluma IBD Meetup presentation recordings. Thank you Michael G.
Sell Rules by Ken Simpson Posted 6/10/2017
A very nice 20 minute video presentation on Sell Rules by Ken Simpson a regular member of the Petaluma IBD meetup. Thank you Ken!
Amgen Model Stock 1990 by Michael Nestler Posted 4/16/2017
Presentation slides have all the model details and an spreadsheet has all trades and accounting carefully listed. The $20,000 initial position was purchased with cash only in simulated margin account. Margin was used only for the follow-up buys. The model grew to $417,000 in two years.
April 2017 Petaluma IBD Meetup Posted 4/14/2017
Stocks the group Picked; Current Market; Watch List Stocks; MarketSmith Custom Screens; Finding High Supply/Demand Stocks in IBD; Watch List Post Analysis; Advanced Concept Decline from the Peak Sell Rule Application.
Naples, Florida IBD Meetup, April 6, 2017: Posted 4/9/2017
What is CAN SLIM Investing? What Can We Expect? How to Get Started?
Stock Research and Mutual Fund Research 3/24/2017
Basic stock research and mutual fund research using MarketSmith and Investors.com
Market School General Description 3/24/2017
A general description of the Market School market exposure model so you can decide if you want to learn this model.
Stocks Group Picked, Meetup Expenses, Current Market, Making a Watch List this Week, Advance Concept Early Entry and Personal Breakout List
Stocks Group Picked, Watch List Candidates, Current Market, Distribution/Stalling, Studying The Market, and Personal Breakout List
Delaware IBD Meetup 1/31/2017 Making A Watch List
Quickly and efficiently making a watch list from the IBD 50, Sector Leaders and IPO Leaders lists in IBD. A discussion of the basic principles surrounding CAN SLIM Investing and the stocks we pick for the watch list.
Short Stroke Follow-Up Buy Pattern
Detailed description of the short-stroke with a list of 25 examples, 24 of which are still in MarketSmith
MarketSmith Chart Legends and Features
A short video description of some useful MarketSmith features including the Chart Legends
January 11, 2017 Petaluma IBD Meetup
Topics: Market Assessment Post Analysis, Stocks the Group Picked, Current Market, Changes at Meetup.com
San Francisco and Marin County IBD Meetup Webinar Thursday 1/12/2017
Topic: Early entry primary entry points, or early buy points.
TTD Correction: Posted 12/21/2106
Correction to discussion about Trade Desk (TTD), and more analysis of the recent TTD breakout.
Dec 2016 Petaluma IBD Meetup; Posted 12/16/2016
12/14/2016 Meetup: Making a Watch List - Base Reading, Some Recent Examples, Stocks the Group Picked, Current Market
Petaluma IBD Meetup Agenda 12 14 2016: Posted 12/12/2016
Agenda for Meetup Wednesday, 12/14/16.
Making a Watch List Continued 11-20-2016 : Posted 11/20/2016
Continuation of watch list preparation from Saturday 11/19/16.
Making A Watch List 11-19-2016 : Posted 11/19/2016
Making a watch list for this weekend using IBD and the IBD lists.
More on the Watch List : Posted 11/16/2016
More on the Watch List; Using the Stock Spotlight and Your Weekly Review (85-85)
Making a Watch List Presentation - Continuted 12-12 & 12-13-2016 : Posted 11/13/2016
Complete Making A Watch List for this Weekend 11/12 and 11/13/2016
Making a Watch List Presentation : Posted 11/12/2016
Discussion of the factors that go into making a watch list, then actually making a watch list for this weekend.
IPOs Part 1 & 2a : Posted 11/12/2016
IPO Bases - picking, buying, managing and selling, by Michael Nestler. Includes Part 1 and Part 2 plus an audio recording for Part 2.
Petaluma IBD Meetup October 2016 : Posted 10/13/2016
Stocks The Group Picked, Current Market, Hardest Part of CAN SLIM??, Some 2016 Winners
Greg Farber IBD MARKET PULSE Tracking : Posted 10/12/2016
Link to a Google Sheet Tracking IBD MARKET PULSE and distribution day count courtesy of Greg Farber. Thank you Greg.
CAN SLIM Basics Review : Posted 10/2/2016
Review of the basics of the CAN SLIM investing system
Weibo (WB) Model Stock 09 2016 : Posted 10/2/2016
Weibo (WB) Model Stock: Picking, Buying and Managing This Recent Winning Stock
Upper Channel Line Sell Signal : Posted 9/23/2016
Upper Channel Line Sell Signal
Petaluma IBD Meetup Presentation 09 14 2016: Posted 9/15/2016
Links to presentations for September 2016 Petaluma IBD Meetup
AMN Healthcare ServicesPetaluma IBD Meetup Presentation 08 10 20: Posted 8/17/2016
AHS recent stock example focusing on chart reading and sell rules.
Petaluma IBD Meetup Presentation 08 10 2016: Posted 8/14/2016
Presentation Links for August 2016 Meetup Sell Rules Continued, Advanced Chart Reading
INDEX: Petaluma Meetup Webinar List July 2016: Posted 7/26/2016
List of Petaluma IBD Meetup Presentation In Excel, by date posted. The list can be searched for desired topics. Thank you Mike McHugh.
IBD 50 2016-07-18: Posted 7/19/2016
Per Lee Tanners' Watch List video; created excel file from weekly IBD50 for 2016. This has a column for each stock, and columns for each week. When a new stock was added to the IBD50 color the cell GREEN with the rank for that week. Thoughts?
Petaluma IBD Meetup July 2016: Posted 7/16/2016
Presentation Recording and Files for July 2016 Meetup
Petaluma IBD Meetup 06 08 2016: Posted 7/10/2016
Stocks the Group Picked and Current Market - Screencast-O-Matic Recording
Hansens Natural Model 2004 - 2006: Posted 5/21/2016
Hansens/Monster Model Stock by Michael Nestler presented at the March 2015 Petaluma IBD Meetup - Reposted
Petaluma IBD Meetup Example Sell Rules: Posted 5/18/2016
SELL RULES - EXAMPLES FOR PETALUMA IBD MEETUP
May 2016 Petaluma IBD Meetup: Posted 5/16/2016
Model Portfolio for Feb 2016 Rally by Michael Nestler. It is very good.
Petaluma Meetup Webinar List Jan 2016: Posted 4/26/2016
Searchable Excel List of Petaluma Webinars made for us courtesy of Mike McHugh
Early Buy Points CWH, DB: Posted 4/18/2016
Early Buy Points Cup with Handle & Double-Bottom Bases
Petaluma IBD Meetup Wednesday, April 13, 2016: Posted 4/15/16
Stocks the Group Picked, Current Market, Weibo (WB) Detailed Examination
Combined IBD Meetup March 3: Posted 3/13/2016
How To Make WL from IBD 50. Combined IBD Meetup March 3, 2016
March 9, 2016 Petaluma IBD Meetup: Posted 3/12/2016
Links to Presentations for March 9, 2016 Meetup
Dear IBD Subscriber Letter: Posted 3/10/2016
Letter to an IBD subscriber about the transition to the new Digital IBD. Subscription adjustments, IF ANY, are individual and depend on the length of the pre-paid subscription. The adjustments in this letter are for long term pre-paid contracts.
The New IBD 03 09 2016 : Posted 3/9/2016
Description of changes at IBD as Lee Tanner understands them.
Joint San Franciso Bay Area IBD Meetup - Initial Posting: Posted 3/8/2016
Links to Michael Nestler's Skyworks Model Stock Example given at the joint IBD Meetup on 3/5/2016. This includes both long and short investing.
Lee Tanner's presentation on how to quickly and efficiently make a top grade watch list directly from the IBD 50 in IBD or eIBD
Three Common Chart Patterns_Quick Reference Guide 2016: Posted 3/8/2016
The Three Most Common and Profitable Chart Patterns A quick reference guide from IBD
Short Selling Presentation, Petaluma IBD Meetup 02-10-2016: Posted 03-01-2016
An excellent short selling presentation by Debora O'Flynn with numerous examples, including Palo Alto Networks a recent example - the PDF slides.
Hansen's Natural Model Stock by Michael Nestler: Posted 1/28/2016
This presentation walks us through the details of buying, managing, adding to, and selling a big winner, Hanesen's Natural, now Monster Beverage. This detailed example using simple, written rules shows how we might grow a modest margin account of just $20,000 to nearly $1 million in less than two years. This is why we study and learn CAN SLIM investing. This was originally presented to the Petaluma IBD Meetup in March 2015.
Petaluma IBD Meetup 01 13 2016: Posted 1/15/2016
Key Topics: Counting Accumulation and Distribution in Bases, The Something New Factor, and Some Advanced Chart Reading
Welcome Memo to the Petaluma IBD Meetup; Posted 1/1/2016
Welcome Aboard Information On Petaluma IBD Meetup
The Big Picture for 12-21-2015: Posted 12/20/2015
This is a discussion of the benefit of reading the Big Picture every day. It is informative about the current markets, leading stocks and general educational information as well.
Sketchers (SKX) Model Stock: Posted 12/11/2015
Detailed Model Stock study of Sketchers USA (SKX) which had an 85% prior advance that would be the main way to notice the stock had an earnings turn-around. The breakout was in March 2015. This is similar to Alexion Pharma (ALXN) posted in March 2017.
INDEX: Petaluma Meetup Webinar List Nov 2015
Excel file listing the Petaluma IBD Meetup Webinar recordings by date and by topic. It is easier to scroll through this list to find topics of interest. Thank you Mike McHugh
October 2015 Petaluma IBD Meetup Presentation: Posted 11/26/2015
Current Market, When to sell, Optimistic or Pessimistic, Early/Alternative Buy Points, Model Stocks in HTMMIS, LIquidity Parameter in Stocks.
IBD National Meetup Webinar on Sell Rules (IBDTV): Posted 11/25/2015
Join Lee Tanner from the Petaluma, CA IBD Meetup group, as he goes over basic sell rules and examples of how to use them.
Nov 2015 Petaluma IBD Meetup presentation: Posted 11/13/2015
Grading Stock Checkup, Stocks Group Picked, Current Market & Considerations, WL Candidates from October, More on Early Entry Points.
Jan 2015 Petaluma IBD Meetup Presentations New: Posted 11/10/2015
REVIEW CAN SLIM BASICS, GRADING STOCK CHECKUP, EARNINGS RELEASE RISK ASSESSMENT, SELL RULE 21 - PERSISTENT WEAKNESS.
Sep 2015 Petaluma IBD Meetup Presentations: Posted 9/13/2015
Stocks The Group Picks, Current Market, Making A Personal Breakout List, Making A Watch List, Review AMBA Base Reset?
Aug 2015 Petaluma IBD Meetup Posted 8/29/2015
Stocks The Group Picks Current Market CAN SLIM Study Guide.
PETALUMA IBD MEETUP SELL RULES AUGUST 2015 8/23/2015
PDF: Sell Rules Examples for Petaluma IBD Meetup. August 2015 Update
Jul 2015 Ambarella Inc. (AMBA) Post Analysis and Model for May 2015 breakout and climax top. Posted 7/18/2015
Detailed review of May 2015 AMBA breakout and climax run
Jul 2015 Petaluma Meetup Presentations Posted 7/10/2015
Stocks The Group Picks, Current Market, Spotting A Bigger Correction/Bear Market, How To Get Started In CAN SLIM, Why Bother Learning CAN SLIM, Making A Watch List,
Quick Review, Sorting A Watch List
June 2015 Petaluma IBD Meetup Presentation Revised Posted 6/2/2015
Link to Screencast-O-Matic Presentation for June Petaluma IBD Meetup. More on reading base patterns, stocks the group picked to review, and current market.
Chart Patterns Quick Reference Posted 6/15/2015
PDF: Quick Reference for Base Patterns & Characteristics
Negative Base Characteristics Revised and Posted 6/15/2015
PDF: List of 22 Negative Base Characteristics To Watch For (Jun 2015 rev.)
Three Weeks Tight Worksheet Posted 6/9/2015
Excel worksheet to help identify Three Week Tight patterns.
GMCR Example Stock 2008-2009 Posted 6/2/2015
Combined Marin/San Francisco, Santa Clara and Petaluma IBD Meetup
PETALUMA IBD MEETUP SELL RULES Posted 5/28/2015
PDF: Basic CAN SLIM sell rules to use to make your own.
Scale in Calculations Posted 5/27/2015
Excel worksheet to do Scale-In Calculations for B1, B2 and B3.
Littleton, CO Example Stock Posted 5/18/2015
Detailed Example Stock Walk through from picking, base reading, buying, managing in a portfolio, to selling per the rules.
May 13 2015 Petaluma IBD Meetup Part 1 of 2 Posted 5/15/2015
Stocks Group Picked, Current Market, Stock Base Analysis
Jan 2015 Petaluma IBD Meetup Presentations New Posted 4/30/2015
Jan 2015 Presentations: Stocks Group Picked, Current Market, Sell Rule 21, Some CAN SLIM Basics, Grading Stock Checkup, Earnings Release Risk Assessment.
Petaluma Meetup Webinar List April 2015 Posted 4/14/2015
Excel list of Video Webinars posted on the Petaluma IBD Meetup. One sheet is sorted by date posted, the second by topic. You can download it and use the column "Watched". This was done my a member, Mike McHugh. Thank you Mike.
>>>>>Updated Jul 2016
April 8 2015 Petaluma IBD Meetup Presentations Posted 4/10/2015
Portfolio Management, Stocks the Group Reviewed, Current Market. Links to the April 8, 2015 Petaluma IBD Meetup presentation.
Petaluma IBD Meetup 03 11 2015 Posted 4/4/2015
Hansen Natural Model Stock by Michael Nestler
Making a Watch List Off IBD 50 Download Update 3-12-2015 Posted 3/12/2015
Two videos and a slide show showing how to make a watch list using the IBD 50 download in Excel from Investors.com. This also shows how to customize the process.
IBD 50 Download WL Template Posted 3/12/2015
Excel file template for making a watch list using the IBD 50 download from Investors.com. This goes with the presentation by the same title uploaded near this date.
Negative Base Characteristics Posted 2/15/2015
List of some negative base characteristics to watch for.
Feb 2015 Petaluma IBD Meetup Presentations Posted 2/13/2015
Feb 11, '15 Presentations: Group Pick Stocks, Market, CAN SLIM Basic, Example Stock, New Sell Rule (Advanced)
Earnings Release Risk Assessment CAVM Posted 1/29/2015
Making an earnings release gap down risk assessment per sell rule #16 on CAVM
Petaluma Sell Rules Flow Chart Michael Nestler 2015 01 22 1/24/2015
Flow diagram for the sell rules posted below on Jan 14, 2015. Use this diagram in conjunction with those starter rules to make your own sell rules.
IBD Market Pulse Posted 1/13/2015
MARKET PULSE and distribution day count tracking spreadsheet by Greg Farber. Thank you Greg.
Sell Rule Posted 1/1/2015
Sell Rule #4, Three Strikes, frequency of -8% sell rule, portfolio gains possibilities.
December 2014 Petaluma IBD Meetup: Posted 12/14/2014
Topics include: Review of the CAN SLIM basics, review of stocks the group picked, and the current market.
Custom Breakout List, MarketSmith Features, Saving eIBD Posted 11/29/2014
Topics: Updating our custom breakout list, some MarketSmith features, saving eIBD PDF files.
November 2014 Petaluma IBD Meetup: Posted 11/14/2014
Topics: Managing Go Pro (GPRO), stocks the group picked, and the current market.
Arrows IBD Desk Diary PDF posted 10/15/2014
PDF: Arrows Defined In IBD Desk Diary 2004. Do not need to be down days.
Chart "Arrows" - Description: Posted 10/15/2014
This is a description of what Bill O'Neil called " downward-pointing arrows" on charts. These are a sign of distribution and weakness. This is from an IBD Desk Calendar published in 2004.
Daily Chart Arrows and PE Price Target Calculation Link : Posted 10/10/2014
Daily Chart "Arrows" and P/E Expansion Price Target Calculation
October 2014 Petaluma IBD Meetup Presentation Links : Posted 10/9/2014
Topics: Challenges Learning CAN SLIM, Group Picked Stocks, Current Market, My Personal Breakout List, Alibaba,
IBD Mutual Fund Index (0MUTI) Component Funds - Top Funds: Posted 9/19/14 (The component funds change over time)
Sept 2014 IBD Meetup National Webinar on Basic Sell Rules posted 9/13/2014
Sell Rules - Sept 2014 IBD Meetup National Webinar, Links To.
Post Analysis Template - Example : Posted 9/3/2014
PowerPoint template, a guide of the information and screen shots to keep when a stock is bought and sold to be used later for post analysis.
Petaluma IBD Meetup August 13, 2014 posted 8/31/2014
Presentation Files and ScreenCast-O-Matic recording of Petaluma IBD Meetup for August 13, 2014, including BITA Climax Top.
Chart_patterns_cheatsheet PDF posted 8/28/2014
PDF Chart Pattern Reference Sheet
Petaluma IBD Meetup July 9 2014 posted 7/12/2014
July 2014 Petaluma IBD Meetup: Market Analysis After RD to FTD; Additional Sell Rule; Cup/High Handle Bases; Cub Base Examples; Stocks Group Picked; Current Market
June 2014 Petaluma IBD Meetup Presentation posted 6/15/2014
Links to Screencast-O-Matic recording, Presentation File and Excel watch list layout.
Example Stock Petaluma IBD Meetup 05 14 2014 posted 5/19/2014
Example Stock May 14, 2014 Meetup, NUS
Max Gains, Min Loss, Keep Ego Out 03 29 2014 posted 4/17/2014
Lee Tanner's presentation to combined Marin, San Francisco and Petaluma IBD Meetup on 3/29/14 on Doing The Best We Can In CAN SLIM
Sell Rules BAMM IBD Meetup 04 05 2014 posted 4/6/2014
Sell Rules for BAMM IBD Meetup 4/5/14. Screencast-O-Matic and PowerPoint
MAP Introduction To CAN SLIM Investing posted 3/24/2014
PowerPoint Presentation: Introduction To CAN SLIM for MAP Group 3/23/14
Sell Rules Presentation 03 12 2014 posted 3/13/2014
PowerPoint File of Sell Rules Presentation in Feb & March 2014.
Petaluma IBD Meetup Model Portfolio 03 2014 posted 3/13/2014
Links to Excel file for example portfolio.
STZ 2014 02 25 PPT posted 3/3/2014
Example of a record (file) we might keep on each stock we buy. This helps with initial research and for post analysis.
Earnings Release Risk Management posted 1/31/2014
Managing Stocks At The Earnings Release Time
Basic Sell Rules For CAN SLIM Investing (Fort Collins Jan 2014) posted 1/22/2014
Presentation on basic sell rules for the Fort Collins IBD Meetup given on January 22, 2014.
Example Portfolio of July 2013 the December 2013 Update posted 1/16/2014
Links to presentation and files for the example portfolio from Jul 6 2013 updated to December 11, 2013.
12 11 2013 Petaluma IBD Meetup Presentation PDF posted 1/16/2014
PDF of December 11, 2013 Petaluma IBD Meetup Presentation - Not including the model portfolio update which is a separate presentation.
Example Portfolio 7-11-13 Update January 8, 2014 Petaluma IBD Meetup posted 1/13/2014
Example Portfolio from July 12, 2013 update through the January 8, 2014 Meetup; Screencast-O-Matic recorded presentation, Excel Workbook and PowerPoint slide show. (Part 3 of 3 Jan '14 Meetup)
Using The Leaderboard January 8, 2014 Petaluma IBD Meetup posted 1/12/2014
Using The Leaderboard Petaluma IBD Meetup January 8, 2014 (Part 2 of 3)
Market Assessment January 8, 2014 Petaluma IBD Meetup posted 1/12/2014
Current Market Assessment for Petaluma IBD Meetup on January 8, 2014, and how to make a current market assessment, 1/8/14 Meetup presentation part 1 of 3.
How To Add Information To MarketSmith Chart Window posted 1/3/2014
This 12 minute video shows how to use MarketSmith custom screens to display user selected additional information below the MarketSmith charts, for example Pre-Tax Margin and Next Quarter's EPS Growth Estimate.
Distribution Day Counting Excel Template (file) posted 12/28/2013
Excel template that can be used for keeping track of distribution days reported in IBD
A Price Target Worksheet 2014 (file) posted 12/27/2013
An Excel worksheet to use for PE Expansion Price Target Calculations, or it may be take and modifiec to suit your individual needs.
Annualized Returns Calculator (file) xlsx posted 12/22/2013
Excel spreadsheet for calculating Annual Rate Of Return.
Stock Portfolio Example Summer 2012 Rally posted 12/17/2013
An example/model portfolio for the rally in the summer of 2012 with all the details.
Basic Sell Rules 12 16 2013 (file) pdf posted 12/17/2013
The basic simple sell rules for most stocks.
Using Simple Sell Rules 12 08 2013 (file) pdf posted 12/17/2013
How to use the basic sell rules for most stocks.
IBD50 12 09 2013 (file) xlsx posted 12/7/2013
IBD 50 for Monday 12/9/2013
November 2013 Petaluma IBD Meetup posted 12/6/2013
Presentation and other files for the November Petaluma IBD Meetup, including the July 2013 model portfolio update.
October 2013 Meetup Presentation posted 12/6/2013
Presentation files for the October Petaluma IBD Meetup on the July 2013 Model Portfolio and other topics.
Petaluma IBD Meetup September 2013 posted 12/6/2013
Presentations on the July 2013 Model Portfolio and other topics in the September 2013 Petaluma IBD Meetup.
Using CAN SLIM Investing Presentation July 2013
Overview presentation on how to use CAN SLIM investing recorded in three parts. Watching this is a good way to begin learning how to get into CAN SLIM investing.
Spotting Market Tops, June 12, 2013 Petaluma IBD Meetup
Spotting Market Tops and Using The IBD ETF Strategy.
Lululemon Athletica (LULU) Example Stock (presented April & May 2013)
Example stock showing a double-bottom with add-on buy point and careful margin use.
Flat Bases and Reading Base Details April 2013 posted 12/8/2013
Flat Bases and Reading Base Details Presentation in Petaluma IBD Meetup April 2013
Double-Bottom Bases March 2013 Petaluma IBD Meetup posted 12/7/2013
Double-bottom base lesson presentation and associated materials, including an example stock, LULU. This document has the links and references.
Cup Bases Feb 2013 Petaluma IBD Meetup posted 12/6/2013
Links to Feb 2013 presentations, files and references on CUP BASES, the most common base.
IBD Introduction (youtube video) posted 12/6/2013
Introduction Video To CAN SLIM investing and using IBD. A good review for us all.
IBD Subscription for Meetup members
For Subscription orders, please contact Jason D'Amore at 310-448-6627 or jason.damore@investors.com (this info is from 2013)