A Price Target Worksheet 2014 posted 12/27/2013
An Excel worksheet to use for PE Expansion Price Target Calculations, or it may be taken and modified to suit your individual needs.
Annualized Returns Calculator posted 12/22/2013
Excel spreadsheet for calculating Annual Rate Of Return.
Distribution Day Counting Excel Template posted 12/28/2013
Excel template that can be used for keeping track of distribution days reported in IBD
IBD50 12 09 2013 posted 12/7/2013
Excel - IBD 50 for Monday 12/9/2013
IBD 50 Download WL Template XLSX 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.
Mutual Fund List 09 19 2014 posted 12/28/2013
IBD Mutual Fund Index (0MUTI) Component Funds
Scale in Calculations XLSX Posted May 27 2015
Excel worksheet to do Scale-In Calculations for B1, B2 and B3.
Three Weeks Tight Worksheet XLSX posted June 9 2015
Excel worksheet to help identify Three Week Tight patterns.
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.
PDF: Arrows Defined In IBD Desk Diary 2004. Do not need to be down days.
Basic Sell Rules 12 16 2013 PDF posted 12/17/2013
PDF: The basic simple sell rules for most stocks.
Chart_patterns_cheatsheet PDF posted 8/28/2014
Chart Pattern Reference Sheet
Chart Patterns Quick Reference PDF Posted Jun 15 2015
PDF: Quick Reference for Base Patterns & Characteristics
Earnings Release Risk Management PDF posted 1/31/2014
Managing Stocks At The Earnings Release Time
InfoOffer_IBDProducts_Meetup 2013 posted 10/21/2013
PDF: Not sure if these 2013 prices are still valid. For Subscription orders, please contact Jason D'Amore at 310-448-6627 or jason.damore@investors.com
Negative Base Characteristics Revised and Posted June 15 2015
PDF: List of 22 Negative Base Characteristics To Watch For (Jun 2015 rev.)
Petaluma Sell Rules Flow Chart Michael Nestler 2015 01 22
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.
PETALUMA IBD MEETUP SELL RULES AUGUST 2015
Sell Rules Examples for Petaluma IBD Meetup. August 2015 Update
PETALUMA IBD MEETUP SELL RULES posted 5/28/2015
PDF: Basic CAN SLIM sell rules to use to make your own.
Chart Patterns Quick Reference Posted Jun 15 2015
PDF: Quick Reference for Base Patterns & Characteristics
Using Simple Sell Rules 12 08 2013 posted 12/17/2013
PDF: How to use the basic sell rules for most stocks.
Post Analysis Template - Example posted 9/3/2014
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.
Negative Base Characteristics MS WORD
List of some negative base characteristics to watch for.