Becoming a MarketSmith - MarketSmith | Stock Research ...

Becoming a MarketSmith

YOUR GUIDE TO CONDUCTING STOCK RESEARCH

AND APPLYING IT TO YOUR PORTFOLIO

Forward

I'm excited that you've chosen to become a MarketSmith and made the commitment to take charge of your investment life. Imagine, from now on, you own your upside and control your downside. It's a powerful personal position to take. You bring that take-charge intention, and MarketSmith gives you nearly everything else you'll need. This guide explains how. The first section takes you on a tour of the MarketSmith platform, so you can get your bearings and be ready to work. The second section steps you through the key pieces of investment research you can put into practice to stay on the right side of any market, and in tune with your investment style. Seasoned and novice investors alike will find this guide offers many best practices to increase your probability of success. The investment team that helped develop MarketSmith is the same team that put together this reference guide. Their knowledge, built over decades, will show you how to not just survive but thrive through a wide variety of market cycles. This next point is crucial. We wish the market only went up, but we all know that reality is a lot more volatile and many times worrisome. MarketSmith helps by keeping you from getting too caught up in the emotional side of investing. By focusing on your routine, the daily market action, and its effect on stocks in your portfolio or watch list, you are much less likely to make costly investing mistakes. I am confident that, as you begin using MarketSmith, you'll find that it saves you valuable time, deepens your market knowledge--and fuels your instincts--for improved portfolio performance. Happy Hunting!

W. Scott O'Neil

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Copyright ? 2017 Investor's Business Daily, Inc., Investor's Business Daily, IBD, CAN SLIM, and corresponding logos are registered trademarks owned by Investor's Business Daily, Inc. MarketSmith is a registered trademark of MarketSmith, Incorporated.

The material contained herein is not to be reproduced, redistributed, published, stored in a retrieval system, or transmitted in any form or by any means, electronic mechanical, photocopying, recording, or otherwise, without prior written permission of Investor's Business Daily, Inc. and MarketSmith Incorporated.

Data provided under license agreement by William O'Neil + Co. Incorporated. All material presented here has been obtained or derived from sources believed to be accurate, but Investor's Business Daily, Inc., MarketSmith Inc., and William O'Neil + Company, Inc. do not guarantee its accuracy and it may possibly be incomplete and/or condensed. The contents are based on the study and interpretation of available data as it relates to our historical models of the best performing stocks. This is not a prospectus; no effort on our part with respect to sale or purchase of any securities is intended or implied. Any chart appearing in this material is for educational purposes and is not, and should not be construed as a recommendation or rating to buy or sell any security. It is possible that at this date or some subsequent date the officers, directors and/or shareholders of William O'Neil + Company, Inc., MarketSmith Inc. and Investor's Business Daily, Inc. and their affiliates own securities or buy or sell securities listed in the following pages or those not mentioned.

TABLE OF CONTENTS

Using MarketSmith

Getting Started

Page

Signing In

6

Charts

Charts Overview

7

BATS--Real Time Reference Data

8

Pattern Recognition

9

Alerts

10

Chart Legend

11

Related Information Panel

12

List Panel

List Panel Overview

13

Creating Lists

14

Customizing Your View

15

Reports

16

MarketSmith Growth 250 Report

17

MarketSmith Growth 250 Report

and Pattern Recognition

18

Stock & Fund Screener

Screens, Alerts, and Notes

19

Screener Overview

20

Customizing the Screener

21

Preset and Shared Screens

22

Index of Screenable Criteria

23

CONTINUED >

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Support Resources

Page

MarketSmith Tutorial

24

Help Menu

27

Education and Support

28

Applying MarketSmith

Identify Winning Stocks

33

Time the Market

49

Buy Right, Sell Right

57

Develop a Routine

69

Evaluate Sponsorship

& Industry Groups

77

Further Study

These icons will direct you to resources you can use to deepen your understanding of the topics in this section.

Webinars: These web-based presentations are accessible at your convenience in the LEARN section of .

Case Studies: Use MarketSmith charts to view added examples of stocks and indices that further illustrate market concepts and terms.

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