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Kevin Matras |
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Customized Screening and Portfolio Management |
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Screen and report on over 8,800 companies using any of over 650 data items and an unlimited number of custom calculations (where you can create your own customized items). For
example, do you want to identify 20 mid-cap, low P/E stocks that
reported EPS during the last 15 days, and had earnings surprises
above the median of their industries, upward estimate revisions and no
decrease in broker recommendations?
You can! Maybe
you’re looking for stocks with a Zacks Rating of #1, with positive EPS
growth for each of the last 4 quarters, above industry ave. margins,
trading above their short term and long term moving averages in only the
top ranked sectors. No
problem! Virtually anything you want to look for, you can ask the Research Wizard to find and have your answer within seconds. As you come up with new ideas or things to look for, you can identify new potential buying opportunities by creating new screening definitions. It then displays your results in an easy to read format. It can be quickly organized and sorted in many different ways and can report on any type of item. Once your screens and reports are created, they can then be saved. You'll then have your own set of customized management tools to monitor your portfolio, all readily available and automatically updated daily. And all of the information can be exported to other applications such as an Excel spreadsheet. |
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Screening Strategy Performance Evaluation |
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After
you've defined your screening strategy, BACKTEST it! With
the Research Wizard you can backtest your stock picking strategy and
see it’s historical performance. The
report shows a summary of the strategy and compares it with the market
(S&P 500). It shows statistics such as the number of stocks traded
and the portfolio’s return. You’ll be able to see the win
percentage of your holding periods and HOW YOUR INVESTMENT STRATEGY
PERFORMED IN BOTH UP MARKETS AND DOWN MARKETS! It's
then summarized to show your average annualized returns. |
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EZ Screening: Pick the Best Stocks on the Most Popular Items |
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Not
sure what to screen for or where to begin? Don’t
worry. The EZ Screen feature lets you scan for stocks using some of the most effective pre-defined stock picking criteria. Simply point-and-click to quickly find the best stocks. And just like in the detailed screening, it then displays your results in an easy to read format. You can then save your winning screens and reports to use again and again. |
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Stock and Portfolio Ranking with Hot Maps and Scatter Plots |
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Picking
good stocks for your portfolio is one thing. But it’s also important to monitor your stocks’ attractiveness. Knowing which stocks in your portfolio are doing the best, is just as important as knowing which stocks in your portfolio are dragging it down. You can then replace your losers or under-performers with new, more attractive stocks to take their place. With
the Hot Map charts in Zacks` Research Wizard software, you can
graphically evaluate the attractiveness of the stocks in your portfolio. You can also evaluate new stocks from your screens and reports. The stocks are then ranked as colors (shades of green for the best to shades of red for the worst) to quickly spot the best and the worst companies without any guesswork. |
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HARNESS THE POWER OF THE ZACKS RANK |
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The Best Performing Rating System – Period! |
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With
the Research Wizard, you get exclusive access to the The Zacks Rank.
The
1 to 5 ranking (1=Best Expected Performance) is derived entirely from
a multi-factor model which analyzes the momentum of analysts' earnings
estimate revisions. It’s completely different than the average
broker ratings with extremely impressive statistics. In
fact, the Zacks #1 Ranked stocks over the last 22 years, has shown an
average annual return of over 34%! That’s literally more than twice
as good as the S&P 500. It even performed great in 2000 and 2001,
showing returns of 16.2% and 18.7% respectively. (And it’s up nearly
12% in just the first half of this year.) WOW! And
our #5 ranked stocks (stocks to dump) have significantly
underperformed the market over that same period. Not only will you
know what to buy, but you’ll also know when to get rid of it. Imagine having access to this exclusive stock analysis. (Imagine if you had it over the last 2 years!)
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ALERTS |
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Stock and Portfolio Alert Reports |
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The Alerts feature gives you with the ability to monitor for significant events that can impact the prices of your stocks. Research
has proven that stock prices move before, during and after such events.
Stock prices may respond almost immediately, to as long as 90 days after
these events. Alerts Reports notify you immediately so you'll have time
to take action for a positive result. With just a few clicks of your mouse, you can check up on all of your stocks quickly and easily. |
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Zacks Company Snapshot Reports |
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The Zacks Company Snapshot Report is a single company report featuring company description, actual and estimated EPS, company vs. industry ratings, fundamental data, broker recommendations and price charts. All of your salient, up to date decision making information is provided in one easy to assess format. Need to quickly size up a company? Look no further. |
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Internet-Based Expanded Company Reports |
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The Research Wizard includes several expanded company reports, displayed in your browser. These reports give you access to the company's fundamental data, insider data, and a company's general information. |
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Order the Research Wizard
program NOW!
Zacks. The Power to OutPerform !
Zacks
Investment Research, Inc. 155 N.
Wacker Dr., Chicago, IL 60605 |
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