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Overview

               Kevin Matras
    1 (800) 767 - 3771, ext. 392

Customized Screening and Portfolio Management

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

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.

Know definitively how effective your stock picking strategy is, … before you place your next trade.

Backtesting Report Screen Shot

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EZ Screening: Pick the Best Stocks on the Most Popular Items

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.

EZ Screen Screen Shot

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Stock and Portfolio Ranking with Hot Maps and Scatter Plots

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

             The Best Performing Rating System – Period!

With the Research Wizard, you get exclusive access to the The Zacks Rank.


The Zacks Rank is based upon a proprietary stock selection model developed by Zacks Investment Research in 1980. The ranking predicts which stocks will outperform or underperform the market averages during the next three months.

 

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!)

Year

Zacks Rank

Benchmark

 

#1 Stocks

S & P 500

 

% Return

% Return

 

 

 

1980

 55.00

 32.40

1981

 14.10

 -5.30

1982

 42.03

 21.60

1983

 48.30

 22.60

1984

   0.60

  6.30

1985

 49.00

 31.00

1986

 30.00

 18.60

1987

  7.50

  5.10

1988

 43.20

 16.20

1989

 45.20

 31.70

1990

 -1.10

 -3.60

1991

 81.90

 28.70

1992

 43.20

  7.50

1993

 44.62

 10.07

1994

 15.58

  0.59

1995

 53.84

 36.31

1996

 45.44

 22.36

1997

 45.75

 33.25

1998

 21.88

 28.57

1999

48.75

21.03

2000

16.24

-9.10

2001

18.67

-11.88

 

 

 

Annualized

34.99%

15.64%


 


 

ALERTS

Stock and Portfolio Alert Reports

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.

Alert Reports Screen Shot

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Zacks Company Snapshot Reports

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

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.

 

 

                     

Questions? Need more information? Ready to get Started?
Call
Kevin Matras at:
1 (800) 767 - 3771,  ext 392
or
e-mail: kevinm@zacks.com

 


 

Order the Research Wizard program NOW!
and for an extra $299, get the Integrated Company Analysis program
(regularly $1,500)



 

Zacks. The Power to OutPerform !

 

Zacks Investment Research, Inc.
For additional information, contact kevinm@zacks.com.
1 (800) 767-3771, ext. 392
1 (312) 630-9880, ext. 392

155 N. Wacker Dr., Chicago, IL 60605
Copyright © 2001 Zacks Investment Research, Inc.

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