These datasheets are intended for use as a preliminary screening of potential investments. The columns are set up to show each stock's performance in comparison to the market. The relationship to of the current price to its 52 week high and low helps us anticipate potential price movements. Comparing this relationship to that of the overall market can be useful making an educated decision about the timing of an investment.

Spreadsheets

Retirement Plan Investment Option Watch
Exchange Traded Funds representing areas of the market where many retirement plan investment options are located.

Retirement Plan Mutual Fund Options
Selected mutual funds that represent most areas shown on the retirement plan investment option watch page.

Ohio Stocks
These may be of interest to those of you living in and around central Ohio.  For folks outside of Ohio, you may also find some interesting companies that are not  always well-known outside of our region.

Dow Jones Industrials
These stocks are some of the larger companies that keep the gears of our economy turning. We have listed a collection of companies from a variety of economic sectors, and included an average from each sector. It can be interesting to see how one sector can have an effect on another.

Dow Jones Transportation and Utilites
These stocks are important because they give us an idea of what is going on in the economy.  Inspite of new trends and technological developments, these stocks have remained relatively stable over the years.

Oil and Gas Industry
Selected oil  producers that are featured in the Oil and Gas Section of the Investorville Gazette.

Oil and Gas Industry (2)
Natural gas and smaller oil and gas companies, as featured in the Oil and Gas Section of the Investorville Gazette.

Natural Resource Industry
A list of selected coal, uranium, oil service, and other natural resource stocks.

New Event Stocks
These stocks can also be regarded as wildcard investments. They have all had some interesting news stories, which could lead to rapid growth, or possibly a decline. Pay close attention to the numbers on these stocks because they are bound to react in one way or another in reaction to news recently revealed to the public.

Monthly Income Stocks
These are ideas for people who want to build a monthly income. These stocks pay dividends on a regular basis.  Owning a combination of these stocks would allow you to have income from dividends each month.

Long-Term Total Return- Closed-End, REITs, and Trusts
This is a list of stocks with growing dividends and earnings appropriate for buy and hold strategies.

Sector and Country ETFs
These investments can give clues as to where the economy is headed and indicate future trends in the investing environment.

How to Use

• Stocks in the top 25% of the trading range should be of interest to the trader and momentum player.
• Stocks trading in the top 10% of the trading range are the most likely to make new highs. This is also the area where stocks stop going up and start to go down to the middle of the trading range.
• stocks trading in the bottom 25% of their lows are the most likely to make a new low. If they do not make a new low and then are likely to work their way back up towards the top of their range over a period of time. This is an area of value that offers the best dividend yeilds.

Percent Off of 52 Week High:

• Stocks that are below within a range of 10% of their high are the most likely to make new highs. Momentum traders look for stocks within this range. This is also an area of resistance and peaking.
• We refer to 15% to 25% off of the 52 week high as the middle of our trading range. If it is here, it is likely to trade sideways until it goes back above or below the range. It is important to monitor this area, but not take action until the direction of movement can be determined.
• Stocks below their 52 week high by 30% to 35% or more is the area for value, contrary (those who like stocks to be at least 50% off of their high), and income traders. This is the area for long term shopping of quality stocks that pay a dividend. These stocks are likely to stay low fora long time until a basing pattern is completed.

Year to Date and Relative Strength: These two should be used together because you can have a stock going up (or down) while it's relative strength is falling (or rising). This is a non-confirmation indicating possible trend change soon. Year to Date: This shows the price gain or loss for the year to date. We use it with a trend reversal of 3%, or within a similar range of values, depending upon your objective. If your stock has been going up and drops 3% from its high, you would look to see if it should be sold. The reverse is true if a stock is falling and starts up. Relative Strength: We use 3 levels:

• Over 105- a stock is outperforming the market
• 95 to 105- a stock is performing in line with the market.
• 95 and below- a stock is under performing the market.

Traders and momentum players would be most interested in stocks outperforming the market. Income players would be most interested in stocks that are under performing the market. If you use a three point reversal, or something similar, you should not care because you would anticipate that the stock is going up. Since prices can change so rapidly, we have incorporated real-time data into our traditional spreadsheet format. These spreadsheets automatically update with the market, but are delayed by 20 minutes. We have selected generally conservative investment areas, which are to be used as educational examples of stocks you may be considering for your own portfolio.