The LongFellow Reports/Stock Selection Guide

The LongFellow Reports

The purpose of the LongFellow Reports is to inform new investors of organizations that serve the education of financial opportunities. Three Great Organizations to be a member. BetterInvesting (NAIC) , Manifest Investingand American Association of Individual Investor's. I was an Instructor to the AAII West Suburban Special Interest Group (SIG)in West Suburban Chicagoland, and BetterInvesting (NAIC) Past VP of Education at the Chicago West Chapter. I would like to add the link to Bob Adams's site. He specializes in Balance Sheet analysis.

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LongFellow Reports has been updated as of 05/06/2012

Indices Growth will not be updated at this time.

Too many of one time visitors are missing a lot if good information.

I will try to fullfil any suggested new reports. If you would like a portfolio review please email me.

There are a total of 2400 + companies in the database. I have only added the Revenue Sizes based on Sales. So I am not altering the data that is presented.

The reports are broken into different section groups. That means that are all sorted by the same heading for a section. Examples are sorted by Stock Name, Ticker, Total Return, PAR, Relative Value, Dividend, Yield, EPS R2, etc. People look at the reports in different perspectives, thus the different sorts.

Look directly below First Cut at Select Series. Blue Border color. Far left look at Par:

Example Explanation of Select Series Reports

Report Name Par		EPS R2	PTPM Trend	Relative Value	Par Range

Ultra	02	>=.97	Up or Even	85 - 110	13.6 - 18.6
Expanded +	11	>=.90	Up or Even	60 - 110	13.6 - 18.6
Expanded	35	>=.80	Up,Even, or Down	50 - 110	13.6 and above
Loose	223	no range	Up,Even, or Down	no range	13.6 and above

EPS R2 gives Up, Straight, and Parallel graph lines.
PTPM Trend indicates that Profitability is expanding Upward or Even.
Relative Value between 85 - 110 means you could be buying between that can give you a 15% discount or paying a premium of 10%
PAR Range applies to Manifest Investing of buying in the Sweet Spot Range. Five to 10 percent above market Median Par. Changes weekly.
All companies in the Select Series are Buy's and sorted in descending order. Therefore higher PAR's are on top. You still need to look at the other criteria.
So: Each level is a little looser than the one above it. By looser I mean you are looking at greater risk. Maybe more money, but greater risk.
1. Ultra is the best criteria matching BetterInvesting teachings.
2. Expanded + (plus) means I have loosened the criteria a little. There used to be only 3 versions of report. I added Expanded + later.
3. Expanded loosens the criteria again.
4. Buy Loose is the least of the criteria and still a Buying opportunity. Again with greater risk.

So now what is the best section to look at? EPS R2 with the Select Series. There are times when Ultra and Expanded + will have no stocks. When you get stocks in the Ultra Series you are getting excellent quality of management and buying within a reasonable range of RV and PAR. And then the last two fields give the current price and the Buy up to Price.

Hopefully I have given you a better description of what you are looking at. There are also in the first section Highlighted and New Reports. This may be for something that was discussed on the Discussion List or new reports I have developed.

That is a lot to absorb. Email with further questions. Remember to Use Due Diligence and this for Research Only, no recommendations intended.

The reports are sorted by a reports heading. Select as many as you want. You may share the report with your Investment Club. Please let others be aware of this web page.

The LongFellow Report Legend displays the definitions of the headers and a breakdown of Statistical Totals of the Complete Stock Database. Please review before looking at reports.

Please Read First Report Legend Explain Select Series Reports Highlighted or New Report

Highlighted Reports in PDF Format 10/30/11 Reports

DOW stocks showing Price Appreciation over 5 years
Challenge Report of DOW by Growth 09/27/2011
Challenge Report of DOW by Name 09/27/2011
Challenge Report of DOW by Ticker 09/27/2011
Challenge Report of DOW by RV 09/27/2011
Challenge Report of DOW by Buy 09/27/2011

Nasdaq 100 stocks showing Price Appreciation over 5 years
Challenge Report of Nasdaq 100 by Growth 10/30/2011
Challenge Report of Nasdaq 100 by Name 10/30/2011
Challenge Report of Nasdaq 100 by Ticker 10/30/2011
Challenge Report of Nasdaq 100 by RV 10/30/2011
Challenge Report of Nasdaq 100 by Buy 10/30/2011

S&P 100 stocks showing Price Appreciation over 5 years
Challenge Report of S&P 100 by Growth 10/30/2011
Challenge Report of S&P 100 by Name 10/30/2011
Challenge Report of S&P 100 by Ticker 10/30/2011
Challenge Report of S&P 100 by RV 10/30/2011
Challenge Report of S&P 100 by Buy 10/30/2011

FirstCut stocks showing Price Appreciation over 5 years
Challenge Report of FirstCutby Growth 10/19/2011
Challenge Report of FirstCut by Name 10/19/2011
Challenge Report of FirstCut by Ticker 10/19/2011
Challenge Report of FirstCut by RV 10/19/2011
Challenge Report of FirstCut by Buy 10/19/2011
05/06/12
Challenge Report by Medium Revenue Size Suggested by Bob Mann
Challenge Report by Medium Revenue Size/Debt
Challenge Report by Small Revenue Size
Challenge Report by Small Revenue Size/Debt

EPS R Squared Reports

EPS Reports in PDF Format 05/06/12
Challenge Report EPS R2 by .97 or better	Challenge Report EPS R2 by Ultra	Challenge Report EPS R2 by Expanded Plus
Challenge Report EPS R2 by Expanded Plus a	Challenge Report EPS R2 by Expanded	Challenge Report EPS R2 by Loose
Challenge Report EPS R2 by .90 or better

Growth Reports

Growth Reports in PDF Format 05/06/12
Analyst Concensus EPS Growth	Historical EPS Growth	Historical Sales Growth
Analyst Concensus EPS Growth - by Name	Historical EPS Growth - by Name	Historical Sales Growth - by Name
Analyst Concensus EPS Growth - by Relative Value	Historical EPS Growth - by Relative Value	Historical Sales Growth - by Relative Value
Analyst Consensus EPS Growth - by Ticker	Historical EPS Growth - by Ticker	Historical Sales Growth - by Ticker
Analyst Concensus EPS Growth - by Select Series Ultra	Historical EPS Growth - by Select Series Ultra	Historical Sales Growth - by Select Series Ultra
Analyst Concensus EPS Growth - by Select Series Expanded Plus	Historical EPS Growth - by Select Series Expanded Plus	Historical Sales Growth - by Select Series Expanded Plus
Analyst Concensus EPS Growth - by Select Series Expanded	Historical EPS Growth - by Select Series Expanded	Historical Sales Growth - by Select Series Expanded
Analyst Concensus EPS Growth - by Select Series Loose	Historical EPS Growth - by Select Series Loose	Historical Sales Growth - by Select Series Loose

First Cut

Challenge Reports in PDF Format 05/06/12
Challenge Report First Cut by PAR	Challenge ReportFirst Cut by Name	Challenge ReportFirst Cut by Ticker
Challenge Report First Cut by PAR Buy Ultra	Challenge Report First Cut by PAR Buy Expanded +	Historical Sales Growth - by Select Series Ultra
	Challenge Report First Cut by PAR Buy Loose

The Select Series are four(4) levels of screening on the completed Stock Selection Guide's(SSG). Select Series Loose is a loose screening criterian. The most possible buy candidates are choosen. Select Series Expanded is the 3rd level screening criterian. Approximately 80 possible buy candidates are choosen. Select Series Expanded + is the 2nd level screening criterian. Approximately 30 possible buy candidates are choosen. Select Series Ultra is the 1st level screening criterian. Approximately 10 possible buy candidates are choosen.

The Select Series Ultra and Expanded + give the best Quality Stocks and Par in the Sweet Spot

Explain Select Series Reports
Select Series

Select Series Reports in PDF Format 05/06/12
Challenge Report by PAR Buy Ultra	Challenge Report by TR Buy Ultra	Challenge Report by Yield Buy Ultra
Challenge Report by PAR Buy Expanded +	Challenge Report by TR Buy Expanded +	Challenge Report by YLD Buy Expanded +
Challenge Report by PAR Buy Expanded	Challenge Report by TR Buy Expanded	Challenge Report by YLD Buy Expanded
Challenge Report by PAR Buy Loose	Challenge Report by TR Buy Loose	Challenge Report by YLD Buy Loose
	Below are examples by Dividend Report 05/06/12
	Challenge Report by Dividend
	Challenge Report by Dividend Name
	Challenge Report by Dividend Insider % Ownership
	Challenge Report by Dividend Buy Ultra
	Challenge Report by Dividend Buy Expanded +
	Challenge Report by Dividend Buy Expanded
	Challenge Report by Dividend Buy Loose
	Below are examples by Revenue Sales Size (Buys Only) 05/06/12
Challenge Report by Rev Size Large	Challenge Report by Rev Size Medium	Challenge Report by Rev Size Small
Challenge Report by Rev Size L Buy Ultra	Challenge Report by Rev Size M Buy Ultra	Challenge Report by Rev Size S Buy Ultra
Challenge Report by Rev Size L Buy Expanded +	Challenge Report by Rev Size M Buy Expanded +	Challenge Report by Rev Size S Buy Expanded +
Challenge Report by Rev Size L Buy Expanded	Challenge Report by Rev Size M Buy Expanded	Challenge Report by Rev Size S Buy Expanded
Challenge Report by Rev Size L Buy Loose	Challenge Report by Rev Size M Buy Loose	Challenge Report by Rev Size S Buy Loose
	Below are examples by Revenue Sales Size All 3 in One Report 05/06/12
	Challenge Report by Rev Size All 3
	Challenge Report by Rev Size Buy Ultra
	Challenge Report by Rev Size Buy Expanded +
	Challenge Report by Rev Size Buy Expanded
	Challenge Report by Rev Size Buy Loose

Complete Reports by Titles

Challenge Reports in PDF Format 05/06/12
Challenge Report by PAR (Projected Average Return)	Challenge Report by TR (Total Return)	Challenge Report by RV (Relative Value)
Challenge Report by Debt Total	Challenge Report by YLD (Yield)	Challenge Report by %Debt to Capitol (Percent of Debt)
Challenge Report by Tck (Ticker)	Challenge Report by RevSze (Revenue Size)	Challenge Report by Name

Industry Reports

	Below are examples of Reports by Total Industries and Individual Groups 05/06/12
	All Industries
Airlines	Auto	Banks
Beverages	Chemical	Computer
Construction	Distrbution	Drug
Education	Electrical	Food
Health Care	Hotel	Industrial
Insurance	Leisure	Marine
Metals	Miscellaneous	Oil
Paper	Pharmaceuticals	Railroad
Reit	Retail	Utilities

The Industry Reports by % of Debt to Capital and Ownership is a revealing view of both how much a Company is in Debt to the Banks as well as how much percentage of Shares Insider Ownership has. Debt percentage over 40% means that earnings is going to pay back the Bank loans and not reinvested in the Company or given out as a dividend. Percentage of Insider Ownership above 45% may cause Insiders to consider their own interests before the Shareholderss. Especially if Ownership is above 50%. Caution should be taken with either of these two conditions.
Means I have gone through the Industry and updated the Copmanies with whatever data was available. This data changes often as conditions of the Company change or the Daily Market changes.

Industry Reports - % of Debt and Ownership

	Below are examples of Reports by Total Industries and Individual Groups 05/06/12
	All Industries - Debt and Owenership
Airlines	Auto	Banks
Beverages	Chemical	Computer
Construction	Distrbution	Drug
Education	Electrical	Food
Health Care	Hotel	Industrial
Insurance	Leisure	Marine
Metals	Miscellaneous	Oil
Paper	Pharmaceuticals	Railroad
Reit	Retail	Utilities

Sector Reports ----- *ND=Do Data

Sector Reports in PDF Format 05/06/11
Sector Report by 01 Basic Materials	Sector Report by 02 Communications Services	Sector Report by 03 Consumer Cyclical
Challenge Report by 01 Buy Ultra *ND	Challenge Report by 02 Buy Ultra *ND	Challenge Report by 03 Buy Ultra
Challenge Report by 01 Buy Expanded +	Challenge Report by 02 Buy Expanded + *ND	Challenge Report by 03 Buy Expanded +
Challenge Report by 01 Buy Expanded	Challenge Report by 02 Buy Expanded *ND	Challenge Report by 03 Buy Expanded
Challenge Report by 01 Buy Loose	Challenge Report by 02 Buy Loose	Challenge Report by 03 Buy Loose

Sector Report by 04 Consumer Defensive	Sector Report by 05 Energy	Sector Report by 06 Financial Services
Challenge Report by 04 Buy Ultra *ND	Challenge Report by 05 Buy Ultra *ND	Challenge Report by 06 Buy Ultra
Challenge Report by 04 Buy Expanded +	Challenge Report by 05 Buy Expanded + *ND	Challenge Report by 06 Buy Expanded +
Challenge Report by 04 Buy Expanded	Challenge Report by 05 Buy Expanded *ND	Challenge Report by 06 Buy Expanded
Challenge Report by 04 Buy Loose	Challenge Report by 05 Buy Loose	Challenge Report by 06 Buy Loose

Sector Report by 07 Healthcare	Sector Report by 08 Industrials	Sector Report by 09 Real Estate
Challenge Report by 07 Buy Ultra *ND	Challenge Report by 08 Buy Ultra *ND	Challenge Report by 09 Buy Ultra *ND
Challenge Report by 07 Buy Expanded +	Challenge Report by 08 Buy Expanded +	Challenge Report by 09 Buy Expanded + *ND
Challenge Report by 07 Buy Expanded	Challenge Report by 08 Buy Expanded	Challenge Report by 09 Buy Expanded *ND
Challenge Report by 07 Buy Loose	Challenge Report by 08 Buy Loose	Challenge Report by 09 Buy Loose

	Sector Report by 10 Technology	Sector Report by 11 Utilities
	Challenge Report by 10 Buy Ultra	Challenge Report by 11 Buy Ultra *ND
	Challenge Report by 10 Buy Expanded +	Challenge Report by 11 Buy Expanded + *ND
	Challenge Report by 10 Buy Expanded	Challenge Report by 11 Buy Expanded *ND
	Challenge Report by 10 Buy Loose	Challenge Report by 11 Buy Loose

Price Range Reports

Price Range Reports in PDF Format 05/06/12
DataBase Statistics Report
Price Range .01 - .99 by Price	Price Range .01 - .99 EPS R2 by Price No Data
Price Range 1.00 - 4.99 by Price	Price Range 1.00 - 4.99 EPS R2 by Price
Price Range 5.00 - 9.99 by Price	Price Range 5.00 - 9.99 EPS R2 by Price
Price Range 10.00 - 19.99 by Price	Price Range 10.00 - 19.99 EPS R2 by Price
Price Range 20.00 - 25.99 by Price	Price Range 20.00 - 25.99 EPS R2 by Price

Adr Reports

ADR Reports in PDF Format 05/06/12
Challenge Report ADR by Name		Challenge Report ADR by PAR
Challenge Report Adr by Asia	Challenge Report ADR by Canada	Challenge Report Adr by Carribean
Challenge Report Adr by Europe	Challenge Report ADR by Latin America	Challenge Report Adr by South America
Challenge Report Adr by Scandianvia		Challenge Report Adr by South Pacific

Portfilio Reviews

Portfolio Reports in PDF Format 05/06/12
	Below are examples of Portfolio Reviews
Portfolio Summary by PAR (Projected Average Return)	Portfolio Summary by Pct (Percent)	Portfolio Summary by Tck (Ticker)
Summary Report First Cut by PAR	Summary Report First Cut by PerCent	Summary Report First Cut by Ticker

AAII Investor Sentiment/LongFellow Reports
Next 6 months

Date	Bullish	Bearish	Neutral	Bullish-Count	Bearish-Count	Neutral-Count
02/15/2010				40%-16	28%-11	33%-13
03/02/2010				29%-06	05%-01	67%-14
03/16/2010				38%-15	15%-06	48%-15
04/16/2010				57%-12	10%-02	33%-07
04/30/2010				48%-20	24%-10	29%-12
05/08/2010				43%-09	14%-03	43%-09
06/05/2010				41%-15	27%-10	23%-12
06/12/2010				30%-10	45%-15	24%-08
06/25/2010				33%-14	30%-13	37%-16
07/07/2010				17%-08	42%-20	42%-20
07/21/2010				31%-09	21%-06	48%-14
08/01/2010				22%-05	43%-10	35%-08
08/30/2010				36%-17	21%-10	43%-20
09/12/2010				16%-08	39%-19	45%-22
10/31/2010				13%-38	03%-09	18%-53
11/12/2010				40%-08	10%-02	50%-10
11/12/2010				48%-13	15%-04	37%-10
11/29/2010				50%-08	25%-04	25%-04
12/11/2010				63%-15	13%-03	25%-06
12/20/2010				38%-08	14%-03	48%-10
01/15/2011				80%-20	04%-01	16%-04
01/27/2011				39%-09	17%-04	43%-10
02/12/2011				56%-15	26%-07	19%-05
02/23/2011				52%-13	24%-06	24%-06
03/24/2011				50%-21	07%-03	43%-18
04/08/2011				55%-11	15%-03	30%-06
05/01/2011				55%-16	26%-09	29%-10
05/29/2011				45%-17	26%-10	29%-11
06/12/2011				45%-17	26%-13	31%-10
06/30/2011				13%-04	33%-10	53%-16
07/23/2011				50%-09	28%-05	24%-04
08/03/2011				27%-03	09%-01	64%-07
08/22/2011				31%-05	31%-05	38%-06
08/31/2011				41%-08	28%-05	28%-05
09/19/2011				28%-07	20%-05	52%-13
09/28/2011				21%-04	42%-08	37%-07
10/08/2011				14%-02	71%-10	14%-02
10/19/2011				29%-05	35%-06	35%-06
10/30/2011				42%-05	16%-02	42%-05
01/12/2012				52%-13	20%-05	28%-07
02/12/2012				37%-10	15%-04	48%-13
02/24/2012				50%-16	19%-06	48%-10
03/09/2012				54%-31	13%-07	33%-19
04/13/2012				34%-10	21%-06	45%-13
04/27/2012				38%-08	24%-05	38%-08
05/04/2012				46%-06	23%-03	31%-04

Invest Your Time Before You Invest Your Money
Test Your Strategy Before You Risk Your Money
Equity Analytics, Ltd.

Please send questions or suggestions via e-mail.

This Web site is dedicated to my Nieces and Nephews: Louis, Kristi, Jennifer, Julie, Julie, Leann, Jeremy, and to my younger Cousins Stephen, Stacey Jo, Suzanne, and Sharon. Love you all a Lot. Hopefully I can give some guidance to their investing future.

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