Tracking the World's Fastest Growing Companies in Minutes A Day

With over 10,000 stocks to choose from, tracking the market can be an overwhelming task.  You can be adept at researching the fundamentals and reading the chart movements, but if you don't have a consistent tracking system in place, it is difficult to find consistent success.  The Breakout Tracker is a custom system built from the ground up designed to alert you to the highest quality stocks breaking out of sound bases or pulling back to major support.  All stocks are looked at in detail before they ever make it to the database, guaranteeing you have only a database of the best.   The Breakout Tracker combines the power of the human element of stock research with the updating, sorting and filtering capabilities of a dynamic database, alerting you to buying opportunities in the highest quality stocks in just minutes day.

Making Sense of All That Data:
The Breakout Tracker

UPDATE: New columns have been added!  Now get Avg Daily Volume, % From 200 day moving average and the earnings date for every stock!  The Institutional Change column has been removed.

The following section is an introduction to the data contained in the Breakout Tracker, a database of several hundred of only the fastest growing companies in the world and the backbone of the SelfInvestors.com premium service.

  • Date Added:
    This indicates the date that the stock was first added to the database OR when the pivot point has been updated.  Stocks remain in the database provided they remain above the 200 day moving average.  For example, if a stock was added to the database 6 months ago and then carves out a new base, the pivot point is updated, the break out date (B/O Date) is removed, the Technical Rank (T Rank) is updated and the Date Added is changed to the date when the pivot point is updated.  Sort by this column to see the latest additions to the database or stocks that have recently carved out a new base. 

    Note:  During and after earnings season, the database is reshuffled.  New leaders are added, while laggards are deleted.  You may see many stocks added that are well past the pivot point because they broke out before being considered for the database.
     

  • Ticker Symbol:
    Double clicking the ticker symbol (4) will take you to the Yahoo Finance page for that company.  A quick way to access the latest news, see analyst estimates, check the discussion boards, etc.  Double click the chart image (2) to quickly pull up a chart of the company from StockCharts.com 
     

  • Company Name (3):
    Hover your mouse over the notepad image to access notes for the company. The updated date indicates the date that the company's Fundamental Rank (F Rank), Inst % Change and Earnings Estimates ('05 and '06 Est. %) were updated (these are updated each quarter after earnings are reported).  At this time, the notes section you see above is also updated to reflect those changes.  The notes section includes brief statements about earnings, sales, margins, ROE, management ownership as well as a company description.

 Search (1): 
Search the entire database by ticker, company name, industry group or within the company description .  For example, if I want to see how stocks in the oil industry are doing I can type in "oil" and receive a list of all oil stocks in the Breakout Tracker. 

  • Industry
     

  • Current Price (*Updated every 15 min.)
     

  • Price % Change  (*Updated every 15 min.)
    Today's percentage difference over yesterday's price.
     

  • Volume % Change (*Updated every 15 min.)
    The percentage volume change from the 50 day average, calculated every 15 minutes throughout the trading day.  For example, if a stock normally trades 100K shares an hour into the trading day (based on the average of the last 50), but today is trading 200K shares an hour into the trading day, the Volume % Change column will display 100% in green. 
     

  • Demand Indicators - 20 & 40 Days (DI 20, DI 40): (*Updated at end of trading day)
    The Demand Indicators measure price and volume movements to gauge institutional demand.  Points are awarded for high volume moves up (institutional buying) as well as light volume selling (indicating healthy consolidation).  The score decreases with low volume buying (indicating demand is waning) as well as high volume selling (institutions dumping shares).  The higher the overall score, the greater demand for the stock. 

    Note: A score near zero (give or take a couple points in either direction), may often times indicate a period of healthy consolidation where neither buyers nor sellers are control.  

    The chart of LLL over the past couple weeks is characterized by high volume selling and low volume buying, indicating institutions are not favoring the stock.  As a result, the DI scores are poor.   -18 for the last 20 days and -16 for the past 40 trading days

    This is a chart showing great institutional demand with high volume buying (spiking green bars) and average selling volume.  As a result the DI scores are excellent.  62 over the last 20 days and 63 over the last 40.
     

     

  • Fundamental Rank (F Rank) (*Updated after each earnings report)
    Based on a scale of 1 - 30 with 30 indicating stocks with superior fundamentals.  Rank based on sales/earnings growth & consistency, profit margins, return on equity, debt level, institutional accumulation & management ownership.

Scoring the Fundamental Rank (F Rank) - Total Points 30

  • 15 points (Earnings & Sales):
    Points based on consistency, size, acceleration and future estimates of earnings and sales growth

  • 10 points (Margins & ROE):
    Points awarded based on health of margins and return on equity, whether they are increasing/decreasing and how they relate to the industry average.

  • 5 points (Management & Institutions):
    Points awarded for large management ownership (more than 10%) and for increases in the number of positions initiated by institutions

Check out the tutorial for more information on the criteria used for finding fundamentally superior companies.

  • Technical Rank (T Rank) (*Updated after a new base is formed)
    Based on a scale of 1 - 30 with 30 indicating stocks with an outstanding base.  Rank based on shape/volatility, relative strength and price/volume movements. 

    Note: The T Rank only applies to the original base the stock broke out from and does not reflect the health of the technical action in the stock after breaking out from the base.  In other words, this IS NOT a continually updated indicator.  For gauging the health of the technical action between bases, you'll need to consult the Demand Indicators, the Relative Strength Rating and the relation of the stock to the 50 day moving average. 

Scoring the Technical Rank (T Rank) - Total Points 30

  • 10 points (Shape & Volatility):
    Bases with tight intraday price action and a smooth, shallow base will score much higher than a base with wide intraday price swings and a sharp V-like, choppy base

  • 10 points (Price & Volume):
    Bases showing decreasing sell volume at the bottom and in the handle of the base and increasing buy volume in the right side of the base receive will receive higher scores.

  • 10 points (Relative Strength):
    Points awarded according to relative strength - ie. RS Rating of 80 receives 8 points.

For more information on gauging the health of the chart, see the Chart Reading tutorial.

Stay away from this one!  Sloppy, volatile action.
T Rank of 21.

Example of a technically superior base. Tight price action, good buy volume. T Rank of 28.

  • Total Rank (Tot Rank)
    Combines the F Rank and T Rank for a total possible score of 60.
     

  • Relative Strength Rating (RS) (*Updated at end of trading day)
    The relative strength rating (from 1 -100, 100 outperforming all stocks) compares the performance of a stock to the performance of all other stocks.  The relative strength rating is very important because history has shown that stocks that have outperformed in the past tend to do so in the future. 

Scoring the RS Rating (1 - 100 points)

  • The rating is based on the percentage of stocks the stock has outperformed over the last year and over the last 3 months. 

  • The rating is weighted so that a majority of the rating is based on performance in the last 3 months.  40% of the the score comes from a one year comparison and 60% of the score comes from a 3 month comparison.  

  • For example, if a stock has outperformed 75% of the stock universe over the past year and 90% of stocks in the past 3 months, the RS Rating would be: 75 (.40) + 90 (.60) = RS of 84.   


 

  • Earnings Estimates for 2008 and 2009 ('08 Est. %, '09 Est. %) (*Updated each quarter)
    Tracking future earnings estimates gives you an idea of the future prospects for a company.  These columns represent growth estimates over the prior year. 
     

  • Pivot Point (*Updated after a new base/consolidation has formed)
    The price at which the stock must clear in order to "break out" of a consolidation (or base).  Bases would include flat, double bottom and cup bases.  For more on bases, take a look at the section titled "Learning the Bases" in the Chart Reading tutorial.
     

  • Breakout Date:
    The date in which a stock clears its pivot point.

    Note: Stocks with no Breakout Date indicate that the stock has yet to break out. 
     

  • % Gain From Breakout (% Gain From B/O)
    The percentage gain from the pivot (or breakout) point.  Remember, it's important to not chase stocks that are more than 5% from the pivot.
     

  • % From the 50 Day Moving Average (% From 50DMA)
    Moving averages are important support and resistance areas to keep an eye on, specifically the 50 Day Moving Average.  Many times, institutions and professional traders will add shares to their position at this point.  You can follow their lead and profit nicely on a bounce from this support area.  If the trade turns against you and plummets below support, you are out with a very small loss.

    The number in this column is the percentage change from the 50 day moving average.  So, if you see 3.26 (in green), that particular stock is 3.26% ABOVE the 50 day moving average.  Unfortunately, there is currently no way to indicate whether the stock is rising above the 50DMA or dropping to meet it.  You will need to consult the chart (by clicking on the chart image next to the ticker) to see which way the stock is moving.  Before making the purchase, make sure the stock bounces off the 50DMA with good volume.  If the stock doesn't bounce off the 50DMA convincingly during the trading day, wait for a confirmation of the bounce on the following trading day.  This shows the stock is being supported at this level by the institutions

    For more information on purchasing at the 50 day moving average, you may like to check out the "Adding To Your Position" section of the Buying Tutorial.  The following two examples in APPX and FINL detail a strategy for buying off the 50 day moving average, which should always include stocks with good Demand Indicator scores.
     

    The chart pattern has all the characteristics of a perfect play off the 50 day moving average.  Surging buy volume followed by quiet consolidation to support.  Then a bounce off support.  Note the excellent DI scores of 20 and 40 days.

    FINL also provides a great example of what to look for in a 50 day moving average strategy.  Quiet consolidation leading to a high volume bounce off support.  Will it bounce again?  The odds are good.

     

  • Click To View All Stocks (5)
    Displays the entire database
     

  • Download To Excel (6)
    Clicking here will download the entire database to an excel spreadsheet
     

Sorting, Screening & Filtering Your Way to the Best Opportunities in Minutes a Day:
The Breakout Center

Having an endless sea of data is one thing, but displaying that data in such a way so that you are able to find the best opportunities very quickly is critical.  The Breakout Center of the premium area is your command center for finding the best opportunities that the market has to offer in just minutes a day.  Whether you're looking for stocks nearing a breakout from a sound base, stocks still within a buyable range or stocks pulling back to support of the 50 day moving average, the pre-defined screens make it incredibly easy to do just that.  Let's have a look.

  • Breakouts Screen
    The first screen in the Breakout Center displays stocks that have broken out today (refreshed every 15 minutes), yesterday, the last two weeks or in the last month.  For the following screenshot, I chose to query the database to show me all breakouts for the last two weeks (displaying only the first five in this example for illustrative purposes).  You can see that the default sort is by Total Rank and that the highest ranking breakout in the last two weeks has been Innovative Support Solutions (ISSC) and Monarch Casino (MCRI).  You can see the kind of damage a deteriorating market can do to even the highest quality stocks! 

    You may remember from above that the Demand Indicators reveal institutional buying and selling. High scores ndicate institutional buying, very low scores indicate institutional selling, while scores near zero most often indicates a period of consolidation where neither buyers, nor sellers are in control.  If I'm taking a look at this list, I'm most certainly looking at United PanAm Financial (UPFC) as a buy candidate considering its outstanding DI scores over 20 and 40 days (which are 45 and 52, respectively).  Noticing it's currently out of a buyable range (7% from the pivot), I'll put it into a watch list and consider it, should it pull back in a healthy manner (orderly, light volume selling).  Remember that you don't want to chase a stock more than 5% past its pivot, especially in a poor market.


 

New Feature! Filter By Top Industries
 
It's now possible to filter all screens to show only those stocks that make up the top 20 performing industries on a 10, 20 and 30 day basis.  Stocks in hot industries will generally outperform those coming from lagging industries.  Which industries are currently leading the market?  Premium members may click on the Top Industries tab in the members portal for the list of top industries!

  • Breakout Watch Screen
    This screen allows you to pinpoint stocks that are nearing a breakout and/or within a buyable range (0 - 5%) from the pivot.  It eliminates stocks with a combined DI score of less than zero (the greater the score below zero, the greater the institutional selling) and below the 50 day moving average.  The default sort is by Total Rank.  The following screenshot displays a sample of just the first five currently listed in this screen. 

    Taking a quick look at this screen, a couple of things stand out.  The first thing I'm making a note of is that Micros Systems (MCRS)  is the highest ranking stock in the entire database that is near a breakout (I know that because there is no breakout date listed and no % Gain From B/O).  What am I doing with this information?  First of all I'm consulting a chart (by clicking the chart image next to the ticker symbol.  If I'm happy with the chart (.. and I should be with a T Rank score of 26 and DI scores of 27 and 24!), then I'm putting the stock in a real time watch list and setting real time alerts at various price points up to the pivot.  If the market gets going again, I don't want to miss it!  The second thing that catches my eye is the outstanding DI scores of NuCo2 (NUCO), which also happens to be a highly rated stock with a Total Rank of 53 out of 60.  Another one to keep an eye on should the market improve!

  • Play the 50 Day Screen
    This screen displays stocks with a combined DI score of above zero (stocks showing institutional demand) and within 5% of the 50 day moving average with a default sort by Total Rank.   As mentioned above, moving averages are important support and resistance areas to keep an eye on, specifically the 50 Day Moving Average.  Many times, institutions and professional traders will add shares to their position at this point.  You can follow their lead and profit nicely on a bounce from this support area.  If the trade turns against you and plummets below support, you are out with a very small loss.  This screen allows you to discover the best of these opportunities very quickly.  Again, the following screenshot displays a small sampling.

  • Today's Market Movers
    This screen allows you to quickly see which stocks big money is flowing into and out of.  The screenshot below is a sample screen of stocks moving up with big volume (clicking on the Moving Down link allows you to see stocks that institutions are dumping).  This is a screen you'll want to look at every day since ALL of the biggest winners will appear here at one time or another.  For example, Aldila (ALDA) is a stock that appeared on the day this screenshot was taken, but has appeared several times in the past few weeks as it vaulted 29% from the pivot..  Clearly an indication that institutions have been jumping on board.  Notice the two stocks, Connetics (CNCT) and  Able Labs (ABRX) making significant moves  before reaching the pivot?  Would I be watching these stocks tomorrow?  You betcha!

New Features!

  • Custom Filter: Create your own screens using any of the criteria in the database to hone in on stocks meeting more specific criteria.  For example, maybe you'd like to display a list  of companies with a Total Rank greater than 50, a DI 40 score over 60, an RS rating over 70, expected to increase earnings more than 50% next year and near a breakout.  You can do that with the soon to be released custom filter system!
     
  • Custom Email Alerts Now Available!Maybe you've gotten a bit lazy or just  haven't had the time to keep your watch lists and real time alerts up to date.   Most people only have the time to check in at the end of the trading day after work to discover opportunities for the next day, so wouldn't it be nice to receive an alert via email if a stock meeting the criteria you just set above breaks out or pulls to within a certain range of the 50 day moving average.  Ok, no more rhetorical questions!  
 

Steering You In the Right Direction:
The Weekly Video Stock Watch

The Breakout Tracker is a powerful tracking system, allowing you to find your own CANSLIM style stocks efficiently.  But for those investors who are new to investing or who just simply have no time to discover opportunities on their own, SelfInvestors.com provides you with the Weekly Video Stock Watch reports highlighting a few of the best opportunities in the Breakout Tracker.

  • Detailed technical analysis accompanying each stock provides the beginning investor with examples of what to look for in a high quality chart as well as a strategy for initiating a position in the stock.

  • Profit from both sides of the market.  You'll receive suggestions on the long side as well as the short side (for when the direction of the market is decidedly down)

  • Many of these stocks are purchased for the Model Portfolio

 

The Model Portfolio

The Model Portfolio was implemented so that you can see how a real world investment strategy might be implemented.  You'll have access to the entire history of every trade.  No hypothetical portfolio, touting the  winners and sweeping the losers under the rug here! 

  • Receive email alerts for each buy and sell transaction, along with trading notes.  Not only will you know when a stock was bought or sold, but you'll know WHY it was bought or sold.  The goal is to LEARN while PROFITING!

  • Profit from both sides of the market.  Depending on the strength of the market, positions may be taken on the long and/or short side

  • The SelfInvestors Model Portfolio has an annualized return of 24.5% since inception in 2004 and surged more than 30% in a highly volatile market in 2007

  • NEW! Instant Message alerts for every buy and sell!  Within just seconds of each transaction in the portfolio, you can now receive the buy or sell alert right on your desktop with Yahoo or MSN messenger.

  • NEW! Model Portfolio Video Reviews!  Every week, watch as I walk you through every holding in video format discussing the technicals and where I think it's headed next.

Help! All This Information is Overwhelming!
Live Chat Support

In the first week or two of becoming a premium member, all the information and tools can be a bit overwhelming.  For this reason I provide personal one on one Live Chat support by appointment (in addition to email support).  Questions about how to best use the service or general investing questions are always welcome!


Still Not Convinced This System Is the Best Investment You Will Ever Make?

I've made the decision process that much easier by offering a full 30 day money back guarantee.  Ok that's pretty darn standard stuff in today's world and I set out to create a site that is anything but standard, so let's take that to the next level.  I am so confident that my tracking systems offer the best value anywhere that I'm willing to pay you for a month of service elsewhere if I find that service to be a better value.

But before I give you the link to the order form, I'd like to tell you about two additional bonus features just released and available to premium members at no additional charge for a limited time .

 FREE BONUS #1: ETF Tracker ($147 value)

By now, you've heard the buzz surrounding ETF's (Exchange Traded Funds), which allow you to diversify across a sector, country or entire index while providing the cost savings and flexibility of a single stock.

Combining an ETF strategy with a high growth strategy can be an excellent way to limit risk while handily beating the market. 

With the ETF Tracker, you can quickly see which sectors money is flowing to throughout the day as well as over a 20 and 40 day period (using the DI Scores).  Other sortable columns include Relative Strength and  the percentage from the 50 and 200 day moving averages.  You won't find a better ETF Tracking system anywhere!

 FREE BONUS #2: IPO Tracker ($147 value)

Companies coming to market for the first time offer the greatest potential for explosive profits, so SelfInvestors has put together a tracking database just like the Breakout Tracker highlighted above exclusively for IPO's.  Never again will you miss the next Google!

New! I've just included an IPO Community!  Share your thoughts and bring your questions to the IPO forum. 

This entire suite of tracking tools and portfolio alerts is available to Gold members, but you may opt just for the tracking tools with a Silver membership.  The platinum service is a VIP service which offers everything above plus mentoring in a live chat room environment.  The choice is yours! 

Questions?  Feel free to contact  support@selfinvestors.com