Stock Picking Process

Our Objective

Use proprietary screening to determine, what we consider, the Top

25 stocks .

Master ListTop 400 Stocks

Scoring Process

Final ListTOP 25 STOCKS

Popular Lists

Ultimate ListTop 100 Stocks

Analyst FavoritesCategory

Value Category

Growth Category

Sentiment Category

Second Screen

Quality Category

Screen-Based ListCurrent List

First Screen

INVESTING UNIVERSE

400

Investing Universe

10,000+ Stocks

25 Stock Stars

Ultimate List

100 Stocks

100

Master List

400 Stocks

INVESTING UNIVERSE

First ScreenThree Evaluation Lists

Current List:- Current Nominees- Personal Nominees

Screen-Based List:-Value Screen-Growth Screen-Momentum Screen

Master ListTOP 400 Stocks

Popular List:-Top 50 stocks IBD-Top 100 stocks VL-Top 36 stocks SS-Top 37 stocks MS-Top 50 stocks B

Top 50 Stocks: Investors Business Daily

• The IBD 50 is a list of 50 top-rated growth stocks in IBD’s database with top fundamentals showing strong relative price strength in the market.

• Criteria to pick stocks:– EPS Rating

– Relative Price Strength

– Return on Equity

– Management Ownership

INVESTING UNIVERSE

First ScreenThree Evaluation Lists

Current List:- Current Nominees- Personal Nominees

Screen-Based List:-Value Screen-Growth Screen-Momentum Screen

Master ListTOP 400 Stocks

Popular List:-Top 50 stocks IBD-Top 100 stocks VL-Top 36 stocks SS-Top 37 stocks MS-Top 50 stocks B

SCREEN-BASED LIST

Investment Style:VALUE Screen Tests

Investment Style:MOMENTUM Screen Tests

Growth Screen 2

Comparative & Financial

Strength

Stock Screener

Growth Screen 1

Relative Growth

Value Screen 1

Relative Value

Value Screen 2

Comparative Value & Growth

ValueScreen 3

Contrarian Opportunities

Growth Screen 3

Comparative & Sustainable

Growth

Momentum Screen 2

Moving Average & Behavioral

Momentum Screen 3

Relative Momentum

Investment Style:GROWTH Screen Tests

Momentum Screen 1Relative Strength

Stock Screener Stock Screener

Screen-Based Tests *

1. P/E Ratio <= Indy. Avg. P/E

2. Price/Sales <= Indy. Avg. P/S

3. TTM ROE > Indy. Avg. TTM ROE

4. TTM ROE > 0

5. 5 y Avg. ROE > 5 Y Indy. Avg. ROE

6. LT Debt/Equity ratio <= Indy. Avg. LT Debt Ratio

7. Price/Book <= 3

8. EPS Growth Est. > Indy. Avg. EPS Growth Est.

9. Y1 EPS Est. Growth > 0

Value Screen 2: Comparative Value

Screen Results: Value Screen 2FIELD OPERATOR COMPARE TO: STOCKS

P/E Ratio <= Indy. Avg. P/E 1780Price/Sales <= Indy. Avg. P/S 2732TTM ROE > Indy. Avg. TTM ROE 2701TTM ROE > 0 3669

5 Y Avg. ROE > 5 Y Indy. Avg. ROE 2493

LT Debt/Equity Ratio <=Indy. Avg. LT Debt/Equity

Ratio 2667Price/Book <= Average Price/Book Ratio 4556

EPS Growth Est. > Indy. Avg. EPS Growth Est. 9841Y EPS Est. Growth > 0 1117

5 COMPANIES MET THE CRITERIA: AS OF July 2017COMPANY NAME SYMBOL SECTOR

Himax Technologies, Inc. (ADR) HIMX Technology

Banco Macro SA (ADR) BMA Financial

Huaneng Power International Inc HNP Utilities

Jones Lang LaSalle Inc. JLL Services

Norsk Hydro ASA (ADR) NHYDY Basic Materials

INVESTING UNIVERSE10,000 + Stocks

Master ListTOP 400 Stocks

First Screen

Second Screen

Analyst FavoritesCategory:

1.Most Repeated Stocks

Value Category:1.Catching Up Stocks

Quality Category:1.Industry

Leaders2.Fastest Turnover

Growth Category:

1.Historical comparison2.Industry

Comparison

Sentiment Category:1.High P/E Multiples

2.Institutional Ownership

Second ScreenMaster List

Top 400 Stocks

Second Screen*

Third Screen

Ultimate List: Top 100Scoring Process:

- Growth Score- Profitability Score- Financial Health Score- Momentum Score

Stock Stars ListTOP 25 STOCKS

As of July 28th, 2017- Subject to change.

August 2017 Growth Stock PicksTOP 25 STOCKS August-17

RANK TICKER NAME SECTOR INDUSTRY

1 FB Facebook Inc 10 - Technology 1018 - Computer Services

2 BABA Alibaba Group Holding Ltd 09 - Services 0948 - Retail (Catalog & Mail Order)

3 AMZN Amazon.com, Inc. 09 - Services 0948 - Retail (Catalog & Mail Order)

4 GOOGL Alphabet Inc 10 - Technology 1018 - Computer Services

5 EW Edwards Lifesciences Corp 08 - Health Care 0812 - Medical Equipment & Supplies

6 FDX FedEx Corporation 11 - Transportation 1103 - Air Courier

7 ULTA Ulta Beauty Inc 09 - Services 0963 - Retail (Specialty Non-Apparel)

8 USCR US Concrete Inc 02 - Capital Goods 0212 - Construction - Raw Materials

9 AAPL Apple Inc. 10 - Technology 1003 - Communications Equipment

10 V Visa Inc 09 - Services 0909 - Business Services

11 DHI D.R. Horton, Inc. 02 - Capital Goods 0215 - Construction Services

12 AGN Allergan plc 08 - Health Care 0803 - Biotechnology & Drugs

13 WLK Westlake Chemical Corporation 01 - Basic Materials 0106 - Chemicals - Plastics and Rubbers

14 DAL Delta Air Lines, Inc. 11 - Transportation 1106 - Airline

15 GD General Dynamics Corporation 02 - Capital Goods 0203 - Aerospace and Defense

16 HD Home Depot Inc 09 - Services 0960 - Retail (Home Improvement)

17 GS Goldman Sachs Group Inc 07 - Financial 0718 - Investment Services

18 DIS Walt Disney Co 09 - Services 0906 - Broadcasting & Cable TV

19 CBS CBS Corporation 09 - Services 0906 - Broadcasting & Cable TV

20 DEO Diageo plc (ADR) 05 - Consumer Non-Cyclical 0503 - Beverages (Alcoholic)

21 DOW Dow Chemical Co 01 - Basic Materials 0106 - Chemicals - Plastics and Rubbers

22 C Citigroup Inc 07 - Financial 0727 - Regional Banks

23 COST Costco Wholesale Corporation 09 - Services 0963 - Retail (Specialty Non-Apparel)

24 XOM Exxon Mobil Corporation 06 - Energy 0609 - Oil & Gas Operations

25 BAC Bank of America Corp 07 - Financial 0727 - Regional Banks

August 2017 Growth Stock Picks

As of July 28th, 2017. Subject to change.

August 2017 Growth Stock Picks

As of July 28th, 2017. Subject to change.

August 2017 Growth Stock Picks

As of July 28th, 2017. Subject to change.

August 2017 Growth Stock Picks

As of July 28th, 2017. Subject to change.

August 2017 Growth Stock Picks

As of July 28th 2017. Subject to change.

✓Process is dynamic but we are not “traders”

✓Buying and selling designed to follow trends

Our Stock Selection Discipline

BigFoot Investments (a DBA of Lee Johnson Capital Management) does not promise, guarantee or imply that you will improve your operation, or increase your revenues.

As with any business, earnings potential and successful or unsuccessful use of BigFootInvestments’ products and materials will widely vary among our customers

depending on many factors, including but not limited to, the customer’s finances, knowledge and skill set, creativity, motivation, level of effort, individual expertise and

as such we do not guarantee your success or income level.

The information conveyed by BigFoot Investments, as well as the information otherwise conveyed in these materials is intended to provide you with basic instruction

regarding your business or operation. BigFoot Investments does not guarantee any results or returns based on the information you receive. Past performance or

examples of other’s performance is no indication or guarantee of your anticipated future results, and individual results may vary.

We are not responsible for any success or failure of your business if you implement the information you receive from us. We provide a tool that you can use to try to improve

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