USING QuickSCREEN

QuickSCREEN is used to quickly filter and screen companies among a wide variety of performance variables.  QuickSCREEN screens can be performed among all sectors of the entire North American market, or more targeted screens of specific country and/or sectors of the economy.

DETERMINE COUNTRY AND SECTOR PARAMETERS

Searches can be done on Canadian companies, US companies or both Canadian and US.  Additionally, a user can search for any combination of economic sectors.  In this situation, we are searching only for Canadian Energy companies.

SELECT TIME FRAME

The search can return information from the last 5 years and/or the last 20 fiscal quarters.  In our example, we want data for the last 3 years (the current year, plus the prior two years), and the last 9 quarters.

SELECT SEARCH PARAMETERS

QuickSCREEN can include up to 9 variables per search.  There are currently 80 different variables under 7 different categories that can be searched, so the search combinations are virtually limitless.

In this example, we are looking for companies with a minimum market capitalization of $100 million, Return on Invested Capital greater than 10% for the Last Fiscal Year and in ALL of the previous 9 quarters, and Total Asset Growth in the Last Fiscal Year greater than 10%.

VIEW RESULTS

Once all the search parameters have been entered, QuickSCREEN will return all the companies that meet ALL of the parameters.

There are a number of options that can be performed - users can view the date by either the Most Recent Time Period or by All Periods, can Save the data in Excel format, can Save the View, or Print Preview.

In our example, only 5 companies met all of our search parameters, out of a total of 437 Publicly traded Canadian Energy companies.

CONDUCT ANALYSIS

As can be seen, QuickSCREEN can quickly narrow down thousands of companies into just a few by selecting among a wide number of parameters.  Those companies that have 'passed' through the screening filters can then be evaluated more closely using QuickVALUATION.  Users can also perform their own analysis based on the QuickSCREEN parameters.

Used independently or together, QuickSCREEN and QuickVALUATION are very powerful investment research tools, and help investors earn extraordinary results.