Heading

Description

F/U

Follow up interest

Call

Decision to buy or not (Y = Yes, N = No; T = Track; WIP = researching)

Rev

Revenue

Inc

Income

CSF

Cash flow

Debt

Debt levels

BalS

Balance sheet; does the balance sheet look appropriate?

Reb

Rebound potential; has the stock recently dropped?

BuyB

Buy-back; do the cash flows look like they are buying back stock

Adj Inc

Adjustments to net income

Cap 

Market capitalization

PEG

PEG ratio

P/E ttm 

P/E trailing 12 months

P/E fwd

P/E forward looking

Price

Price on the day of initial screen, follow-up analysis or buy/don't buy decision day

Red

Red flag

Alyst

Number of analysts with recommendations on the stock

InBuy

Nature of recent insider buying patterns

Inside

% of stock held by insiders

Funds

% of stock held by funds

Short

Short positions as a % of floating stock

Gov:  I

Governance vs. index

Gov:  S

Governance vs. sector