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Company Watch List
Icons Legend |
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Weighting of
Aggregate Attractive vs.
Aggregate
Non-Attractive
Factors |
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Non-Attractive Factors: |
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At-a-glance
combination
"index" of
negatively
weighted
factors
and/or
factors
indicating
lower
relative
performance
and/or lack
of
meaningful
contribution
to the
market from
both
economically
and socially
relevant
perspectives. |
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Attractive Factors: |
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At-a-glance
combination
"index" of
positively
weighted
factors
and/or
factors
indicating
higher
relative
performance
and/or
meaningful
contribution
to the
market from
both
economically
and socially
relevant
perspectives. |
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Indicates
Investrend Research
Syndicate report(s)
is/are available. Click
on the company name or
[page]
link for free access to
analytics on a specific
company. |
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Research
is available for any
equity or company. Click
on the company name or
the
[page]
link for information
about getting research
on a specific company. |
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Market Capitalization
Level/Range |
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▲ |
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$0.5 to
$500 million market
capitalization; (If
above $400 mil., then
leans closer to $400
mil. than over $500
mil.) |
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▲▲ |
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$400 to
$900 million market
capitalization; (If
above $800 mil., then
leans closer to $800
mil. than over $900
mil.) |
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▲▲▲ |
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$800
million to $1.5
billion market
capitalization; (If
above $1.0 bil.,
then leans closer to $1.0
bil. than over $3.5
bil.) |
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$1.0
billion to $5.0
billion market
capitalization; (If
above $3.5 bil.,
then leans closer to $3.5
bil. than over $18 bil.) |
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$3.5
billion to $20 billion
market capitalization;
(If above $18 bil., then
leans closer to $18 bil.
than over $20 bil.) |
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$18
billion to $100 billion
market capitalization;
(If above $95 bil., then
leans closer to $95 bil.
than over $100 bil.) |
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▲▲▲▲▲▲▲ |
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Over $95
billion market
capitalization and
unlikely to drop below the
$95 billion level in the
foreseeable future |
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◊ |
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below $2.50:
price has been below $2.50
per-share since inception
and/or for an extremely
extended time period; also
representative of 52-week
price range, relative to
other levels |
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◊ ◊ |
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$2.25 -
$7.50: price
vacillates somewhere within
the $2.25 - $7.50 per-share
range and/or has been in
this range for a
statistically significant
time period, and is unlikely
to break this range in the
foreseeable future; also
representative of 52-week
price range, relative to
other levels |
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◊ ◊ ◊ |
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$6.00 -
$20.00: price
vacillates somewhere within
the $6.00 - $20.00 per-share
range and/or has been in
this range for a
statistically significant
time period, and is unlikely
to break this range in the
foreseeable future; also
representative of 52-week
price range, relative to
other levels |
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◊ ◊ ◊ ◊ |
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$15.00 -
$40.00: price
vacillates somewhere within
the $15.00 - $40.00
per-share range and/or has
been in this range for a
statistically significant
time period, and is unlikely
to break this range in the
foreseeable future; also
representative of 52-week
price range, relative to
other levels |
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◊ ◊ ◊ ◊ ◊ |
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$30.00 -
$75.00: price
vacillates somewhere within
the $30.00 - $75.00
per-share range and/or has
been in this range for a
statistically significant
time period, and is unlikely
to break this range in the
foreseeable future; also
representative of 52-week
price range, relative to
other levels |
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◊ ◊ ◊ ◊ ◊ ◊ |
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$50.00 -
$100.00: price
vacillates somewhere within
the $50.00 - $100.00
per-share range and/or has
been in this range for a
statistically significant
time period, and is unlikely
to break this range in the
foreseeable future; also
representative of 52-week
price range, relative to
other levels |
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◊ ◊ ◊ ◊ ◊ ◊ ◊ |
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over $90.00:
price is above $90.00
per-share and/or unlikely to
drop below the $90.00
per-share billion level in
the foreseeable future |
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Liquidity Considerations
(Lq) |
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very low
to no relevant liquidity |
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low to
very low liquidity |
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moderate to
low
liquidity |
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moderate
to semi-high liquidity |
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semi-high
to high liquidity |
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high to very
high
liquidity |
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Volatility
Considerations
(Vt) |
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very high
stability / very low to
no relevant volatility |
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high
stability / low to very
low relevant volatility |
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moderate to
high
stability /
moderate to
low
volatility |
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moderate
stability / moderate to
semi-high volatility |
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low
stability / semi-high to
high volatility |
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very low
stability /
high to very
high
volatility |
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Core Qualitative
Attributes |
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infrastructure and/or
economy support (e.g.:
employment) and/or
essential/basic
goods/materials;
foundational/fundamental
economic contribution
and/or participation in
rudimentary commerce |
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innovation / advocacy /
progressiveness /
socially responsible
business relationships
and business practices / "moral
capitalism" |
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significant
focus on
sustainability
and/or quality of life
and/or
factors related to
environmental
impact; as
well as
waste
reduction/
production
efficiency |
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significant N. American/
U.S. geographic
business contribution
(e.g.: headquarters,
integration;
and/or money flow into
N. America/ U.S.),
and/or
significant
positive
impact on N.
America/
U.S.
employment/
jobs |
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significant time
period of
established business
operations relative
to its sector/industry;
statistically
relevant
track
record/historical
information
available |
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Degree of Applied Due
Diligence (D°) |
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No
Significant Degree
-- entry level;
company or equity has
basic characteristics of
interest for further
Investrend monitoring
and/or research;
(subject to update) |
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Degree
I --
basic, cursory
"surface-level"
inspection of publicly
available information
from at least 3 readily
accessible sources |
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Degree II
--
ongoing
monitoring
of company
for at least
one quarter
via a
variety of
sources;
continued
inspection
also
typically
includes
interpretation
of company
filings |
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Degree
III --
information
incorporated
into ongoing
analysis
includes all
above, as
well as
independent
feedback
from other
financial
firms and/or
individuals |
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Degree IV
--
at least one
credentialed
analyst
and/or
equity
research
provider
firm has
issued
report(s)
and is
following
the
company/equity,
and
report(s)
is/are
available
via
Investrend |
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