Real Questions from Real Subscribers

Q: I enjoy reading your publications, particularly since you received such favorable ratings from Hulbert. I am trying to learn what to buy, and how long to keep it using your scoring systems; you have multiple scores, and I am unsure how to weight them. Also I am not so sure that I want to devote daily time to monitoring my investments. My broker makes his living from commissions so he is anxious to sell things like Qualcomm for something that pays a higher dividend. I do like what I have seen, so far. Thanks for the opportunity to view your product.

A: Dear Subscriber,

Thanks for your interest in our Quadrix stock-rating system. The Overall score is the most important, as it combines the category scores for Momentum, Value, Quality, Financial Strength, Earnings Estimates, and Performance. Among the six category scores, Value is the most effective, and the most highly weighted.

We also calculate two sector-specific scores – 12-Factor Sector and Reranked Overall – designed to rank stocks relative only to others within their sector. Consider these auxiliary scores, useful for verifying the Overall score, and for helping to discern between stocks with similar Overall scores.

As for the comment about your broker, I just want to let you know that we provide unbiased, objective research. We don’t accept advertising and we make no commissions. The Forecasts is supported through subscriptions. If readers find the newsletter valuable, they subscriber and we make money, which gives us an incentive to provide readers with the best stock recommendations we can. I hope you continue to find value in the Forecasts.

Thanks for your interest,

Bob Sweet, CFA
Managing Editor, Dow Theory Forecasts

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Individual Stock Reports

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ISRs contain our proprietary Quadrix scores — find out how we rate all the stocks in the S&P 500.

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