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9 Golden Rules screen

The Company Summary screen is the first screen displayed once a company is selected and is predominantly used to assess a company’s fundamentals.  

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The company summary screen should be considered the homepage for a specific security. It houses the high level fundamental information that is needed by users to make an informed investment decision.

Quick access Folders Tab

Within this tab you can find all ASX stocks including those currently in your portfolio, watchlist and existing Star Stocks. In the event that the Folders Tab will not be used for a period of time, the data display function of this feature can be hidden by clicking on the  located in the top right hand corner of the Folder tab panel.

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Top of the screen

The top of the screen clearly highlights the most relevant pieces of information pertaining to Golden Rules 1, 2 and 3. These are our Star Stock criteria.

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The Golden Rules 1, 2 and 3 are highlighted as per their rating. For all Star Growth and Income stocks each of the headings have a golden number   . In the case of Golden Rule 2 there will also be a tick  or cross  denoting whether the company meets the growth and/or income criteria. For Borderline Star Growth Stocks the rule that it fails will have a red number. Star Growth stocks are flagged by a gold star, Borderline Star Growth stocks with a green star, and Star Income stocks with a purple star.  

Golden Rule 3 is sourced from consensus estimates (when available). You will need to read the active risks in the ‘Analyst Comments' section > 'Risks' tab to gain a full perspective as to Golden Rule 3.  

It is important to note that for non-Star Stocks a red cross will appear next to the criteria that it fails. Subsequent Golden Rule criteria will not be assessed and therefore will appear Blue.

All data that is price sensitive is 20 minutes delayed, updated at 5-minute intervals. Should you wish to refresh the data on the page simply click on the time stamp located in the top right of the screen

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Analyst Comments

This section houses our Analyst Commentary, bringing together our Strategic Comments, Latest Key Events and Active Risks into one succinct, easy to find location.

Bottom part of the screen

This section displays our Secondary Rules 4-9 and an overview and easy to read snapshot of how a company measures against Lincoln's 9 Golden Rules.

Golden Rule 4: Share Price Sentiment

A positive trend indicates the markets appreciation for the stock, its business and the industry it is in.

There are times that a disconnect can occur between the fundamentals of a company and its share price. While this at times can be an opportunity, it may also prove to be a precursor to a current active risk which is now becoming more elevated in the eyes of investors.

To help Investors who are wary of prices that fall into a downtrend, including Star Stocks, we provide a range of indicators that can be overlayed on the chart to help those sensitive to any possible catastrophic declines. Our SD30TSR Stop Loss indicator and SDMAX have been back tested on our historic Star Stock selections and have proven to help avoid some catastrophic declines, while not compromising what is already very strong historic Star Stock performance. 

You're also able to view the percentage of shares a company has shorted against (Percentage Shorted). When there is a spike in the amount of short interest and/or there is a consistent high level of short interest, it can mean negative sentiment exists and that the stock may be in for a period of extreme volatility. 

Golden Rule 5: Share Price Value 

A Lincoln Valuation is a theoretical share price designed to give an indication of the true value of a Star Stock in relation to its current share price.

For non-Star Stocks a Consensus Valuation, where available, represents the market's view on the company.

Investors often need to pay a premium for quality stocks, hence why value is a secondary rule. 

 

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Golden Rule 6: Liquidity and Size 
 
At some point an investor will wish to sell their share investment. To ensure they can sell the entire holding at any time, we suggest that the average 'daily volume traded' figure is at least five times the exposure level.

Ideally, investors should look for stocks that have much higher liquidity levels to ensure they can safely enter and exit, especially given that other Stock Doctor members may also be exposed to the same security.

We will generally not analyse a stock if its average daily traded is less than $200,000

 
Golden Rule 7: Principal Activities
Before investing in a company (and becoming a part owner), an investor should have a basic understanding of its principal activities.
 

Direct access to the latest Annual Report
Downloadable link to the company's latest Annual Report, gives you a complete picture of their activities and financial performance at a glance.

Executive Leaders - Remunerations 
Make sure you like, and believe in, what the company does. It's also good to see the leaders have "skin in the game" and how they are remunerated relative to the returns delivered to shareholders.

Earnings breakdown
To further help investors understand the drivers of a company’s performance we highlight the breakdown of earnings so that an assessment of the drivers for growth can be made, including an understanding of the concentration/geopolitical risks that may be present.

For those who wish to drill down further, additional details can be accessed via the ‘More’ button.
 

 
Golden Rule 8: Latest Price Sensitive Announcements
Company price sensitive announcements can immediately impact stock prices positively or negatively.

Investing in the share market is difficult at the best of times, let alone when you are investing in companies with grey clouds on the horizon.

For Star Stocks, our analysts will deliver their view on any significant announcement the company makes and the likelihood of any impact on its Star Stock status in the near future.

The Peer Comparison table located at the bottom of the 9 Golden Rules screen is an initiative way of benchmarking a company to its industry peers. If a company in the table warrants further investigation, you can click on the company name/code and the 9 Golden Rule screen for that company will open. 

This entire 9 Golden Rules screen has been designed to bring your attention to the most important information relating to a particular company.

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