Investment Strategies: Strategies vary for different clients, depending upon their objectives and situations. Generally, long-term capital appreciation is sought. Diversification among industries is used in the construction of portfolios. Short sales, options, and margin are never used except at client's request. Method of Analysis: First, stocks are screened for financial strength. The fundamentals of those stocks passing the financial screen are computerized. The goal is to find profitable companies with excellent growth prospects, which are undervalued.

Investment Strategies:
Strategies vary for different clients, depending upon their objectives and situations. Generally, long-term capital appreciation is sought. Diversification among industries is used in the construction of portfolios. Short sales, options, and margin are never used except at client's request.

Method of Analysis:
First, stocks are screened for financial strength. The fundamentals of those stocks passing the financial screen are computerized. The goal is to find profitable companies with excellent growth prospects, which are undervalued.

Stock Management LLC is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Full text of compliance with SEC's Securities Act Policy Statement is on the “Lets Talk Stocks” page.