The Portfolio Defense report is intended to highlight stock in the portfolio whose fundamentals (Sales, Earnings, and Pre-tax Profit) are deteriorating.
Portfolio Defense Description
The Portfolio Defense Report is divided up into several sections, and sub-sections:
Company, Ticker, and Qtr End – These three columns show the name, ticker symbol and latest quarter of data we have available.
Sales – Shows figures primarily related to the Sales figures for the security.
The Take Stock Fcst. Growth column shows the forecast growth in sales for the stock as calculated by Take Stock, available at www.stockcentral.com
% Chg Sales – Compares the most recent quarter to the same quarter one year ago, and the Trailing Twelve months figure to the same figure one year earlier. In both cases, the column shows the percent change between the two times.
% Difference – Compares the most recent quarter to the same quarter one year ago, and the Trailing Twelve months figure to the same figure one year earlier. In both cases, the report shows the % Difference between the two times.
Pre-Tax Profit – Shows figures primarily related to the Pre-Tax Profit figures for the security.
The Take Stock Fcst. EPS Growth column shows the forecast growth in Earnings for the stock as calculated by Take Stock, available at www.stockcentral.com
% Chg PTP – Compares the most recent quarter to the same quarter one year ago, and the Trailing Twelve months figure to the same figure one year earlier. In both cases, the column shows the percent change between the two times.
% Difference – Compares the most recent quarter to the same quarter one year ago, and the Trailing Twelve months figure to the same figure one year earlier. In both cases, the report shows the % Difference between the two times.
EPS – Shows figures primarily related to the Earnings Per Share for the security.
% Chg EPS – Compares the most recent quarter to the same quarter one year ago, and the Trailing Twelve months figure to the same figure one year earlier. In both cases, the column shows the percent change between the two times.
% Difference – Compares the most recent quarter to the same quarter one year ago, and the Trailing Twelve months figure to the same figure one year earlier. In both cases, the report shows the % Difference between the two times.
Highlight Colors on the report
When reading the Portfolio Defense Report, you may see some of the numbers highlighted in pink.
Under Sales, the % Chg Sales and the % Diff will be highlighted if the figures are lower than the Take Stock Fcst. Growth
Under Pre-Tax Profit, the % Chg PTP and the % Diff will be highlighted if the figures are lower than the Take Stock Fcst. EPS Growth.
Under EPS, the % Chg EPS and the % Diff will be highlighted if the figures are lower than the Take Stock Fcst. EPS Growth.
