Page 912 - How to Make Money in Stocks Trilogy

164 HOW TO MAKE MONEY IN STOCKS SUCCESS STORIES

is under institutional accumulation or buying. The rating goes from A to E,
with A being the highest.) Whole Foods was one of Eve’s earlier successes,
and it’s a stock that she would profit from more than once. Eve admits to
being a bit of a health food nut, so she was familiar with the store long
before it became a household name. It helped her have conviction in the
company and its possibilities.
This success taught Eve a valuable lesson: whenever possible, she visits
the store of a company that she is evaluating, or buys a product to see what
she thinks of it. She admits to having a closet full of various products pur-
chased for market research, such as the K-Cup coffee makers that Green
Mountain Coffee Roasters sells, Lululemon athletic gear, and Michael Kors
accessories.
Jim Roppel met Eve through mutual friends and recruited Eve to assist
with a new small cap growth fund that he started in 2011.

It Takes a Structured Approach
Eve is very methodical in her approach to the market and investing. She is
structured and analytical while following a relatively straightforward rou-
tine. She has streamlined the process to what is most essential.
Eve checks the global markets, futures, and pre-market prices and news
on stocks in the portfolio as well as watch list stocks to see how they are
doing before the market opens.
After the market opens, Eve watches the major indexes and the action of
market leaders. Throughout the day, she monitors the 100 or so stocks that
she feels might have the potential to become leaders and runs screens to find
stocks with exceptional fundamentals that are rising on unusual volume.
An hour and a half before the market close, Eve closely monitors the
action of the indexes, market leaders, and stocks on her watch list. Key
reversals can happen late in the trading day, so she pays close attention dur-
ing this critical time.
After the close, Eve takes a break and works out. She runs or does Pilates
and feels this is a healthy way to recharge after the market action. Eve also
enjoys spending time with her family and friends; this helps put everything
into perspective.
In the evening, Eve reads through eIBD and does more online research.
She is always looking for new trends and future leading stocks.
If the market has started a new uptrend, Eve tracks the stocks that broke
out after the most recent follow-through day. The stocks that break out early