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Fred Egler: Alright, everyone. How's it going? Thanks so much for joining us. My name is Fred Egler. I'm the Lead Product Manager for Premium and PRO products here at Seeking Alpha. Thanks everyone for joining this webinar today about mastering Stock Screeners with the power of Quant. I'm really excited about it. Just a reminder, the webinar will be recorded and sent out a few days after the call, so keep that in mind.

Before we get started, just a housekeeping item. I'll go ahead and read our disclosure.

Past performance is no guarantee of future results. Any views or opinions expressed in the webinar do not reflect those of Seeking Alpha as a whole. Any content and tools on the platform are offered for information purposes only. Seeking Alpha portfolio is a tool for tracking news and analysis and does not constitute a brokerage account or enable any trading activity. And Seeking Alpha does not take account of your objectives or financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank.

And so with that, I'm very excited to be joined on today's webinar by Steven Cress. He's our VP of Quantitative Strategy here at Seeking Alpha. He's someone who loves our product and particularly our portfolios and our Stock Screener features to help him make better investment decisions on a daily basis. So, really happy to have him on the call. Steve, how are doing today?

Steven Cress: I'm doing very well, and thank you so much for organizing this. These features are very close to my heart, so I'm glad I have the opportunity to talk about them a little bit.

FE: Awesome. Well, good. Yeah. We're very excited for this because we really want to do a live demonstration where all of our viewers can really learn how to maximize screener output and take advantage of the powerful Quant system running behind the scenes. People can feel free to put questions in the chat. I can go ahead and respond to some of those in the chat. And with that, I'll go ahead and hand it over to Steve to, like I said, run through a live demonstration where you can learn how to maximize screener output and take advantage of the system. So, Steve, I'll turn it over to you.

SC: Thank you very much, Fred. I appreciate it. And right before the call, I said to Fred, you probably could not have picked a better person because if I had an addiction, it wouldn't be crack or alcohol, it would actually be our portfolio and screening tools. And there's a lot of truth as you will see in the next few seconds behind that statement. So, as I lead off, what you're looking at right now is our main dashboard page. And pretty much when I start every single morning with a cup of coffee at my side, one of my favorite things is just to look at what the trending analysis and what the trending news stories are.

So, it's the quickest way to come up to speed, I feel, with what's important and helps me keep my finger on the pulse of that day. But within the spirit of keeping my finger on the pulse of the day, really, what I want to know quickly after scanning the news and the stories is, what's happening with my portfolios. And this is where you're going to see I have an addiction problem. So, if you look to the left hand rail, I'm going to start scrolling down, and you'll see it says Seeking Alpha on top, and it has the Analyst Center and Market Data. Love the Market Data.

I'll actually click there quickly just to give you a view. Multiple times a day, I click on Market Data because I want to see which sectors are leading. And if we look today, we could see the technology sector is up 1.9%. There are 11 GICS sectors, and the bottom performing sector is real estate today and industrials. Technology, and energy coming at the top. So that is a tool that I do use very often throughout the day.

If you scroll down, you'll see some of the features. I'm actually on PRO now. PRO gives you the ability to see who some of our top analysts are, and it actually shows well, I'll click on it really quick. And what I love about this, even being a Quant, I like to see who's doing well as an analyst. And this shows you our top 15 analysts. We have probably thousands of contributors. So, what we did here is, we designed the system where we could actually tag the performance of all our contributors, and this shows you who the top 15 are, on any given day. So, that's a really cool feature as well.

Then we have the PRO Quant Portfolio, which has been designed by the Quant team, and that shows you our favorite picks. And it rebalances on a weekly basis, upgrades, and downgrades. But as I scroll down, you're going to see why I am a portfolio junkie. So, I think most normal people will have two or three portfolios loaded up. They'll have maybe their own personal portfolio or if they have sons or daughters or they're managing a portfolio, they may have it for a couple of people. I have a portfolio, I think, basically, for every type of theme that's out there, including personal portfolios that I designed, but you'll see I have the ARK Innovation portfolio. So, what I've done is, I've loaded up stocks from the ARK Innovation Funds.

You could see Berkshire, BRK. That's the top 15 stocks in Berkshire Hathaway. I have China ADRs. I have a clean energy basket. I have a cybersecurity basket. I have an AI and robotics basket. So, what's really cool about that is, I've often written articles on the top AI stocks. And what I do to make sure that I have the right stock is, I go to the three largest ETFs out there that are AI or Robotic ETFs, and I collect the ticker symbols from all of them. And I load those ticker symbols up into our portfolio tool. And this gives me the ability to know that these have best – basically been flagged as AI stocks by professionals.

So, those ETFs have professional analysts and portfolio managers that have certain filters for identifying what an AI stock is. So, they've performed all that work. And once they perform that work, I simply load up the ticker symbols into my tool, and you could see I could easily find the Quant Rating on these stocks. Interesting to see that we have Micron Technology on top and Lumentum Holdings and Credo. These are some of my favorite positions right now, and they all have Strong Buys. What's really cool about this is, there are a number of different features in the portfolio tool.

So, basically, what you're seeing here is some trading information and the ratings where there three independent ratings. One, we have the Quant Ratings. We have the consensus from Seeking Alpha contributors, and we have the Wall Street consensus ratings on this sheet. And this is the summary, and this pretty much comes standard. And then you can add on additional tabs and I have personal views that I've created.

And then we have an earnings tab, which I really like a lot. And as you could see, I filtered this by the Quant Strong Buy, and it really pleases me that when I look at the recent quarters, I could see most of these stocks surprised to the upside for both earnings per share and for revenues. So, it's nice to see that our Quant Strong Buys are doing well in terms of how companies are actually reporting.

If I wanted to look at growth rates, I could click on growth. And something that I often look at is revenue growth. And again, this is still filtered by Quant Strong Buys, and you could see that their forward revenue growth rate for our Quant Strong Buys is incredibly high. So, you could see Micron with an 88% growth rate, Lumentum with a 55% growth rate, Credo with an incredible 130% forward growth rate. And that forward growth rate is actually taken from the consensus of Wall Street analysts. So that is not part of the Quant Algo. We don't model out earnings. We use analyst estimates for revenue, for earnings, for EBITDA, whole bunch of different areas. You could see net income, lots of different growth aspects where we take the consensus from Wall Street analysts. So, I think that diversification is great where we come up with that consensus number. And you could see a lot of the Quant Strong Buy is very strong.

If I wanted to look at value, I just click over, and you could see some of the P/Es are fairly expensive for a couple of these companies. Most of them are definitely above the S&P 500 with the exception of the number one stock, which just makes Micron all that much more amazing since it has such a strong growth rate, and the P/E is only 7.75. That is well below the sector and well below the market.

So, the valuation framework on Micron is great, as well as the growth is when I click back, you could see that again, the 88% revenue growth rate. And then if I go over to the right, if you could follow the arrow, you'll see the earnings per share year-over-year was 412% for Micron. I cannot believe that that stock is so cheap at 7x, but you could probably see where I'm going here.

If I had just wanted to select a handful of AI stocks, I can easily load those stocks up to the portfolio tool, and I could look at growth. I could look at value. I could see what the performance has been for these stocks. So, you could see the one month performance is very strong on many of these stocks that have a Quant Strong Buy. Micron over the four-week period is up 6%. That's a good return. But if you look at LITE, that's up 18.5%. If you look at Credo, in one month, that's up a whopping 77%. TSM is up 11.8%, and you have MaxLinear up a 103%. So, the Quant Strong Buy is doing very, very well in my AI portfolio.

So, there are other portfolios as well as you could see that I have. And, again, these are really easy for you to load up yourself. If we look at the top stocks, and every January I come up with a list of my 10 favorite stocks to start the year. These were the 10 stocks at the beginning of this year, and I believe I loaded this up around January 8th. And you could see you can actually put the amount of shares and the cost in on January 8. And you could do this any day that you add a stock putting in the number of shares and what your cost is, and it will actually show you what the total change is. So, if we scroll here, we could see Ciena was up a 115% since the beginning of January.

We have Coherent up 87%. We have Micron up 55%. So, some of our stocks of the 10 stocks, seven of them are up, three are down. And you could see that the total performance for this top 10 stocks is up a whopping 31.7%. That's versus the S&P, which I believe is up only about 3% year-to-date so far. So, our top stock of 2026 doing really well. Did you buy that stock?

FE: Well, I created a portfolio just like this, and I was able to track it super easily. So, this is a great use case for setting up a portfolio just to track the stocks that Steve is putting out there that some of you can check out. And, yeah, as Steve said, you're really easily able to go in here and look at the overall performance of the portfolio being up 31%, over 31% and it’s just a little over four months. So, great use case for using the portfolio feature here for sure. I really appreciate you walking through this, Steve.

SC: Yeah. And one of the things, a lot of people like to use the Mag 7. So, I'm going to look at the growth page for my portfolio, my 2026 top 10 stocks, and we're going to look at the forward revenue growth rate. And we can actually even look at the EPS forward growth rate too, which is more impressive. That's all the way over on the far right hand side. So, you could see Micron has that forward growth rate of 326%. You could see Incyte Corporation has a growth rate of a 100%. Ciena has a growth rate of 66%. So, those are the growth rates on some of the stocks.

But we're going to compare it to the Mag 7, and I could do that because I have the Mag 7 loaded up. So, you could see I just scroll down a little bit. And I'm going to look at the growth rate of the Mag 7 stocks, and we're going to look at EPS growth. So you could see NVIDIA has an EPS growth rate of 55%, and then it's a pretty big drop. The next Mag 7 is Amazon with a 19% growth rate, Google with an 18% growth rate, Microsoft with a 17% growth rate. So, you can actually see the growth rate for the Mag 7 stocks is a lot lower than the EPS growth rate on the top stocks that I picked, where we're literally in triple digits for two of them, 66%, 65%, 52%. Just about all of them with the exception of Allstate, which has got a growth rate of 12%, come in higher than the Mag 7 for the most part when we're looking at the EPS growth rate there. The only one being the exception is NVIDIA, which has a growth rate of 55%.

So, let's see how NVIDIA's done for the year being that's a top Mag 7 stock. So, I'm just going to click on that. And we could see year-to-date NVIDIA is up only 8.39%. So, I feel like we made a pretty good choice with our top 10 stocks with 7 of the 10 being up and NVIDIA being up 8.3%. If we look at another – well, actually, I didn't even have to go to the individual stock. I could literally just click on the performance page, and we could see year-to-date what the performance is. So, the best performing Mag 7, Amazon is up 8% year-to-date, NVIDIA 7%, Google up 5%. These are all single digits. The only thing that is double digits are the stocks that are in negative territory. In the red zone, Microsoft down 12% year-to-date, and Tesla down 14% year-to-date.

If we look at the top 10 stocks and we click on the performance page there, you could see the performance has been absolutely fantastic. So one, two, three, four, five, six, six stocks up double digits out of the 10. So, really good performance. So, that's the portfolio of the top 10 stocks. So that is definitely a real use case.

And, if I'm looking for ideas, say, I haven't started a portfolio yet, I would actually use the screener tool. And that happens quite frequently based sometimes on the macro environment or the geopolitical environment or if I see certain sectors are leading. I'm curious and I want to create a new screen, or if I'm writing an article and I want a specific theme, I'll go to the stock screener. So, the beauty of this is, we have built out quite a few screens that are pre-baked, so it makes it really easy for you.

So, when you're in the Stock Screener you could see Seeking Alpha screens. And then if you want to create your own screens, there is a button on the far right, which says create new screens. So, just as I am a junkie with the portfolio tool, I am a junkie with screeners as well. So, number of people help to create the pre-baked screens. So, we have some great categories here. As we scroll through, you could look at the top rated stocks, top Quant dividend stocks, stocks by Quant, high dividend yield stocks, cryptocurrency stocks, semiconductor stocks, AI stocks. We even have rumored M&A activity stocks. We have top growth stocks. We have top small cap stocks. So, these are some of the existing screens already.

Then if I click on My Screens, you could see some of them are pretty similar to the premade screens that we have, but often, I make some slides added to it, which is the beauty of the screener. You can edit and tweak it and create filters and parameters, criteria based on what you like. So, one category that I have are very bullish stocks with the potential for a short squeeze. And for some reason, that's just showing one right now. I’m having a feeling they recreated that one. I'm going to scroll down a little bit because that often actually does fairly well. Here we go.

Strong Buy stocks with a short squeeze potential. I'm going to click on that. We actually did a webinar on that too, and we wrote an article. And what's, I think really awesome about this particular one is, I could look at stocks that have a high short interest level, but also a Quant Strong Buy, which in my book and you could see over here, we have the valuation grade. We have the growth grade. We have the Quant grade. And then the first category really of data is short interest, and you could see that short interest. So, for me, anything that's really above 5% or 6%, and we could sort by that means it has a high short interest level, and high short interest typically is reflective of hedge funds that believe that the stock will go down.

Now, the beauty of this is, I basically pit our Quant system against these hedge funds, and I'm looking at fundamental data. So, I'm not looking at any subjective decision or view. The data's telling me what's going on. So, if I see companies that have a really strong earnings growth rate or a strong revenue rate or a strong profitability, it can make it into the screen. And we basically will choose our Quant Strong Buys over what hedge funds have to say, and we often get proven right. And you could see - really look at the performance here on some of these stocks.

MaxLinear, which is one that we recommended, has a short interest of 6.5%. I would not want to be a hedge fund owning the stock. In the last four weeks, it is up a 103%. That hedge fund has to be crying. Then we have POET Technologies up 72% in the month. We have Gray Media up 36%. You do not want to see that kind of performance as a hedge fund because typically it leads to a short squeeze, which means it's hard for them to buy the shares back, and they have to chase the stock higher until they can cover their positions. And that's why I like this little screen here, Strong Buy stocks with short squeeze potential.

We can go back to the other screens and look at a couple ideas that are out there. And so, I'm going to my screener. Something else we tend to look at a lot are, let's see, Quant small cap profitable stocks. And I could look at small cap from a growth perspective or a profitability perspective when I'm in a volatile market, but I think interest rates might be coming down. That's prime territory to own some of these stocks. Small cap and mid cap stocks tend to have more leverage. So, overall, rule of thumb, if you're going to own a bunch of them, you tend to want to own them in a period where rates are flat to going down.

And if we're in a volatile geopolitical environment, those stocks might be retreating, but it could be a good time to buy on the dip. So, I have a portfolio that's Quant small cap profitable. And the key here is profit. So, if we look at the profitability grade, I'm looking for small cap companies that basically can cover all their debt, are cash rich, so they're not necessarily going to be impacted by leverage and if interest rates do head up. So, often good stocks to own in this type of environment. Let's see if we have performance here. We do not.

So, I'm going to show you what I can do. I want to add performance as a column. We're going to click on edit, and then we're going to go to performance. Click on that, and I'm going to select things like one week performance, one month performance, and year-to-date performance. We're going to create a title for this, I believe. Let's say, so we're adding this, and hopefully we have done that. We're going to see the results, and we're going to scroll over. And we now see performance added to that.

So, I'm pleased to report we have Ironwood up 33% in the last month. We have another healthcare equipment company, ticker ELMD, up 8%. We have GCT, which is GigaCloud, up 17% that has reemerged as a Strong Buy, which is nice to see. So, you could see a number of these Strong Buys have done quite well. Really, a bunch of these Strong Buys. If we scroll down, these are all Strong Buys on the screen. And, wow, the performance has really been fantastic on these stocks. So, these are all small cap, all companies that are profitable. As you could see, the grades are C+ or higher for profitability, which means that they won't be as impacted by rising interest rates. So, I like that in a volatile environment. And you could see that these stocks have completely crushed it in terms of their performance.

Fred, I want to pause and see if you have any questions at all, if we have any questions coming in from our subscribers.

FE: Yeah. There were a couple of people in here asking about the short squeeze potential webinar, so I put that in the chat for them. I think really good to reference that during the webinar. And a couple others on, basically, like, the portfolio health score and setting a Quant Rating alert. So, if you want to just check out the portfolio health score really quick, I can cover the Quant Rating alert one after that.

SC: Absolutely. So, let me go to one of the portfolios. We'll go to the top 10 one again, and let's see if we got that here. Alright. Let me just go bring it up. So, we're going to go to top 10 stocks. And yeah. I'm sorry. Just repeat the question for everybody.

FE: Just an overview of the portfolio health score and how people can use that and its benefits?

SC: So, the health score you'll see, that one is a standard metric typically. So, you don't have to go to edit views to bring it in. You'll find it there. So, if I click on health score, it will tell you the rating. Now, remember, I put this together in January. So, when I put it together in January, all the stocks were Strong Buys. At this point, four of them are Strong Buys, two of them are Buys, and four of them are actually Holds. So, the overall rating comes at 4.12. I will say that when a stock is a neutral or Hold, it is a neutral or Hold. It doesn't mean Sell.

So, and in fact, in the Alpha Picks portfolio, when we bring in a stock, if it falls to a Hold, we will keep it in there as much as a 180 days. So, a Hold really does mean Hold to me. It doesn't mean Sell. So, I'm quite pleased with the portfolio that we have here. It can improve, and I will show you ways that you can improve your portfolio. And, actually, I'll just click on this link here, and we'll open it up. And what it does is, it brings up the portfolio and all the various ratings. So, you could see where it's falling weak. Growth is pretty strong on all of them with the exception of Allstate that has fallen to D-. And where mostly going to hit is, usually on the valuation side. So, we're looking at a couple of D+s there, D-, and an F.

So, that's where some of the weakness is, particularly the stocks that fallen to a Hold. We have a D- and a F, so that will automatically default the stock to a Hold no matter how strong the growth is. If we have a value grade that is D- or lower, the stock will automatically default to a Hold. And you could see the momentum grade has impacted Willdan here, which is also a Hold. So, I'm going to go back to the portfolio health score, and it says, what do you think of these? So, it shows you another analysis. So, we're going to click on this. And I think this is pretty much the same view.

FE: Takes me to the ratings tab. Yeah. That's correct.

SC: Yeah. It takes you to the ratings tab as you, oh, and what it does is, actually right here of your – some of the stocks that pay dividends, it will actually break down what the dividend grades are, which is really helpful too. Dividend grades are very unique to Seeking Alpha. I'm not sure of any other platform that has them, and we basically created because so many of our subscribers are interested in stocks that have dividends. One of the worst things that we could do is recommend a dividend stock where the dividend's not safe. So, we created dividend safety scores and dividend growth scores, which have proven to be highly reliable.

And here we could see where the strength is on the portfolio just by scrolling down. And overall, you could see, we're in the green with the exception of valuation, which overall is C-. So, if we were going to create a new portfolio, if we were to start a top 10 stocks today, we would just go to the screener. And as I click on the Stock Screener, we could do top rated stocks, and this will give us a list right here of 10 stocks and has a total of 52.

And let me show you how quickly we actually can create a portfolio out of this. So, this is the screener tool, top rated stocks. I don't want to look at 52 stocks. So, I want to edit this, and what I could do is, I will go into edit filters, and let's take out the Buys and just go with Strong Buys, and that gets us down to 14 stocks. So, to me, that's a lot more doable than 50 stocks. So, we've taken our top rated stocks down to 14 by creating a tighter criteria for the Quant Ratings and the Wall Street ratings. And now we have 14 stocks. So, do I want to create a portfolio? Yes.

I'm going to click on portfolio, add to portfolio, new portfolio, and here it is, top rated stocks. And then what you could do is, look at the health score, and you could see we've moved from basically this green territory to dark green. Now, we're now at 4.81, which was as much higher than the previous one. The previous one, which was on the top 10 stocks, I'll go back to that health score, and that will show you the health score there was 4.12.

Now, of course, we picked those again in January. The performance has been fantastic. On average, they're up about 30% for the 10 holdings. But if we were going to start it today, this would be probably a better portfolio to look at. It's current. Our data is refreshed every single day. So, if we took a stock with a combination of Strong Buys from Wall Street and from Quant, this is the portfolio that we would have, and it looks pretty good. Looks pretty good.

Especially, if we go here where we're looking at the overall grades for the 14 stocks. On the top 10, you could see that we’re in a C territory. Here, the valuation framework looking much stronger for these 14 stocks up at B+, and everything else is a straight A report card.

Fred, any other questions?

FE: Yeah. I think the one other one was about Quant Rating alerts, which I think I can maybe take over and share my screen.

SC: Yeah. I’ll stop sharing.

FE: Yeah. I'll go ahead and do that. And this is a very helpful feature for a couple of reasons. One, it alerts you to when the Quant Ratings actually changed for a stock. And two, you can also set it for SA Analysts Rating alerts as well. So, and…

SC: I think we're looking at closed end funds here.

FE: Yes. Yes. We are. I wanted to start here for a reason, and the reason is as far as screeners are concerned, we started and created a new feature related to closed end funds, and we're going to get into the alerts flow in a second here. But I wanted to show this briefly because related to our product, we get a lot of feedback from customers on various topics, and we listen to feedback from customers, and we take that feedback seriously.

One of the points of feedback was getting more information on closed end funds into the product. So, we actually added a closed end fund screener directly into the screener functionality, and I wanted to show exactly how to set one of those up and how you can actually set a Quant Rating alert or a Wall Street or an SA Analysts Rating alert for any of these closed end funds. So, on the left here, I can basically hit the create screen button, and all these various metrics will pop up. And you can see there's some preselected metrics on the right here. I'll go ahead and just remove Wall Street Analysts. But I'll go into, you can see in metrics, there's a selection here called fund type, and that fund type metric is the one that gives us the ability to select closed end funds.

So, if I check that one and hit next, I'm now going to set up the actual screener to give me results based on what I'm interested in seeing. I'll do that fund type drop down, and I'll select CEF, which is closed end funds. I'll go ahead and select, keep Quant Rating as any, and then maybe do Strong Buy and Buy for the SA Analysts Rating because we have analysts who are covering closed end funds on a regular basis. You can see the results actually went way down, from thousands to just a 123 based on the Strong Buy and Buy.

One other one I actually wanted to add in here, I'm going to go back to select metrics to view, is the number of analysts reviewing. And you can actually filter in the screeners if I select this number of analysts covering. This shows the number of analysts covering a symbol recently. So, I'm going to select that. I'm going to hit next, and I'm going to keep the page of results the same.

I'll hit next again, and I can basically call this closed end funds or something like that, and then I'll hit done. What you can see now are the results of the columns that I just put in, and you can see only closed end funds associated with this screener right now. You can see their SA Analysts Rating, so I can sort by SA Analysts. I can also sort, as I mentioned, by the number of analysts covering. So, if I sort by that, you can see there's a large number of analysts covering Blue Owl Capital. I think we know why that's the case. And a couple of other closed end funds in here as well. So, you can look at, okay, what's the highest SA Analysts rated stock in here and the highest number of analysts covering it could give you a good idea of close end funds to check out.

And I'll click on one of these if I'm interested in one, for example, ARCC. And I'll go ahead and go to that Symbol page for ARCC. And maybe I'm interested in understanding when the SA Analysts sentiment for this might change based on the number of analysts covering it, based on the ratings they're putting out. I can click on get notified when ratings change below the ratings summary here on the Symbol page. And once I click that, I can actually easily set the rating type I want an alert for. So, I'll go ahead and hit SA Analysts, and the delivery will be sent via email and via mobile. I can toggle that on or off if I like, and I'll go ahead and hit save. And once I hit save, I'll basically get a notification when ARCC has its SA Analysts Rating changed, and that'll come to me via email and mobile push notification.

So, it's a great way to really stay on top of the sentiment, for example, of one of these closed end funds, but I just wanted to highlight how you can set up a rating alert on a Symbol page, through that closed end fund screener. And, it's a, again, a valuable tool that our users have requested and we've added more functionality into the platform. So, you're able to easily go into the screener and set up closed end funds that way.

SC: And, Fred, while you're there, do you think maybe you could show us how you could set up alerts for changes in ratings or factor grades?

FE: Yeah. So, for changes in ratings, you can do the Symbol page that I just mentioned. So, if you click on let's maybe go to a different screener because I want to do one, like, for example, let's go on the left to the top Stock Screener. That's always an interesting one to see some of the Strong Buys that are set up in here.

One of the first ones in here, maybe this one, SanDisk, I can click on that. I can go back into the same link that I've mentioned before, ratings summary, click on get notified when ratings change, and then I can select Quant in there. And so that's super helpful to be able to, again, not only select SA Analysts Ratings, but select Quant Ratings. And now that's set up and are ready to go for whenever the Quant Rating does change, you'll be notified. And just so you're aware too, you can see the history of Quant Rating changes in this ratings tab next to summary.

So, if you click on ratings, it'll show you, if you scroll down, a view of strong – this has been a Strong Buy for quite some time at this point, but, a view of the each day and what the rating was of it and the actual grades that go into each one of those. And you can understand why the ratings have changed, maybe why they haven't changed. You can see it was changed to a Hold here, based on the valuation changing one day. So, that's another way you can set up rating alerts in here.

And you could also check out which stocks in your portfolio have changed their ratings via the stock upgrades and downgrades feature. So, I'm going to click on this trending stocks portfolio on the left. So, I'm in my portfolio section here on the left, and you can see this is a portfolio of trending stocks. If I hit this add/edit views button, you'll see, it'll bring me to the page to create a new view. Steve has a lot of custom view set up with a lot of different data points that everyone's able to set up, and I sent some of the videos in the chat on how to do that. But if I click on edit views on the right here, you'll see there's actually a tab called up and downgrades, and I can hit show view for this up and downgrades and hit done, and it'll actually take me to this up and downgrades tab that shows me specifically in my portfolio what stocks changed their previous rating, if they were a downgrade or not, if it was an SA Analysts Rating. And this is helpful just to track a lot of the different upgrades or downgrades specifically in a portfolio.

As Steve demoed, you could, for example, create a screen, a portfolio from a Screener with a bunch of different results, and then you can go to this tab and see the upgrades and downgrades in this tab. So, it's a good way to stay on track, for, when a stock rating changes quickly.

SC: And I will say as a testament to how normal Fred is, if you look on the left hand side, you'll see he just has five portfolios compared to what is the – I have the max number. And so, every time, like, I try to create a new portfolio number now, it says I have to delete one. What is the max Fred?

FE: I think it's pretty high. It might be 75 or a 100.

SC:. Yeah. I have the max. It's absolutely crazy that I have, like, 75 portfolios. Fred, much more normal at five portfolios.

FE: Yeah. Well, it's still a good number and a bunch of Screeners in here as well, and we encourage you to create a bunch of portfolios and create a bunch of screeners, refer back to them on a regular basis. So, that's great.

Well, I appreciate everyone's time. I know this has hopefully been a valuable use of everyone's time. I know this has been a valuable use of my time. And, Steve, thanks so much for joining us. Just as a reminder, we'll go ahead and send out this recording a few days after the call, and it'll be available and you'll get an alert to go in and access this webinar, and you can refer back to it on a regular basis. So, Steve, thanks again. Everyone else have a great day.

SC: Thank you.

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