⇒   StockMarks™ – A five-fold advantage in stock ratings
(A small brochure outlining our rating methodology – pdf)

⇒    StockMarks™ Sale Memorandum

⇒   StockMarks™ Revenue Reports

→   Research – sales through distributor Investext (Thomson Q3 2008 report)
→   Research - direct sales (Paypal transaction statements)
→   Portal subscriptions (Paypal transaction statements)
→   Advertising revenues (Google Ad Sense statements)

⇒   StockMarks™ Operations Manual
(Table of contents – pdf)

⇒   StockMarks™ Validation Highlights

→   Validation highlights to 31/12/2008
→   Research Report Performance Update - Q3 2009

⇒   Copyright Methology on Rating Algorithms

→   16-page typescript containing the StockMarks algorithms and methodology – Version SM 1.0 – odd pages only in pdf
→   30-page typescript containing the StockMarks algorithms and methodology – Version SM 2.0 – pdf

⇒   Rating Algorithms in Excel

→   StockMarks Version SM 1.0

◊   Daily Rating Routines (Summary description of each routine in pdf)

ο   Run 2 Data.xls (Excel workbook that organizes data and runs sequentially all the following routines)
ο   TestingBench.xls
ο   Customize input.xls
ο   SADIF 1.0.xls
ο   Converter1.1.xls
ο   Cleaning Screen Buffett 1.0.xls
ο   BuffettQQQ 1.0.xls
ο   BuffettQQQ 2.0.xls
ο   Buffett OL 1.2.xls
ο   Variaveis bqqq.xls
ο   Divide csv.xls

◊   StockMarks Version SM 2.0

ο   Sequence Development

⇒   Production Database

→   Stores StockMarks ratings plus algorithms for technical analysis
→   Used in the calculation of technical indicators for StockMarks 2.0
→   Used to export data for offline data analysis, validation and product development

⇒   Peerfinder Algorithm

→   Algorithm used to select a company’s peers based on:

◊   Competition
◊   Financials
◊   Stock-specific factors

→   It can be run for different sets of companies and may generate two distinct outputs – tickers only or ticker plus similarity percentages.

⇒   Web Database

→   MySQL database
→   Stores optimized ratings data for retrieval by the web portal
→   (Database summary description in pdf)

⇒   Production Database

→   Similar to the web database it Stores StockMarks ratings plus proprietary algorithms for technical analysis
→   Used in the calculation of technical indicators for StockMarks 2.0
→   Used to export data for offline data analysis, validation and product development

⇒   Website Domain Name (Optional)

→   Ownership of www.sadifanalytics.com domain name

⇒   Web Portal & Tools (http://sadifanalytics.com/main_sadif.php)

→   PHP webpages for delivering StockMarks and research reports to end-users
→   The Web Portal was build from the ground-up, allowing customizability such as page translations (web portal currently translated into English, Portuguese, Korean, Chinese and Italian) and rebadging/rebranding for licensing purposes.
→   Tools include:

◊   Due Diligence Analysis Tool

ο   Step-by-step tool for analyzing a company’s long-term investment-attractiveness.
ο   Charts displayed in Java applets
ο   The stages in the Due Diligence Tool include:

•   Peer analysis
•   Overall/sub-rating analysis
•   Rating comparisons
•   Movements against other indicators such as price, risk and momentum
•   Statistics and number of appearances in the top/bottom 10 lists

◊   PDF Due Diligence Reports

ο   Automatically generated reports containing all of the charts from the Due Diligence Tool and some additional charts, compiled into an easily printable and distributable PDF document.
ο   Reports are currently distributed via Thomson Research and Reuters Research

◊   Rating Alerts System

ο   User-created alerts for movements in stock-ratings
ο   Price and rating alerts can be created for percentage change in ratings, specific values or for appearances in the top/bottom 10 lists.

⇒   IT Backend & Tools

→   IT systems allowing for website maintenance and administration
→   (sample view of the administration main menu in pdf)
→   Proprietary content management system which enables the following tasks:

◊   Registered users management – view and edit user data
◊   Subscription management – activate subscriptions
◊   Bonus management – control special offers and deals
◊   Articles management – upload/delete featured company reports
◊   Data upload – Upload daily data to the web database
◊   Data optimization
◊   Upload peers – Upload data generated by Peerfinder
◊   Data report – Download data from the Web Database
◊   Send alerts – Send out the daily alerts after uploading data
◊   Upload statistics
◊   Indexes administration
◊   Indexes optimization
◊   Multilanguage – Create and manage webpage translations
◊   Report uploads for distribution through:

ο   Bluematrix for Reuters, Capital IQ and The Markets.com
ο   RIXML for Thomson and Capital IQ (Sample PHP file)
ο   Email for Investext aftermarket only
ο   PR ads for PR Inside
ο   PR ads for PRlog

⇒   Online Publication

→   Registered with the ERC (Entidade Reguladora para a Comunicação Social) in Portugal to release an online newsletter publication (registration number: 125265).

⇒   Historical Data Needed to Run StockMarks

→   Includes data dating back to mid-2005 for the USA and data from 2006 for other countries. We have data on companies from the USA (5800+), UK (2600+), Australia (1800+), Canada (2950+), France (940+), Germany (1020+), Singapore (750+), South Korea (1790+), Hong Kong (1260+), China (1600+), Brazil (390+), Taiwan (1510+), Malaysia (980+), Portugal (55+), Slovenia (80+), Japan (3900+), Spain (160+), Greece (300+), India (1920+) and Italy (290+)
→   (sample excel data file for Japan)
→   Data is stored as it was when released in order to capture investor reactions to results etc. Restated results are not stored in the data files.
→   Data covers mostly fundamental data and a few technical indicators and comprises a total of 125+ variables.

⇒   CRM Database

→   Various files containing contacts of potential clients and other interested parties

◊   Rated Companies

ο   Investor relations contacts for many of the companies rated by StockMarks in the USA (4,100+), UK (2100+), Australia (1550+), Canada (830+), Italy (290+), Portugal (50+), Spain (160+), South Korea (1760+)
ο   (Sample for Australia in Excel)

◊   Fund Managers and others

ο   Database of hedge fund managers

•   Purchased from Barclay Hedge
•   Lists 17000+ fund managers and their contact details

ο   Featured Company Readership list

•   List of 1500+ companies and individual readers of featured company reports from Reuters. Readers include buyside, corporations and the press.
•   (Sample Reuters readership list - excel file)
•   Includes names of 2000+ readers, including email addresses 1350+ email addresses

◊   Press contacts

ο   List of financial press contacts in the UK (500+), North America (1290+), Asia (80+), other countries?
ο   (Hong Kong sample file in pdf)

⇒   Historical Research Reports

→   Original (open text document format) and PDF versions of 170+ research reports, created during 2008 and early 2009.
→   Reports are published on the StockMarks web portal, with Thomson research and with Reuters Research. Reports are then forwarded by Reuters to be published on websites such as Yahoo Finance, FT.com and professional services such as TheMarkets.com
→   Reports are sorted by country, as shown below

⇒   Market Research Documentation

→   Licensing Research & Contacts

◊   Identified companies that may be interested in licensing StockMarks for their website
◊   Contact details and copies of letters for potential licensees
◊   Test sample pages of web portal rebadging for financial media
◊   Licensing contract

⇒   Usage Reports

→   Readership Report

◊   Report on the readership of the StockMarks Featured Company reports containing numbers of readers and movements over time
◊   (Sample Thomson readership report in Excel)

→   Website Visitor Report

◊   Report containing details about visitors to the StockMarks website
◊   Sample Statcounter report with country breakdown
◊   Sample Statcounter report containing details about the last 2000 visitors to the StockMarks website

⇒   Office Equipment Needed to Run the System as a Going Concern (Optional)

→   3 PCs
→   Printer
→   Sundry Office Supplies
→   Distribution agreements with data providers (subject to transferability limitations)
→   Office Furniture Not Included.