Clint S.

Research Wizard is a powerful tool for screening and analyzing. And I have been using it successfully for several years. Actually I just broke even in 2022; however, I regard that as a success, considering the performance of the market overall. I had great results in 2019, 2020, and 2021. In Q1 of 2023 I recorded a gain of 7.3%.

Most of my stock prospects come from screens that I have developed myself. However, I also monitor the Zacks services, and when a new Buy recommendation is made I use the Wizard to evaluate it against my personal criteria. I am a very conservative, value-oriented investor. Of course that doesn't work for everyone, but the nice thing about Research Wizard is that it can be tailored to match a personal investment philosophy.

My value-oriented approach does not often produce spectacular short-term gains—no ten baggers. But I have consistently stayed ahead of the market, especially in the down year 2022. In the 4th quarter of 2023 my RW analysis convinced me to take substantial positions in MDC Corp, and that has turned out well. I still hold 2000 shares, but I have cashed out 5000 at better than a +30% gain on shares held for less than nine months."