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An analyst who covers domestic Health Care securities needs to pitch new investment ideas to her team on a weekly basis with the purpose of
An analyst who covers domestic Health Care securities needs to pitch new investment ideas to her team on a weekly basis with the purpose of helping maintain and update a portfolio. She has a screen created that shows her the securities meeting the portfolios mandates. She would like to be able to see what securities pass the criteria each time she opens the screen. What action should you recommend to her?
- Download the screen to a DataBase import file
- Archive the screen results to a Ticker List
- Save the screen
- Print or download the results and compare each weeks output
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