Why Invest With James? 
Sign Up For Weekly Market Comments
 Disciplined Repeatable Process
 Not a Closet, or Enhanced Index
 Our Stock Selection Adds Value
 A Veteran Team
 Truly Independent

Investment Process - Equity Sell Guidelines
Research |  Quantitative Inputs |  Equity Buy Guidelines |  Equity Sell Guidelines

Decline in Rank

Sector Diversification

  • Diverge From James' Tolerances

Significant Market News/Activity

Individual Stock Analysis

  • Income Statement
  • Balance Sheet
  • Fundamentals
  • Earnings
  • Price Chart
  • Major Developments
  • Insider Ownership
  • Shares Available
  • Trading Volume

Investment Committee Approval

  • Presentation
  • Voting
  • Most Junior Member Votes First
  • Majority Vote


  • Work Trade With Current Price Action And Size Of Position


  • Consider Trimming If Position Grows To Over 8% Of Portfolio
© 2020 James Capital Alliance  •  Privacy Policy