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William J. O'Neil's Principles

Overview

Built a rules-based blend of fundamentals and chart action.

Style

CAN SLIM, breakouts, earnings momentum, volume

Firm

Investor's Business Daily

Period

1933-2023

William J. O'Neil

Principles

Repeatable rules that beginners can study and adapt.

Applicable principles

Buy only when price and volume confirm.

Cut losses quickly to protect capital.

Prefer leading stocks rather than catching weak names.

Combine fundamental growth with price action.

Turn these principles into a pre-investment checklist. If an idea cannot pass the checklist, staying out is often better than forcing action.