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The first step in developing a custom screen is to determine a client's needs, their areas of expertise, the universe of companies to be screened, and any unusual parameters to be used or calculated.

While screening can provide a fruitful group of companies to research further, screening results can never be relied upon solely to make investment decisions. Further analysis to confirm screen results and to understand the risks of the specific investment is always necessary.

To contact Napali Research, please email us. We look forward to satisfying your investment screening needs.


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