
Ebook
Blue-Chip Pullback Checklist
A practical, repeatable framework for evaluating 15%–30% pullbacks in high-quality stocks.
What's inside
1. Define the universe
- Mega-cap and large-cap names with durable earnings.
- Profitable, positive free cash flow, manageable debt.
- Liquid: avoid thinly traded tickers where slippage hurts.
2. Confirm the pullback is in a healthy trend
- Price still above the 200-day moving average, or testing it for the first time.
- Higher highs / higher lows on the weekly chart over 12 months.
- Sector is not in a structural downtrend.
3. Quantify the discount
- 15%–30% off the 52-week high is the sweet spot for blue chips.
- Less than 10%: usually not enough margin of safety.
- More than 35%: investigate why — earnings cut, guidance reset, regulatory.
4. Check momentum exhaustion (RSI)
- Daily RSI under 35 suggests oversold conditions.
- Weekly RSI under 45 confirms multi-week washout.
- Look for positive divergence: price makes a lower low, RSI does not.
5. Look for technical support
- Lower Bollinger Band touch with a reclaim candle.
- 100-DMA or 200-DMA acting as price floor.
- Prior horizontal support / consolidation zone.
6. Valuation sanity check
- Forward P/E within 1 standard deviation of its 5-year average.
- EV/EBITDA not in nosebleed territory vs sector.
- FCF yield reasonable given growth profile.
7. Fundamentals still intact
- Last earnings: revenue and EPS in line or better than guidance.
- No structural margin deterioration.
- Balance sheet: net cash or modest leverage.
8. Risk plan before entry
- Position size 1%–3% of portfolio for a single name.
- Predefined invalidation level (e.g. weekly close below 200-DMA).
- Time horizon: this is a 6–18 month thesis, not a day trade.
Educational only. Not investment advice. This ebook is a research framework, not a recommendation to buy or sell any security. Always do your own due diligence.