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Classes-To-Go
Watch List for Clubs or Individuals
Sensible Method to Stay in the Market
Sandra F. Barlow
BIVA Board Director
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BETTERINVESTING NATIONAL CONVENTION
Disclaimer• The information in this presentation is for educational purposes only and is not
intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting™ National Association of Investors Corporation (“BI”) or the BetterInvesting Volunteer Advisory Board, its volunteer advisory board (“BIVAB”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting™ or BIVAB. Investors should conduct their own review and analysis of any company of interest before making an investment decision.
• Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the President of BetterInvesting or the Manager of Volunteer Relations.
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BETTERINVESTING NATIONAL CONVENTION
Watch List
1. We own stocks
2. Sometimes we sell a stock
3. Should it take months to buy another?
4. Keep an up-to-date Watch List
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BETTERINVESTING NATIONAL CONVENTION
Finding Stocks to Study
• BetterInvesting’s Stock to Study, BI’s 100 Index, Webinars, BI Chat Lists, Phil Keating’s screens
• Value Line’s Model Portfolios and Highlighted Stocks
• Barron’s• Other publications, various Web
sources, various screening procedures• TV personalities
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BETTERINVESTING NATIONAL CONVENTION
Value Line’s Model Portfolios
• Portfolio 1 – Stocks with above average year-ahead price potential
• Portfolio 2 – Stocks for income and potential price appreciation
• Portfolio 3 – Stocks with long-term price growth potential
• Portfolio 4 – Stocks with high dividend yield
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BETTERINVESTING NATIONAL CONVENTION
Live or recorded stock studies
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BETTERINVESTING NATIONAL CONVENTION
Serious Watching!
• Set up a portfolio for stocks to watch in Toolkit
• Must complete a Stock Selection Guide for each stock
• Follow stocks in PERT and Review
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BETTERINVESTING NATIONAL CONVENTION
In Toolkit, go into Library
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BETTERINVESTING NATIONAL CONVENTION
>Select Portfolio<
• New• Key a name for
your Watch List• Down below
>Add<• Choose stock
(one)• When finished,
click >Library<
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BETTERINVESTING NATIONAL CONVENTION
Click on Portfolio/PERT and Peruse Overview, then Reports
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BETTERINVESTING NATIONAL CONVENTION
Watch 2009: PERT(Must complete an SSG)
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BETTERINVESTING NATIONAL CONVENTION
Choose Report: PERT or Trend
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BETTERINVESTING NATIONAL CONVENTION
If indicators are positive……
• Re-do Stock Selection Guide
• Check Value Line or other outside source
• Decide if it’s right for your allocation
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BETTERINVESTING NATIONAL CONVENTION
Another Type of Watch List
• Your own brokerage
• Various Web sites
• Yahoo Finance
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BETTERINVESTING NATIONAL CONVENTION
Example: Yahoo Finance
• Must establish a password in Yahoo
• Free• Establish a “sign in” code• Entire club can use same
password to access a mutual Watch List
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BETTERINVESTING NATIONAL CONVENTION
Example for Yahoo
• Sign in as WiseWomen (example)• Password might be
dollarsandsense
• That will give everyone who uses that code access to the Watch List
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BETTERINVESTING NATIONAL CONVENTION
Yahoo! Financ
e
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BETTERINVESTING NATIONAL CONVENTION
Choose format you like…..
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BETTERINVESTING NATIONAL CONVENTION
Basic and Advanced Features
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BETTERINVESTING NATIONAL CONVENTION
A Watch List Can Keep You One Step Ahead
PLAN
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BETTERINVESTING NATIONAL CONVENTION
Make A Difference In Someone’s Life
If you have benefited fromBETTERINVESTING,
introduce others to this opportunity.