Rules regarding PowerPoint

1. Rules regarding PowerPoint • All content on our site is protected, and not allowed to be copied. The Student Investment Association power points, pictures, layout, web design, ideas, words or symbols, are trademarks of Student Investment Association. These trademarks cannot be used under any circumstances without the express written consent of Student Investment Association. No part of the content on this site, can be copied, modified, or distributed electronically or otherwise without the express written consent of Student Investment Association.

2. “The path to financial freedom” Steven Savickas & Panos Grivakis Student Investment Association

3. Announcements: • Sign in on the attendance sheet • membership ($39) See Kevin • NEW Website: ww.msu.edu/~investors • New forum • Office Hours Monday 6-8pm Trading Room 103 Eppley (Panos) Tuesday 6-8pm Trading Room 103 Eppley (Steven) • Q & A from Survey • Virtual Stock Portfolio after spring break.

4. Virtual Portfolio Groups • Small Groups consist of 5 people • 3 out of 5 is majority for decision making • One leader per group • Online Virtual portfolio with $10,000 per group • Sign up with friends or we will arrange groups • Sign up sheet going around now for members • E-board will be facilitators • We encourage group presentations

5. Why get involved with Portfolio • Interview topics • Examples of involvement • Skills • Leadership • Teamwork • Communication • Decision making • Top group and 2 all-stars (wild Cards) get free membership for next semester

6. Why get involved with Portfolio • Planning to take best portfolio group and 2 best wildcards to top firm for the day. • Dinner afterwards • Survey – what are your top 3 firms?

7. Success Story - Peter Lynch • Former Fidelity fund manager, today he is vice-chairman of Fidelity Investments • Started managing Magellan Fund with assets of $20 million. • 12 years later his same Magellan Fund worth $14 billion. • Retired at the age of 46 years old!

8. “Everyone has the brainpower to follow the stock market. If you made it through fifth-grade math, you can do it.” Peter Lynch (cont.) • His key to success was adapting whatever investment style worked at the time (growth vs. value) • Uncovered gems such as Dunkin’ Donuts early in their years • Took a lot of criticism early in career when taking risks • $10,000 investment into his fund in 1978, adding $100 a month, would be worth over $1 million in 20 years

9. Interview with William O’Neil by Maria Bartiromo on CNBC 3.1.04 Maria talks with the most noted and respected leaders in business in this Special Report. She discovers what makes her guests excel and moves them to reveal more of themselves as private individuals, separate from their role as public figures. Bartiromo's guests also discuss the major news of the day in the world of business and beyond.

10. Success in the market comes from: • Finding the right stocks or funds • Buying at the right time • Holding for the right length of time • Selling for profit

11. Where to find GREAT stocks • IBD stock Screener • The Custom Screen Wizard criteria are grouped into eight categories of related items: • IBD SmartSelect® Ratings • Earnings • Sales • Industry & Sector • Shares & Holdings • Price & Volume • Margins & Ratios General • Screen results may be exported to Microsoft Excel for further analysis.

12. Where to find GREAT stocks • MSN Stock Screener • Power Searches. (Link) and (link) • Technical Screens - search for stocks based on patterns in their price or volume. • Fundamental Screens - focus on sales, profits, and other business factors of the underlying companies. • Deluxe Stock Screener (link) • using criteria you define yourself

13. Where to find GREAT stocks • NASDAQ. COM – Investor tools • Guru Stock Screener • Identify stocks that meet the investment criteria of some of the greatest investors of our time. • This Tool allows you to Screen for Stocks: a.) Passing More than 1 Guru Strategy.  b.) Passing Your Favorite Guru(s) with either Strong or Some Interest.

14. Where to find GREAT stocks • Stocks in the News • Stockbroker • Exciting Financial Links • SIA website – links! • Does anyone else have any recommendations?

15. Survey - Please fill out Member: Yes or No First Time: Yes or No Name: ___________________ Rate today's meeting with 1 being "Strongly Disagree" and 5 being "Strongly Agree" 1. Did you like the overall presentation 1 2 3 4 5 2. The idea of virtual portfolio 1 2 3 4 5 3. Clear purpose for the meeting 1 2 3 4 5 4. Was the O’Neil video educational 1 2 3 4 5 5. “where to find great stocks” useful 1 2 3 4 5 6. Were you interested in the presentation 1 2 3 4 5 7. Other/comments: -______________ 1 2 3 4 5 8. What are the top 3 firms you are interested in: ____________________________ 9. Write 3 stocks you are following and would consider investing in… Stock Name: Stock Ticker Reasons Why? 1. ___________________________________________________________________ 2. ___________________________________________________________________ 3. ___________________________________________________________________ Is there a question you would like answered at our next meeting? _____________________________________________________________________

16. Why should you join the SIA? For $39 you get plenty of benefits… • Free investment book! • If you sign up 3 of your friends, your membership is free! • Access to IBD $1000+ professional level research which offers technical chart and stock analysis • Investment library of books, Audio CD’s, Cassette Tapes for you to check out! • Access to state of the art trading room! • Learn about investing and the stock market! • Portfolio Competition with great incentives! • Professional Guest speakers from top firms. • Great resume builder • Meet new friends • Plan your way to financial freedom!

17. NEXT MEETING Wedneday, March 17 119 Eppley 7:15 pm Last chance to get in SIA Portfolio Competition! BECOME A MEMBER TODAY Student Inve$tment Association Investor@msu.edu http://www.msu.edu/~investor Have a Great Spring Break!