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Retiree Investment Club s Use Of PC And Internet Tools

OVERVIEW. Purpose and Brief History of MAAICOur Investing StepsPC

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Retiree Investment Club s Use Of PC And Internet Tools

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    1. Retiree Investment Club’s Use Of PC And Internet Tools

    2. OVERVIEW Purpose and Brief History of MAAIC Our Investing Steps PC & Internet Tools Discussion Stock Market Driving Forces Searching for Good Stocks Fundamental Analysis Technical Analysis Portfolio Management

    3. Purpose of Club Educate Members in Investing Fundamentals and Techniques Gain Experience in Use of Computer Investing Tools (All Members have Home Computer and Internet Access) Help in Personal Investing

    4. Brief History of MAAIC Formed in 1994 as Spin-off From EACMA Financial Club Joined National Association of Investment Clubs (NAIC) Registered Club in NJ Club Size Has Varied From 9 to 22; Currently is 10 Members Meets Monthly at Berkeley Heights Library

    5. Email Communications Between Meetings Meeting Agenda Minutes of Last Meeting Treasurer’s Report Stock Information Summary Stock Selection Committee’s Recommendations Miscellaneous Business

    6. Our Investing Steps Evolved From “Buy and Hold” Consider Stock Market Driving Forces Search for Good Stocks – Top Down Approach By Stock Selection Committee Fundamental Analysis Technical Analysis – Is Timing Right? Portfolio Management

    7. Stock Market Driving Forces Overall Economy Company Fundamentals Technical Considerations Sector / Industry Group Rotation Institutional “Big Money” Flow

    8. Searching for Good Stocks - Screening Approximately 12,000 Stocks to Trade We Use Varied Stock Search Techniques Stock Selection Committee Screens and Recommends Stocks for Further Study

    9. Stock Information Sources Value Line Investor’s Business Daily (IBD) Business Week Investor Website Vector Vest NAIC – Better Investing Magazine Market Letters (AAII, Dow, etc.) Brokers’ Research

    16. Industry Group Ranking

    21. Stock Screens Based on Selected Criteria, Such As: Great Earnings Cash Flow Growth Sales Attractive Gross Margin Low PE Impressive Analyst Ranking

    25. Fundamental Analysis Past Sales & Earnings Future Sales & Earnings Estimates Chart Pattern – Price Trending Up or Down? Price in Buy, Hold or Sell Range? Price Volatility - Beta Company News – Good or Bad?

    28. Stock Selection Guide - SSG Uses Value Line Data to Analyze Fundamentals and Estimate future Performance Completed for Every Prospective Purchase to Aid Decision Making Updated Periodically For Stocks Held in Portfolio

    29. Stock selection guide – Page 1 Graph Plots Historical Revenues, Earnings and Prices Used to Estimate Sales, Earnings and Prices For 3 - 5 Years Into the Future

    32. Stock selection Guide – Page 2 Evaluates Company Management Examines Price-Earnings History Evaluates Risk & Reward Determines BUY, HOLD, SELL Price Ranges Estimates Potential Average Annual Return Over Next 3 - 5 years

    36. Technical Analysis - Timing Considerations Current Price Trend Moving Averages Support & Resistance Levels Trading Volume MACD Stochastics

    38. Portfolio Management Steps Each Stock in Portfolio Has a Manager Stay Aware of Business/Company News Track Performance of Current Holdings Update Buy, Hold & Sell Ranges Set Stop-Loss Prices Consider Vector Vest & Business Week Sell Signals

    44. Summary: PC & Internet Tools Enable Efficient Communication & Management Expand Stock Research Capabilities & Reduce Research Time Allow More Thorough Analysis Simplify Portfolio Management Leave More Time for Fun

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