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Tips, Tricks, & Techniques |
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A collection of useful items to
improve understanding and advance the capabilities of your computer aided stock
studies, contributed by the Directors of the BetterInvesting Space Coast Chapter (K043) and many others. *** *** *** Updated -> Sunday, November 02, 2008 at 12:03:21 *** *** *** |
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Contents |
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Regional &
National Events ·
Stock to Study: Presented monthly by BetterInvesting featuring
nationally known BI member/trainers Articles: Doorway
to Clubs That Welcome Visitors |
STOCKcentral
Data for Investor's Toolkit Analyzing Management –
Part II Evaluating Risk to Reward
– Part IV Portfolio Management Guide (PMG) General Data Graph Portfolio Evaluation Review
Technique (PERT) PERT Report Trend Report Summary Report Start Criteria Reports Display Link to Analysis Program BETTERINVESTING
Club Accounting (BICA) Due Diligence
Useful
Links to Online Web Sites TT&T
for Chapter Directors and Instructors BetterInvesting
Chapter Business Cards |
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Annual Report Analysis
– How to acquire and use |
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Change Detection Notification –
how to setup email notification when a website is changed or updated.
Use it for www.NAICspace.org |
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Faster Loading PDF Files –
removing seldom used items speeds use |
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Financial Calculator – There is a
quick and easy free one with every Stock Selection Guide (SSG) sheet for
those satisfied with “slide rule” accuracy |
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Let Google Do the Math – a
quick and valuable feature of the ubiquitous Google |
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Salesman Tricks – watch out
how data is presented |
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Screening for Quality with Value Line
– do this for free in your public library. |
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Searching within a PDF file – valuable
for softcopy manuals |
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SpaceCoast-Chat – Chapter
Mailing List, Multi-Way Email Communications |
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Taming Windows – That are too
large for your screen |
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Track & Compound Annual Growth –
all from in a single Excel workbook, update anytime |
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Undocumented Features in Toolkit
4 & 5 – aka Rogue Keys |
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Stock Study Flow Chart – a
suggested procedure |
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Preferences > Thresholds –Global and
Individual |
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The SSG File – Read this before you
download the Excel file. |
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The SSG File Defined – an Excel workbook |
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Missing Data at Year End – a
quick fix |
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Starting Points for Projections
– Last Annual Data, Last Quarterly Data, End of Trend Line |
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Preferred Procedure – Estimate future
Earnings based on Sales history |
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Earnings Stability – R Squared |
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Read about Desired Growth
Calculator – Expected growth as a function of annual sales |
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Desired Growth Calculator – This is an executable file
– DG.exe; read instructions above |
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Return on Equity – Treatment by
Ellis Traub for |
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Toolkit’s Funny Numbers - (the
typed in ones) |
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Upside/Downside Ratio –
Risk/Reward Ratio |
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Total Return - {Toolkit Version 4’s
Unique Situation} |
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General |
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Data |
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Place
holder – for a future set of TT&Ts |
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Graph |
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Portfolio Maintenance
Items |
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PERT Report |
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Trend Report |
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Summary Report |
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Stock Comparison Guide –
Compare up to 5 companies in the same industry |
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ASCII
Report |
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