CinMIC June 20, 2009 WHAT’S NEW IN Toolkit 6 ? 1 1.

Slides:



Advertisements
Similar presentations
Seminar Number 287 Balancing Taxable and Non-Taxable Portfolios Matthew K. Willms, President QUANT IX SOFTWARE, Inc. Developers of the BetterInvesting.
Advertisements

Seminar 219 Concentrated Positions in Your Portfolio – The Elephant in the Room The Elephant in the Room Matt Willms, QUANT IX SOFTWARE.
CLASSES TO GO! Stock Buy Backs Bite Back! James Hurt OKI Tri-State Chapter of Better Investing.
Sandra F. Barlow BIVA Board Director Classes-to-Go! 3C Creating a Watch List Sandra F. Barlow BIVA Board Director.
Classes-To-Go Watch List for Clubs or Individuals Sensible Method to Stay in the Market Sandra F. Barlow BIVA Board Director.
Classes-To-Go Education Program for Clubs Keeping Clubs Energized, Focused and Relevant Irina Clements, Associate Director, BIVA Board.
Classes-To-Go! 6A When Earnings Grow Faster than Sales Mary Enright Sioux Empire Chapter Director.
CLASSES TO GO! Company Debt: A Shot in the Arm or a Prescription for Disaster? Ann Cuneaz.
CLASSES TO GO! Investing In Biotech: High Risk Or High Reward? Cy Lynch, Manifest Investing.
Classes-To-Go! 2B Dividends Matter! Shanna Rendon.
CLASSES TO GO! Small Cap Pros and Cons Arlene Skaggs BIVA Board Director.
All About Mutual Funds Allen Holdsworth BIVA Director Illowa Buy States Chapter Nov. 11, 2014.
CLASSES TO GO Compound Growth Rates and Yield Jim Thomas National Volunteer.
Classes-To-Go Stock Buybacks Bite Back James Hurt OKI Tri-State Chapter of BetterInvesting.
Successful Long-Term Investing: The Journey The Journey October 15, 2011 Presented by: Mark Robertson Founder & Managing Partner, Manifest Investing
Seminar – 1C New Features in the Online SSG BetterInvesting’s Online Tools Suzi Artzberger Director of Information Services, BetterInvesting.
CLASSES TO GO! 2B or Not 2B: Return on Equity Ronald Bruyn, MBA BIVAB Associate Director.
Classes-To-Go Taking a Closer Look at Management Section 2A of the Stock Selection Guide Gretchen Hurt Director, BIVA Board.
Classes-To-Go BetterInvesting Membership What are the benefits??? Kim Butcher BIVA Associate Director.
Smashing More BI Myths Ken Kavula, Chairman BetterInvesting Volunteer Advisory Board Classes To GO! 6B.
CLASSES TO GO! Advantages of a Bear Market Allen Holdsworth BIVA Board Director.
Classes-To-Go What is a P/E Ratio and Why Should I Care? Allen Holdsworth Illowa Buy States Chapter BIVA Board Director.
Smashing BI Myths Cy Lynch Classes-To-Go. BETTERINVESTING NATIONAL CONVENTION Disclaimer The information in this presentation is for educational purposes.
PE (Price-Earnings) Ratios “Why are there so many different ones?” Gary Ball Director, BetterInvesting Classes-To-Go! 2A.
Seminar Number 110 Introduction to BetterInvesting Portfolio Manager Software Matt Willms, President, QUANT IX SOFTWARE, Inc. Developers of BetterInvesting.
CLASSES TO GO Capitalization Gretchen Hurt BIVA Board Director.
Classes-To-Go! 1B Welcome To The World Of First Cuts John Tufts President, Western Slope Chapter.
CLASSES TO GO! Setting Up a Club Education Program Diane Amendt BIVA Board Director.
Classes-To-Go! 2C Better Investing Online Mutual Fund Tools Allen Holdsworth BIVA Board Director Illowa Buy States Chapter Director MAD Investment Club.
Seminar Number Understanding the Lingo of Mutual Funds Presenters Name.
Classes-To-Go! 3B What Is Yield On The SSG? And Why Should I Look At It? Diane Amendt BIVA Board Director.
Selecting the Low Price September 2010 Presented by Jackie Koski Assistant Director, OKI Tri-State Chapter VP of Education, Cincinnati Model Investment.
Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.
Course of Study for Beginning Investors Class 1 WHY INVEST IN STOCKS? Part 2 Carol Crosta Associate Director, BIVA Board.
Classes-To-Go! 3A Company Size and Expectations on the SSG Mary Enright Sioux Empire Chapter Director.
Irina Clements Partner, MICNOVA Director, DC Regional Chapter Stericycle – Stock Proposal.
0 Mark November 7, 2012 PORTFOLIO DESIGN & MANAGEMENT Dashboard Diagnostics (November 2012) MICNOVA:
Mike Torbenson Puget Sound Chapter
164 - PEG What, Where, Why and How
BetterInvesting – Presenter Chapter
233 How to Review Your Portfolio – Part 2
Markets & Limits & Stops, OMY !!!
Mike Torbenson Puget Sound Chapter
Screening & Stock Ideas from the BetterInvesting Website
Are D/FW Companies Up, Straight and Parallel?
Mike Torbenson Puget Sound Chapter
Research: Beyond the Basics
BetterInvesting’s Online Tools CoreSSG Tutorial
Online Stock Tools Update What’s New, What’s Next
MICNOVA: Online Club Accounting
Taking a Closer Look at Management
Research: Beyond the Basics
What’s New in Online Tools
BetterInvesting’s Online Tools CoreSSG Tutorial
2B or Not 2B: Return on Equity
Review on Stock “Tracker” Reporting for Our Investment Club
Portfolio Tools in CoreSSG and SSGPlus
Advantages of a Bear Market
How to Start & Run An Investment Club
Watch List for Clubs or Individuals
WHY INVEST IN STOCKS? Part 2
PE (Price-Earnings) Ratios
Stock Comparison Guide Tutorial
Education Program for Clubs
Smashing BI Myths Cy Lynch Classes-To-Go.
BetterInvesting Membership What are the benefits???
Stock Buybacks Bite Back
New Features in the Online SSG
< PLACE LOGO HERE >
When to sell ? From BI Investment Club Operations Handbook
Presentation transcript:

CinMIC June 20, 2009 WHAT’S NEW IN Toolkit 6 ? 1 1

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 (“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 BIVA Board. 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 Director of Volunteer Resources.

Version 6.2 New Header Page Version 6.1.1 displayed the header in a more organized manner. Now in 6.2 we have other cells added displaying the company’s Sector and Date of the last price update and the Date the stock was last analyzed.

Plot Additional Data Points

Plot Analyst Estimates

Beginning Year Equity In TK 6.Section 2B, a new preference is available to use Average Equity in addition to Beginning Year and End of Year Equity. Debt/Equity is no longer affected by the Start of Year/End of Year equity preference, and is now always properly calculated using Year-End Equity.

Revenue Based EPS (PP) See the calculated Growth Rate highlighted in yellow. Compare to the 12.7% forecast. A good check to see if your projection is in line with Toolkit’s calculated settings.

Company Specific Web Site URLs Illustrate use in TK 6

Version 6.2 Implied or Sustainable Growth The Implied or Sustainable Growth has been added to the EPS Growth Estimate box.

Version 6.2 RV and PRV Moved to Section 3 Relative Value and Projected Relative Value have been moved to Section 3.

PVC Price Variant Quotients PVQ is now calculated properly.