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2. “The path to financial freedom” Steven Savickas & Panos Grivakis 2.18.04 Student Investment Association

3. Our Philosophy • Mission: At the Student Investment Association we believe in • understanding the market • investing in great stocks in strong industry groups that are breaking out of sound bases • using a solid set of buy, hold and sell rules to maximize profits and minimizes losses. • Positioning:The only student organization aimed at showing you how to invest in a simple and profitable approach that works so you can plan your own financial freedom!

4. About the SIA... • Survey/membership application • Always seeking additional e-board members. • The organization is open to anyone, no investment experience is necessary.

5. Our role is to be leaders About Us... • Mission is to serve you • Development of a student run portfolio • Discussion of stocks weekly • Structure • Two groups • Fund raising for a real portfolio • Demonstrate results

6. Stock Selection • Our complete equity research package allows us to analyze stocks that have similar characteristics to some of the best performing stocks in history before they break out! • The "Model Study of the Greatest Stock Market Winners", revealed seven key characteristics that appeared, and continue to appear, among the biggest stock winners, regardless of market conditions. • This unparalleled study is the basis for William O'Neil's highly successful investment research tools, used for selecting stocks, known as CAN SLIM™.

7. Why CAN SLIM? • "CAN SLIM has been one of the most consistent and strongest performing stock selection systems during both bull and bear markets…generating a 503% gain over the past 5½ years without a single down year.” The American Association of Individual Investors' independent "real time" study, April and August 2003

8. What is CAN SLIM? • CAN SLIM is IBD's acronym for the seven common characteristics all great performing stocks have before they make their biggest gains. • You can significantly reduce your risk and increase returns by using the CAN SLIM Investment Research Tool as a fact-based performance checklist to evaluate a stock before you buy.

9. CAN slim • C = Current Quarterly Earnings Per Share: Look for earnings increases of at least 18% to 20% above the same quarter one-year prior. • A = Annual Earnings Per Share: Look for meaningful, consistent earnings growth over the last five years, with increases each year over the prior year. • N = New Products, New Management, New Highs: The best stocks had new products, services, or new management driving their stock prices. Stocks making new highs tend to go higher.

10. can SLIM • S = Supply and Demand: Look for a small or reasonable number of shares outstanding that create buying pressure; and watch for above-average volume increases as stock‘s price increases. • L = Leaders: The best stocks were already leading stocks in leading industries, so avoid laggards and on strength and leadership. • I = Institutional Sponsorship: Institutional investors are a major influence on stock prices, so buy stocks with at least some institutional ownership, particularly mutual funds with good performance records. • M = Market: The general market should be positive, since three out of four stocks follow its trend.

11. Return on Equity • corporation's profitability, calculated as: • ROE helps investors determine if a company is a lean, mean profit machine or an inefficient clunker. • 17% or more

12. CAN SLIM RESULTS

13. Comparison analysis of stock-selection strategies by the American Association of Individual Investors

14. CAN SLIM • Can Slim system is integrated into IBD’s $1000+ Complete Equity Research Package • IBD does your homework for you to save you time • Available for you to use at our meetings if you join. • Top 100 stocks that are CAN SLIM worthy updated weekly. • Show IBD & Top 100 stocks! Show examples

15. CAN SLIM Materials • www.investors.com • Investor’s Business Daily newspaper • Based on CAN SLIM approach • William O’Neil Books • eIBD preview

16. Readers of IBD • affluent, savvy, and self-directed. • They’re successful individuals with influential corporate positions, active lifestyles, a strong interest in technology and substantial investment portfolios. • Average household income: $194,500 Sources: 2000 MRI Custom IBD Subscriber Study; 2002 IntelliQuest Computer Industry Media Study V9.0/Business Influencer Study.

17. Why should I join the SIA? For $39 you get plenty of benefits… • Plan your way to financial freedom! • Free investment book! • 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! • If you sign up 3 of your friends, your membership is free! • Access to state of the art trading room! • Learn about investing and the stock market! • Your own Scottrade online account with free trades • Professional Guest speakers from top firms. • Great resume builder • Meet new friends

18. Next meeting • Dates will be e-mailed to you based on survey. • Applying the CAN-SLIM • Price/volume relationship/bases • Useful Websites • IBD software • EPS • Chart analysis

19. About Us: Student Inve$tment Association Steven Savickas & Panos Grivakis MSU_SIA@hotmail.com http://www.msu.edu/~investor