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OVERVIEW. Purpose and Brief History of MAAICOur Investing StepsPC
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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