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Introduction to Zulu - 1

Introduction to Zulu - 1. Why I joined our successful Club Jim Slater’s “Zulu Principle” in our Library http://www.cccic.co.uk or at http://www.amazon.co.uk Slater made two major innovations: PEG and REFS- Really Essential Financial Statistics

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Introduction to Zulu - 1

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  1. Introduction to Zulu - 1 • Why I joined our successful Club • Jim Slater’s “Zulu Principle” in our Library http://www.cccic.co.ukor at http://www.amazon.co.uk • Slater made two major innovations: PEG and REFS- Really Essential Financial Statistics • PEG=(p/e)/growth, awarded in REFS if four, tough criteria are met • The PEG in http://www.digitallook.co.uk etc is simpler and is not so useful • Just investing in shares with PEG<0.7 probably very profitable! http://refsonline.hemscott.com/scripts/login.dll/login [User name and Password available from Chris Rose] NAS

  2. Beyond PEG • REFS is an industry standard, searchable database of many shares that does most of the sums for you! A quick look at Fenner • Use REFS to select shares with low PEG yields growth shares at a good price with relatively low risk: analyse the financials first • Cash flow, relative strength, management, competitive advantage and other criteria improve our success: often better than fund managers! • Adding these filters helps: CCCIC Growth filter • You’re lucky! You have online access to REFS NAS

  3. After the hard facts, we: • Make more subjective assessments • Local market research, members’ expertise, Bulletin Boards e.g., http://www.iii.co.uk newspapers and magazines • System works! Our unit price at an all time high: portfolio at: http://www.proshareclubs.co.uk • Enjoy being a “share analyst” yourself! • Next time: a closer look at REFS NAS

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