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Finding Quality Companies

Learn how to identify quality companies for investment by analyzing their business model, product uniqueness, demand, industry future, and growth potential. Discover sources for stock ideas and financial news.

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Finding Quality Companies

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  1. Finding Quality Companies Presented by: Lynn Ostrem, PresidentCrow River Investment Clubwww.bivio.com/crowriver

  2. The Business Cycle of a Company

  3. Stages of a Company: • Start-up (just an idea) • Speculative (no earnings yet) • Explosive Grower (small cap & mid cap) • Moderate Grower (large cap) • Mature (income stock)

  4. Graph from Take Stock by Ellis Traub, Investware, Inc.

  5. What Makes a Quality Company?

  6. What Makes a Quality Company? • Easy-to-understand business model? • Are its products or services unique? • Is there a demand for its products and services? • Does its industry have a future? • Do its products and services have room to expand?

  7. Where do we find companies to study?

  8. Food Appliances Toiletries (shampoo, shaving cream) Clothes, shoes Linens, throws & towels Electronics (TVs, Stereos, Computers, alarm clocks) Furniture Décor (candles, knickknacks, etc.) Lawnmower, garden hoses Golf clubs, baseball bats, etc. Where do you shop? Where do you eat? What are your hobbies? Where do you buy your children’s clothes & toys? Where do you buy your own clothes? Where do you go on vacation? How do you get there? Who insures your car? Where do you bank? Where do you buy your prescriptions? Buy what you know!

  9. Online Newspapers: • New York Timeswww.nytimes.com • Wall Street Journalwww.wsj.com • Investor’s Business Dailywww.investors.com • USA Todaywww.usatoday.com

  10. Financial Magazines: • Money • Smart Money • Fortune • Forbes • Kiplinger’s Personal Finance • Worth

  11. Find ‘em online! • Money www.money.com • Smart Money www.smartmoney.com • Fortune www.fortune.com • Forbes www.forbes.com • Kiplinger’s www.kiplinger.com • Worth www.worth.com

  12. Want MORE Magazine?? http://dir.yahoo.com/ Click on News & Media Click on Magazines 3,800 to choose from!

  13. Daily News – Online: • http://finance.yahoo.com (Financial News) • www.moneycentral.com (Investing/Articles) • www.cbsmarketwatch.com (quick updates) • www.fool.com (Today’s Headlines) • www.businessweek.com (Daily Briefing)

  14. Good Old Standbys: • Value Line Investment Survey • At the library • Selections & Opinions Guide has Portfolios • Standard & Poor’s Stock Reports • Also at the Library • Don’t forget S&P Outlook Review Weekly newsletter full of ideas

  15. More Sources for Stock Ideas? • CEO Express www.ceoexpress.com • Wall Street Executive Librarywww.executivelibrary.com • Trader’s Worldwww.tradersworld.com/links • The Online Investorwww.theonlineinvestor.com

  16. CEOExpress.com

  17. ExecutiveLibrary.com

  18. Tradersworld.com

  19. TheOnlineInvestor.com

  20. NAIC-Type Stock Ideas

  21. NAIC-Type Stock Ideas: • BI Magazine – Stock to Study • BI Magazine – Undervalued Stock to Study • BI Website – BI Most Active (Stocks page) • I-Club-List – NAIC’s discussion board • NAIC Forum on CompuServe

  22. NAIC-Type Stock Ideas: • NAIC Top 100 – (Every April – see BI Archives) • Roster of Quality www.iclub.com $ • Investor Advisory Service www.iclub.com $ • Tin Cup Portfolio www.manifestinvesting.com $ • Motley Fool Hidden Gems www.fool.com $

  23. NAIC-Type Stock Ideas: Most Active Articles Top 100Stocks to study Discussionboards/articles

  24. NAIC-Type Stock Ideas:

  25. NAIC-Type Stock Ideas:

  26. So, when someone tells you they can’t find a stock to study… Tell ‘em…”You just aren’t trying!”

  27. Show ‘em these resources! Your club will think you’re a genius!

  28. Questions?? Presentation written by: Lynn Ostrem, PresidentCrow River Investment Clubwww.bivio.com/crowriver

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