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New Tools for Stock Analysis & Portfolio Management by Douglas Gerlach President, ICLUBcentral Inc. Investor's Toolkit 5. What's New in Investor's Toolkit 5?. Intelligent home page New OPS-integrated toolbar Insightful portfolio management tools Option to graph of SSG values to scale
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New Tools for Stock Analysis & Portfolio Management by Douglas Gerlach President, ICLUBcentral Inc. Investor's Toolkit 5
What's New in Investor's Toolkit 5? • Intelligent home page • New OPS-integrated toolbar • Insightful portfolio management tools • Option to graph of SSG values to scale • Full 5-year projections (not just to 5th fiscal year) • And much more!
The Home Page • Appears when you start up • Items in red require attention • Portfolio Report Card gives you status of holdings
Update Prices Remove button removes single stock from update process
Update Company Data • Import new data from OPS for all holdings • To update one stock, select it and click Update Selected Company • Click Update All to update all stocks
Portfolio Report Card • Portfolios highlighted in red require attention • Double-click to begin working with a portfolio
Defense • “Rule of 5” -- 1 out of 5 stocks will underperform your expectations • Occasionally due to unpredictable circumstances • More often due to fundamental problems • Defense is protecting portfolio from damage from that 1 in 5 stock with fundamental problems
Offense • Offense is proactively improving performance of your portfolio by replacing fine but overpriced companies • Relates strictly to stock's price • Overvalued stocks can no longer produce desirable return in future
Defensive Actions 1) Compare • % change for Sales, PTP, and EPS • More analysis if growth doesn't meet expectations 2) Analyze • Examine history to refine list of sale candidates • Determine if marked trends exist 3) Decide • Use web to determine reasons for failure • Sell stocks ASAP with low prospects for strong, steady growth
Using PERT • PERT-A allows you to see subtle downtrends not always visible on quarter to-quarter basis • Over time, however, these might aggregate into substantial decay in performance • Gives you insight into past behavior of company
Offensive Action 1) Check Risk and Reward • Select companies whose RV, U/D Ratio, and TR indicate they are overpriced 2) Reevaluate • Review SSG for each, making sure that EPS growth and forecast high PEs are reasonable 3) Challenge • Replace companies with unsatisfactory return & risk with companies of equal/better quality & better potential returns
Challenge Overpriced Stocks Set Challenge Parameters
Working with SSGs & Data • New Toolbar gives you instant access to online SSG data • Enter Ticker or Company name to download SSG data from OPS • Automatically downloads nearly all information necessary for SSG and PERT
Using the Library Library contains all past saved SSGs • Click column header to re-sort • Or view by portfolio • Double-click a stock to open it • Add/Remove shares to portfolios
Visual Analysis Options for scaling graph, starting projection line & entering growth rates
Historical Growth Rates Click “View Hist. Growth” to display Growth rates displayed for various periods
Company Toolbar • Quickly change to new form • Zoom in or out, print, save, refresh data & price and more
SSG Page 2 Yellow, pink & green highlighting shows you items to review
Pre-Tax Profit Margin Graph Allows you to visually identify trends in PTP.
High and Low P/E Ratio Graph Review past P/E Ratios to identify trends that may continue in the future
Average Hi/Lo P/E Judgment Review past high and low P/E Ratios Eliminate outliers if necessary 3 options to choose from... Or enter your own future estimates
Select Low Price Select a potential low stock price or enter your own
Price Zones and U/D Ratio Buy, sell or hold? Forecasted high price Current price Selected low price
Many More Features • Toolkit 5 also includes: • Stock Comparison Guide • Portfolio/PERT Reports, including: • PERT • Portfolio Trend Report • Portfolio Summary • Portfolio Defense Report • Portfolio Offense Report
Try Investor's Toolkit 5 for yourself, and find out why USAToday.com called the program: “a great tool to help investors stop themselves from potentially paying too much for a stock.” Recommended by USAToday.com
Investor's Toolkit 5 • For more information & free demo: http://www.iclub.com/tk5/ • To purchase: http://www.iclub.com/tk5/buy/ • For support: http://www.iclub.com/support/