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Investor's Toolkit 5

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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Investor's Toolkit 5

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  1. New Tools for Stock Analysis & Portfolio Management by Douglas Gerlach President, ICLUBcentral Inc. Investor's Toolkit 5

  2. 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!

  3. The Home Page • Appears when you start up • Items in red require attention • Portfolio Report Card gives you status of holdings

  4. Update Prices Remove button removes single stock from update process

  5. 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

  6. Portfolio Report Card • Portfolios highlighted in red require attention • Double-click to begin working with a portfolio

  7. Portfolio Overview

  8. Portfolio Alerts

  9. 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

  10. 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

  11. Defensive Alerts

  12. 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

  13. 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

  14. PERT-A Worksheet

  15. PERT-A Graphs

  16. Offensive Alerts

  17. 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

  18. Challenge Overpriced Stocks Set Challenge Parameters

  19. Select Challenger

  20. Challenge Results

  21. 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

  22. 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

  23. Visual Analysis Options for scaling graph, starting projection line & entering growth rates

  24. Historical Growth Rates Click “View Hist. Growth” to display Growth rates displayed for various periods

  25. Company Toolbar • Quickly change to new form • Zoom in or out, print, save, refresh data & price and more

  26. SSG Page 2 Yellow, pink & green highlighting shows you items to review

  27. Pre-Tax Profit Margin Graph Allows you to visually identify trends in PTP.

  28. High and Low P/E Ratio Graph Review past P/E Ratios to identify trends that may continue in the future

  29. 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

  30. Select Low Price Select a potential low stock price or enter your own

  31. Price Zones and U/D Ratio Buy, sell or hold? Forecasted high price Current price Selected low price

  32. 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

  33. 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

  34. Any Questions?

  35. 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/

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