An Introduction to the Investor Advisory Service (Handout)
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DESCRIPTIONThis slide show was presented in a webinar on May 6, 2010, by Douglas Gerlach and and Scott Horsburgh on the award-winning, market-beating "Investor Advisory Service" (IAS). Recently named to the 2010 Investment Newsletter Honor Roll for its outstanding long-term performance in both up and down markets, IAS has been helping investors since 1973 to find high quality growth stocks for their portfolios. Each month, the IAS selects and recommend three stocks using the Toolkit 6 software program, based on BetterInvesting's Stock Selection Guide methodology. In the past decade, the IAS's picks have outperformed the overall market by more than four times! Gerlach is the Editor-in-Chief of IAS, and Horburgh is the President of Seger-Elvekrog Inc., providers of the investment analysis in the publication. In this webinar, Gerlach and Horsburgh reviewed the features of the IAS newsletter, provided insight into how stocks are selected for purchase and for sale, and answered questions from the audience.
<ul><li> 1. An Introduction to the Investor Advisory Service Presented by Doug Gerlach and Scott Horsburgh May 6, 2010 www.iclub.com/ias/ 1 What Is the Investor Advisory Service? Abbreviated IAS. Monthly newsletter Service to Advise Investors. Based on NAIC/BetterInvesting methodology. Written by Chartered Financial Analysts at Seger-Elvekrog. Maury Elvekrog, Scott Horsburgh, Dan Boyle. Uses Toolkit 6 to present stock studies. Focuses on teaching subscribers how to analyze stocks. 2 May 6, 2010 1 </li> <li> 2. An Introduction to the Investor Advisory Service History of IAS Founded in 1973 by NAIC. Acquired by ICLUBcentral in 2004. Seger-Elvekrog continues to provide analysis. Doug Gerlach becomes Editor-in-Chief. Endorsed by BetterInvesting in November 2009. 3 Features of Each Issue Investment Comments. Key Market Indicators. News of Companies. Sale of Stocks (when required). Subscriber News & Feedback. Recent Earnings Reports. Company Sorts. 3 Recommended Stocks. 4 May 6, 2010 2 </li> <li> 3. An Introduction to the Investor Advisory Service Investment Comments 5 Key Market Indicators 6 May 6, 2010 3 </li> <li> 4. An Introduction to the Investor Advisory Service Sale of Stocks 7 News of Companies 8 May 6, 2010 4 </li> <li> 5. An Introduction to the Investor Advisory Service Subscriber News 9 Earnings Reports 10 May 6, 2010 5 </li> <li> 6. An Introduction to the Investor Advisory Service Company Sorts 11 3 Recommended Stocks 12 May 6, 2010 6 </li> <li> 7. An Introduction to the Investor Advisory Service Toolkit 6 Stock Study 13 Publishing Schedule 4th Friday of each month at 4:00 pm ET. Extra Updates published online 4 times a year during Earnings Seasons. February, May, August, November. Alerts by e-mail as required. 14 May 6, 2010 7 </li> <li> 8. An Introduction to the Investor Advisory Service About Stock Recommendations Stocks are selected by staff to meet standards of growth, quality, and potential return. Each issue generally includes diverse group of picks: Different industry groups. Small/mid-sized/large companies. Newer/more mature companies. More aggressive/more conservative . 15 When to Buy Only buy recommendations are 3 featured stocks each month. Note: No automatic buys. Each recommendation should be evaluated by subscriber as to suitability for his/her portfolio. Other stocks are noted as possible buys in sort reports. Subscribers should use the B-rated stocks as stocks to study, not automatic Buys. 16 May 6, 2010 8 </li> <li> 9. An Introduction to the Investor Advisory Service When to Sell Sell recommendations are that recommendations for subscribers to sell stock. Provided whenever circumstances warrant. Sold stocks are no longer covered by the Service. 17 Online Extras Archives back to 2002. Excel spreadsheet of company sorts. Downloadable How to Use IAS user guide (newly revised!). E-mail alerts when new issue published. E-mail alerts for sale recommendations. Customer Support. 18 May 6, 2010 9 </li> <li> 10. An Introduction to the Investor Advisory Service Long-Term Performance Record Hulbert Financial Digest has tracked since 1996. January 2010: Named to Hulberts 2010 Investment Newsletter Honor Roll. Newsletters with above-average performance, on risk-adjusted basis, in up and down markets over past decade. Only 12 newsletters qualified for 2010. IAS ranked 3rd in Grade in Up Markets & 3rd in Gain of Domestic Equity Portfolios since 6/30/98. 19 Outperforming the Overall Market 20 May 6, 2010 10 </li> <li> 11. An Introduction to the Investor Advisory Service Subscription Information Print or Online Subscriptions Available Print $399 Online $299 Non-members: use Promotion Code X4PQ and save $125 - $150 on annual subscription! Subscribe or get more information at http://www.iclub.com/ias/ Or call 1-877-33-ICLUB 21 Special for BetterInvesting Members Save 50% on a subscription! Log in to the BetterInvesting web site. Click the Store link in top left navigation bar. Click the Books and Publications link. Scroll down to IAS listing. Or call 1-877-33-ICLUB for assistance. 22 May 6, 2010 11 </li> </ul>
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