classes-to-go! 1b welcome to the world of first cuts john tufts president, western slope chapter
TRANSCRIPT
Classes-To-Go! 1B
Welcome To The World Of First Cuts
John Tufts
President, Western Slope Chapter
BETTERINVESTING NATIONAL CONVENTION
Disclaimer
• The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced.
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BETTERINVESTING NATIONAL CONVENTION
First Cuts
• Provides members with library of quality companies.
• Stock studies completed by BI members.
• Compare your judgments to others.
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BETTERINVESTING NATIONAL CONVENTION
First Cuts
• The companies exhibit characteristics followed by members.
• Common traits include consistent growth of:– Sales – Earnings
• Stock Studies are done with:– BI’s Online SSG, Toolkit or Classic
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BETTERINVESTING NATIONAL CONVENTION
BI Website Home Page
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BETTERINVESTING NATIONAL CONVENTION
First Cuts
• Sector List• Company List
– Name– Size– # Studies– Study Date
• Alphabetically• Submit a Study
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BETTERINVESTING NATIONAL CONVENTION
Sector List
• Health Care
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Healthcare
• Health Care Industry – Health Care Equipment &
Services– Pharmaceuticals & Biotechnology
• Teva Pharmaceuticals
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BETTERINVESTING NATIONAL CONVENTION
TEVA
• Company Info• Stock Study
– Author & Date
• Home Web Page• BI’s Research• Online SSG Tools
– To Start Your Own SSG
• Comments
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BETTERINVESTING NATIONAL CONVENTION
TEVA Stock Study
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BETTERINVESTING NATIONAL CONVENTION
TEVA Toolkit PDF
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WAG Online SSG PDF
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BETTERINVESTING NATIONAL CONVENTION
TEVA
• Company’s Home Web Page
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• Yearly & Quarterly Company Data
• Header Tabs– Online SSG– Opens Toolkit– BI Articles– Big Chart– S&P Data– More Data
TEVA
Research Page
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BETTERINVESTING NATIONAL CONVENTION
First Cuts
• Submit A Study
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BETTERINVESTING NATIONAL CONVENTION
Submit A Study• Any High Quality
Growth Company• Use First Cut Template• Explain Your Judgment• Create PDF of SSG• Submit to:[email protected] • Study is reviewed
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BETTERINVESTING NATIONAL CONVENTION
First Cut Template
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BETTERINVESTING NATIONAL CONVENTION
First Cut Template
• Click & Fill in Grayed Areas
• Answer Questions• Consent post email
address on web.• Save File as: FC<yyyymmdd><ticker>doc
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BETTERINVESTING NATIONAL CONVENTION
First Cut Template
• Instructions to create PDF for:
• Online Stock Selection Guide
• Toolkit or Classic
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BETTERINVESTING NATIONAL CONVENTION
Questions?
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