Copyright 2014 VectorVest, Inc. All rights reserved Unauthorized duplication of this book is strictly prohibited. No part of this publication may be reproduced, stored into a retrieval system, translated into any language, or transmitted in any form or by any means, electronic, mechanical, recording or otherwise, without the prior written permission of VectorVest, Inc. The VectorVest logos are registered trademarks licensed by VectorVest, Inc.

Analyze Any Stock

Analyze Any Stock

VectorVest believes

every investor should know:

What a stock is really worth,

How safe it is and,

When to buy, sell or hold.

Analyze Any Stock

VectorVest analyzes, sorts, ranks and graphs over 8,200

stocks every day for Value, Safety and Timing.

We give a Buy, Sell or Hold recommendation on each

stock every day.

Analyze Any Stock

Things We’ll Learn:

How to Analyze Any Stock

How to Manage Your Stocks

4 Tips to Determine When To Sell

Analyze Any Stock

This Will Help You To:

Reinforce a good portfolio

Revitalize a stagnant portfolio

Heal a broken portfolio

Analyze Any Stock

Value Goes Up When

Earnings go up,

Inflation goes down

and

Interest rates go down

Analyze Any Stock

Relative Value

An Indicator of Long-Term Price

Appreciation Potential

Price, Value, Earnings Growth, Corporate Bond Rates and

Risk are used to compute Relative Value.

Analyze Any Stock

Relative Safety

An Indicator of Risk

Consistency and Predictability of Financial Performance are

the Primary Factors in Assessing Relative Safety.

Analyze Any Stock

Relative Timing

An Indicator of Short-Term

Price Trend

The Direction, Magnitude and Dynamics of Price History

are used to determine Relative Timing.

Analyze Any Stock

VST-Vector

The Master Indicator

VST-Vector combines RV, RS and RT into a single comprehensive indicator. This combination incorporates

fundamental as well as technical analysis.

Analyze Any Stock

VectorVest Stop Price

An Indicator of When to Sell or Cover

a Position

An adjusted 13-Week Moving Average of Closing Prices is

used to compute Stop-Price.

Analyze Any Stock

Buy, Sell or Hold Criteria

Buy (1) Price > Stop Price, (2) VST > 1, (3) RT > 1

and (4) Price must be diverging away from

Stop Price

Sell Price < Stop Price

Hold Price > Stop, but any of the other three

factors needed to receive a Buy are not met.

Analyze Any Stock

Comfort Index

Favors stocks with price growth persistence.

Analyze Any Stock

Find Button

Use to locate stocks you’re familiar with and see what

VectorVest has to say about them.

Analyze Any Stock

Build a WatchList

WatchLists allow investors or traders to apply the power of

rank analysis to the securities that interest them the most.

Analyze Any Stock

Build a WatchList

1. Select a Group (Folder) from the WatchList Directory or

create your own by clicking on the drop down arrow next to

the ‘New’ Icon.

2. Click the ‘New’ Icon at the top of the WatchList Directory.

3. Type a Name for your WatchList. Add additional notes about

the list to the Description field (date, purpose, etc.)

4. Click ‘Add’.

Analyze Any Stock

Using WatchLists

• All WatchLists are ranked by VST-Vector.

The best stocks are at the top of the list.

The worst stocks are at the bottom of the list.

• Perform Rank Analysis.

• Analyze WatchList Averages.

Analyze Any Stock

4 Tips on Selling

• Price and Volatility performance

• Price vs. 40 Day Moving Average

• Relative Timing < 1.0

• Rec = Sell

30 Day Retirement Portfolio

Transformation

Today We Learned:

How to Analyze Any Stock

How to Manage Your Stocks

4 Tips to Determine When to Sell

30 Day Retirement Portfolio

Transformation

Session # 2 Homework

Create a WatchList of your core holdings, potential buys and favorite analyst recommendations.

Create separate lists for different accounts

Perform rank analysis

Prepare for next move

30 Day Retirement Portfolio

Transformation

Session # 3 – When to Buy & Sell

Market Entries

Market Exits

Market Tops & Bottoms

Tuesday June 17th @ 4:30 PM est.