An Introduction to the Investor Advisory Service
May 6, 2010 1
Presented by Doug Gerlach and Scott Horsburgh
May 6, 2010www.iclub.com/ias/
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What Is the Investor Advisory Service?ó Abbreviated IAS.óMonthly newsletter Service to Advise Investors.ó Based on NAIC/BetterInvesting methodology.óWritten by Chartered Financial Analysts at
Seger-Elvekrog.óMaury Elvekrog, Scott Horsburgh, Dan Boyle.
ó Uses Toolkit 6 to present stock studies.ó Focuses on teaching subscribers how to analyze
stocks.
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An Introduction to the Investor Advisory Service
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History of IASó Founded in 1973 by NAIC.ó Acquired by ICLUBcentral in 2004.ó Seger-Elvekrog continues to provide analysis.óDoug Gerlach becomes Editor-in-Chief.
ó Endorsed by BetterInvesting in November 2009.
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Features of Each Issueó Investment Comments.ó Key Market Indicators.ó News of Companies.ó Sale of Stocks (when required).ó Subscriber News & Feedback.ó Recent Earnings Reports.ó Company Sorts.ó 3 Recommended Stocks.
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An Introduction to the Investor Advisory Service
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Investment Comments
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Key Market Indicators
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Sale of Stocks
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News of Companies
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Subscriber News
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Earnings Reports
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Company Sorts
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3 Recommended Stocks
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Toolkit 6 Stock Study
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Publishing Scheduleó4th Friday of each month at 4:00 pm ET.óExtra “Updates” published online 4 times a
year during “Earnings Seasons”.óFebruary, May, August, November.
ó “Alerts” by e-mail as required.
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About Stock Recommendationsó Stocks are selected by staff to meet standards of
growth, quality, and potential return.ó Each issue generally includes diverse group of
picks:óDifferent industry groups.ó Small/mid-sized/large companies.óNewer/more mature companies.óMore aggressive/more conservative .
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When to Buyó Only “buy” recommendations are 3 featured stocks
each month.ó Note: No “automatic” buys.ó Each recommendation should be evaluated by
subscriber as to suitability for his/her portfolio.ó Other stocks are noted as possible buys in sort
reports.ó Subscribers should use the “B”-rated stocks as
“stocks to study”, not automatic “Buys.”
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When to SellóSell recommendations are that –
recommendations for subscribers to sell stock.óProvided whenever circumstances warrant.óSold stocks are no longer covered by the
Service.
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Online ExtrasóArchives back to 2002.óExcel spreadsheet of company sorts.óDownloadable “How to Use IAS” user guide
(newly revised!).óE-mail alerts when new issue published.óE-mail alerts for sale recommendations.óCustomer Support.
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Long-Term Performance Recordó Hulbert Financial Digest has tracked since 1996.ó January 2010: Named to Hulbert’s 2010
Investment Newsletter Honor Roll.óNewsletters with above-average performance, on
risk-adjusted basis, in up and down markets over past decade.óOnly 12 newsletters qualified for 2010.ó IAS ranked 3rd in “Grade in Up Markets” & 3rd in
“Gain of Domestic Equity Portfolios” since 6/30/98.
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Outperforming the Overall Market
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Subscription Informationó Print or Online Subscriptions Availableó Print $399óOnline $299
ó Non-members: use Promotion Code X4PQ and save $125 - $150 on annual subscription!ó Subscribe or get more information at
http://www.iclub.com/ias/ó Or call 1-877-33-ICLUB
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Special for BetterInvesting Membersó Save 50% on a subscription!ó Log in to the BetterInvesting web site.ó Click the Store link in top left navigation bar.ó Click the Books and Publications link.ó Scroll down to IAS listing.
ó Or call 1-877-33-ICLUB for assistance.
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