Tools for Investment Club Members
Doug Gerlach, October 2011
By Doug Gerlach,
President, ICLUBcentral Inc.
October 2011
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myICLUB.com
www.myiclub.com
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www.iclub.com & www.myiclub.com
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Tools for Investment Club Members
Doug Gerlach, October 2011
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Google Finance
finance.google.com
Yahoo! Finance
finance.yahoo.com
Reuters Investor reuters.com/finance/stocks
MSN Money
money.msn.com
Morningstar
morningstar.com
www.nasdaq.com
Nasdaq
www.stockcentral.com
StockCentral
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5-Year EPS Growth Rate Estimates
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Quarterly & Annual EPS & Sales Estimates
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Five Years of Estimated EPS
◦ Analysts Consensus Estimates (ACE) from MSN
◦ money.msn.com/
◦ Research > Earnings Estimates
◦ Yahoo ACE
◦ finance.yahoo.com/
◦ Analyst Coverage > Analyst Estimates
◦ NASDAQ
◦ www.nasdaq.com/
◦ Analyst Stock Research > Forecast
www.iclub.com & www.myiclub.com
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Tools for Investment Club Members
Doug Gerlach, October 2011
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Check annual Proxy (Form DEF-14A)
◦ Available on request, or to shareholders.
◦ Provides details company board & management
team.
◦ Available on company’s website, or at SEC EDGAR:
– www.sec.gov/edgar.shtml
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Does company follow good governance
practices?
Are board & management aligned with
shareholder interests?
◦ www.CorpGov.net
◦ www.GMIratings.com
◦ www.TheyRule.net
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www.iclub.com & www.myiclub.com
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Tools for Investment Club Members
Doug Gerlach, October 2011
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Do insiders own significant amount of
company stock?
Have they been recently buying or selling?
Review SEC Form 3, 4, or 5.
On Web:
◦ www.money.msn.com
◦ finance.yahoo.com
◦ www.nasdaq.com
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Is there appropriate interest in the stock by
institutional investors?
Yahoo! Finance
◦ finance.yahoo.com/q/mh?s=AAPL+Major+Holders
◦ Ownership > Major Holders
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www.iclub.com & www.myiclub.com
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Tools for Investment Club Members
Doug Gerlach, October 2011
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Check company against industry & peer
averages, especially:
◦ ROE
◦ PTP
◦ Debt-to-Equity
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ICLUB.com
◦ www.iclub.com/investing/
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StockCentral ($)
◦ www.stockcentral.com
◦ Data > Sector & Industry Averages
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MSN Money
◦ money.msn.com
◦ Research > Financial Results > Key Ratios > Profit
Margins
www.iclub.com & www.myiclub.com
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Tools for Investment Club Members
Doug Gerlach, October 2011
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Yahoo! Finance
◦ http://finance.yahoo.com
◦ Company > Competitors
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Point & Figure chart (Price support level)
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52-week low price
◦ StockCharts.com
◦ www.stockcharts.com/
◦ Select P&F Chart
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Yahoo! Finance
finance.yahoo.com
Charts > Basic Chart
Select 1 year period
50-200 day Moving day Average w/Shorts
◦ Big Charts (Java)
◦ bigcharts.marketwatch.com
◦ Interactive Chart > 1-year
www.iclub.com & www.myiclub.com
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Tools for Investment Club Members
Doug Gerlach, October 2011
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MSN Key Developments
◦ http://money.msn.com/
◦ News
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Yahoo! Finance News
◦ http://finance.yahoo.com
◦ News & Info > Headlines
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Yahoo! Finance
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Google Finance
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StockCentral ($)
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myICLUB.com
◦ finance.yahoo.com
◦ finance.google.com
◦ Tip: Add company events to Google Calendar!
◦ www.stockcentral.com
◦ Take Stock/Toolkit/BI-style reports.
◦ www.myiclub.com
◦ BI-style reports, diversification reports.
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www.iclub.com & www.myiclub.com
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Tools for Investment Club Members
Doug Gerlach, October 2011
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Vyew.com
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Mikogo.com
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Join.me
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Yugma.com
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FreeConference.com
◦ Continuous meeting rooms for real-time & anytime visual
collaboration.
◦ Cross-platform desktop sharing tool, for web conferencing, online
meetings or remote support.
◦ Instant screen sharing.
◦ Free web conferencing allows anyone, anywhere to instantly share
their desktop and ideas online with others.
◦ Free conference calls anytime without scheduling.
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Stock Screener
Portfolio Tracker
Take Stock analysis tool
Ratio Analyzer
Research Links
Sector & Industry Averages
Ex-dividend Dates
Stock Split Histories
www.stockcentral.com
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www.iclub.com & www.myiclub.com
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Tools for Investment Club Members
Doug Gerlach, October 2011
ICLUBcentral Inc.
www.iclub.com
Write me:
gerlach@iclub.com
www.iclub.com & www.myiclub.com
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