JULY 2004

On The Road Again Workshop Descriptions

Workshop DESCRIPTIONS

Basics of Adding Judgement
Learn the basics of adding judgement and checking your projections. Emphasis is on how to choose five-year projected EPS and Sales, how to read the historic P/E's, and how to obtain your projected five-year return.

Buying Stocks Using DRIPs and DIPs
Lear how to invest small amounts of money using Dividend Reinvestment Plans (DRIPs), Direct Investment Plans (DIPs), and BetterInvesting Low Cost Investment Plan.

Finding SSG Candidates
This back-to-basics class helps find companies that are possible Stock Selection Guide candidates.

Overview of Value Line
The Value Line data needed for completion of an SSG will be targeted with the remainder of the class discussing some of Value Line's information to can give us a perspective of a company's potential.

Monitoring Your Portfolio with the PERT
The Portfolio Evaluation Review Technique (PERT) can be an aid to judgement when we decide to buy, hold, or sell. The class looks at the fundamentals used in monitoring our portfolios.

When to Sell Stocks-Besides Never
Selling stocks is a more difficult decision than buying. Red flags will provide more information in order for us to make that choice.

Beginning SSG Using Toolkit
We will go step-by-step through the data entry and the five sections of the Stock Selection Guide as we analyze a stock and interpret the data.

Using Challenger to improve your Portfolio
When considering replacement of stocks in your portfolio, the Challenger module of Toolkit provides a useful guide to make those decisions.

Portfolio Record Keeper: Investment Record Keeping & Portfolio Management
We will demonstrate how to use the BetterInvesting Portfolio Record Keeper for individual record keeping and how record keeping is an important tool for portfolio management, leading to better investment decisions.

Getting the Most Out of Morningstar for Mutual Funds
Mutual fund basics, including advantages and disadvantages of owning mutual funds will be examined. We will analyze and study mutual funds using Morningstar with an in-depth look at Morningstar's Quicktake report and its components.

Using BetterInvesting Tools and Concepts for Mutual Funds
The BetterInvesting mutual fund study tools will be examined step-by-step. We will discuss fund analysis, comparisons, and results tracking.