Classes-To-Go! 1B Welcome To The World Of First Cuts John Tufts President, Western Slope Chapter.

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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BETTERINVESTING NATIONAL CONVENTION

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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BETTERINVESTING NATIONAL CONVENTION

WAG Online SSG PDF

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BETTERINVESTING NATIONAL CONVENTION

TEVA

• Company’s Home Web Page

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BETTERINVESTING NATIONAL CONVENTION

• 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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