Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

21
Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director

Transcript of Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

Page 1: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

Classes –To-Go! 4B

Value Line: More than a Stock Page

Sandra F. BarlowBIVA Board Director

Page 2: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

2

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.

Page 3: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

3

Three Parts of the Value Line Investment Survey

•Part I - Summary & Index

•Part II - Selection & Opinion

•Part III - Ratings & Reports

Page 4: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

4

Summary &

Index

Part 1

Page 5: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

5

BI investors like to buy good solid stocks at a good price…..

February 26, 2010

Page 6: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

6

Estimated Median Price Appreciation

February 26, 2010

Page 7: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

7

Useful Screens in Part I, such as….

• Conservative Stocks• Highest Dividend Yielding Stocks• Stocks with high 3-5 year

appreciation potential (2 old BI favorites)

• Others

Page 8: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

8

Page 9: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

9

Partial Screen

Page 10: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

10

Part 2

Selection & Opinion

Page 11: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

11

Page 12: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

12

Value Line’s Model Portfolios

• Portfolio 1 – Stocks with above average year-ahead price potential

• Portfolio 2 – Stocks for income and potential price appreciation

• Portfolio 3 – Stocks with long-term price growth potential

• Portfolio 4 – Stocks with above-average dividend yields

Page 13: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

13

Portfolio 2 Income and Appreciation

2-26-10

Page 14: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

14

Selection & Opinion also lists insider transactions

• You may be

interested:

W H Gates, III

sold 7 million

shares of MSFT in

February 2010

Page 15: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

15

Section III Ratings and

Reports

Page 16: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

16

Page 17: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

17

ZMH – Top of VL page

Cash Flow

Page 18: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

18

Safety Rank

• Stocks ranked #1 and #2 – have stronger than

average finances– Have lower than

average volatility– Tend to go down

less than average in declining stock markets

Page 19: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

19

ZMH Capital Structure Box

Page 20: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

20

Annual Rates of ChangeEasiest place to see trends

ZMH 2-26-10

Page 21: Classes –To-Go! 4B Value Line: More than a Stock Page Sandra F. Barlow BIVA Board Director.

BETTERINVESTING Classes

21

Questions?