Stock Reporting:



Company: _______________________________ Ticker: ________________________

Original SSG Completed By: ________________ Original SSG Date: ______________

Stock Watcher Report By: __________________ Today’s Date: __________________

Update the SSG price first.

Use the first page for a quick summary. Use the second page for a more detailed response.

Valuation Date & Price:  Preferred closing price and date is the Friday before our meeting.  Price can come from any financial website after 4 PM on Friday or from our web site after 8:00 PM on Friday. If you take the price at another time just note it. You can check the Valuation Statement on the website at any time.

Monthly Report:

 

|Valuation Date: From Valuation Statement |Upside/Downside Ratio: From SSG Sec. 4 C |

|Valuation Date Price: From Valuation Statement |Buy Range: Back of SSG (Section 4C2) |

|Current P/E: PMG Graph red line OR Back of SSG (Section 3 #9). |Critical News: Short answer here; detailed information on second |

| |page |

|Relative Value: PMG Graph green line (bottom of page) |Recommendation: Cut to the chase. Should we buy, hold or sell? |

Quarterly Supplemental Report:

|Quarter Reporting: Latest Quarterly and |Number of Shares Held: From Valuation |Average Cost per Share: From Investment |

|Fiscal Year |Statement on club web site |History under Report section on club web |

| | |site. |

|52-week High Price: From SSG top of Sec. 3 |52-week Low Price: From SSG top of Sec. 3 | |

|Quarter-over-Quarter Sales %: From PERT A |Original SSG 5-yr. Sales Estimate %: From SSG|Your SSG 5-yr. Sales Estimate%: What do you |

|Col. I, last line. |bottom of page 1 |think? |

|Quarter-over-Quarter EPS %: From PERT A Col. |Original SSG 5-yr. EPS Estimate %: From SSG |Your SSG 5-yr. EPS Estimate%: What do you |

|D, last line |bottom of page 1 |think? |

|Quarter-over-Quarter Pre-tax Profit %: From |Original SSG 5-yr. Pre-tax Profit %: From 2A |Your SSG 5-yr Pre-tax Profit %: What do you |

|PERT A Col. N, last line. |of the SSG. |think? |

|Guidance from Management in the Company Report: A short answer here, from Company’s web site & Quarterly Report | | |

 

Any Critical News: 

Is there any compelling news positive or negative that would cause you to change your expectations of the stock in the form of lowering or raising the estimated growth rates?

The stock watcher is expected to keep abreast of the day-to-day operations of the stock.

We do not need to be informed of the latest products or acquisitions, as long as the stock is meeting our expectations. If a stock watcher is confused by a particular event, he/she should contact another member(s) for a second opinion.

Quarter Reporting:

Quarterly announcements are listed on the company’s website.  After the income statement has been reported (or after a new Standard & Poor’s report has been released), you should report the company’s new information.  An example would be – 3rd Quarter ending 3/31/2002.

Quarter-over-Quarter Sales & EPS %:

You should be most interested in quarterly sales & EPS as compared to the same quarter the year before—thus “quarter-over-quarter.”  Most press releases will provide this information.

If they don’t, you can find it in the Quarterly Box on the front of your “updated” SSG. For more detail,look at the trend in PERT A Col. D & I (last line) and PERT Graph (upper left & right).  An example would be – 1st Quarter sales for 2002 grew 11% over 1st Quarter 2001.

SSG 5-yr. Sales & EPS Estimate %: 

These are at the bottom the SSG’s first page. How does the quarter-over-quarter sales and earnings compare with the original SSG?

Guidance from Management in the Company Report:

Read the company’s press releases and quarterly reports (including the 10Q and 8K reports to the SEC). Also check the news and listen to any conference calls. Report any guidance the management staff might have given to help determine whether our SSG needs revising.

Recommendation and Reasons Behind Your Recommendation:

Be prepared to give a firm buy, hold or sell recommendation.

In a paragraph or two, explain your rationale. Peter Lynch in his book “One Up on Wall Street” aims for a stock summary that “can be muttered under your breath” in under two minutes.

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