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Tools for Investment Club Members Doug Gerlach, October 2011

By Doug Gerlach, President, ICLUBcentral Inc.

October 2011

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Tools for Investment Club Members Doug Gerlach, October 2011

} Google Finance } Yahoo! Finance } Reuters Investor } MSN Money } Morningstar } Nasdaq } StockCentral

finance. finance. finance/stocks

money.

} 5-Year EPS Growth Rate Estimates

Analysts Consensus Estimates (ACE) from MSN money. Research > Earnings Estimates

} Quarterly & Annual EPS & Sales Estimates

Yahoo ACE finance. Analyst Coverage > Analyst Estimates

} Five Years of Estimated EPS

NASDAQ Analyst Stock Research > Forecast

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Tools for Investment Club Members Doug Gerlach, October 2011

} 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:

? edgar.shtml

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} Does company follow good governance practices?

} Are board & management aligned with shareholder interests?







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Tools for Investment Club Members Doug Gerlach, October 2011

} Do insiders own significant amount of company stock?

} Have they been recently buying or selling? } Review SEC Form 3, 4, or 5. } On Web:

money. finance.

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} Is there appropriate interest in the stock by institutional investors?

} Yahoo! Finance

finance.q/mh?s=AAPL+Major+Holders Ownership > Major Holders

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Tools for Investment Club Members Doug Gerlach, October 2011

} Check company against industry & peer averages, especially:

ROE PTP Debt-to-Equity

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investing/

} StockCentral ($)

Data > Sector & Industry Averages

} MSN Money

money. Research > Financial Results > Key Ratios > Profit

Margins

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