Available Resources for Learning How to Prepare a Stock ...



Learning How to Prepare a Stock Selection Guide (SSG)

Available Resources:

• Chapter Classes:

o SSG Workshop, Saturday, April 15 (9:30am – 2pm) at the Center of Clayton. $40 for members of BetterInvesting.

▪ This class provides step-by-step instruction on how to complete the manual version of the SSG. Valuable for those planning to use Toolkit.

o Computerized SSG, Thursday, May 18 (6:30-9pm) at the Center of Clayton. $25 for members of BetterInvesting.

▪ Learn how to utilize Toolkit 5’s many helpful features for completing an SSG. The class will also cover the preferences set-up, data sources, stock comparison guide and some undocumented features of Toolkit. Basic computer skills and some knowledge of the SSG are required.

• BetterInvesting web site:

o

▪ Click on “Stocks”, then select “Courses”. There you will find a link to “Completing the Stock Selection Guide”, a step-by-step presentation for completing the paper version of the SSG with pencil and calculator. Registration is required.

• Compuserve Forum:

o

▪ An SSG Tutorial for BetterInvesting Newbies using Sonic Corp.

▪ Free, but registration for Compuserve Forum is required.

• Stock Selection Guide Handbook:

o $15 educational series handbook available from your Chapter or from BetterInvesting

• BI wiki:

o

o This is a collaborative web site with links to information on stock study tools, including the SSG.

• Doug Gerlach’s SSG Tutorial:

o

o Free, but the materials are protected by copyright and you must agree to the guidelines for distribution.

• Value Line:

 .  They have a self-study program HOW TO INVEST IN COMMON STOCKS- The Complete Guide to Using The Value Line Survey found at .  There is also a workbook  on line with the answers on the last page, and you can download the DOW stocks for free.

• Mentoring:

o You can learn the SSG using some of the above resources, but if, after that, you require, a mentor (a Primary Partner and Board Member of the St. Louis Chapter of BetterInvesting) can provide some assistance to Associate Partner Applicants to complete the requirement of presenting an SSG. It is advisable to allow plenty of time for this, as it may take one or two meetings.

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download