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Finding and Researching Investment Ideas   Speaker Position Company smart woman securities © 2010 Smart Woman Securities.  Materials are for SWS members’ use only. All rights reserved. Date
Announcements ,[object Object]
Last Seminar Recap ,[object Object],[object Object],[object Object],[object Object],[object Object]
Tonight’s Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
Market Update ,[object Object],[object Object]
Market Update Example Slide ,[object Object],[object Object],[object Object],[object Object],[object Object]
Getting Started
[object Object],[object Object],[object Object],[object Object],[object Object],Index Funds or Individual Stocks?
Getting Started with Stocks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How to Begin? ,[object Object],[object Object],[object Object],[object Object]
How to Begin? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Finding Investment Ideas
How to Start? ,[object Object],[object Object],[object Object],[object Object],[object Object]
How do Sectors Perform? Annual Percentage Returns by S&P Global Sector (2000-2009)  Source: IShares, S&P Global Sector Index,  ,[object Object]
[object Object],[object Object],What about Huge Companies? Source: http://www.articlesbase.com/investing-articles/2009-stock-market-review-what-happened-1751266.html
[object Object],[object Object],Or the S&P? Source: http://www.articlesbase.com/investing-articles/2009-stock-market-review-what-happened-1751266.html
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Big Vs. Small
[object Object],[object Object],What about Small Companies? http://www.fool.com/investing/small-cap/2005/12/29/the-markets-10-best-stocks.aspx
[object Object],[object Object],[object Object],[object Object],What’s in Common? http://www.fool.com/investing/small-cap/2005/12/29/the-markets-10-best-stocks.aspx
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Top Performance Bottom Line http://www.fool.com/investing/small-cap/2005/12/29/the-markets-10-best-stocks.aspx
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Where to Find Ideas?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Ideas Around You
[object Object],[object Object],[object Object],The Deeper Dive
[object Object],[object Object],[object Object],[object Object],[object Object],Where Else?
Guru Focus ,[object Object],[object Object],[object Object],[object Object],http://www.gurufocus.com/news.php?id=87863
Magic Formula ,[object Object],[object Object],[object Object],[object Object],[object Object],http://www.gurufocus.com/news.php?id=87863
Value Line ,[object Object],[object Object],[object Object],[object Object],[object Object],http://www.gurufocus.com/news.php?id=87863
Value Investors Club ,[object Object],[object Object],[object Object],[object Object],http://www.gurufocus.com/news.php?id=87863
13-F Filings ,[object Object],[object Object],[object Object],[object Object]
Investing Blogs ,[object Object],[object Object],[object Object],[object Object],http://www.gurufocus.com/news.php?id=87863
Investing Blogs ,[object Object],http://www.gurufocus.com/news.php?id=87863
Deeper Dive ,[object Object],[object Object],[object Object],http://www.gurufocus.com/news.php?id=87863
Researching Investment Ideas
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Why are You Better?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Research Overview http://www.kellogg.northwestern.edu/student/club/imc/Downloads/Stock%20pitch%20primer%20(Nov%202007).pdf
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Quick and Dirty
[object Object],[object Object],[object Object],Company and Industry Analysis
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Company Analysis http://www.kellogg.northwestern.edu/student/club/imc/Downloads/Stock%20pitch%20primer%20(Nov%202007).pdf
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Strategy http://www.kellogg.northwestern.edu/student/club/imc/Downloads/Stock%20pitch%20primer%20(Nov%202007).pdf
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Management http://www.kellogg.northwestern.edu/student/club/imc/Downloads/Stock%20pitch%20primer%20(Nov%202007).pdf
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Where do You Find this Info?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Industry Analysis http://www.kellogg.northwestern.edu/student/club/imc/Downloads/Stock%20pitch%20primer%20(Nov%202007).pdf
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Industry Structure http://www.kellogg.northwestern.edu/student/club/imc/Downloads/Stock%20pitch%20primer%20(Nov%202007).pdf
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Industry Dynamics http://www.kellogg.northwestern.edu/student/club/imc/Downloads/Stock%20pitch%20primer%20(Nov%202007).pdf
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Where do You Find this Info?
[object Object],[object Object],[object Object],[object Object],Research Gets Easier
Seminar Recap ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Coming Up

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Finding Investment Ideas by Researching Your Daily Life

Notes de l'éditeur

  1. Ask yourself a question, “Why do you invest?” “ What is it you truly want to win?” Winning should be reaching your goals, having the financial capacity to achieve your life goals … … not anyone else’s. Remember, you want to build a financial house that won’t fall down in a strong wind. To do that, you need to start with a plan -- a blueprint. And one of the best plans around is asset allocation.
  2. Ask yourself a question, “Why do you invest?” “ What is it you truly want to win?” Winning should be reaching your goals, having the financial capacity to achieve your life goals … … not anyone else’s. Remember, you want to build a financial house that won’t fall down in a strong wind. To do that, you need to start with a plan -- a blueprint. And one of the best plans around is asset allocation.
  3. Ask yourself a question, “Why do you invest?” “ What is it you truly want to win?” Winning should be reaching your goals, having the financial capacity to achieve your life goals … … not anyone else’s. Remember, you want to build a financial house that won’t fall down in a strong wind. To do that, you need to start with a plan -- a blueprint. And one of the best plans around is asset allocation.
  4. - Other possible emerging trends to mention: large-cap pharmaceutical companies acquiring promising biotech or specialty pharma companies to diversify, increase drug offerings or replace those going off-patent; restaurants that fall between fast-food restaurants and high-end dining given that more Americans are eating out
  5. - Other possible emerging trends to mention: large-cap pharmaceutical companies acquiring promising biotech or specialty pharma companies to diversify, increase drug offerings or replace those going off-patent; restaurants that fall between fast-food restaurants and high-end dining given that more Americans are eating out
  6. Here’s another look at the importance of diversification. This chart shows the relative performance of a broad range of market segments since 1986. As you can see, leadership changes quite frequently. The markets are not static. Diversification is the steady path that can take advantage of the opportunities of investing -- wherever and whenever they occur.