Investigate Investments

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Investigate Investments

• Not Nearly Everything You Need to Know about
  Investment Research in 90 Minutes of Less!!

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Agenda

• Overview of basic stock, bond mutual fund
  resources (print electronic)
• In-depth exploration of ValueLine, Morningstar,
  and Weiss Ratings
• A closer look at Yahoo Finance webpage
• A fun game of Investment Jeopardy!

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Todays Objectives
By the end of this session, participants will

• Know the meaning of some basic investments terms
• Be aware of six basic investment resources
• Be able to demonstrate how to use Value Line,
  Morningstar or Weiss Ratings
• Be able to look up
• current stock quotes
• historical stock quotes

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How Investing Works

• Basically, an investor gives money to an entity,
  in hopes of making money
• Cash
• Stocks
• Bonds
• Mutual Funds (combo of above)

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Investment Research

• What do investors need?
• Where can they go for information?
• What does the library have to offer?
• Which is better, print or electronic?
• Electronic for quick updates or quotes
• Print for study and analysis

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More Questions?

• What does it mean when the market goes up? (Bull)
  Goes down? (Bear)
• How do market indexes work?
• What the heck are Futures Options or
  commodities?
• Difference between an IRA and a Roth IRA?

Find them a book or website and let them look
it up!!!
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How to study more about investing

• IBD Learning Center
• http//www.investors.com/learn/b.asp
• National Assn. of Investors Corp.(NAIC)
• http//www.better-investing.org
• Investor Education and Assistance
• http//www.sec.gov/investor.shtml
• ValueLine University
• http//www.valueline.com

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INVESTMENT RESEARCH

• STOCKS
• BONDS
• MUTUAL FUNDS

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STOCKS

• S P The Outlook
• S P Stock Guides
• S P Stock Reports
• ValueLine Investment Survey

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STOCKS

• ValueLine
• In print
• or
• online at the library

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STOCKSS P The Outlook
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STOCKS

• Ratings Guide to Common Stocks
• In Print

Weiss gives an over-all risk adjusted performance
rating for each stock or fund and assigns a
Letter Grade (A to E) to each. Lists Top 200
Bottom 200 Performers.
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BONDS

• Bond Marketing Association
• www.investinginbonds.com
• S Ps Bond Guide In print
• Weiss Ratings Guide to Bond and Money Market
  Mutual Funds In print

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MUTUAL FUNDS

• Brills Mutual Funds
• www.brill.com
• Morningstar Mutual Funds
• In print or http//mfb.morningstar.com/
• Moneyletter (Donohughe)
• In print or www.moneyletter.com
• Weiss Ratings Guide
• to Mutual Funds, to Stock Mutual Funds

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MUTUAL FUNDS Brills
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MUTUAL FUNDS
Analysis, ratings, and reports
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Lets Examine Print Resources

• Value Line for STOCKS
• MorningStar for MUTUAL FUNDS
• S P Bond Guide for BONDS
• S P Stock Guide for STOCKS
• Weiss Ratings Guides for STOCKS, BOND MUTUAL
  FUNDS
• S P Stock Report for STOCKS

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Print Resources Exercise

• Draw slip of paper for assignment-ValueLine,
  Morningstar, Weiss Ratings
• Evaluate assigned reference book, using
  Evaluating Reference Books form.
• (10-15 MINUTES)
• Report back on assigned reference book.
• (5 MINUTES ea)

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Daily stock quotes,financial updates

• Local financial newspapers
• Barrons
• Orlando Sentinel
• Investors Business Daily
• Wall Street Journal

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Online sources for daily updates
www.amex.com
http//bigcharts.marketwatch.com
www.nasdaq.com
www.nyse.com
http//finance.yahoo.com
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Electronic Resource of the Day for Quick
Reference and for Customers

• Applause for Yahoo Finance website!!!
  http//finance.yahoo.com
• Current Stock Quotes
• Historical Stock Quotes
• In-depth Company Financial Information
• Market Index

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Another Recommended Electronic Resource for
Customers
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Keeping up with opportunities with one more
Electronic Resource

• Magazine and journal articles, company profiles
  and investment reports
• in
• General BusinessFile ASAP

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Investigating Investments

• Review play Investment Resources Jeopardy
• Review objectives