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BetterInvesting Space Coast Chapter

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Index (click on a letter)
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

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A

Annual Report Analysis
  • How to acquire and use this major Due Diligence resource
Return to Index

B

on Bonds
  • Ellis Traub
  • From BetterInvesting's Investing Discussion List digest [discussions@lists.betterinvesting.net] dated 3 October 2009
Special Font Colors in Word
  • BetterInvesting Blue & Green
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C

Calculating Compound Annual Return
  • Using the Visual Analysis Graph from your SSG
Change Detection Notification
  • how to setup email notification when a website is changed or updated.  Use it for www.NAICspace.org
Space Coast-Chat
  • Chapter Mailing List, Multi-Way Email Communications
Computer/MS Word & Special Symbols
  • These also work in Power Point & Excel
Computer Tips from CGAB
  • a collection of monthly tips
Club Accounting Topics
  • important lessons from Gene Rooks
Club Accounting Withdrawls
  • Gene Rooks piece in BITS, May 2006
Financial Calculator
  • a fine addition to all versions of Toolkit
Financial Calculator
  • There is a quick and easy free one with every Stock Selection Guide (SSG) sheet for those satisfied with “slide rule” accuracy
Let Google Do the Math
  • a quick and valuable feature of the ubiquitous Google
S&P Core Earnings
  • a metric attempt to counteract creative accounting. A means to plot against earnings as reported by the company.
Selection of Alternative Data
  • your choices
Criteria Weighting
  • what is important to your judgment
Toolkit Challenger
  • to find a potentially better performer
Taming Windows
  • That are too large for your screen
Chapter Directors Contacts
  • list with email addresses
Club Accounting
  • Tips, Tricks, & Techniques
Chapter Director Aid
  • Tips, Tricks, & Techniques
A Quick Stock Comparison Guide within Prospector
  • Screen then compare visually
Modifying Previously Defined Criteria
  • do your own thing in Prospector
Red Cursor
  • A superior pointing device for instruction
Return to Index

D

Desired Growth Calculator
  • This is an executable file – DG.exe
  • read instructions
Average Dividend Yield
  • how Toolkit determines this
Debt to Equity
  • Wisdom from Ellis Traub
  • BI discussion digest 090911
Read about Desired Growth Calculator
  • Expected sales growth as a function of annual sales
Dividends
  • Club Accounting
  • Where to post an ex-dividend date
STOCKcentral Data Toolkit
  • your one stop data source for stock analysis
Doorway to Clubs that Welcome Visitors
  • see what an Investment club is all about
Dual Screen Presentation
  • the professional way
Return to Index

E

Online Registration
  • with Eventbrite and PayPal
Events
  • Near & Far
  • Online & Live
Expense Concepts
  • Club Accounting
  • Taxable and non-taxable items
External Links
  • Sister chapters
  • other experienced authorities
  • outside resources
Earnings Stability
  • R Squared
Sending SSGs by email
  • helpful for club members
EPS Trends
  • Use these analysts estimates with a grain of salt but at least use them.
How to Email a Toolkit PERT Report
  • Help for the Investment Club members
Return to Index

F

on Folio Investing
  • Folio Investing Offers BetterInvesting Clubs Commission-Free Trading
  • email from Ellis Traub
  • To BetterInvesting's Investing Discussion List digest [discussions@lists.betterinvesting.net] dated 29 September 2009
File Naming Convention
  • Suggestions & Comments
Return to Index

G

Toolkit Graphs
  • look for the magenta colored boxes
Glossary
  • from Fidelity Investments
Return to Index

H

Toolkit Help Function
  • use this along with the online Toolkit Manual
Return to Index

I

Investment Clubs
  • Tips, Tricks, & Techniques
Return to Index

J

Forecasting Low Price
  • a significant judgment item
Forecasting PEs
  • a significant judgment item
Judgment Feature
  • now the Audit feature in Toolkit 6
Comparing Your Sales Growth Estimate with Value Line
  • Using available data
Return to Index

K

Return to Index

L

Management of Toolkit Libraries
  • valuable but not for the beginner
Links (see External Links)
Return to Index

M

So you want to learn Prospector
  • help is at hand; listen to Brian
  • if all else fails, read the manual
Movie Links
  • Short training "movies"
Return to Index

N

Toolkit "Notes" Function
  • expanded capability in Toolkit 6
Return to Index

O

Return to Index

P

A Quick Stock Comparison Guide within Prospector
  • Screen then compare visually
Price Variant Quotient (PVQ)
  • An alternative method for calculating the Low Selected Price by Gayle Olson
Analyzing Historical PEs
  • a significant judgment item
Faster Loading PDF Files
  • removing seldom used items speeds use
The a-b-c's of Parlimentary Procedure
  • Source: National Association of Parlimentarians & Bob-Adams.net
Modifying Previously Defined Criteria
  • do your own thing
PEG Ratio
  • The PE to Growth Ratio
PERT-A Graph
  • after your SSG, always check this item
PERT-A Graph
  • Opinion: Ellis Traub
Paid In Plus Earnings
  • Club Accounting
  • (PIPE)
.
Payments and Fees
  • Club Accounting
  • When to use each and which will buy units
Portfolio Management Guide
  • Now known as the Stock Management Guide
Portfolio Summary Report
  • Use with CAUTION!
Potential Buy Price
  • Now an included Audit item in Toolkit 6
Preferred Procedure
  • Estimate future Earnings based on Sales history
To open a company selected in Prospector with Toolkit
  • A link from screening to analysis
Prospector User Defined Functions
  • define your own for better Reports
So you want to learn Prospector
  • help is at hand; listen to Brian; if all else fails, read the manual
Small-Caps or Small-Sized Companies
  • Screen for high growth prospects
Potpourri
  • Opinions/Comments
  • External Links
  • Acknowledgments
Price Volatility
  • A new measure using data and tools available.
  • Defined by the price swing from High to Low
  • Any time period may be used.
Price Volatility = 1 - Low / High (expressed as a percentage)
Online Registration
  • with Eventbrite and PayPal
Stock to Study
  • Presenter Guidelines
Maintain a Visible Cursor
  • throughout your Power Point presentation
Power Point 00
  • How to make a picture background transparent
Power Point 01
  • How to make a self running show
Power Point 02
  • Tips & suggestions for a presentation
Return to Index

Q

Return to Index

R

Return on Equity
  • Treatment by Ellis Traub for AAII Journal, July 2001
Compound & Average Annual Return
  • where the numbers come from & how to calculate
Projected Average Return
  • the conservative expectation
Relative Value
  • a ratio
Total Return
  • {Toolkit Version 4’s Unique Situation}
Upside/Downside Ratio
  • Price Range & Risk/Reward Ratio
Relative Price
  • Where to present price lies between the period high and low
  • Any time period may be used.
Relative Price = (Present Price - Period Low Price) / (Period High Price - Period Low Price) (expressed as a percentage)
R Squared (R2, R^2, or R2)
  • Goodness of Fit; what and why; forget how
Red Cursor
  • A superior pointing device for instruction
Return to Index

S

EPS Stability [R2]
  • how consistent is the company
Searching within a PDF file
  • valuable for softcopy manuals
Selling Checklist
  • check lists for investment clubs
Selling Considerations
  • check lists for investment clubs
Small-Caps or Small-Sized Companies
  • Screen for high growth prospects
Stock Comparison Guide
  • Compare up to 5 companies in the same industry
Stock Study Flow Chart
  • a suggested procedure
Sustainable Growth Rate
  • where the numbers come from
Salesman Tricks
  • watch out how data is presented
Screening for Quality with Value Line
  • do this for free in your public library.
Syllabus, Training
  • Listing of Sessions Offered
Stock Prospector
  • Tips, Tricks, & Techniques
Stock Study with Toolkit
  • Tips, Tricks, & Techniques
Introduction to the SSG
  • by Gene Rooks (PPT with Notes Pages)
Return to Index

T

ASCII Report
  • text only report from Toolkit
Rates of Change
  • Toolkit's Historical Growth Rate Change Graph
Things You Should Know
  • Club Accounting terminology, frequently misunderstood items
Preferences > Thresholds
  • Global and Individual
Toolkit 00
  • Align Price Bars with Earning
Toolkit 01
  • Cursor pointing during instruction
Toolkit Expansion Toolbars
  • for those with small monitors
Toolkit’s Funny Numbers
  • (the typed in ones)
Track & Compound Annual Growth
  • all from in a single Excel workbook, update anytime
Taxes
  • Club Accounting
  • “A piece of cake” thanks to the software
Treasurer’s Duties
  • Brief overview of accounting duties
Training Syllabus
  • Listing of Sessions Offered
Return to Index

U

Undocumented Features in Investors Toolkit 4 & 5 plus Toolkit 6
  • aka Rogue Keys
Undocumented Features
  • by Jim Thomas
Prospector User Defined Functions
  • define your own for better Reports
Return to Index

V

Starting Points for Projections
  • Last Annual Data, Last Quarterly Data, End of Trend Line
Valuations and Unit Values
  • Club Accounting
  • Valuations and Unit Values – very important concepts
Visual Analysis Chart
  • basic info for the beginner
Visit a Club
  • see what an Investment club is all about
VoIP
  • Voice over Internet Protocol
Volatility {see Price Volatility}
Return to Index

W

Withdrawls
  • Club Accounting
  • Procedure from start to finish
Movie Camera icon
Behind the Scenes at a Webinar
  • This session discusses the Behind the Scenes experience of putting on a GotoWebinar.
  • This presentation assumes you have already learned to schedule and customize a seminar. We also assume you have attended a webinar.
  • Our experience has been putting on larger Webinars (several hundred attendees) which requires a larger behind-the-scenes staff. For a smaller webinar you can combine tasks and get by with far fewer people. Nevertheless, we have broken the description of job roles down so you can better understand them.
Return to Index

X

Return to Index

Y

Return to Index

Z

Zoom Feature of Toolkit
  • helpful for small monitors
Zoning
  • 33%, 33%, 33% or 25%, 50%, 25%
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