BetterInvesting Space Coast Chapter Alphabetical Index

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

Annual Report Analysis

• How to acquire and use this major Due Diligence resource

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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

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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

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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

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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

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G

Toolkit Graphs

• look for the magenta colored boxes

Glossary

• from Fidelity Investments

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H

Toolkit Help Function

• use this along with the online Toolkit Manual

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I

Investment Clubs

• Tips, Tricks, & Techniques

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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

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L

Management of Toolkit Libraries

• valuable but not for the beginner

Links (see External Links)

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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"

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N

Toolkit "Notes" Function

• expanded capability in Toolkit 6

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O

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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

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Q

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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

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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)

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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

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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

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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}

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W

Withdrawls

• Club Accounting
• Procedure from start to finish

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.

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X

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Y

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Z

Zoom Feature of Toolkit

• helpful for small monitors

Zoning

• 33%, 33%, 33% or 25%, 50%, 25%

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