Classes-To-Go

Watch List for Clubs or Individuals

Sensible Method to Stay in the Market

Sandra F. Barlow

BIVA Board Director

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BETTERINVESTING NATIONAL CONVENTION

Disclaimer• The information in this presentation is for educational purposes only and is not

intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting™ National Association of Investors Corporation (“BI”) or the BetterInvesting Volunteer Advisory Board, its volunteer advisory board (“BIVAB”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting™ or BIVAB. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

• Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the President of BetterInvesting or the Manager of Volunteer Relations.

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BETTERINVESTING NATIONAL CONVENTION

Watch List

1. We own stocks

2. Sometimes we sell a stock

3. Should it take months to buy another?

4. Keep an up-to-date Watch List

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Finding Stocks to Study

• BetterInvesting’s Stock to Study, BI’s 100 Index, Webinars, BI Chat Lists, Phil Keating’s screens

• Value Line’s Model Portfolios and Highlighted Stocks

• Barron’s• Other publications, various Web

sources, various screening procedures• TV personalities

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Value Line’s Model Portfolios

• Portfolio 1 – Stocks with above average year-ahead price potential

• Portfolio 2 – Stocks for income and potential price appreciation

• Portfolio 3 – Stocks with long-term price growth potential

• Portfolio 4 – Stocks with high dividend yield

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BETTERINVESTING NATIONAL CONVENTION

Live or recorded stock studies

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Serious Watching!

• Set up a portfolio for stocks to watch in Toolkit

• Must complete a Stock Selection Guide for each stock

• Follow stocks in PERT and Review

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In Toolkit, go into Library

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>Select Portfolio<

• New• Key a name for

your Watch List• Down below

>Add<• Choose stock

(one)• When finished,

click >Library<

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Click on Portfolio/PERT and Peruse Overview, then Reports

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Watch 2009: PERT(Must complete an SSG)

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Choose Report: PERT or Trend

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If indicators are positive……

• Re-do Stock Selection Guide

• Check Value Line or other outside source

• Decide if it’s right for your allocation

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Another Type of Watch List

• Your own brokerage

• Various Web sites

• Yahoo Finance

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Example: Yahoo Finance

• Must establish a password in Yahoo

• Free• Establish a “sign in” code• Entire club can use same

password to access a mutual Watch List

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Example for Yahoo

• Sign in as WiseWomen (example)• Password might be

dollarsandsense

• That will give everyone who uses that code access to the Watch List

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Yahoo! Financ

e

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Choose format you like…..

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Basic and Advanced Features

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A Watch List Can Keep You One Step Ahead

PLAN

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Make A Difference In Someone’s Life

If you have benefited fromBETTERINVESTING,

introduce others to this opportunity.