classes –to-go! 4b value line: more than a stock page sandra f. barlow biva board director
TRANSCRIPT
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Classes –To-Go! 4B
Value Line: More than a Stock Page
Sandra F. BarlowBIVA Board Director
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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.
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Three Parts of the Value Line Investment Survey
•Part I - Summary & Index
•Part II - Selection & Opinion
•Part III - Ratings & Reports
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Summary &
Index
Part 1
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BI investors like to buy good solid stocks at a good price…..
February 26, 2010
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Estimated Median Price Appreciation
February 26, 2010
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Useful Screens in Part I, such as….
• Conservative Stocks• Highest Dividend Yielding Stocks• Stocks with high 3-5 year
appreciation potential (2 old BI favorites)
• Others
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Partial Screen
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Part 2
Selection & Opinion
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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 above-average dividend yields
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Portfolio 2 Income and Appreciation
2-26-10
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Selection & Opinion also lists insider transactions
• You may be
interested:
W H Gates, III
sold 7 million
shares of MSFT in
February 2010
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Section III Ratings and
Reports
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ZMH – Top of VL page
Cash Flow
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Safety Rank
• Stocks ranked #1 and #2 – have stronger than
average finances– Have lower than
average volatility– Tend to go down
less than average in declining stock markets
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ZMH Capital Structure Box
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Annual Rates of ChangeEasiest place to see trends
ZMH 2-26-10
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Questions?