ValueLine Investment Service

Beyond the Basics

What You Will Learn

How to navigate through the service. What each of the six publications cover. What type of investments ValueLine

covers. How to customize reports. How to use the Help and FAQs

ValueLine Research Center

                                                               

ValueLine Investment Survey

ValueLine Mutual Funds Survey

ValueLine Daily Options Survey

ValueLine Electronic Convertibles

ValueLine Special Situations Service

Navigation

When viewing one of the publications, you can use the options, on the left, under Research to navigate to another area.

Support offers FAQs, how to guides, and a glossary to help you use the Research Center.

ValueLine Investment Survey

Stock Reports With All Features of the Print Version Plus Full Search

Capabilities, Sort Options, and Customizable Reports.

What Is a Stock?

The certificates representing ownership in a corporation.

Common stock– Class of corporate ownership usually entitled to vote

for the board of directors and other issues of importance.

Preferred Stock– A class of stock on which a company must pay a

dividend before any dividend can be paid on the company's common stock.

From Ebsco Business Source Premiere

Survey Issues

Reports on approximately 260 companies per issue.

Selection and Opinion - a newsletter with ValueLine’s opinions on stocks.

All other features of the standard and Small & Midcap editions of ValueLine.

Searching the Survey for Companies

To search for a company, click Lookup company on the left side of the screen.

Enter your search term(s) and select Company, Industry or Ticker to search.

Searching the Survey for Industries

An alphabetical list of all 100 industries in the survey comes up.

To search for an industry, click Lookup Industry on the left side of the screen.

Ratings and Reports The default sort

option is by company name.

Click on Ticker, Industry, or Timeliness to re-sort by those options.

Viewing Reports

PDF HTML

To view reports, click on either PDF or HTML for that report.

PDF will give you a representation of the print version of the report.

HTML gives you custom report print options. Choose one option at a time.

Rank Changes

Investors can view stocks whose timeliness or performance rank has changed in the past week.

Stock Screening Investors can locate stocks by specifying

criteria in the stock screener.

Top 100

View stocks by a variety of top rankings including relative price performance (below) safety, and growth.

ValueLine Mutual Funds Survey

Ratings and Reports on Over 2000 Mutual Funds With Expert Analysis

and Ratings Based on Risk and Reward.

What Is a Mutual Fund?

An investment company that sells shares in itself to the public and uses the proceeds to purchase common stocks, bonds, and/or money market securities.

From Ebsco Business Source Premiere

Survey Issues

Each issue reports on approximately 150 funds.

Performance and Index has news about mutual funds as well as the print index.

Searching for a Fund Family

To search for a fund family, click Lookup Fund Family on the left side of the screen.

Enter your search term(s) and click Search.

Searching for a Fund

To search for a fund, click Lookup Fund on the left side of the screen.

Enter your search term(s) and select Fund Name or Ticker.

Fund Screening

Users can identify funds by specifying search criteria.

Daily Options Survey

Updated Daily, the Options Survey Offers Investors Advice on

Purchasing Options.

What Is an Option?

Options give investors the privilege to either buy or sell 100 shares of a common stock within a period of time for a set price.

Investors buy call options, those giving you a right to buy stock, if they expect the price to rise.

They buy put options, those giving you the right to sell, if thy expect the price to fall.

Interactive Options

Enter a ticker symbol to look up options and click submit.

Results

Select result(s) to view by checking the boxes

Option Profile

Gives detailed information on the selected option.

Click Option Profile Definitions to find out about each item.

Interpreting Ticker Codes

From http://www.online.msdw.com/cgi-bin/Help/optionSymbol

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Month Code Strike Price Strike Price Call Call Put Put Month Month

A A M M Jan Jan A A 5 5 105 105 205 205 305 305 ---> --->

B B N N Feb Feb B B 10 10 110 110 210 210 310 310 ---> --->

C C O O Mar Mar C C 15 15 115 115 215 215 315 315 ---> --->

D D P P Apr Apr D D 20 20 120 120 220 220 320 320 ---> --->

E E Q Q May May E E 25 25 125 125 225 225 325 325 ---> --->

F F R R Jun Jun F F 30 30 130 130 230 230 330 330 ---> --->

G G S S Jul Jul G G 35 35 135 135 235 235 335 335 ---> --->

H H T T Aug Aug H H 40 40 140 140 240 240 340 340 ---> --->

I I U U Sep Sep I I 45 45 145 145 245 245 345 345 ---> --->

J J V V Oct Oct J J 50 50 150 150 250 250 350 350 ---> --->

K K W W Nov Nov K K 55 55 155 155 255 255 355 355 ---> --->

L L X X Dec Dec L L 60 60 160 160 260 260 360 360 ---> --->

M M 65 65 165 165 265 265 365 365 ---> --->

N N 70 70 170 170 270 270 370 370 ---> --->

O O 75 75 175 175 275 275 375 375 ---> --->

P P 80 80 180 180 280 280 380 380 ---> --->

Q Q 85 85 185 185 285 285 385 385 ---> --->

R R 90 90 190 190 290 290 390 390 ---> --->

S S 95 95 195 195 295 295 395 395 ---> --->

T T 100 100 200 200 300 300 400 400 ---> --->

U U 7.5 7.5 37.5 37.5 67.5 67.5 97.5 97.5 ---> --->

V V 12.5 12.5 42.5 42.5 72.5 72.5 102.5 102.5 ---> --->

W W 17.5 17.5 47.5 47.5 77.5 77.5 107.5 107.5 ---> --->

X X 22.5 22.5 52.5 52.5 82.5 82.5 112.5 112.5 ---> --->

Y Y 27.5 27.5 57.5 57.5 87.5 87.5 117.5 117.5 ---> --->

Z Z 32.5 32.5 62.5 62.5 92.5 92.5 122.5 122.5 ---> --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Strike Price Call Put Month

A M Jan A 5 105 205 305 --->

B N Feb B 10 110 210 310 --->

C O Mar C 15 115 215 315 --->

D P Apr D 20 120 220 320 --->

E Q May E 25 125 225 325 --->

F R Jun F 30 130 230 330 --->

G S Jul G 35 135 235 335 --->

H T Aug H 40 140 240 340 --->

I U Sep I 45 145 245 345 --->

J V Oct J 50 150 250 350 --->

K W Nov K 55 155 255 355 --->

L X Dec L 60 160 260 360 --->

M 65 165 265 365 --->

N 70 170 270 370 --->

O 75 175 275 375 --->

P 80 180 280 380 --->

Q 85 185 285 385 --->

R 90 190 290 390 --->

S 95 195 295 395 --->

T 100 200 300 400 --->

U 7.5 37.5 67.5 97.5 --->

V 12.5 42.5 72.5 102.5 --->

W 17.5 47.5 77.5 107.5 --->

X 22.5 52.5 82.5 112.5 --->

Y 27.5 57.5 87.5 117.5 --->

Z 32.5 62.5 92.5 122.5 --->

Month Code Month Code Strike Price Strike Price Call Call Put Put Month Month

A A M M Jan Jan A A 5 5 105 105 205 205 305 305 ---> --->

B B N N Feb Feb B B 10 10 110 110 210 210 310 310 ---> --->

C C O O Mar Mar C C 15 15 115 115 215 215 315 315 ---> --->

D D P P Apr Apr D D 20 20 120 120 220 220 320 320 ---> --->

E E Q Q May May E E 25 25 125 125 225 225 325 325 ---> --->

F F R R Jun Jun F F 30 30 130 130 230 230 330 330 ---> --->

G G S S Jul Jul G G 35 35 135 135 235 235 335 335 ---> --->

H H T T Aug Aug H H 40 40 140 140 240 240 340 340 ---> --->

I I U U Sep Sep I I 45 45 145 145 245 245 345 345 ---> --->

J J V V Oct Oct J J 50 50 150 150 250 250 350 350 ---> --->

K K W W Nov Nov K K 55 55 155 155 255 255 355 355 ---> --->

L L X X Dec Dec L L 60 60 160 160 260 260 360 360 ---> --->

M M 65 65 165 165 265 265 365 365 ---> --->

N N 70 70 170 170 270 270 370 370 ---> --->

O O 75 75 175 175 275 275 375 375 ---> --->

P P 80 80 180 180 280 280 380 380 ---> --->

Q Q 85 85 185 185 285 285 385 385 ---> --->

R R 90 90 190 190 290 290 390 390 ---> --->

S S 95 95 195 195 295 295 395 395 ---> --->

T T 100 100 200 200 300 300 400 400 ---> --->

U U 7.5 7.5 37.5 37.5 67.5 67.5 97.5 97.5 ---> --->

V V 12.5 12.5 42.5 42.5 72.5 72.5 102.5 102.5 ---> --->

W W 17.5 17.5 47.5 47.5 77.5 77.5 107.5 107.5 ---> --->

X X 22.5 22.5 52.5 52.5 82.5 82.5 112.5 112.5 ---> --->

Y Y 27.5 27.5 57.5 57.5 87.5 87.5 117.5 117.5 ---> --->

Z Z 32.5 32.5 62.5 62.5 92.5 92.5 122.5 122.5 ---> --->

Each ticker symbol is followed by codes indicating month and strike date.

Option Templates

Pre-defined Excel templates to track options and make calculations. Instructions are in the Reports.

Rankings for Stocks and Options

Stocks and options are ranked from the buyer’s perspective by ValueLine.

1 Best – Best for Buyer, Worst for Seller 2 Above Average – Good for Buyer, Worst

for Seller 3 Average – Neutral 4 Below Average – Good for Seller, Worst

for Buyer 5 Worst – Best for Seller, Worst for Buyer

ValueLine Electronic Convertibles

Evaluation and Analysis of Over 600 Convertible Securities with Buy, Hold and Sell Recommendations.

What is a Convertible?

Convertibles are bonds or preferred stock which can be converted to another security such as a company’s common stock.

The option to convert usually lasts the lifetime of the bond or preferred stock and can be exchanged at anytime, usually without cost.

Convertibles Survey

View current, Daily, or back issues on convertibles.

Daily Convertibles

Enter your search term(s) and select Ticker or Convertible Name. Alternately, Click Show All Convertibles.

Convertible Profile

Provides information and statistics for the convertible.

Especially Recommended

Part of the Convertibles Survey is a list of Especially Recommended convertibles. As with most of the convertible information, this is in PDF format.

Especially Recommended Groups

All convertibles and warrants on the list are ranked 1 (Highest) and are divided into four groups based on profit potential and risk:– Warrants – High Risk– Above Avg. Profit Potential – Above Avg.

Volatility– Modest Profit Potential – Modest Volatility– Modest Profit Potential – Low Volatility

ValueLine Special Situations Service

Profiles of High-Risk, Fast Growing, Small Companies Recommended for

Investment.

ValueLine Special Situations Service

Emphasizes small fast-growing companies with the ability to generate strong earnings growth over 3-5 years.

Special Situation investing is considered high risk.

Features

Published twice a month it includes:– A four page new recommendation report at

least once a month where a new company is profiled.

– A summary-index with recommendations on current situations.

– Supervisory reviews on previous recommendations.

Current Special Situations

Click to view the PDF of the issue you wish to view.

New Recommendation

New companies receive a four page review which includes company financials.

Supervisory Reviews

About 10 previously reviewed companies have their reviews updated in each issue.

Ratings

Each situation receives one of four ratings:– Especially Recommended – Buy– Buy/Hold – Hold the stock if you own it. Some

investors may wish to purchase.– Hold – If you own the stock, hold it. Do not

buy.– Switch - Sell

Calculators

Plan Your Investments.

Offers a number of options to help plan investing.

Support

From FAQs to a University.

FAQs

Information on print and electronic products including explanations of ranks and coverage.

How to Invest Guides

Guides for investors on using the ValueLine publications.

How to Read the ValueLine Pages

Explains the print version pages of the Stock surveys and the Mutual Fund Survey.

Glossary of Investment Terms

A technical glossary explaining common investment terms.

ValueLine University

An in-depth instructional system for learning investing. Covers the basics, strategies, building a portfolio and studying stocks.

Available by clicking the Education tab.

Conclusion

If you have further questions, please contact Grace Lillevig, Training Librarian.

Grace@hcpl.net 713-749-9064