|In This Issue:
Buy Toolkit 6 — Get a Free Copy of Take Stock
For a limited time, we're offering a special deal on new purchases of Toolkit 6. Purchase within the next six weeks and you'll get a copy of the highly-acclaimed third edition of Take Stock, absolutely free — a $29.99 value!
Designed for beginners but beneficial to all fundamental long-term investors, Take Stock is an important addition to your investing library. This 250-page book describes the basics of common-sense stock investing, with tips and tricks for identifying companies, comparing stocks, and managing a portfolio. You can read a sample chapter on the ICLUB website and learn more about the powerful concepts contained in Take Stock.
Toolkit 6 is our flagship product for stock analysis. The software allows you to quickly analyze promising stocks and manage your portfolio. Developed for both novice and experienced investors, Toolkit 6 stock analysis worksheets, and its own unique portfolio management tools that make it easy to monitor fundamental changes in your existing holdings with alerts and color-coded highlights.
This offer won't be repeated! If you or a member of your investment club haven't yet bought their copy of Toolkit 6, this is the perfect opportunity to create the perfect set of tools for stock analysis. Buy Toolkit 6 now and get your free copy of Take Stock today! This offer is good only through October 25, 2010 using the above link, so don't delay.
Join the Club! by Amy Rauch Neilson
I think most investors remember their first time. I know I do.
My foray into the world of common stock investing began in 1991. That’s when, after setting aside part of my paycheck for a few months, I bought 10 shares of AT&T through what was then known as the NAIC Low Cost Investment Plan.
So, when I stopped by my parents' house for a visit and a homemade meal one evening, the topic naturally turned to my new position at BI. "It's going great," I told them. "In fact, I’m about to buy 10 shares of stock in AT&T."
The Easiest Way to Find Stocks to Study
Many investors find it a struggle to find new stocks to study for their portfolios. But there's one simple-to-use tool that enables you to pinpoint the most interesting candidates based on a variety of factors — the StockCentral Stock Screener.
Built as the only online screener specifically designed for long-term oriented investors, the StockCentral Stock Screener allows you to customize any of 15 criteria in four basic categories, including Growth, Valuation, and Quality. We've even taken the guesswork out of figuring out what numbers to enter when creating a screen with the use of logical dropdown selectors customized for each criteria.
With the StockCentral Stock Screener, you can easily identify:
- Companies in one or more particular industries
- Large, small, or mid-sized companies
- Companies with a certain minimal rate of EPS or Sales growth
- Stocks with a certain minimal dividend yield
and much more!
In addition, the StockCentral Stock Screener provides Pre-Defined Screens to help you get started. Once you've built a screen that works for you, you can save it to your account for future reference at any time. You can also export your screener results in an Excel file or to Toolkit 6. Learn more about the StockCentral Stock Screener by viewing this online webinar archive.
The best part is that the StockCentral Stock Screener is included with your StockCentral subscription for just $39.99 a year! Sign up for a free 45-day trial today, or renew your existing trial or full subscription.
Toolkit 6 Tip of the Week — Adding Companies to a Portfolio
Maintaining your portfolio in Toolkit 6 is vital if you want to make full use of the program's robust portfolio management tools. This week's tip is designed to help you quickly add companies to a portfolio.
First, make sure the Toolkit 6 Library panel is open on the left side of the TK6 screen. Check to make sure that you have a completed Stock Study in your library for any company that you wish to add to a portfolio; if necessary, create a Stock Study for that company.
Next, select the Portfolio you wish to manage from the "Select Portfolio" dropdown list. Find the new stock in your Personal Library above, and right-click on the company name with your mouse. From the pop-up menu that appears, left-click on "Add to Selected Portfolio."
A window appears asking you for the number of shares you wish to add to the portfolio. Type in the number of shares, including any fractional shares (the number will be rounded to one decimal place, and some reports will round to no decimal places). Click "OK" to complete the procedure.
If, at a later date, you purchase more shares or sell shares of a stock from this portfolio, you'll need to edit the number of shares. From the Portfolio Holdings section at the bottom, right-click on the company name and select "Change Shares" from the pop-up menu, and make the desired changes.
What's your favorite Toolkit 6 tip? Let us know on our new Facebook page!