|In This Issue:
Get an Edge with Equity Research Service
The secret to success in any field is having the right tools. EquityResearchService.com is ICLUBcentral's newest tool for stock investors, designed to streamline the process of analyzing stocks. Users can save hours of painstaking work to gather details about companies and learn with confidence on EquityResearchService.com's powerful analysis engine.
Leveraging an ultra-powerful website, EquityResearchService.com combs available sources to gather deep levels of information about prospective investments and presents it in a clear, easy-to-use format. Investors with a subscription to EquityResearchService.com can access professional-quality stock research, ratings, ratios and comparisons for any North American company, focusing on the elements of stock analysis necessary for long-term success with a portfolio.
Click here to sign up for a free 14-day trial of EquityResearchService.com.
California, Here We Come (to The MoneyShow)
The MoneyShow San Francisco kicks off Aug. 21-23, providing fresh inspiration to investors after a long, hot summer. This three-day event at the Hilton Union Square brings more than 50 top financial experts together in a powerful program, offering workshops, presentations and instruction.
ICLUBcentral's president, Doug Gerlach, on Aug. 21 will present his 7-step method for picking successful stocks. On Aug. 23, ICLUBcentral CEO Kamie Zaracki will discuss mastering fundamental stock analysis. Don't wait to make your plans! MoneyShow San Francisco to register for free.
Mark Your Calendar for Free Educational Webinars
If you're using Toolkit 6, you know why it's the world's most popular software for fundamental stock analysis. It has many features, and ICLUBcentral's Doug Gerlach provides a monthly free webinar to shed light on how to get the most out of this valuable tool. Join us on Tuesday, Aug. 5, at 9 p.m. ET for the next Toolkit 6 Users Group webinar. Click here to register.
Our next free webinar about Investment Club Operations is slated for Tuesday, Aug. 19, at 9 p.m. ET. Gerlach, an investment club expert, provides fresh inspiration and ideas for clubs. Bring your questions and learn how other clubs are succeeding. Click here to register.
Occasionally club treasurers puzzle over broker statements showing multiple dates for what should have been a simple buy or sell transaction. Why all the confusion? According to ICLUBcentral's support guru, Sean Pulring, it's all in the timing and requires a bit of explanation.
The Securities and Exchange Commission stipulates that whenever you buy or sell (trade) a stock, that company's books must be updated (settled) within three days of the transaction. That's why the statement from your broker might show a trade date, then a settlement date, Pulrang explains.
The record date is when the club must actually own, or be holding a stock, to receive a dividend. The ex-dividend date comes into play here, as the date on which any new purchases of the stock will not be on record in time to receive a dividend. The ex-dividend date is usually two business days before the record date. (If the record date is not a business day, counting begins from the most recent business day instead of the actual record date.)
If you know that the record date for a stock in which your club is interested occurs on Thursday of a given week, the ex-dividend date will be no later than Tuesday. This means that if your club has been thinking about buying a certain stock, the broker would need to make sure the transaction (trade date) is no later than Monday to ensure that that settlement date occurs on Wednesday, before the record date of Thursday.
Got a question about your club? Running into technical issues? Visit the Community Forum in StockCentral.com to ask questions and get answers from our experts.
August 1, 2014
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ICLUBinsider Past Issues
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Investor Advisory Service
Doug Gerlach's Webinars & Local Events:
Aug. 5, 2014 – Toolkit 6 User Group Webinar
Aug. 11, 2014 - Lunchtime Learning Webinar
Aug. 19, 2014 - Investment Club Operations Webinar
Aug. 21-23 - The Money Show, San Francisco, CA
Sept. 2, 2014 – Toolkit 6 User Group Webinar
Sep. 8, 2014 - Lunchtime Learning Webinar
Sept. 13, 2014 - Heart of Illinois BI Chapter Workshop, Peoria, IL
Sept. 16, 2014 - Investment Club Operations Webinar
Oct. 4, 2014 - Portland Financial Literacy Conference, Portland, OR
Oct. 7, 2014 – Toolkit 6 User Group Webinar
Oct. 13, 2014 - Lunchtime Learning Webinar
Oct. 21, 2014 - Investment Club Operations Webinar
Nov. 4, 2014 - Toolkit 6 User Group Webinar
Nov. 10, 2014 - Lunchtime Learning Webinar
Nov, 14-15, 2014 - Puget Sound BetterInvesting Investor Education Conference, Seattle, WA
Nov. 18, 2014 - Investment Club Operations Webinar
Dec. 2, 2014 - Toolkit 6 User Group Webinar
Dec. 8, 2014 - Lunchtime Learning Webinar
Dec. 16, 2014 - Investment Club Operations Webinar
Like 7-Eleven, we're not always doing business, but we're always open — go to the ICLUB Store and outfit yourself with the simple, powerful tools and services that smart investors have been using to grow their portfolios since 1989.
Got a Problem?
You can reach us M-F, 9:30 AM-6:00 PM at 877-33-ICLUB (877-334-2582), or use the web form at ICLUB Support.