Finding Quality Companies

Presented by:

Lynn Ostrem, President Crow River Investment Clubwww.bivio.com/crowriver

The Business Cycle of a Company

Stages of a Company:

Start-up (just an idea)

Speculative (no earnings yet)

Explosive Grower (small cap & mid cap)

Moderate Grower (large cap)

Mature (income stock)

Break Even Point

BestInvestmentOpportunity

Speculation

Life Cycle ofA Successful

Company

Graph from Take Stock by Ellis Traub, Investware, Inc.

What Makes a Quality Company?

What Makes a Quality Company?

Easy-to-understand business model?

Are its products or services unique?

Is there a demand for its products and services?

Does its industry have a future?

Do its products and services have room to expand?

Where do we find companies to study?

Buy what you know! Food

Appliances

Toiletries (shampoo, shaving cream)

Clothes, shoes

Linens, throws & towels

Electronics (TVs, Stereos, Computers, alarm clocks)

Furniture

Décor (candles, knickknacks, etc.)

Lawnmower, garden hoses

Golf clubs, baseball bats, etc.

Where do you shop?

Where do you eat?

What are your hobbies?

Where do you buy your children’s clothes & toys?

Where do you buy your own clothes?

Where do you go on vacation? How do you get there?

Who insures your car?

Where do you bank?

Where do you buy your prescriptions?

Online Newspapers:New York Times

www.nytimes.com

Wall Street Journalwww.wsj.com

Investor’s Business Dailywww.investors.com

USA Todaywww.usatoday.com

Financial Magazines:Money

Smart Money

Fortune

Forbes

Kiplinger’s Personal Finance

Worth

Find ‘em online!

Money www.money.com

Smart Money www.smartmoney.com

Fortune www.fortune.com

Forbes www.forbes.com

Kiplinger’s www.kiplinger.com

Worth www.worth.com

Want MORE Magazine??

http://dir.yahoo.com/

Click on News & Media

Click on Magazines

3,800 to choose from!

Daily News – Online:

http://finance.yahoo.com (Financial News)

www.moneycentral.com (Investing/Articles)

www.cbsmarketwatch.com (quick updates)

www.fool.com (Today’s Headlines)

www.businessweek.com (Daily Briefing)

Good Old Standbys:

Value Line Investment Survey

At the library

Selections & Opinions Guide has Portfolios

Standard & Poor’s Stock Reports

Also at the Library

Don’t forget S&P Outlook Review Weekly newsletter full of ideas

More Sources for Stock Ideas?

CEO Express www.ceoexpress.com

Wall Street Executive Librarywww.executivelibrary.com

Trader’s Worldwww.tradersworld.com/links

The Online Investorwww.theonlineinvestor.com

CEOExpress.com

ExecutiveLibrary.com

Tradersworld.com

TheOnlineInvestor.com

NAIC-Type Stock Ideas

NAIC-Type Stock Ideas:

BI Magazine – Stock to Study

BI Magazine – Undervalued Stock to Study

BI Website – BI Most Active (Stocks page)

I-Club-List – NAIC’s discussion board

NAIC Forum on CompuServe

NAIC-Type Stock Ideas:

NAIC Top 100 – (Every April – see BI Archives)

Roster of Quality www.iclub.com $

Investor Advisory Service www.iclub.com $

Tin Cup Portfolio www.manifestinvesting.com $

Motley Fool Hidden Gems www.fool.com $

NAIC-Type Stock Ideas:

Top 100Stocks to study

Discussionboards/articles

Most Active Articles

NAIC-Type Stock Ideas:

NAIC-Type Stock Ideas:

So, when someone tells you they can’t find a stock to study…

Tell ‘em…”You just aren’t trying!”

Show ‘em these resources!

Your club will think you’re a genius!

Questions??

Presentation written by:

Lynn Ostrem, PresidentCrow River Investment Clubwww.bivio.com/crowriver