Research Center
Research Center
This section provides convenient links to internal and external club investment resources. The sites listed are our core library of tools that we need to be very proficient in using. There are many more resources available but these are the foundation for doing quality stock studies and effective portfolio management.
This section provides convenient links to internal and external club investment resources. The sites listed are our core library of tools that we need to be very proficient in using. There are many more resources available but these are the foundation for doing quality stock studies and effective portfolio management.
Library Resources for Morningstar and ValueLine Reports
Library Resources for Morningstar and ValueLine Reports
Great news. The Brevard County Public Library offers on-line access from home for Value Line and Morningstar. You'll need your (free) Brevard County library card to log in. There is no cost for this service.
Great news. The Brevard County Public Library offers on-line access from home for Value Line and Morningstar. You'll need your (free) Brevard County library card to log in. There is no cost for this service.
Go to http://www.brevardcounty.us/PublicLibraries. Look for "Online Resources" on the left side, in the green section. Click it, then click on the resource you want to access. You will be asked to enter your library card number and last name. Opens right up!
Go to http://www.brevardcounty.us/PublicLibraries. Look for "Online Resources" on the left side, in the green section. Click it, then click on the resource you want to access. You will be asked to enter your library card number and last name. Opens right up!
Click here for Lee County Library.
Click here for Lee County Library.
Value Line recently made major changes (improvements?) to their web site. Click on this link to go to a comprehensive guide to the "new VL."
Value Line recently made major changes (improvements?) to their web site. Click on this link to go to a comprehensive guide to the "new VL."
Click here for instructions on how to update the VL list.
Click here for instructions on how to update the VL list.
ADDITIONAL RESEARCH RESOURCES:
ADDITIONAL RESEARCH RESOURCES:
First Cut Stock Studies
First Cut Stock Studies
BI: First Cut Stock Study Archives [log in to your BI account needed]
[log in to your BI account needed]
[free and subscription]
MISC CHECKLISTS:
MISC CHECKLISTS:
Stock Analysis Form - courtesy of Laura Scott
Stock Analysis Form - courtesy of Laura Scott
WARP Stock Evaluation Form - courtesy of Cindy Kelly, BI
WARP Stock Evaluation Form - courtesy of Cindy Kelly, BI
TRAINING & REFERENCES:
TRAINING & REFERENCES:
PowerPoint Template (September 18, 2009) (2.2Mb PPT)
PowerPoint Template (September 18, 2009) (2.2Mb PPT)
Stock Monitor Report Templates
Stock Monitor Report Templates
Space Coast School House
Space Coast School House