Ken K. wrote: > > I'm trying to put together a SSG evaluation check list for our club to > use to get our members to look at the key points of an SSG for possible > purchase or even sell. Most of our members just learned how to complete > an SSG, and I think this would be a great traing tool. Does someone have > one drafted up that I could use? Any ideas that I could use to start my > check list I would also appreciate. > > Thanks, > > Ken K. [EMAIL PROTECTED]
There is an excellent One Page Quick Analysis at http://www.geocities.com/WallStreet/Exchange/1004/quick_one.htm >From [EMAIL PROTECTED] Thu Jun 11 11:50:10 1998 Received: from eclipse.qis.net ([EMAIL PROTECTED] [207.114.40.20]) by ss5a.better-investing.org (8.8.8/8.8.5) with ESMTP id LAA17266 for <[EMAIL PROTECTED]>; Thu, 11 Jun 1998 11:50:05 -0400 (EDT) Received: from Marc (pm2-151.qis.net [209.150.96.151]) by eclipse.qis.net (8.8.8/8.8.8) with SMTP id LAA22454 for <[EMAIL PROTECTED]>; Thu, 11 Jun 1998 11:43:27 -0400 (EDT) Message-ID: <[EMAIL PROTECTED]> Date: Thu, 11 Jun 1998 11:48:23 -0700 From: Marc Meisler <[EMAIL PROTECTED]> Reply-To: [EMAIL PROTECTED] X-Mailer: Mozilla 3.01 (Win95; I; 16bit) MIME-Version: 1.0 To: [EMAIL PROTECTED] Subject: Waterhouse and DRP's References: <[EMAIL PROTECTED]> Content-Type: text/plain; charset=us-ascii Content-Transfer-Encoding: 7bit Sender: [EMAIL PROTECTED] X-Listprocessor-Version: 8.2.06 -- ListProc(tm) by CREN Regarding the discussion of Waterhouse and reinvesting of dividends, if I understand correctly, they will reinvest any dividends, however, if you want to add money to the account each month such as by dollar cost averaging, you would have to pay a commission each month. So for example if you wanted to put in $50/month, $12 of that (almost 25%) would go to commissions. I am new at this (I don't even have any accounts open yet. I'm still researching brokers and stocks), but does this mean that any DRP's should be done directly with the company instead of the broker? If so, how would one do this with an IRA? Thanks, Marc Meisler [EMAIL PROTECTED] >From [EMAIL PROTECTED] Thu Jun 11 11:50:10 1998 Received: from anvil.gatech.edu ([EMAIL PROTECTED] [130.207.165.41]) by ss5a.better-investing.org (8.8.8/8.8.5) with ESMTP id LAA17267 for <[EMAIL PROTECTED]>; Thu, 11 Jun 1998 11:50:06 -0400 (EDT) Received: from daiken.gatech.edu ([130.207.137.167]) by anvil.gatech.edu (8.8.5/8.8.5) with SMTP id LAA11201 for <[EMAIL PROTECTED]>; Thu, 11 Jun 1998 11:47:16 -0400 (EDT) Message-Id: <[EMAIL PROTECTED]> X-Sender: [EMAIL PROTECTED] X-Mailer: QUALCOMM Windows Eudora Pro Version 3.0.5 (32) Date: Thu, 11 Jun 1998 11:47:49 -0400 To: [EMAIL PROTECTED] From: Dottie Aiken <[EMAIL PROTECTED]> Subject: Adding to your portfolio In-Reply-To: <[EMAIL PROTECTED]> Mime-Version: 1.0 Content-Type: text/enriched; charset="us-ascii" Reply-To: [EMAIL PROTECTED] Sender: [EMAIL PROTECTED] X-Listprocessor-Version: 8.2.06 -- ListProc(tm) by CREN As a newbie in a club, a recent decision by our club surprised and raised my eyebrows. The decision was to add to our holdings in Home Depot. Perhaps someone may explain the rationale others go through when addng to an existing portfolio. Is there a evaluation form any club uses before adding to their current holdings? The SSG presented showed: (1)the stock was <underline>not</underline> in the "buy" range, (2) did <underline>not</underline> have an U/D ratio of 3:1, and (3) had an RV of greater that 110%. The rationale was that (1) we would be dollar cost averaging down to a number in the buy range, (2) the company had posted great earnings, and (3) the future looks bright. I asked if this was not an emotional decision instead of a rational one. My questions are: 1. When you dollar cost average, after initially looking at the fundamentals and agreeing it's a great company, do you then ignore the other items on the SSG? 2. Do you keep preparing SSG after SSG and make your decision based on the latest OR do you go keep the original and it's assumptions, and make alterations to it as additional info. is added? 3. If we use Diebold as an example, those who purchased at $40+/- and now see it where it is, would assume it's a great buy. But is it really, and how do you evaluate whether to average down? I know these are basic questions, but it seems as if we're always preparing SSGs, using different assumptions (which are judgments, at best) and changing our mind. And, some clubs just add to their holdings consistently once they've decided it's a good company. Confusing and not following NAIC principles to my way of thinking... Thanks for your help. Dottie Aiken
