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Purchasing Stocks



Stock Study Guide Checklist



Symbol

Name of Stock

Date of Sale

Purchase Price

Price Sold At



Question to Ask Yourself

Yes

NO



1

Does the visual picture show this as a Growth company with Sales and Earning going Up







2

Is the data you are using up - to - date?







3

Are there any years that you should consider as outliers before you make your projections?





4

Does Your projection match your club goals





5

Does your projection match your clubs goals





6

Is the latest quarterly data increasing or decreasing? Look for a minimum of 10 percent increase over the Last Year?





7

Does the insider ownership meet your requirements? At least 1 percent!!





8

Does the institution ownership meet your requirements? No more than 50





9

What kind of job is Management doing (section 2) Pre - Tax profit, the larger the better. Is it going up or a least even?





10

Is the price down or near it's yearly high (section 3)





11

Are all the P/Es similar? (when P/Es are 4 - 5 points higher or lower it should be removed)





12

Is the stock at or below the average /E ratio?





13

Are you willing to pay to much for each share of stock, according to the P/E ratio?





14

It there are dividends are they increasing?





15

Does the estimated High and Low P/E estimates meet your satisfaction?





16

Are you satisfied with the price of the stock? Is it in the buy range?





17

Dees the upside / downside ratio meet your goals? (3 - to - 1) 15 percent growth





18

What is the potential percent appreciation for the next five years? Look for 100 percent





19

Does the compounded annual rate of return meet your expectations? 15 percent!!!












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