News & Articles

Value Line for Fundamental Investors

Presented by Marty Eckerle

Value Line 101 - An Introduction to Using Value Line - May 18, 2022

Recording 
PowerPoint Handout (pdf)
Value LIne 201 - Understanding a Value Line Company Report - June 15, 2022
Recording
PowerPoint Handout (pdf)
Value Line 301 - A Review of Digital Company Report - July 20, 2022
Recording
PowerPoint Handout (pdf)
The Value Line Digital Platform (pdf)
Other Handouts
Reading a Value Line Report (pdf)
Sample Research Report (pdf)
Home Depot Sample Report (pdf)

Pandemic Investing - Before, During and After

Presented by Jackie Koski and Richard Alden  - April 24, 2021

Recording 

Handout B&W Blue Birds & Black Swans
Handout Color Blue Birds & Black Swans
Handout B&W Using Your Stimulus Check
Handout Color Using Your Stimulus Check

What Are These Mutual Funds In My Investment Account?

By Jackie Koski - April 23, 2020

Recording 

Handout B&W 1 slide per page.
Handout B&W 3 slides per page.

Articles

A Step by Step Guide to the Core SSG.  

This document is an assemblage of the verbage found in each of the Education tabs required to complete the fourteen steps of a Core SSG Stock Study.  The document contains a link to a BetterInvesting webinar titled "Strengthen Your SSG Skills". 


Useful Investing URLs 

This is a copy of the various web addresses illustrated at the Workshop of BetterInvesting Tools, Saturday November 2, 2019 at the West Chester MidPointe Library

Mini-Education Classes

Mini-Education Classes are made available from the OKI Chapter for your personal or club use. They contain information taken from our longer OKI education classes. Each are approximately 10 to 15 minutes in length.  Feel free to download the classes presented in PDF form. The classes are designed to be taught or discussed by your club members. For in-depth investor information, be sure to contact us about our OKI Chapter "Classes To Clubs".

General Topics
Dividends
Relative Value
Industry Study

Research
Value Line

Company Related
Cyclical Stocks
Is This a Growth Stock?
Company Size vs Expectations
Cash Flow 101 
Debt
Earnings Growing Faster than Sales

SSG Related
Aggressive SSG
Profiting From PEs
Management - Return on Equity
Know Thy Company Management
Preferred Procedure