Managing Your Investments

  • Published on

  • View

  • Download

Embed Size (px)


  • 1.MANAGING YOURINVESTMENTS:MAKING VALUE LINE ANDMORNINGSTAR WORK FOR YOU Milwaukee Public Library, Business & Technology 414.286.30512012

2. Investor Resources atMilwaukee Public Library Print ValueLine: Investment Survey (Expanded, Smalland Midcap), Special Situations. All print availableat the Central Library Business Desk andInvestment Survey available at selectneighborhood branches. Morningstar: Mutual Funds and FundInvestor And More! 3. Investor Resources atMilwaukee Public LibraryAccess Online Value Line Standard Edition- InvestmentSurvey Morningstar Investment Research Center within City of Milwaukee libraries orremotely to City of Milwaukee cardholders. 4. Getting Started With Basic Terminology Stocks- an ownership share(s) in a corporation.Buying shares of stock makes you part owner ofthe corporation that issued stock. Over the longterm, the value of that ownership stake will riseand fall according to the success of the underlyingbusiness. Mutual Funds- an investment company thatcontinually offers new shares and stands ready toredeem existing shares form the owners. Whenyou invest in a fund, your money is pooled withother investors and then managed by a group ofprofessionals who try to earn a return by selectingstocks for the pool. Can be less volatile. 5. Getting Started With Basic Terminology Public Company- company which has issuedsecurities through an offering, and which noware traded on the open market. Also called:publicly held or publicly traded. Ticker Symbol - abbreviation, usually two orfour letters, used to identify a stock for tradingpurposes. Dividend- a payment by a company to ashareholder. It is usually paid quarterly incash. 6. Getting Started With Basic Terminology Stock Exchanges NYSE-New York Stock Exchange- oldest and largest stock exchange in the U.S., located on Wall Street in New York City. Approximately 2,800 companies listed. NASDAQ-worlds biggest stock exchange. In 1990s became the market of choice for high-tech businesses. Approximately 3,200 companies listed. 7. Getting Started With Basic Terminology Dow Jones Industrial Average (DJIA): themost widely used indicator of the overallcondition of the stock market. A price-weightedaverage of 30 leading U.S. stocks. S&P 500 (Standard and Poors 500): a basketof 500 stocks that are considered to be widelyheld. Most experts consider the S&P 500 oneof the best benchmarks available to judgeoverall U.S. market performance. 8. Getting Started With Basic Terminology Beta- a quantitative measure of the volatility ofa given stock, mutual fund or portfolio, relativeto the overall market. Median beta is 1.0,anything over 1.0 is _% more volatile. Market Capitalization: the market value of allcommon shares outstanding for a company,calculated by multiplying the recent price of astock by the number of common sharesoutstanding. 9. Getting Started With Basic Terminology Price/Earning Ratio (P/E Ratio): the mostcommon measure of how expensive a stock is.The higher the P/E ratio, the more the marketis willing to pay for each $ of annual earnings. Whenevera stocks relative P/E is more than 1,its own P/E is greater than that of the market.When its relative P/E is less than one, its ownP/E is less than that of the market. 10. Investment SurveyValue Line is an investment research companycollecting and analyzing data on over 1,700most actively traded U.S. listed stocks. Online subscription is for Standard Edition Standard Edition is large cap companies only Small and Mid-Cap Survey available in paper formatonly. 11. Investment SurveyValue Line Investment Survey is divided into 3parts and a supplement. Part 1 is the Summary and Index Part 2 is the Selection and Opinion Part 3 is the Ratings and Report 12. Investment Survey Milwaukee Public Library subscription provides access to current and past issues of Investment Survey only. 13. Investment Survey Sample Value Line report for Merck & Co. 14. Investment Survey 15. Investment Survey Select stock search criteria to create a custom list of stocks that meet your ratings requirements. 16. Investment Survey 17. Investment ResearchCenterOffers in-depth analysis of stocks, mutual funds,and ETFs (exchange-traded funds). includesreports, analyst research, key ratios,financial statements, dividend and returninformation and company snapshots. Articles and videos on investing and personalfinance. 18. Investment ResearchCenter 19. Investment ResearchCenter Screen for funds allows you to search by a variety of data points including general characteristics (fund name or category), ratings and performance criteria (Morningstar rating, annual returns), and management and purchasing data (fees and expenses). 20. Investment ResearchCenter Fund Analysis 21. Investment ResearchCenter 22. Investment ResearchCenterPortfolio planning tools fornew and experiencedinvestors. 23. Investment ResearchCenter 24. Questions? Contact Us!Milwaukee Public Library Business and Technology DeskCentral Library, 814 W. Wisconsin Ave. 414-286-3051