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THE PARTNER PACKET
The purpose of the Partner Packet is to provide educational tools and materials to help Centre Region Model Investment Club (CRMIC) partners evaluate, select, and monitor stocks.
- How to do a stock selection report
How to read a
Value Line report
One Page Visual
Analysis: A Screening Tool
Stock
Selection Guide (SSG):
Overview of the
SSG
SSG:
Capitalization
SSG: Recent
Quarterly Figures
SSG:
Section 1 - Visual Analysis
SSG: Section 2 -
Evaluating Management
SSG: Section 3
- P/E History and Dividend Information
SSG: Section 4 -
Evaluating Risk and Reward
SSG: Section 5 -
5-Year Potential
Stock Comparison Guide (SCG):
How to
interpret the SCG
Company's Annual Report
Overview of the
Annual Report
Form
for Analyzing the Income Statement and Balance Sheet
Worksheet for
Analysis Form
An Excel spreadsheet to compute financial ratios
Instructions on how to use the Excel spreadsheet to compute
financial ratios
Additional Research on Companies:
Additional Research on Companies
- How to monitor stocks within the club's portfolio
Monitor's
Summary
Rationale for Purchase of the Company
Monitor's
Monthly Report
Monitor's
Quarterly Report
Monitor's Annual
Report
- How to read the Club Accounting's