Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien’s approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
If you are using another method, please explain.
Cheers,
Jack Ranby
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Norman C. Blizard via bivio.com Sent: Thursday, 8 October, 2020 09:12 To: club_cafe@bivio.com Subject: [club_cafe] Some examples of 1 page summaries
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien’s approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Linda Glein on
Thank you, Norman.
For some people it would be a challenge to assemble the graphic components.
But, if that barrier can be overcome, it gives a quick visual summary of much of what the members need to know.
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Norm C Blizard on
Jack, it is not too hard to assemble the 1-page. I use a blank Powerpoint slide as the frame, and then use Windows Snipping tool (see link below) to take clips (of screen shots) and paste them on the blank page. Then move and resize them using the snip boundaries. No set format, just trying to follow Linda G’s suggested format. The Powerpoint platform allows multiple frames and thus multiple stock analyses.
Sources of data:
ValueLine (for the text and timeliness, safety, technical, etc ABC ratings)
Morningstar (for the fair value)
Yahoo Finance tab (for analysts bar charts and valuation)
Manifest Investing (for PAR and Quality)
Better Investing (SSG)
Fidelity (for the bullish/bearish ranking)
For SSG I cut and paste various sections (from Betterinvesting.com or Toolkit 6) into the ppt. Key inputs I use for the SSG are Sales Growth estimate, EPS growth estimate, High PE estimate, and lowest recent stock price, and I generally default to accept analyst’s or TK6 recommendations in the SSG unless I have better info.
Then I save as a PDF for distribution as prereading for our meetings.
It took about 15 minutes per stock to look up and cut/paste Morningstar and Valueline info (from my public library free access site) and other info from Yahoo FInance and Manifest Investing (subscription).
While a deep dive into a stock would take much longer (i.e. reading SEC 10k filings, annual reports, etc), this high level graphic approach MAY work for my club. Time will tell, based on compliance and alternatives. It is an educational club so we all bring our own approach to the diverse party. As a retired engineer, I am more graphic than prose oriented so find a visual format easier to follow. CPAs may prefer a spreadsheet. In retirements, I don’t want to make a 2nd career as a stock analyst for a monthly investment club, leaving the serious investing to the day traders or my advisors. Just my opinion.
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Jack Ranby via bivio.com Sent: Thursday, October 8, 2020 12:54 PM To: club_cafe@bivio.com Subject: RE: [club_cafe] Some examples of 1 page summaries
Thank you for sharing, Norm.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien’s approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
jeri1717 on
Thank you, Norman and Linda. I will try the summary at my next club's meeting.
Jeri Morgan, Mutual Investors Group of Cheney (WA)
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Linda Glein via bivio.com Sent: Thursday, October 8, 2020 9:02 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Some examples of 1 page summaries
Thank you, Norman.
For some people it would be a challenge to assemble the graphic components.
But, if that barrier can be overcome, it gives a quick visual summary of much of what the members need to know.
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Linda Glein on
I'm using a combination of two programs:
PowerPoint and Snag-it.
But, one could use any document program (ie Word) and a PrintScreen/Snipping tool. (I'm not familiar with Apple products, so can't suggest those.)
I take Screenshots of portions of the front and back of the SSG (Online or Toolkit) and from the PDF With Snag-it* I can crop as I get my screenshot. But I think you can do something similar using the snipping tool. I also download the PDF version of the Value Line (using our online library's online sources).
ManifestInvesting gives access to some information on stocks at no charge.
Snag-it is a program from Techsmith that costs about $50.
I create it as a PowerPoint slide because I can send it to our club president and she can add it to her presentation. Of course, I can screen share, but sometimes it is easier if the president has all of the slides for the meeting.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Eric Resweber on
Before you go out and buy Snag-it, see if this will work. It may be a little involved but I use this all the time.
If you can print a page to a pdf, or copy it and paste to a word document and then print the word document to a pdf, Adobe reader has a neat way to do some of what you're trying to do.
Open the pdf and under the edit tab click Take a Snapshot. Then you can highlight any part of the page. This takes a screen shot which you can paste into a word document, power point, or publisher, then manipulate it as you need.
Eric
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Linda Glein via bivio.com Sent: Thursday, October 8, 2020 8:17 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Some examples of 1 page summaries
I'm using a combination of two programs:
PowerPoint and Snag-it.
But, one could use any document program (ie Word) and a PrintScreen/Snipping tool. (I'm not familiar with Apple products, so can't suggest those.)
I take Screenshots of portions of the front and back of the SSG (Online or Toolkit) and from the PDF With Snag-it* I can crop as I get my screenshot. But I think you can do something similar using the snipping tool. I also download the PDF version of the Value Line (using our online library's online sources).
ManifestInvesting gives access to some information on stocks at no charge.
Snag-it is a program from Techsmith that costs about $50.
I create it as a PowerPoint slide because I can send it to our club president and she can add it to her presentation. Of course, I can screen share, but sometimes it is easier if the president has all of the slides for the meeting.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Cindy Relick on
Eric!
Thanks so much for this tip!!!! (on editing pdf via "take a snapshot"). I tried it and it worked great!
On Thursday, October 8, 2020, 09:49:25 PM EDT, Eric Resweber via bivio.com <user*26540000001@bivio.com> wrote:
Before you go out and buy Snag-it, see if this will work. It may be a little involved but I use this all the time.
If you can print a page to a pdf, or copy it and paste to a word document and then print the word document to a pdf, Adobe reader has a neat way to do some of what you're trying to do.
Open the pdf and under the edit tab click Take a Snapshot. Then you can highlight any part of the page. This takes a screen shot which you can paste into a word document, power point, or publisher, then manipulate it as you need.
Eric
From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Linda Glein via bivio.com Sent: Thursday, October 8, 2020 8:17 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Some examples of 1 page summaries
I'm using a combination of two programs:
PowerPoint and Snag-it.
But, one could use any document program (ie Word) and a PrintScreen/Snipping tool. (I'm not familiar with Apple products, so can't suggest those.)
I take Screenshots of portions of the front and back of the SSG (Online or Toolkit) and from the PDF With Snag-it* I can crop as I get my screenshot. But I think you can do something similar using the snipping tool. I also download the PDF version of the Value Line (using our online library's online sources).
ManifestInvesting gives access to some information on stocks at no charge.
Snag-it is a program from Techsmith that costs about $50.
I create it as a PowerPoint slide because I can send it to our club president and she can add it to her presentation. Of course, I can screen share, but sometimes it is easier if the president has all of the slides for the meeting.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Margaret Wentworth on
I don't see a chart anywhere. Once you own a stock, a chart will tell you when to sell. That plus earnings reports is basically all you need.
Before you go out and buy Snag-it, see if this will work. It may be a little involved but I use this all the time.
If you can print a page to a pdf, or copy it and paste to a word document and then print the word document to a pdf, Adobe reader has a neat way to do some of what you're trying to do.
Open the pdf and under the edit tab click Take a Snapshot. Then you can highlight any part of the page. This takes a screen shot which you can paste into a word document, power point, or publisher, then manipulate it as you need.
But, one could use any document program (ie Word) and a PrintScreen/Snipping tool. (I'm not familiar with Apple products, so can't suggest those.)
I take Screenshots of portions of the front and back of the SSG (Online or Toolkit) and from the PDF With Snag-it* I can crop as I get my screenshot. But I think you can do something similar using the snipping tool. I also download the PDF version of the Value Line (using our online library's online sources).
ManifestInvesting gives access to some information on stocks at no charge.
Snag-it is a program from Techsmith that costs about $50.
I create it as a PowerPoint slide because I can send it to our club president and she can add it to her presentation. Of course, I can screen share, but sometimes it is easier if the president has all of the slides for the meeting.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Charles Bard on
Windows 10 contains a Snipping Tool and Snip and Sketch. They will allow capturing a rectangular section of the screen. Snag-It is a much more powerful tool that is not required for this application.
Charles
Sent: Thursday, October 8, 2020 10:04 PM To: club_cafe@bivio.com Subject: Re: [club_cafe] Some examples of 1 page summaries
Eric!
Thanks so much for this tip!!!! (on editing pdf via "take a snapshot"). I tried it and it worked great!
On Thursday, October 8, 2020, 09:49:25 PM EDT, Eric Resweber via bivio.com <user*26540000001@bivio.com> wrote:
Before you go out and buy Snag-it, see if this will work. It may be a little involved but I use this all the time.
If you can print a page to a pdf, or copy it and paste to a word document and then print the word document to a pdf, Adobe reader has a neat way to do some of what you're trying to do.
Open the pdf and under the edit tab click Take a Snapshot. Then you can highlight any part of the page. This takes a screen shot which you can paste into a word document, power point, or publisher, then manipulate it as you need.
But, one could use any document program (ie Word) and a PrintScreen/Snipping tool. (I'm not familiar with Apple products, so can't suggest those.)
I take Screenshots of portions of the front and back of the SSG (Online or Toolkit) and from the PDF With Snag-it* I can crop as I get my screenshot. But I think you can do something similar using the snipping tool. I also download the PDF version of the Value Line (using our online library's online sources).
ManifestInvesting gives access to some information on stocks at no charge.
Snag-it is a program from Techsmith that costs about $50.
I create it as a PowerPoint slide because I can send it to our club president and she can add it to her presentation. Of course, I can screen share, but sometimes it is easier if the president has all of the slides for the meeting.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Linda Glein on
I'm not recommending anyone purchase Snag-it.
I was simply being clear about what tool I happen to use.
Snipping tool should do the job. Plus there are other ways, which people have explained.
Windows 10 contains a Snipping Tool and Snip and Sketch. They will allow capturing a rectangular section of the screen. Snag-It is a much more powerful tool that is not required for this application.
Charles
Sent: Thursday, October 8, 2020 10:04 PM To:club_cafe@bivio.com Subject: Re: [club_cafe] Some examples of 1 page summaries
Eric!
Thanks so much for this tip!!!! (on editing pdf via "take a snapshot"). I tried it and it worked great!
Before you go out and buy Snag-it, see if this will work. It may be a little involved but I use this all the time.
If you can print a page to a pdf, or copy it and paste to a word document and then print the word document to a pdf, Adobe reader has a neat way to do some of what you're trying to do.
Open the pdf and under the edit tab click Take a Snapshot. Then you can highlight any part of the page. This takes a screen shot which you can paste into a word document, power point, or publisher, then manipulate it as you need.
But, one could use any document program (ie Word) and a PrintScreen/Snipping tool. (I'm not familiar with Apple products, so can't suggest those.)
I take Screenshots of portions of the front and back of the SSG (Online or Toolkit) and from the PDF With Snag-it* I can crop as I get my screenshot. But I think you can do something similar using the snipping tool. I also download the PDF version of the Value Line (using our online library's online sources).
ManifestInvesting gives access to some information on stocks at no charge.
Snag-it is a program from Techsmith that costs about $50.
I create it as a PowerPoint slide because I can send it to our club president and she can add it to her presentation. Of course, I can screen share, but sometimes it is easier if the president has all of the slides for the meeting.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Norman Gee on
TechSmith used to offer Jing for free and now they offer TechSmith Capture for free. These were the free versions of Snag-it. I have since discovered that a similar function is built into Windows 10.
Windows 10 contains a Snipping Tool and Snip and Sketch. They will allow capturing a rectangular section of the screen. Snag-It is a much more powerful tool that is not required for this application.
Charles
Sent: Thursday, October 8, 2020 10:04 PM To:club_cafe@bivio.com Subject: Re: [club_cafe] Some examples of 1 page summaries
Eric!
Thanks so much for this tip!!!! (on editing pdf via "take a snapshot"). I tried it and it worked great!
Before you go out and buy Snag-it, see if this will work. It may be a little involved but I use this all the time.
If you can print a page to a pdf, or copy it and paste to a word document and then print the word document to a pdf, Adobe reader has a neat way to do some of what you're trying to do.
Open the pdf and under the edit tab click Take a Snapshot. Then you can highlight any part of the page. This takes a screen shot which you can paste into a word document, power point, or publisher, then manipulate it as you need.
But, one could use any document program (ie Word) and a PrintScreen/Snipping tool. (I'm not familiar with Apple products, so can't suggest those.)
I take Screenshots of portions of the front and back of the SSG (Online or Toolkit) and from the PDF With Snag-it* I can crop as I get my screenshot. But I think you can do something similar using the snipping tool. I also download the PDF version of the Value Line (using our online library's online sources).
ManifestInvesting gives access to some information on stocks at no charge.
Snag-it is a program from Techsmith that costs about $50.
I create it as a PowerPoint slide because I can send it to our club president and she can add it to her presentation. Of course, I can screen share, but sometimes it is easier if the president has all of the slides for the meeting.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.
Norm C Blizard
SCS Investment Club
Columbus IN 47203
Craig McCormick on
For capture/editing, also try Greenshot. It's free and offers more tools (highlighting, text, arrows, numbering, some shapes, cropping, and can edit/save to numerous formats (clipboard, Greenshot image editor, save, import into Word, PowerPoint, etc)) that are very easy to use. Much better than Snipping Tool and easier to use than Snag-it... and it's free.
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Norman Gee via bivio.com Sent: Friday, October 09, 2020 9:51 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Some examples of 1 page summaries
TechSmith used to offer Jing for free and now they offer TechSmith Capture for free. These were the free versions of Snag-it. I have since discovered that a similar function is built into Windows 10.
Windows 10 contains a Snipping Tool and Snip and Sketch. They will allow capturing a rectangular section of the screen. Snag-It is a much more powerful tool that is not required for this application.
Charles
Sent: Thursday, October 8, 2020 10:04 PM To:club_cafe@bivio.com Subject: Re: [club_cafe] Some examples of 1 page summaries
Eric!
Thanks so much for this tip!!!! (on editing pdf via "take a snapshot"). I tried it and it worked great!
Before you go out and buy Snag-it, see if this will work. It may be a little involved but I use this all the time.
If you can print a page to a pdf, or copy it and paste to a word document and then print the word document to a pdf, Adobe reader has a neat way to do some of what you're trying to do.
Open the pdf and under the edit tab click Take a Snapshot. Then you can highlight any part of the page. This takes a screen shot which you can paste into a word document, power point, or publisher, then manipulate it as you need.
But, one could use any document program (ie Word) and a PrintScreen/Snipping tool. (I'm not familiar with Apple products, so can't suggest those.)
I take Screenshots of portions of the front and back of the SSG (Online or Toolkit) and from the PDF With Snag-it* I can crop as I get my screenshot. But I think you can do something similar using the snipping tool. I also download the PDF version of the Value Line (using our online library's online sources).
ManifestInvesting gives access to some information on stocks at no charge.
Snag-it is a program from Techsmith that costs about $50.
I create it as a PowerPoint slide because I can send it to our club president and she can add it to her presentation. Of course, I can screen share, but sometimes it is easier if the president has all of the slides for the meeting.
Could you provide more detail in the nuts and bolts of creating the single page. For example, are you pasting the screen prints from the various sources into frames on a MS Word document? If so, could you supply a template with each frame labeled with the source of the data that is pasted into the frame?
Please review and comment. Our small club of retirees has had issues with participation and common approach to stock analysis, so I adopted Linda Glien's approach to a one-page graphic summary sheet (backed up by a SSG). I presented this to our club and they approved it over a prose or spreadsheet approach. This may not appeal to some but seems to me to be a minimum hurdle for club members to achieve for a monthly or quarterly stock analysis. Thanks Linda.