Most of our research consists of taking KEY INFO that Value Investors use and put it on spread sheets year after year for as far back as we could find audited financial statements. For an example the major information that we as Value Investors use is Book Value, Earning, Dividends and Return on Equity. As a rule we don’t do a spread sheet unless we have the last 5 years of financial statements and we really prefer ten years in order to get a clear picture of a company.
We Call these Spreadsheets “Primary Screening Program”
S.G. Analysis’s Primary Screening Program is designed to help three main groups of people.
The first group is those people that manage their own investments in stocks, but are too busy to constantly search for the best bargains on the market.
The second group is those that want to manage their own money but don’t know how to go about it. For this group we will help teach them the basics of investing though our Primary Screening program.
The third group wants to achieve a higher return then they can receive with other investment vehicles such as Investment Funds. They are normally investing though their self-directed R.R.S.P., Tax Free Accounts, or Cash Accounts with their online brokers owned by their banks.
If you don’t have an on-line-Brokerage account, we can put you in touch with a number of licence financial planners from a number of different banks that can help you open one.
benefits of our spreadsheets
1. SECURITY we do not access your account, or ever need to see it. It is totally between you and your bank.
2. YOU ARE IN CONTROL . . . you log onto your accounts and place your buy and sell orders. Nobody is telling you where to invest your money. It will give you some bragging rights about your investments at barbeques and Christmas parties.
3. S. G. ANALYSIS GIVES YOU THE TOOLS TO MAKE INFORMED DECISIONS. Our spread sheets will tell you which companies have a good growth rate and which ones don’t. Our sheets indicate when a company is trading at a discount and is a bargain to buy. They also suggest to you that an investment is getting expensive and it’s time to sell.
4. IT SAVES YOU TIME. You don’t have to search three thousand stocks to find a goodinvestment. We have already done the research and our Primary Screening Sheets provide you with a group of companies that are well managed and that have a reasonably good growth to them. Our Sheets also provide you with a direct link to the companies’ web- site. From there you can learn what they do and how they make their money, and in most cases you can even download their Annual Reports.
In the time it takes to drink a cup of coffee you can review enough financial information to make an informed decision to buy or sell shares in a company.
5. HELPS TO ACHIEVE A BETTER THAN AVERAGE RETURN. I covered this in more detail earlier. If you invest in a group of companies that have an annual growth rate of 15%, you stand a better chance of making 10% annually then if you invested in a group of companies that have an annual growth rate of 5%.
6. S.G. ANALYSIS WILL HELP YOU LEARN TO INVEST - for those that need help; we set you up a system that will help you track your investment portfolio. I personally prefer Yahoo Finance and the Globe-investor web- site for this. They are independent from your broker and in just a few minutes it can tell you the price of all the stocks you follow as well inform you of any news releases on them. One problem with using a your broker’s web-site is that once you get use to it, if you become dissatisfied with your broker and decide to switch to new broker you have to get use to his website. Using the globe investor web-page it makes it easier to switch if necessary.
One problem with using a your broker’s web-site is that once you get use to it, if you become dissatisfied with your broker and decide to switch to new broker you have to get use to his website. Using the globe investor web-page it makes it easier to switch if necessary.