Transcript ValueLine Investment Service - Harris County Public Library

ValueLine Investment Service
Beyond the Basics
What You Will Learn
How to navigate through the service.
 What each of the six publications cover.
 What type of investments ValueLine covers.
 How to customize reports.
 How to use the Help and FAQs

ValueLine Research Center

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

ValueLine
Investment Survey
ValueLine Mutual
Funds Survey
ValueLine Daily
Options Survey
ValueLine
Electronic
Convertibles
ValueLine Special
Situations Service
Navigation
When viewing one of the
publications, you can use the
options, on the left, under
Research to navigate to another
area.
 Support offers FAQs, how to
guides, and a glossary to help you
use the Research Center.

ValueLine Investment Survey
Stock Reports With All Features of
the Print Version Plus Full Search
Capabilities, Sort Options, and
Customizable Reports.
What Is a Stock?
The certificates representing ownership in a
corporation.
 Common stock

–

Class of corporate ownership usually entitled to vote
for the board of directors and other issues of
importance.
Preferred Stock
–
A class of stock on which a company must pay a
dividend before any dividend can be paid on the
company's common stock.
From Ebsco Business Source Premiere
Survey Issues
Reports on approximately 260 companies
per issue.
 Selection and Opinion - a newsletter with
ValueLine’s opinions on stocks.
 All other features of the standard and Small
& Midcap editions of ValueLine.

Searching the Survey for
Companies


To search for a
company, click
Lookup
company on the
left side of the
screen.
Enter your search
term(s) and
select Company,
Industry or
Ticker to search.
Searching the Survey for
Industries

To search for an
industry, click
Lookup Industry
on the left side
of the screen.

An alphabetical
list of all 100
industries in the
survey comes
up.
Ratings and Reports
The default sort
option is by
company name.
 Click on Ticker,
Industry, or
Timeliness to resort by those
options.

Viewing Reports



To view reports, click on either PDF or HTML for that
report.
PDF will give you a representation of the print version
of the report.
HTML gives you custom report print options. Choose
one option at a time.
PDF
HTML
Rank Changes

Investors can view stocks whose timeliness
or performance rank has changed in the past
week.
Stock Screening

Investors can locate stocks by specifying
criteria in the stock screener.
Top 100

View stocks by a variety of top rankings
including relative price performance
(below) safety, and growth.
ValueLine Mutual Funds Survey
Ratings and Reports on Over 2000
Mutual Funds With Expert Analysis
and Ratings Based on Risk and
Reward.
What Is a Mutual Fund?

An investment company that sells shares in
itself to the public and uses the proceeds to
purchase common stocks, bonds, and/or
money market securities.
From Ebsco Business Source Premiere
Survey Issues
Each issue reports on approximately 150
funds.
 Performance and Index has news about
mutual funds as well as the print index.

Searching for a Fund Family


To search for a
fund family,
click Lookup
Fund Family on
the left side of
the screen.
Enter your search
term(s) and click
Search.
Searching for a Fund


To search for a
fund, click
Lookup Fund on
the left side of
the screen.
Enter your search
term(s) and
select Fund
Name or Ticker.
Fund Screening

Users can identify funds by specifying
search criteria.
Daily Options Survey
Updated Daily, the Options Survey
Offers Investors Advice on
Purchasing Options.
What Is an Option?
Options give investors the privilege to
either buy or sell 100 shares of a common
stock within a period of time for a set price.
 Investors buy call options, those giving you
a right to buy stock, if they expect the price
to rise.
 They buy put options, those giving you the
right to sell, if thy expect the price to fall.

Interactive Options

Enter a ticker symbol to look up options and
click submit.
Results

Select result(s) to view by checking the boxes
Option Profile
Gives detailed information on the selected
option.
 Click Option Profile Definitions to find out
about each item.

Interpreting Ticker Codes
Month Code

Strike Price
Call
Put
Month
A
M
Jan
A
5
105
205
305
--->
B
N
Feb
B
10
110
210
310
--->
C
O
Mar
C
15
115
215
315
--->
D
P
Apr
D
20
120
220
320
--->
E
Q
May
E
25
125
225
325
--->
F
R
Jun
F
30
130
230
330
--->
G
S
Jul
G
35
135
235
335
--->
H
T
Aug
H
40
140
240
340
--->
I
U
Sep
I
45
145
245
345
--->
V
Oct
JStrike Price
50
150
250
350
--->
W
Nov
Month
K
55
155
255
355
--->
X
Dec
L
60
160
260
360
M
65
Each ticker symbol is
followed by codes
indicating month and strike
date.
Month Code
J
Call
A
K
L
Put
M
Jan
A
5
165
105
265
--->
205
305
--->
365
--->
B
N
Feb
NB
70
10
170
110
270
210370
310
--->
--->
C
O
Mar
OC
75
15
175
115
275
215375
315
--->
--->
D
P
Apr
PD
80
20
180
120
280
220380
--->
320
--->
Q
85
285
385
--->
R
90
E
E
Q
May
F
R
Jun
SF
95
30
195
130
G
S
Jul
TG
10035
200
H
T
Aug
UH
7.5 40
37.5
V
12.5
42.5
W
17.5
47.5
I
U
Sep
J
V
Oct
K
W
Nov
YK
Dec
ZL
M
65
N
70
From http://www.online.msdw.com/cgi-bin/Help/optionSymbol
L
X
I
25
185
XJ
45
22.550
190
125
225
325
--->
295
230395
330
--->
--->
135
300
235400
335
--->
--->
140
67.5
24097.5
--->
340
--->
145
290
72.5
390
102.5
--->
--->
245
345
--->
82.5
250112.5
350
--->
--->
77.5
107.5
--->
52.5
150
27.555
57.5
155
87.5
255117.5
355
--->
--->
32.560
62.5
160
92.5
260122.5
--->
360
--->
165
265
365
--->
170
270
370
--->
Option Templates

Pre-defined Excel templates to track options
and make calculations. Instructions are in
the Reports.
Rankings for Stocks and
Options
Stocks and options are ranked from the
buyer’s perspective by ValueLine.
 1 Best – Best for Buyer, Worst for Seller
 2 Above Average – Good for Buyer, Worst
for Seller
 3 Average – Neutral
 4 Below Average – Good for Seller, Worst
for Buyer
 5 Worst – Best for Seller, Worst for Buyer
ValueLine Electronic
Convertibles
Evaluation and Analysis of Over 600
Convertible Securities with Buy,
Hold and Sell Recommendations.
What is a Convertible?
Convertibles are bonds or preferred stock
which can be converted to another security
such as a company’s common stock.
 The option to convert usually lasts the
lifetime of the bond or preferred stock and
can be exchanged at anytime, usually
without cost.

Convertibles Survey

View current, Daily, or back issues on
convertibles.
Daily Convertibles

Enter your search term(s) and select Ticker
or Convertible Name. Alternately, Click
Show All Convertibles.
Convertible Profile

Provides information and statistics for the
convertible.
Especially Recommended

Part of the Convertibles Survey is a list of
Especially Recommended convertibles. As
with most of the convertible information,
this is in PDF format.
Especially Recommended
Groups

All convertibles and warrants on the list are
ranked 1 (Highest) and are divided into four
groups based on profit potential and risk:
–
–
–
–
Warrants – High Risk
Above Avg. Profit Potential – Above Avg.
Volatility
Modest Profit Potential – Modest Volatility
Modest Profit Potential – Low Volatility
ValueLine Special Situations
Service
Profiles of High-Risk, Fast Growing,
Small Companies Recommended for
Investment.
ValueLine Special Situations
Service
Emphasizes small fast-growing companies
with the ability to generate strong earnings
growth over 3-5 years.
 Special Situation investing is considered
high risk.

Features

Published twice a month it includes:
–
–
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A four page new recommendation report at
least once a month where a new company is
profiled.
A summary-index with recommendations on
current situations.
Supervisory reviews on previous
recommendations.
Current Special Situations

Click to view the PDF of the issue you wish
to view.
New Recommendation

New companies receive a four page review
which includes company financials.
Supervisory Reviews

About 10 previously reviewed companies
have their reviews updated in each issue.
Ratings

Each situation receives one of four ratings:
–
–
–
–
Especially Recommended – Buy
Buy/Hold – Hold the stock if you own it. Some
investors may wish to purchase.
Hold – If you own the stock, hold it. Do not
buy.
Switch - Sell
Calculators
Plan Your Investments.

Offers a number of options to help plan
investing.
Support
From FAQs to a University.
FAQs

Information on print
and electronic
products including
explanations of ranks
and coverage.
How to Invest Guides

Guides for
investors on using
the ValueLine
publications.
How to Read the ValueLine
Pages

Explains the print version pages of the
Stock surveys and the Mutual Fund Survey.
Glossary of Investment Terms

A technical
glossary explaining
common
investment terms.
ValueLine University
An in-depth
instructional system for
learning investing.
Covers the basics,
strategies, building a
portfolio and studying
stocks.
 Available by clicking
the Education tab.

Conclusion
If you have further questions, please contact
Grace Lillevig, Training Librarian.
 [email protected]
 713-749-9064
