an introduction to the investor advisory service (handout)
DESCRIPTION
This slide show was presented in a webinar on May 6, 2010, by Douglas Gerlach and and Scott Horsburgh on the award-winning, market-beating "Investor Advisory Service" (IAS). Recently named to the 2010 Investment Newsletter Honor Roll for its outstanding long-term performance in both up and down markets, IAS has been helping investors since 1973 to find high quality growth stocks for their portfolios. Each month, the IAS selects and recommend three stocks using the Toolkit 6 software program, based on BetterInvesting's Stock Selection Guide methodology. In the past decade, the IAS's picks have outperformed the overall market by more than four times! Gerlach is the Editor-in-Chief of IAS, and Horburgh is the President of Seger-Elvekrog Inc., providers of the investment analysis in the publication. In this webinar, Gerlach and Horsburgh reviewed the features of the IAS newsletter, provided insight into how stocks are selected for purchase and for sale, and answered questions from the audience.TRANSCRIPT
An Introduction to the Investor Advisory Service
May 6, 2010 1
Presented by Doug Gerlach and Scott Horsburgh
May 6, 2010www.iclub.com/ias/
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What Is the Investor Advisory Service?ó Abbreviated IAS.óMonthly newsletter Service to Advise Investors.ó Based on NAIC/BetterInvesting methodology.óWritten by Chartered Financial Analysts at
Seger-Elvekrog.óMaury Elvekrog, Scott Horsburgh, Dan Boyle.
ó Uses Toolkit 6 to present stock studies.ó Focuses on teaching subscribers how to analyze
stocks.
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An Introduction to the Investor Advisory Service
May 6, 2010 2
History of IASó Founded in 1973 by NAIC.ó Acquired by ICLUBcentral in 2004.ó Seger-Elvekrog continues to provide analysis.óDoug Gerlach becomes Editor-in-Chief.
ó Endorsed by BetterInvesting in November 2009.
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Features of Each Issueó Investment Comments.ó Key Market Indicators.ó News of Companies.ó Sale of Stocks (when required).ó Subscriber News & Feedback.ó Recent Earnings Reports.ó Company Sorts.ó 3 Recommended Stocks.
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An Introduction to the Investor Advisory Service
May 6, 2010 3
Investment Comments
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Key Market Indicators
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An Introduction to the Investor Advisory Service
May 6, 2010 4
Sale of Stocks
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News of Companies
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An Introduction to the Investor Advisory Service
May 6, 2010 5
Subscriber News
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Earnings Reports
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An Introduction to the Investor Advisory Service
May 6, 2010 6
Company Sorts
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3 Recommended Stocks
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May 6, 2010 7
Toolkit 6 Stock Study
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Publishing Scheduleó4th Friday of each month at 4:00 pm ET.óExtra “Updates” published online 4 times a
year during “Earnings Seasons”.óFebruary, May, August, November.
ó “Alerts” by e-mail as required.
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An Introduction to the Investor Advisory Service
May 6, 2010 8
About Stock Recommendationsó Stocks are selected by staff to meet standards of
growth, quality, and potential return.ó Each issue generally includes diverse group of
picks:óDifferent industry groups.ó Small/mid-sized/large companies.óNewer/more mature companies.óMore aggressive/more conservative .
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When to Buyó Only “buy” recommendations are 3 featured stocks
each month.ó Note: No “automatic” buys.ó Each recommendation should be evaluated by
subscriber as to suitability for his/her portfolio.ó Other stocks are noted as possible buys in sort
reports.ó Subscribers should use the “B”-rated stocks as
“stocks to study”, not automatic “Buys.”
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An Introduction to the Investor Advisory Service
May 6, 2010 9
When to SellóSell recommendations are that –
recommendations for subscribers to sell stock.óProvided whenever circumstances warrant.óSold stocks are no longer covered by the
Service.
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Online ExtrasóArchives back to 2002.óExcel spreadsheet of company sorts.óDownloadable “How to Use IAS” user guide
(newly revised!).óE-mail alerts when new issue published.óE-mail alerts for sale recommendations.óCustomer Support.
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An Introduction to the Investor Advisory Service
May 6, 2010 10
Long-Term Performance Recordó Hulbert Financial Digest has tracked since 1996.ó January 2010: Named to Hulbert’s 2010
Investment Newsletter Honor Roll.óNewsletters with above-average performance, on
risk-adjusted basis, in up and down markets over past decade.óOnly 12 newsletters qualified for 2010.ó IAS ranked 3rd in “Grade in Up Markets” & 3rd in
“Gain of Domestic Equity Portfolios” since 6/30/98.
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Outperforming the Overall Market
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An Introduction to the Investor Advisory Service
May 6, 2010 11
Subscription Informationó Print or Online Subscriptions Availableó Print $399óOnline $299
ó Non-members: use Promotion Code X4PQ and save $125 - $150 on annual subscription!ó Subscribe or get more information at
http://www.iclub.com/ias/ó Or call 1-877-33-ICLUB
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Special for BetterInvesting Membersó Save 50% on a subscription!ó Log in to the BetterInvesting web site.ó Click the Store link in top left navigation bar.ó Click the Books and Publications link.ó Scroll down to IAS listing.
ó Or call 1-877-33-ICLUB for assistance.
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