A three hour, hands-on class using Toolkit 6 to prepare a Stock Selection Guide (SSG). This class is geared toward learning the functionality of Toolkit 6, setting preferences, and looking at key areas. To follow along with the instructor, each student has the use of a computer installed with Toolkit 6.
Topics to be covered include:
- Navigation and use of the system and SSG toolbars
- Accessing and using the manual
- Setting Preferences
- Importing Data
- Data entry tab
- Visual analysis, basic data and expanded data
- Quality analysis
- Historic values - trends
- Estimating P/E's and earnings
- Selecting potential low prices
- Zoning, Risk vs. Reward, Upside/Downside Ratio, Relative Value
- Potential Return
- Judgment Audit
Students need to know how to complete an SSG, have completed the "Introduction to the SSG" class, or have prior knowledge and experience with SSG's. Basic computer navigation knowledge is essential, and having a copy of Toolkit is preferred.
If you are new to CCU, please print out a Map to the Computer Lab. Enter the campus from Garrison Street, turning East onto Cedar St. The street will curve to the left. Follow the street to the parking lot for the Event Center. The computer lab is in the lower lever of the building.
Attendees of this class are automatically registered for the afternoon lab session, applying the information presented in the morning, and providing additional time for practice and questions.
When & Where
Rocky Mountain Chapter
The Rocky Mountain Chapter of Better Investing, Inc. supports the mission of the national organization at the regional level by providing a program of sound investment information, education and support that helps create successful lifetime investors. All chapter directors are volunteers who donate their time to help others secure a better financial future through a lifetime of investing in the stock market. We want to make people feel they are participants and beneficiaries of the American economic system and not just passive bystanders or helpless victims.