Using the BI Stock Screener for Targeted Industry Stock Analysis

Slide Note
Embed
Share

Explore how to utilize the BetterInvesting Stock Screener for identifying great stocks in specific industries. The educational presentation by Gladys Henrikson for MicNova provides insights on effective stock screening methods adapted from Marion Michel's approach. Understand the disclaimer for educational purposes and the importance of conducting personal research before making investment decisions. Discover the MicNova portfolio as of October 2023 and learn how to access BetterInvesting Screeners through the home page magnifying glass. Dive into the details of different screening tools and tutorials offered by SSG for custom screening in the healthcare sector.


Uploaded on Sep 12, 2024 | 0 Views


Download Presentation

Please find below an Image/Link to download the presentation.

The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.

E N D

Presentation Transcript


  1. Using the BI Stock Screener to find Great Stocks in Targeted Industries Educational Presentation to MicNova, October 10, 2023 by Gladys Henrikson Adapted from Search & Sort Using BetterInvesting Screener, by Marion Michel, Bite of BINC, May 2023

  2. Disclaimer The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting / National Association of Investors The views expressed are those of the commentator and do not necessarily represent those of BetterInvesting. Investors should conduct their own review and analysis of any company of interest before making an investment decision. Securities discussed may be held by the commentator in her own personal portfolio. BetterInvesting presenters and volunteers are held to a strict code of conduct that precludes benefitting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the CEO of BetterInvesting or the Director of Chapter Relations. This presentation may contain images of websites and products or services not endorsed by BetterInvesting. The presenter is not endorsing or promoting the use of these websites, products or services. .

  3. US Sector Performance YTD (9/23) - per Fidelity

  4. MicNova Portfolio as of Oct 2023

  5. Go to Better Investing Screeners Through Home Page Magnifying Glass

  6. Magnifying Glass Leads to Three Types of Screeners for Stocks Column 3: Ticker Heat Map BI Member Stock Studies/Interest Column 2: Predefined Screens, Note new, last, feature: A-List Column 1: Customizable Screen-13Search Criteria

  7. SSG Screening Tools Getting Started ? = Tutorials for Using Screening Tools Tutorials Screening Tools

  8. SSG Well Use Custom Screening for Health Care, Column 1 Column 1: Select Search Criteria (10 of 13 chosen)

  9. Results from Customized Search (9 companies)

  10. 1. Click On Thumbnail Icon & 2. Cycle Through Graphs 1 2

  11. Eliminated 5 Stocks from Thumbnail Graphs (e.g. Erratic Earnings)

  12. Run SSGs on Remaining 4 Stocks. Save to My Studies (I used shortcut for SSG judgements: Member Sentiment Median numbers)

  13. Open SCG and add tickers (1) to find Best. Also choose Industry Averages (2) (Ideally same industry; here, three; just picked one) 2 1

  14. Review Stock Comparison Guide Results

  15. For Further References on Using the BI Stock Screener On Better Investing (BI) Website: BITE OF BINC, 2023, May 2023. Better Investing Screener by Marion Michel On Better Investing (BI) Website, under BI Video Learning Library, Ticker Talk, May 2023. Watch Video to see Ken Kavula demonstrate BI Stock Screener and Stock Comparison Guide Digging into the BI, On You Tube, watch BI s DMV Chapters video presentations: September 2023 includes presentation on Medpace Oct 2, 2023- includes presentation on Catalyst

Related


More Related Content