Welcome to Bobsite

.....a personal e-site

What's this site about?
Recommended Reading
Analyze Ann Rpt. --Mfg
Analyze Ann. Rpt.--Banks
Quick Analysis form
Annualize Your Portfolio
Follow Your Stocks form
Help for Club Officers
Class Handouts & Info
Misc. URLs for the SSG
Mutual Fund Analysis
When to Sell
Helpful Websites
Home
Email Bob

 Humor is a learning tool.

 

Statitics:  If you torture the numbers long enough you can get them to confess to anything.

 


Who is Bob?  volunteer to speak at events throughout the country, speaking on a number of investor topics. If interested in a speaking visit, email me.  If your Chapter qualifies, expenses of up to $500 will be paid by BetterInvesting.  For qualification information click here.

 

I live in Seattle, where it rains continuously, but is always beautifully green.


A rather major change has been made to the Annual Report Analysis tool.  In the past one item analyzed was Intrinsic Value.  It has been changed to Discounted Cash Flow.  DSC is a more conservative evaluation.  Look for the current price to be at a 25% discount to the DSC, or more.  The spreadsheet displays the discount percentage.

The bank analysis tool has been automated.  Save the form to your computer, open it, and follow the 4 steps in automatically retrieving the data needed for the analysis. 

Want help on when to sell?  A new spreadsheet has been developed to help with that decision--version 1.08. Take a look, and provide feedback on its usefulness, and any suggestions.  

 

Mutual Funds verson 1.07 is now available.  Housekeeping changes have been made to this form.


I update the various tools on this site regularly.  To make sure you are aware of the updates, an option to "subscribe" to email notices has been added below.  Scroll down, provide your email address, and click "Subscribe" to receive these notices.  I anticipate you will receive no more than 6-8 messages a year. 


 The session I did on ICLUB.com "How 'I' Analyze a Stock" is available online.  Click the title to be taken to the ICLUB site where the presentaton will play automatically


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InvestEd 2011  -- San Diego California-- May 13-15 

 

InvestEd detailed information (details will be posted soon)


 

InvestEd 2011 dates are May 13, 2011 for Leadership Training; May 14 and 15 for general sessions and the Newbie Program.

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Questions?  InvestEd doesn't maintain a paid staff, but if you need other information, call toll-free 1-877-853-4815.  Leave a question and your phone number and you'll be called back.                                                                                                                  ---Bob

 


If you would like to be notified when new versions of the tools on this site are available, please provide your email address below.  It will treated as private information and will not be used for anything other than to notify of updates to information on the site.