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2. Student Investment Association
“The path to financial freedom”
Steven Savickas & Panos Grivakis

3. Announcements: Sign in on the attendance sheet
membership ($39) See Kevin
NEW Website: ww.msu.edu/~investors
New forum
Office Hours
Monday 6-8pm Trading Room 103 Eppley (Panos)
Tuesday 6-8pm Trading Room 103 Eppley (Steven)
Q & A from Survey
Virtual Stock Portfolio after spring break.

4. Virtual Portfolio Groups
Small Groups consist of 5 people
3 out of 5 is majority for decision making
One leader per group
Online Virtual portfolio with $10,000 per group
Sign up with friends or we will arrange groups
Sign up sheet going around now for members
E-board will be facilitators
We encourage group presentations

5. Why get involved with Portfolio
Interview topics
Examples of involvement
Skills
Leadership
Teamwork
Communication
Decision making
Top group and 2 all-stars (wild Cards) get free membership for next semester

6. Why get involved with Portfolio
Planning to take best portfolio group and 2 best wildcards to top firm for the day.
Dinner afterwards
Survey – what are your top 3 firms?

7. Success Story - Peter Lynch
Former Fidelity fund manager, today he is vice-chairman of Fidelity Investments
Started managing Magellan Fund with assets of $20 million.
12 years later his same Magellan Fund worth $14 billion.
Retired at the age of 46 years old!

8. “Everyone has the brainpower to follow the stock market
“Everyone has the brainpower to follow the stock market. If you made it through fifth-grade math, you can do it.”
Peter Lynch (cont.)
His key to success was adapting whatever investment style worked at the time (growth vs. value)
Uncovered gems such as Dunkin’ Donuts early in their years
Took a lot of criticism early in career when taking risks
$10,000 investment into his fund in 1978, adding $100 a month, would be worth over $1 million in 20 years

9. Interview with William O’Neil by Maria Bartiromo on CNBC
Maria talks with the most noted and respected leaders in business in this Special Report. She discovers what makes her guests excel and moves them to reveal more of themselves as private individuals, separate from their role as public figures. Bartiromo's guests also discuss the major news of the day in the world of business and beyond.

10. Success in the market comes from:
Finding the right stocks or funds
Buying at the right time
Holding for the right length of time
Selling for profit

11. Where to find GREAT stocks
IBD stock Screener
The Custom Screen Wizard criteria are grouped into eight categories of related items:
IBD SmartSelect® Ratings
Earnings
Sales
Industry & Sector
Shares & Holdings
Price & Volume
Margins & Ratios General
Screen results may be exported to Microsoft Excel for further analysis.

12. Where to find GREAT stocks
MSN Stock Screener
Power Searches. (Link) and (link)
Technical Screens - search for stocks based on patterns in their price or volume.
Fundamental Screens - focus on sales, profits, and other business factors of the underlying companies.
Deluxe Stock Screener (link)
using criteria you define yourself

13. Where to find GREAT stocks
NASDAQ. COM – Investor tools
Guru Stock Screener
Identify stocks that meet the investment criteria of some of the greatest investors of our time.
This Tool allows you to Screen for Stocks:  a.) Passing More than 1 Guru Strategy.  b.) Passing Your Favorite Guru(s) with either Strong or Some Interest.

14. Where to find GREAT stocks
Stocks in the News
Stockbroker
Exciting Financial Links
SIA website – links!
Does anyone else have any recommendations?

15. Survey - Please fill out
Member: Yes or No First Time: Yes or No Name: ___________________
Rate today's meeting with 1 being "Strongly Disagree" and 5 being "Strongly Agree"
1. Did you like the overall presentation
2. The idea of virtual portfolio
3. Clear purpose for the meeting
4. Was the O’Neil video educational
5. “where to find great stocks” useful
6. Were you interested in the presentation
7. Other/comments: -______________
8. What are the top 3 firms you are interested in: ____________________________
9. Write 3 stocks you are following and would consider investing in…
Stock Name: Stock Ticker Reasons Why?
1. ___________________________________________________________________
2. ___________________________________________________________________
3. ___________________________________________________________________
Is there a question you would like answered at our next meeting? _____________________________________________________________________

16. Why should you join the SIA?
For $39 you get plenty of benefits…
Free investment book!
If you sign up 3 of your friends, your membership is free!
Access to IBD $1000+ professional level research which offers technical chart and stock analysis
Investment library of books, Audio CD’s, Cassette Tapes for you to check out!
Access to state of the art trading room!
Learn about investing and the stock market!
Portfolio Competition with great incentives!
Professional Guest speakers from top firms.
Great resume builder
Meet new friends
Plan your way to financial freedom!

17. NEXT MEETING Wedneday, March 17 119 Eppley 7:15 pm
Last chance to get in SIA Portfolio Competition!
BECOME A MEMBER TODAY
Student Inve$tment Association
Have a Great Spring Break!