HOME

Investment Club Resource Center

Home Club Resources Current Club Folders Blog Archives Contact Us

Please Read: Many of these materials either belong to us, or are posted with permission. You are welcome to copy and share them, but please do not upload them to another public website or alter them without permission. Link! Don't Steal!

Helpful Websites and Articles:	Books Our Club Recommends:
StockCentral.com - One-Stop-Shop for Investors/Clubs ($)	Take Stock by Ellis Traub (great for beginners!)
Manifest Investing - A Strategy for Success ($)	Investment Clubs for Dummies by Doug Gerlach
Bivio - Investment Club Hub & Club Accounting ($)	The Beardstown Ladies book series
IClub - Stock/Portfolio Analysis/Club Acctg. Software - PC ($)	The Investment Club Book by John Wasik
Churr - Stock/Portfolio Analysis Software - MAC ($)	Investment Clubs by Kathryn Shaw
Intro to Investment Clubs - Motley Fool	One Up On Wall Street by Peter Lynch
Intro to Investment Clubs - Investopedia	Beating The Street by Peter Lynch
Investment Clubs and the SEC	Beating The Street by Peter Lynch
So You Want to Start an Investment Club?	Common Stocks Uncommon Profits by P.A. Fisher
Everyone is an Equal Partner (And why that doesn't work)	How to Read a Financial Report by John A. Tracy
When the Wrong Member Joins Your Club	How the Economy Works by Edmund A. Mennis
	Online Investing Hacks by Bonnie Biafore
Miscellaneous Documents:	Wall Street Words by David L. Scott (dictionary)
S&P Global Industry Classifications	Club Favorite! *The Five Rules for Successful Stock
S&P Diversification Worksheet	Investing by Pat Dorsey of Morningstar*
Value Line Diversification Worksheet	(Some books might be out of circulation. Check your
Modified Rule Maker Criteria	library, used books stores, Ebay.com or Amazon.com.
Buffettology - How He Does It	They are all worth it!)
Value Line Long-Term Stock Market Growth Chart
	Favorite Club and Blog Websites:
Club Directories:	Take Stock with Ellis Traub
Bivio Directory of Club Home Pages	Bob Adam's Website
SSIC Club Directory	Armin Fields' Blog
Financial.com Investment Club Webring	Moose Pond Investors
	Happy Destiny Investment Club (Files)
Research - General Websites:	Women's Investment Network
SEC Filings - IDEA	IAG Investment Analysis Group
5-Yr. Earnings Estimates - Yahoo! Finance	Florida Space Coast Chapter Toolkit Tips
5-Yr. Earnings Estimates - MSN Money
Financial Research - MSN	Research - Industry Websites:
Financial Research - Reuters	Industry Research - Yahoo! Finance
Competitors - Hoover's (Snapshot free)	Industry Research - Executive Library
Competitors - Smart Money (cool interactive feature)	Industry Research - Financial Times
Direct/Drip Investing - Moneypaper	Industry Comparisons - Reuters
Conference Calls - Earnings.com	Charts by Industry - Big Charts
Conference Call Transcripts - Seeking Alpha	Industry Averages - StockCentral.com ($)
	How to Research - Polson Enterprises
Just For the Fun of It!	How to Research - Hofstra University
Value Pro (calculates Intrinsic Value of a stock)	Retail/Same Store Sales - Retail Forward
VectorVest (detailed stock analysis - free sign up)	Banking News - bankstocks.com
GuruAnalysis - NASDAQ.com (free stock analysis)
Stock Consultant - NASDAQ.com (Great for technical analysis)	Educational Documents:
	Club Education Topics
Educational Websites:	Earnings Seminar - Bloomberg University
Investing for Beginners - About.com	Economic Essentials - Bloomberg University
Intro to Fundamental Analysis - Investopedia	Bank Stocks & the SSG
Learn to Invest - Moneychimp	Value Line Company Report Explanation
How to Invest in Drips - Motley Fool	Value Line Tutorial Workbook
How to Analyze Banks - Motley Fool	Annual Report Reg Flags - Ev Luecke
Cash Flow Cycle of a Firm - Dr. Ralph Grambo	9 Questions to Ask When Reading the Proxy - Ev Luecke
Advanced Tutorials - Expectations Investing	Index of Cash Flow Articles on Motley Fool - Ev Leucke
Analyzing Annual Reports - Bob Adams	Contents of the 10K - Diane Graese
Analyzing Annual Reports on Banks - Bob Adams	Make Judgment Simple Summary - Nancy Crays
How to Evaluate Management - Motley Fool
How to Invest in Retailers - Motley Fool	Educational Worksheets:
Conference Call Tips - BestCall	One Page Stock Analysis - Kaush Meisheri, Ph.D.
Toolkit Undocumented Features - Space Coast Chapter	Annual Report Form - Bob Adams
	Diversified Financial Industry Worksheet
Educational Articles:	Stock Selling Guide - Doug Gerlach
Using ROE to Analyze Stocks - Ellis Traub	To Sell or To Hold Check List - C. Mulder-Seward/N. Crays
What's a P/E, and What's it to Me? - Ellis Traub	Red Flags Worksheet
Understanding the Valuation Statement - Jeanne Squires	SSG Red Flags Check List - Betty Taylor
Banks for Beginners - Ann Cuneaz (Just Brilliant!)	Porter's 5 Industry Worksheet
	Retail Stock Check List
One-Stop-Shop Super Sites:
CEOExpress	Mutual Funds:
Wall Street Executive Library	Amy B. Crane Website
Trader's World