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| Welcome to The Investment Club Network! |
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Club Member Research Checklist
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Company: ____________________ |
Date: ____________________ |
1. Fundamentals |
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NEXT EARNINGS DATE: ____________________
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QUALITY SCORE: (___/ 52)
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RIGHT TIME TO BUY SCORE (___/ 52) |
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SHARE PRICE TO BOOK VALUE RATION: _______________ (<3:1?) |
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MANAGEMENT OWNERSHIP % _________________________ |
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SIGNIFICANT NEWS: _____________________________________ |
2. TECHNICALS |
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30 to 90 DAY SUPPORT PRICE: ____________________ |
30 to 90 DAY RESISTANCE PRICE:____________________ |
| 52 WEEK High PRICE: _________________________ |
| 52 WEEK Low PRICE: _________________________ |
3. Strategy (WHY?, WHAT?, WHEN? / Plan B?) |
A) If "rolling" BUY LOW at Support and SELL HIGH at Resistance
Buy Price:__________________________ Sell Price:_________________________
profit on Roll: _____________
How often to roll?; weekly, fortnightly, or monthly: ______________ |
B) If “covered call” strategy
Buy Price:______ (Value Line Option Score out of 1 to 5):___
Sell Call (month):_______ at Strike:_____ For Price:_______
% profit if called out:______ % profit if not called out:______
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4. PROTECTION / PLAN B
(IF DOWNSIDE PROTECTION REQUIRED)
BUY PUT in (month):_______ at Strike:_______ For Price:_____
(Only if club has more than $50,000 in its account)
IF DECISION TO BUY:______ STOCK at Price:______________
SELL PUT in (Month):_______ at Strike:_____ For Price:______
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