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Gerry Tetrault

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  1. TREND Report

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    4 comments  ·  Stock Selection Guide Tools » SSGPlus  ·  Admin →
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    Gerry Tetrault supported this idea  · 
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    Gerry Tetrault commented  · 

    Our club completes a portfolio report for each meeting. One of our criertia states that companies with 3 quarters of declining sales, PTP or earnings below our expectations are replacement candidates. The trend report in Toolkit 6 is a beautiful tool to consolidate this information on one page. Unlike the PERT, which compares last quarter with the previous years quarter, the Trend report reflects most recent quarter as compared to the previous quarter. The pink highlighted information gives a jump start on which companies may be worrisome.

    SSG plus provides a Portfolio summary, PERT and Diversivication reports …BUT NO TREND. I miss the quick summary of recent quarterly report as compared to the previous quarter on ONE page. Using SSG Plus, the clubs portfolio manager must open each SSG for each company, select quarterly data and review. So cumbersome.

    As a club Portfolio manager, I am so wanting to access the same Trend report available to those of us familiar with Toolkit 6. Please, PLEASE consider adding the TREND report to the online SSG Plus program. Thanks in advance.

    Gerry Tetrault shared this idea  · 

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