Introduction to Zulu - 1

1
Introduction to Zulu - 1

• Why I joined our successful Club
• Jim Slaters Zulu Principle in our Library
  http//www.cccic.co.uk or at http//www.amazon.co.
  uk
• Slater made two major innovations PEG and REFS-
  Really Essential Financial Statistics
• PEG(p/e)/growth, awarded in REFS if four, tough
  criteria are met
• The PEG in http//www.digitallook.co.uk etc is
  simpler and is not so useful
• Just investing in shares with PEGlt0.7 probably
  very profitable! http//refsonline.hemscott.com/sc
  ripts/login.dll/login User name and Password
  available from Chris Rose

2
Beyond PEG

• REFS is an industry standard, searchable database
  of many shares that does most of the sums for
  you! A quick look at Fenner
• Use REFS to select shares with low PEG yields
  growth shares at a good price with relatively low
  risk analyse the financials first
• Cash flow, relative strength, management,
  competitive advantage and other criteria improve
  our success often better than fund managers!
• Adding these filters helps CCCIC Growth filter
• Youre lucky! You have online access to REFS

3
After the hard facts, we

• Make more subjective assessments
• Local market research, members expertise,
  Bulletin Boards e.g., http//www.iii.co.uk
  newspapers and magazines
• System works! Our unit price at an all time high
  portfolio at http//www.proshareclubs.co.uk
• Enjoy being a share analyst yourself!
• Next time a closer look at REFS