events

The Rocky Mountain Chapter Model Investment Club is focused on small and mid-sized companies as defined by BetterInvesting. Often hard to find and evaluate, these potential gems have annual revenues of less than $10 Billion. In addition to a stock presentation, there will be a ten to fifteen minute education session during the meeting.

This on-line workshop introduces basic information needed prior to investing in the stock market. The class consists of three sessions.

"Why Invest in Stocks"

"Understanding the Jargon"

"Using Value Line (VL)"

This full-day workshop introduces the beginning investor to the tool used by investment clubs - the Stock Selection Guide (SSG). The SSG is used to determine whether a company is a good, quality company that is trading at a reasonable price. The sessions cover selecting the best companies, determining a fair price, estimating future growth and the risks and total return to be expected for a company.

Starting with an overview of the terms used in mutual funds and ETFs this presentation provides information needed to enable the user to evaluate the choices and selections available in their retirement plan.