Class and Event Descriptions
|Intro to Financial Investing the BetterInvesting Way
This is the first in a series of classes to help
individual investors understand and implement the principles used by
BetterInvesting (BI) and how they contribute to investment success. You
learn basic financial terms, how to perform basic calculations needed for
stock analysis, where to find research information, what data is important
in Value Line, and where information is located on a Value Line report. The
class defines commonly used terms that are critical for an investor to
understand. You also learn how to use stock screening to find stocks to
study in an industry.
Many individuals find learning about investing
with other individuals adds to their learning process, and may want to look
into joining or forming an investment club. This subject will also be
The next class "Stock Selection Guide - Learning
the Basics" (SSG) will guide the beginning investor through the SSG, section
by section, digging deeper into the use of the form to aid in evaluating an
individual stock. The SSG class also is recommended to club members who want
to review the basics.
|Introduction to the Stock Selection Guide (SSG)
This is an entry level class, covering the
basics of the Better Investing Stock Selection Guide (SSG). The class begins
with a brief review of the BetterInvesting principles, key financial
concepts and Value Line data, materials presented in the Introduction to
Investment Basics class. You learn what to look for in a stock to purchase
and how the SSG helps you identify potential investments. The tutorial on
the SSG uses one company to demonstrate how to fill out each section of the
SSG, and how to perform the calculations used in each section. Students
complete SSGs for two additional companies as homework. You also learn how
to apply your own judgment to each section of the SSG to reflect your view
of the company's future performance.
The class consists of a morning and an afternoon
session, with a 45 minute lunch break. You may bring your own lunch or
purchase a lunch at the restaurant. Coffee, drinks and pastries will be
included in the morning and afternoon breaks.
On on-line version of the SSG Class is available both on the Better Investing web site ("Learning", "Getting Started: How to Buy Stocks"), and the IClub Web site. Neither of these provides the interaction of a hands-on class with individual instructors, but may be an alternate learning experience to enhance your skills and knowledge.
Portfolio Management Decisions
This class looks at the overall makeup
of a portfolio. We will consider what portfolio management is and is not;
we will be considering the implications of number of holdings, size of
holdings in portfolios, diversification by size of company and different
ways of measuring company size, diversification by industry and sector;
the effects of adding to, or reducing a single holding on the overall
We will be utilizing Toolkit 6 and
on-line resources to explore the concepts.
After a series of examples, we will be
looking at a club portfolio submitted for review and applying the
principles discussed in the examples.
Supercharge Your SSG with Sound Judgment
Applying sound judgment on the SSG is the real
key to making good investment decisions. This class will look at the basic
historical information that is important to consider, then go deeper into
judgment making process, talking about the future of the company. The class
will explore where to find information about the future that influences our
judgment. After finding the information, we will apply where and how to make
those key judgments. This class provides guidance and insight into how to
make the important estimates looking 5 years into the future.
Topics to be covered include:
Judgment in each SSG section with numerous examples
Advanced judgment for estimating sales and EPS growth rates including
how to use the preferred (revenue based) procedure
Sustainable growth and finding trends in the Trend Analysis graph
Guidelines for picking high and low P/E ratios
Forecast high and low EPS and future low price.
For advanced students, this course does not
dwell on how to perform calculations.
To get the most benefit from this class,
individuals need to have taken Introduction to Investing or have some
experience in investing, completed the Stock Selection Guide class - either
in person or on-line, and have completed Beginning Toolkit, Toolkit
Mechanics or the on-line SSG.
Clubs registering three or more members need to
have the majority of their members with experience and the above
qualifications. Clubs will be more successful when the majority of their
members understand how to apply judgment to the SSG. For this reason we are
offering a special discount when clubs have three or more members attend.
Investment Club Success
What will it take for your club to celebrate its
successes? Whether you are in a newer club or an experienced one, youll
leave this session with at least one new idea of something your club could
do differently. Audience questions will be encouraged for this
interactive session. We will discuss:
Recruiting New Members
Better Investing Methodology
Managing Your Portfolio
Classes and events are booked on-line using EventBrite, with payment by credit card or check. Registration for all classes or events must be received prior to the event. We reserve the right to cancel classes without sufficient enrollment. In case of a cancellation, you will be notified by e-mail and given the option of applying the payment to future classes or events or having your money refunded. You do not have to be a Better Investing member to attend our classes or other events. All events, even those with no charge, require submission of a registration form.