The Rocky Mountain Chapter Model Investment Club online meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by an education presentation and a stock evaluation using judgments from the audience.

Focused on small and mid-sized companies as defined by BetterInvesting, small companies are often hard to find and evaluate. These potential gems have annual revenues of less than $10 Billion, and may not be widely followed by analysts.

Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.



Stock Presentation: Nvidia (NVDA)

The Rocky Mountain Chapter model club focuses on small and mid-sized companies, classified by BI according to sales revenue. Should the club consider NVDA, a faster growing company, with sales that qualify as a large company, be considered in the portfolio as it is growing sales and EPS like a small company?


The Motley Fool has stated that High P/E stocks require additional approaches to help confirm if analysis trajectory is rational.


The evaluation of NVDA will focus on two methods to evaluate high P/E stocks:

1. Price to Book Value per Share Ratio

2. Sales Forecast Ratio to High P/E estimate.


These methods will be applied to NVDA, a faster growing and a high P/E stock. As part of the discussion, Joan will also discuss using limits orders to take advantage of price fluctuations of a faster growing stock to buy at a rational price and increase potential return.


For an introduction to using different ratios for a stock evaluation, view the short presentation by John Rogers.




Presenter: Joan Loken

Joan Loken has been a Director of the BI Rocky Mountain Chapter since 2009 and has served as President and Education Chair. For six years, she was a member of the national BI Advisory Board and chaired the Chapter Support Team. Ann Cuneaz, Senior Manager of Education Programs, asked Joan to participate in the Ticker Talk and Stock UP GTW backroom. Answering questions in the backroom gave Joan the opportunity to continue expanding her investing knowledge.



Education Session: Management Matters Matter

A look at BI guidelines for a well managed company, along with some examples of companies that are showing signs of weak or weakening management.





Model Investment Club dates for 2025:

March 19, 2025

April 16, 2025

May 29, 2025