Model Club - RM

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.

Education: "Stock Splits"

Have you noticed the recent flurry of stock splits of large corporations grabbing headlines? Why is this tool being used now, since investors are able to buy "odd lots" easily and the ability to own any stock is pretty accessible to almost anyone. So, why has this "old fashioned method" of stock splits become popular again? Carol's personal experience begins with a story about a small monthly contribution that grew to a total of $1,500 in contributions and was increased to $30,000 in value due to stock splits. Her experience led Carol to make this presentation which produced as many questions as answers. Join her to learn more about the variations on stock splits.

Education Presenter: Carol Haverty

For 25 years, Carol Haverty was a director and founder with the Channel Islands Chapter, and is curently a volunteer for the Rocky Mountain Chapter Model Stock Investment Club. Carol received the O'Hara Service Award twice, the last in 2021, has served on the National Board for six years and has served as the Director of Chapter Training, conferences and conventions for three years. Recently, she received the status of BetterInvesting's Emeritus status for lifetime achievement as a volunteer. She is a retired Enrolled Agent with her own practice in Camarillo, California and holds a California lifetime teacher credential in Accounting.

Stock Presentation: Huntington Bankshares (HBAN)

Huntington Bancshares, Inc. is a bank holding company which engages in the provision of full-service commercial and consumer deposit, lending, and other banking services. It operates through the following segments: Consumer and Regional Banking, Commercial Banking, and Treasury and Other. The Consumer and Regional Banking segment provides a wide array of financial products and services to consumer and business customers including deposits, lending, payments, mortgage banking, dealer financing, investment management, trust, brokerage, insurance, and other financial products and services. The Commercial Banking segment is involved in expertise through bankers, capabilities, and digital channels, and includes a comprehensive set of product offerings. The Treasury and Other segment focuses on technology and operations, other unallocated assets, liabilities, revenue, and expense. The company was founded in 1866 and is headquartered in Columbus, OH. (Marketwatch)

Stock Presenter: Naveen Chandrashekar

Naveen is a technologist by profession, with a passion towards investing. Early in his career he had the opportunity to work for Thomson Reuters which included providing market data to various trading companies at the stock exchanges. He and his family moved to Colorado in 2018 and recently re-joined BetterInvesting, becoming an associate director with the Rocky Mountain Chapter. He spends his spare time volunteering for causes like Girls in STEM, in NPower and other STEM events at his kids Highlands Ranch Stem school. During summertime he enjoys riding his motorcycle or hiking on one of the many trails.

Investment
Education

Model Investment Club

Focused on Finding and Selecting
Small and Mid Sized Companies
for a Portfolio

Register for November 20, 2024

Rocky Mountain Chapter of BetterInvesting

[email protected]