2017 Educational Events
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2016 Annual Meeting
Session recorded in the Recordings section


Small Talk
Finding and Selecting Small and Mid Sized
Companies for your Portfolio
Register

Small Talk, April 18, 2017
7:00 - 8:15 pm MDT

Educational Topic:
ETF's vs. Mutual Funds

Stock presentation: 

Chuy's Holdings, Inc. (CHUY)

No cost for this internet only event -registration required

 

This series focuses on selecting companies that meet the definition of small  and mid sized companies as defined by BetterInvesting. A small or mid cap stock is presented and discussed, then evaluated objectively by a strict set of criteria. Attendees provide input to form a consensus judgment as we complete the SSG together. Directors from the chapter will work through the process of finding, evaluating, and selecting small companies. 

Companies presented are placed in a virtual portfolio on Manifest Investing, with each new addition beginning with $1,000. The link to tracking of the performance of each of the selections over time can be found here.

Some of the sources we will be using are:

  • Small Cap Informer

  • IAS Newsletter

  • Morningstar Stock Screener

  • Toolkit 6

Register for Small Talk



Stock Selection Guide - Learning the Basics

Saturday, January 21, 2017
(Core Class I)
Christ Church United Methodist
9:00 am - 3:00 pm $40.00
Prerequisite: Introduction to Investment Basics or equivalent

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 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.

The class consists of morning and afternoon sessions, with a 45 minute lunch break.  Lunch is on your own.  You may bring your own lunch or purchase a lunch at a nearby restaurant. The sessions are:

Selecting the Best Companies
Learn to recognize high-quality growth stocks using the Stock Selection Guide.

Determining a Fair Price
Continue the examination of the Stock Selection Guide to determine the potential return of a stock.

Estimating Future Growth
This session provides guidance on how to make reasonable, conservative projections of future sales and earnings growth rates.

Estimating Future P/Es
This session provides guidelines to help you make reasonable projections for future high and low P/Es and determine if the stock is a buy, sell, or hold.


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    Classes and events are booked on-line using EventBrite, with payment by credit card or check. You may also opt to register via mail. To do so, print out the registration form, and mail the form, along with a check, following the instructions on the page. 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.

    Special accommodations can be made to provide larger print handouts if notification is received in advance.  Send email to: [email protected].


 Portfolio Management

Saturday, March 4, 2017

Christ Church United Methodist
9:00 am - 12.30 pm; $40.00

Register


   
This class looks at the overall makeup of a portfolio. We consider what portfolio management is and is not; consider the implications of the total number of holdings, the percentage of each holding in a portfolio, 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 portfolio. Toolkit 6 and other resources are used to explore the concepts.

     After a series of examples, we will have a practice session, examining a  portfolio and applying the principles discussed in the presentation.

    Some experience in evaluating companies using the SSG will greatly enhance the understanding of this approach to portfolio management.

      Clubs registering three or more members qualify for a discount, which will be applied after attending the class.

     Class will not be held for fewer than four attendees, and will be cancelled two days prior to  the scheduled class if the minimum is not met.

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Special offer for clubs:
Clubs registering three or more members qualify for a $5 discount for each member attending any class.  Clubs are more successful when the majority of their members are knowlegeable about BetterInvesting principals and how to apply them.


Spring 2017 Education Schedule 



Introduction to Investing Completed
Small Talk Completed
Stock Selection Guide Completed
Judgment on the SSG Completed
Mutual Funds & ETF's Completed
Small Talk
Completed
Small Talk
Completed
Mutual Funds
April 5, 2017
Why Invest in Stocks?
 April 8, 2017
Small Talk
 April 18, 2017


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 All classes require a minimum of four registered attendees two days prior to the class date.  Those classes not meeting the minimum registration will be cancelled.

Are you a member of the Rocky Mountain Chapter and a BetterInvesting member for less than one year? Would like to attend classes at a reduced rate? Contact us to learn about discounted class rates.

Keep informed about classes and chapter events!  Sign up for notifications on the BetterInvesting web site.

     To subscibe for email annnouncements:
     Login to the BetterInvesting web site
     Select "Update Profile"
     Check the box for "Local Chapter News and Events, then click on "Save Changes".

Next, use the pulldown menu for "Chapters" and select "My Chapter"
Select "Email Lists"  Fill out the required information and then Submit.

Done!



Why Invest In Stocks?
Saturday, April 8, 2017

Southern Hills Middle School
1500 Knox Drive, Boulder CO 80305
9:00 am - 12:00 pm $39.00
Register

Looking to invest in the stock market, but confused as to where to start?  In this class, you'll learn the value of compounding and the mitigation of risk using long term investing.  We'll explain why using an investment club to learn is a better way than going it alone.  You'll be introduced to the National Association of Investment Corporation Better Investing methodology for evaluating stocks and building a portfolio.  Walk away with the knowledge of basic investing terms and an introduction to a beginning research tool.  

Sponsored by LIfeLongLearning, Boulder Valley School District, Course ID 12733.


Adding Sound Judgment
Saturday, February 4, 2017
Christ Church United Methodist

9:00 am - 2:30 pm; $40.00
Register

Applying sound judgment on the SSG is the real key to making good investment decisions. This class provides guidance and insight into how to make the important estimates looking five years into the future.

Topics include:
Judgment in each SSG section with numerous examples
Advanced judgment for estimating sales and EPS growth rates
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.
 
Special offer to clubs:

Clubs registering three or more members qualify for a $5 discount for each  member attending the class.  Clubs are more successful when the majority of their members understand how to apply judgment to the SSG.  Attendees should meet all the above qualifications for the class.

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Evaluating Mutual Funds and ETFs

February 8, 2017 - Register at CFU
April 5, 2017 - Register at CFU
This course offered through Colorado Free University

6:30 pm - 9:30 pm

Congratulations! You have a deferred retirement account! Now you need to select which are the best choices of mutual funds or ETF's to put your money into. This class is for you.

This class will help you make informed choices about fund selections, based on your objectives and risk tolerance. We will look at how to screen for funds, what criteria to enter into a screener, and how to evaluate the results. Using Morningstar data sheets, we will look at metrics on individual funds, and how to get the most from the information provided. We will look at the importance of diversification in selecting different funds, and examples of diversified portfolios will be given for various risk levels.


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Fall 2017 Education Schedule

 Why invest in stocks?
 
 Introduction to Investing
 September 9, 2017
 Mutual Funds & ETF's
 September 12, 2017
 Annual Meeting / Edu Program
 September 14, 2017
 Small Talk
 September 19, 2017
 Stock Selection Guide
 September 23, 2017
 Investor Education Day
 October 14, 2017
 Mutual Funds & ETF's
 October 17, 2017
 Small Talk
 October 24, 2017
 Judgment on the SSG
 October 28, 2017
 Small Talk
 November 14, 2017


Class Location Addresses

Christ Church United Methodist
(CCUM)
690 Colorado Blvd, Denver Co

Colorado Christian University
(CCU)
8787 W Alameda Lakewood, CO
Colorado Free University
(CFU)
7653 E 1st Pl.  Denver, CO  80230
 


 
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