2022 Educational Events


Model Stock Study Club
Focused on Finding and Selecting Small
and Mid Sized Companies for a Portfolio
Register

January 19, 2022

6:45 - 8:15 pm MDT

Educational Topic:
TBD

Stock presentation:

TBD
The club meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by presentations and discussion of companies.
Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.

The Rocky Mountain Chapter model 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.

Register for the January 2022 Model Club


Evaluate Stocks
The Investment Club Way
January 22, 2022

(Core Class I)

This class offered on-line through Colorado Free University
9:00 am - 3:00 pm
Prerequisite: Introduction to Investment Basics or equivalent

This full-day workshop guides the beginning investor through the Stock Selection Guide (SSG) form, section by section, digging deeper to evaluate an individual stock to determine whether a company is a good, quality company that is trading at a reasonable price. The class is also recommended for investors who want to review the basics.  The workshop  covers selecting the best companies, determining a fair price, estimating future growth, estimating future P/Es, and the risks and total return to be expected.  Intro to Investing is highly recommended prior to this class, but is not required.

The class consists of three morning and two afternoon sessions, the last of which is a practice session where you have the opportunity to practice the principles learned during the day. 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.

Practice Session

Practice what you have learned. Using current information, this interactive practice session will reinforce the principles provided in the day's sessions.



Annual Meeting & Special Speaker

Watch the presentation


Analyzing an Annual Report the Easy Way  (Beginner and above)

If you find the information in the Annual Report daunting, this class is for you.  Only minutes are required for the entire analysis.
      First—what to read, what’s important, and what’s not. 
      Second—how to analyze all those financial numbers. 
A computerized tool (spreadsheet), available at no cost, quickly guides you to useful conclusions.  The tool is built in sections, allowing a simple and quick data analysis, through more complex graphic levels, depending on your interest and investment skill level. Start with a simple analysis and learn as you explore more and more information about a company.



2022 Spring Education Schedule


Introduction to Investing
January 8, 2022
Model Stock Study Club
January 19, 2022
Evaluate Stocks the Investing Club Way
January 22, 2022
Mutual Funds / ETFs
February 2, 2022
Model Stock Study Club
February 16, 2022
Model Stock Study Club
March 22, 2022
Mutual Funds / ETFs
March 30, 2022
Model Stock Study Club
April 26, 2022

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


Evaluating Mutual Funds and ETFs

February 2, 2022
March 30, 2022
Offered on-line through Colorado Free University

6:30 pm - 9:30 pm

Do you want to increase your knowledge of Mutual Funds and Exchange Traded Funds (ETFs)?  Do you think additional knowledge about these investments will improve your personal or deferred retirement account portfolio?  Have you wondered how you could compare different funds to determine the best “fit” for your portfolio?  Do you know where to find pertinent information about these funds?  If these are questions are in the back of your mind, we invite you to attend this class.

The two experienced instructors will expand your knowledge and guide you to reference material that will assist you in selecting the appropriate mutual funds and ETFs to suit your own portfolio.  You will learn how to evaluate these funds and, with continued practice, you will be capable of identifying the funds which will increase the value of your portfolios.  Investing is a life-time venture, and this class will provide a basic foundation to enable you to initiate or improve your knowledge of both mutual funds & ETFs.

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Intro to Investing: Learn the Basics,
Risks, Principles of Growth and More!

Saturday, January 8, 2022

This class offered on-line through Colorado Free University

9:00 am - 12:00 pm


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" - demonstrates why investing in stocks provides the best potential reward over time as shown by historical data.
  •     "Understanding the Jargon" - explains basic financial terms that are critical for the investor to understand in order to choose wisely and manage risk.
  •     "Using Value Line (VL)" - a guided tour of the Value Line data sheet, presenting each section and describing how to use VL as a basic research source to find fundamental information about a company.

These presentations introduce the Stock Selection Guide (SSG), the Better Investing tool used by investment clubs to determine if a company is a quality company, and if that company is trading at a reasonable price.
Presenters are all volunteers and directors of the Rocky Mountain Chapter of Better Investing.



Keep informed about classes and chapter events! Sign up for notifications on the BetterInvesting web site.To subscribe for email announcements:

Login to the BetterInvesting web site
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Verify that your email address is correct.
Select "Email and Product Subscription Information"
Check the box for "Local Chapter News and Events"
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Classes and events are booked on-line with Colorado Free University or 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 when we have fewer than four students. If you are registered and a class is cancelled, 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. All handouts for classes will be made available in PDF format prior to the class.


Class Location Addresses

Colorado Free University (CFU)
7653 E 1st Pl. Denver, Co

Colorado Christian University (CCU)
8787 W Alameda Lakewood, CO
 Calvary Baptist Church
 6500 E Girard Ave Denver Co


 




 
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