2019 Annual Meeting Educational Presenter: Saul Seinberg
Dividend Growth Investing -
An Investing Strategy for All
Recording of meeting and presentation
Presentation handout
Model Club / Small Talk
Finding and Selecting Small and Mid Sized
Companies for your Portfolio
Register
January 21, 2020
7:00 - 8:15 pm MDT
|
| Educational Topic: |
|
|
Stock presentation:
|
|
New year, new format. We are introducing a model club format, with a short model club meeting starting fifteen minutes prior to our education session and an evaluation of a small or mid sized company as defined by Better Investing.
|
The Small Talk 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:
Register for Small Talk
Evaluate Stocks
the Investment Club Way
with BetterInvesting
Saturday, January 25, 2020
(Core
Class I)
Register at Colorado Free University
9:00 am - 3:00 pm
Prerequisite: Introduction to Investment Basics or
equivalent This full-day workshop introduces the beginning investor to the tool used by investment clubs - the Stock Selection Guide (SSG) - 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. We'll cove selecting the best companies, determining a fair price, estimating future growth and the risks and total return to be expected. In the afternoon, the class will participate in completing SSGs on selected companies. Intro to Investing is highly recommended prior to this class, but is not required.
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.
Go to Top
Classes and events are booked
on-line with Colorado Free University or EventBrite, with payment by credit card or check. You may also
opt to register via mail.
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.
|
Spring 2020 Education Schedule
|
|
Intro To Investing: Learn the Basics....
|
January 11, 2020
|
Model Club / Small Talk
|
January 21, 2020
|
Evaluate Stocks the Investment Club Way
|
January 25, 2020
|
Mutual Funds / ETFs
|
January 29, 2020
|
Model Club / Small Talk
|
February 11, 2020
|
Model Club / Small Talk
|
March 17 2020
|
Mutual Funds / ETFs
|
March 25, 2020
|
Model Club / Small Talk
| April 14, 2020
|
|
|
|
Go to Top |
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. 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
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!
Evaluating Mutual Funds and ETFs January 29, 2020 - Register at Colorado Free University
March 25, 2020 - Register at Colorado Free University
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.
Go to Top
Intro to Investing: Learn the Basics,
Risks, Principles of Growth and More!
January 11, 2020
Register at Colorado Free University
This class offered through Colorado Free University 9:00 am - 12:00 pm
Class is a combination of three presentations. The first, "Why Invest in Stocks." will demonstrate 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. These presentations will also introduce the Stock Selection Guide (SSG), the Better Investing tool used by investment clubs to determine whether a company is a good, quality company that is trading at a reasonable price.
The third takes you on a guided tour of the Value Line data sheet. Learn how to use it as a basic research source to find fundamental information on a company.
Class Location
Addresses
|
Colorado Free University (CFU)
7653 E 1st
Pl. Denver, Co
|
Colorado Christian University
(CCU)
8787 W Alameda Lakewood, CO |
|
