2017 Educational Events
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2017 Annual Meeting
Presenter: Doug Gerlach
Eliminate "Sell" from your vocabulary
See Recordings tab for archive


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

Small Talk, October 24, 2017
7:00 - 8:15 pm MDT

Educational Topic:  
Characteristics of a good portfolio

Stock presentation:

LCI Industries (LCII)
      LCI Industries is a medium sized company in the consumer cyclical sector and the recreational vehicles industry.  LCII manufactures or distributes parts to OEM recreational vehicle manufacturers and sells to the parts aftermarket.  Formerly known as Drew Industries Incorporated,  LCI Industries was founded in 1962 and is based in Elkhart, Indiana.

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, October 7, 2017
(Core Class I)
Register at Colorado Free University
9:00 am - 3:00 pm
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 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.


Fall 2017 Education Schedule



Mutual Funds & ETF's
Completed
Introduction to Investing
Completed
Annual Meeting
Completed
Small Talk
Completed
Stock Selection Guide Completed
Investor Education Day
Completed
Mutual Funds & ETF's
Completed
Small Talk
October 24, 2017
Small Talk
November 14, 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.

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

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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.

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Evaluating Mutual Funds and ETFs

September 6, 2017 - Register at CFU
October 17, 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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Class Location Addresses

Colorado Free University  (CFU)
7653 E 1st Pl. Denver, CO 80230

Colorado Christian University (CCU)
8787 W Alameda Lakewood, CO


 
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