Finding and Selecting Small and Mid Sized
Companies for your Portfolio
April 17, 2018
7:00 - 8:15 pm MDT
Educational Topic: ||Stock Buybacks - Misconceptions and the Truth
| Bank of the Ozarks (OZRK)
No cost for this internet only event -registration required
For the April Small Talk webinar, we will analyze a fast growing small/medium sized bank: the Bank of the Ozarks (OZRK).
Banks aren’t a perfect fit for our SSG and a bank’s quality needs to be estimated beyond what is found in our SSG Section 2 assessment of management. So many clubs are reluctant to consider a bank investment because banks are different from the companies we’re used to analyzing with our SSG.
This will be the first time we analyze a bank in a SmallTalk webinar. Our goal this time is to help clubs overcome reluctance to tackle bank analysis. Together, we’ll analyze Bank of the Ozarks and help build confidence in analyzing banks on your own.
To prepare for the SmallTalk seminar, take a look at three videos by Ross Meredith. Ross is a retired bank examiner, a member of the Rocky Mountain board of directors, a member of three clubs, and a long time Better Investor. If you can’t find the time to watch all three videos, at least watch the third one which Ross gave to the Explorers Club in celebration of their 25th anniversary.
Bank Stock Analysis, Part 1
- Better Bank
Stock Analysis, Part 2
Explorers Club anniversary presentation
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
Some of the sources we will be using
for Small Talk
Stock Selection Guide - Learning the Basics
Saturday, January 13, 2018
Register at Colorado Free University
9:00 am - 3:00 pm
Prerequisite: Introduction to Investment Basics or
entry level class, covering the basics of the
Better Investing Stock Selection Guide (SSG). The class begins with a
review of the BetterInvesting principles, key financial concepts and
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
company to demonstrate how to fill out each section of the SSG, and
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
Selecting the Best Companies
Learn to recognize high-quality growth stocks using the Stock
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.
Spring 2018 Education Schedule
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.
Evaluating Mutual Funds and ETFs
February 7, 2018 - Register at CFU
March 14, 2018 - Register at CFU
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.
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
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Introduction to Investing
January 6, 2018
Register at CFU
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.
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.
Colorado Free University (CFU)
7653 E 1st
Pl. Denver, Co
Colorado Christian University
8787 W Alameda Lakewood, CO