Bank Stock Analysis Beyond SSG (Recording) (Handout)
2013 Profit Margin Analysis is the Key (Handout)
P/E's and Small Companies (Recording) (Handout)
The Annual Report & Proxy Statements (Handout)
Diversification in your portfolio (Handout)
2014 Small Caps Pros & Cons (Handout)
When to Sell (Recording) (Handout)
Debt on the SSG (Handout)
Finding Stocks to Study using Fortune (Handout)
Risk in Investing (Handout)
Rules for owning a small company (Handout)
The Other Twenty Percent (Handout)
Finding Small and Mid Sized Companies
(Recording)(Handout)
Dividends Matter (Recording) (Handout)
2015
Review of Previous Presentations
(Recording) (
Handout)
Corporate Governance (Recording) (Handout)
Keep Toss or Shred? (Recording)
(Handout)
Cash Flow (Recording) (Handout) Market Orders vs. Limit Orders (Recording) (Handout)A Responsible
Investor and Her Portfolio (Recording) (Handout) Relative Value (Recording) (Handout)
2016 Reading a 10-K (Recording) (Handout) How They Keep The Books (Recording) (Handout) Good Will (Recording) (Handout) Fiduciary Duty (Recording) (Handout) Trend Line Starting Points (Recording) (Handout)
A Few Things NOT TO DO on the SSG (Recording) (Handout) More Things NOT TO DO on the SSG (Recording) (Handout) 2017 Review of prior presentations (Recording) (Handout) Required Minimum Distributions (RMDs) (Recording) (Handout) Manage Your Risks (Recording) (Handout) Comparing ETF's & Mutual Funds (Recording) (Handout) Ins and Outs of IRA's (Recording) (Handout) Diversity in a portfolio (Recording) (Handout) Researching Small Companies (Recording) (Handout) 2018 Selecting A Low Price Review (Recording) (Handout) Keep, Toss, Or Shred (Recording) (Handout) Fiduciary Rule (Revised) (Recording) (Handout) Stock Buybacks -Misconceptions and the Truth (Recording) (Handout) After Hours Trading (Recording) (Handout) Why Small Companies? (Recording) (Handout) Reversion To The Mean (Recording) (Handout) 2019 Screening for Small Company ETFs (Recording) (Handout) Alphabet Soup...My financial advisor is a what?? (Recording) (Handout) Mid-Sized Companies Belong In Your Portfolio (Recording) (Handout) Using a 10k in completing an SSG (Recording) (Handout) Yield Curve (Recording) (Handout) Return on Equity (Recording) (Handout) 5G Technology - "Opportunity for Investments?" (Recording) (Handout) 2020 January Model Stock Study Club (Recording) (GOOS TTD VEEV) (BTSC MIDD WAL) (AL) (RMCStockStudy Club) February Model Stock Study Club (Recording) (FLT JAZZ) (OLLI EBIX) (FIVE) (Proxy Voting)
March Model Stock Study Club (Recording) (EW) (FIVE) SECURE ACT of 2019
April 2020 Model Stock Study Club (Recording) (FOXF) (Fiduciary Rules Update) September 2020 Model Stock Study Club (Recording) (PLUS) (Finding Small Cap Stocks) October 2020 Model Stock Study Club (Recording) (Recording) (TDOC) (SCI Mid-Year Report) November 2020 Model Stock Study Club (Recording) (SWOT Handout) (Skechers Handout)
Annual Meetings - Educational Sessions
2013 Annual Meeting presentation -
Identifying Quality Bank Stocks (Handout)
2014 Annual Meeting Educational Presentation:
Retirement Planning Decisions (Handout) (Recording)2015 Annual Meeting
Educational Presentation: Portfolio Centered Decision Making
(Handout) (Recording)
2016 Annual Meeting Educational Presentation: Use the SSG as a True Investment Guide (Handout) (Recording)
2017 Annual Meeting Educational Presentation: Eliminate "Sell" From Your Vocabulary (Handout) (Recording) 2018 Annual Meeting Educational Presentation: Sell Signals on the SSG (Handout) (Recording) 2019 Annual Meeting (Meeting Handout) Educational Presentation: Dividend Growth Investing (Handout) (Recording) 2020 Annual Meeting Educational Presentation: REITS are Neat (Handout) (Recording) 2021 Annual Meeting Educational Presentation Analyzing the Annual Report the Easy Way (Handout) (Recording)
|