Recordings, Videos, and Handouts
Education and Small Talk Sessions by the Rocky Mountain Chapter
Small Talk Education Sessions
Small Talk Company Presentations

Bank Stock Analysis Beyond SSG
(Recording) (Handout)

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)

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
Dividends Matter (Recording) (Handout)

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)

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) (

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)

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)

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)


January Model Stock Study Club

February Model Stock Study Club
(Proxy Voting)

March Model Stock Study Club
(EW) (FIVE) SECURE ACT of 2019

April 2020 Model Stock Study Club
(FOXF) (Fiduciary Rules Update)

September 2020 Model Stock Study Club
(PLUS) (Finding Small Cap Stocks)

October 2020 Model Stock Study Club
(Recording) (Recording)
(TDOC) (SCI Mid-Year Report)

November 2020 Model Stock Study Club
(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)   (

2016 Annual Meeting
Educational Presentation:
Use the SSG as a True Investment Guide
     (Handout) (

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)

Portfolio Recovery Associates (PRAA) (Handout)
Stratasys, Ltd (SSYS) (Recording) (Handout)
Fossil Group Inc. (FOSL) (Recording) (Handout)
Himax Technologies (HIMX) (Handout)
Air Lease (AL) (Handout)
Natural Grocers (NGVC) (Recording) (Handout)

Neogen (NEOG) (Recording) (Handout)
Veeva Systems, Inc. (VEEV) (Recording) (Handout)
Proto Labs (PRLB) (Recording) (Handout)
Edwards Labs (EW) (Recording) (Handout)
Luxoft Holding, Inc. (LXFT) (Recording) (Handout)
CalAmp Corp (CAMP) (Recording) (Handout)
Polaris Industries Inc, (PII) (Recording) (Handout)
Skyworks Ind (SKWS) (Recording) (Handout)

Boston Beer Company (SAM) ( Recording) (Handout)
Gentex Corp, Inc. (GNTX) (Recording) (Handout)
Luxoft (LXFT) (Recording) (Handout)
Hain Celestial Group (HAIN) (Recording) (Handout)
Norsat International Inc. (NSAT) (Recording) (Handout)
T. Rowe Price (TROW) (Recording)
Thor Industries (THO) (Recording) (Handout)

Five Below (FIVE) (Recording) (Handout)
Manhattan Associates (MANH) (Recording) (Handout)
Air Lease (AL) (Recording) (Handout)
Chuy's Restaurants (CHUY) (Recording) (Handout)
The Trade Desk (TTD) (Recording) (Handout)
LCI Industries (LCII) (Recording) (Handout)
Fleetcor Technologies (FLT) (Recording) (Handout)

Cambrex Corp (CBM) (Recording) (Handout)
Fastenal Company (FAST) (Recording) (Handout)
Martin Marietta Materials, Inc. (MLM) (Recording) (Handout)
Bank of the Ozarks (OZRK) (Recording) (Handout)
Baozun, Inc. (BZUN) (Recording) (Handout)
Middleby Corporation (MIDD) (Recording) ( Handout)
Winnebago Industries, Inc. (WGO) (Recording) (Handout)

Canada Goose Holdings Inc. (GOOS) (Recording) (Handout)
Jazz Pharmceuticals, plc (JAZZ) (Recording) (Handout)
Ollie's Bargain Outlet Holdings, Inc (OLLI) (Recording) (Handout)
Western Alliance Bancorporation (WAL) (Recording) (Handout)
BioSpecifics Technologies Corp. (BSTC) (Recording)  (Handout)
Essent Group Ltd. (ESNT) (Recording) (Handout)
Heico Corporation (HEI)  (Recording)  (Handout)

2021 Model Club

January '21 Model Stock Study Club
(China - Facts, Figures, Investors)
(Monster Beverages MNST)

February '21 Model Stock Study Club
(SPACs - Special Purpose Acquisition Companies)
(Kirkland Gold Ltd. - KL)

March '21 Model Stock Study Club
(Investing In Innovation)
(Trex Company, Inc. -TREX)
April '21 Model Stock Study Club
(Preferred Procedure Explained)
(CarGurus, Inc - CARG)

September '21 Model Stock Study Club
(Non-GAAP Measures - What Are They and Why Are They Presented?)
(MKS Instruments, Inc. - MKSI)

October '21 Model Stock Study Club
Handout - (Stock Buy Backs)
Handout - (Incyte Corporation - INCY)

November '21 Model Stock Study Club
Handout - Value Ratios
Handout - Meritage Hospitality Group  - MHGU

2022 Model Club

January '22 Model Stock Study Club
Handout - Selling for Long Term Investors
Handout - Market Overview
Handout - Darling Ingredients, Inc, (DAR)

February '22 Model Investment Club
Handout - ADRs, VIEs, the ABCs?
Handout - Green Brick Partners (GRBK)

March '22 Model Investment Club
Handout - Introduction to Bitcoin
Handout - Market & Portfolio Review

April '22 Model Investment Club
Handout  - Low Price - Which to Select?
Handout  - Skyworks Solutions (SWKS)

Special Presentation
(Stock Market Game)

Hidden Gems (3.30.22)
(Recording) (Handout

Members have the opportunity to expand their learning through the use of online classes. Many webinars are offered at no charge for members, others may charge a modest fee. A complete listing of online classes is available on the Better Investing web site. After logging in with your member number and password, scroll down to the Events listing.

Value Line and Morningstar

Value Line and Morningstar also offer recorded sessions at no cost to members. Many investors have access to these programs via membership in their local library's on-line resources link. Check with your local librarian for information.

ICLUBcentral has been helping individuals learn how to invest in stocks -- on their own and in investment clubs -- for nearly twenty years. Here are some of our education resources for stock investors.

ICLUBcentral's president, Doug Gerlach, and other expert instructors present a series of free online webinars. Presenters walk you through IClub's popular investment tools and demonstrate how to best utilize the software. For live sessions instructors are available after the sessions to answer questions from the audience. View the current webinar schedule.

If you can't attend a session or missed a webinar, you can view past webinars on demand from the archives.

For millions of Americans, investment clubs have been a key way to learn how to invest in stocks. ICLUBcentral's Club Hub is a complete investment club learning center, with dozens of articles on how to start and run an investment club.

ICLUBcentral's President, financial author Doug Gerlach, has detailed Five Steps To Successful Stock Investing, a complete program for developing a portfolio using ICLUBcentral software and tools.

The popular SSG Tutorial is a quick guide to using the stock analysis method used in Toolkit, Stock Analyst, and other ICLUBcentral programs.

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