Model Investment Club

The Rocky Mountain Chapter Model Investment Club online meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by an education presentation and a stock evaluation using judgments from the audience.

Focused on small and mid-sized companies as defined by BetterInvesting, small companies are often hard to find and evaluate. These potential gems have annual revenues of less than $10 Billion, and may not be widely followed by analysts.

Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.

Stock Presentation: BWX Technologies (BWXT)

BWX Technologies, Inc. engages in the supply and provision of nuclear components and products. It operates through the Government Operations and Commercial Operations segments. The Government Operations segment manufactures naval nuclear reactors, including the related nuclear fuel, for the U.S. Naval Nuclear Propulsion Program for use in submarines and aircraft carriers. The Commercial Operations segment fabricates commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems, and other auxiliary equipment, including containers for the storage of spent nuclear fuel and other high-level waste and supplies nuclear-grade materials and precisely machined components for nuclear utility customers. The company was founded by Stephen Wilcox and George Babcock in 1867 and is headquartered in Lynchburg, VA.

United Therapeutics will be presented by Betsy Wills.

Education Session:
Mastering the Stock Comparison Guide - Your Key to Smarter Picks

Ever had two or three companies you were evaluating and wanted a quick way to evaluate the group in order to select the best one to add to your portfolio? Remember the “Stock Comparison Guide (SCG)?” When did you last use it? In this short session, Shirley reviews some of the data on the SCG that is very helpful when evaluating a new group of companies and can aid you in determining which will best fit your portfolio.

Education presenter is Shirley Pfister.