Ready to grow your investing expertise? Register now for our upcoming Model Stock Investment Club meeting! Discover how the Rocky Mountain Chapter Model Investment Club operates and learn valuable strategies for evaluating small- and mid-sized companies – often overlooked gems with annual revenues under $10 billion.



Annual Review of Stock Portfolio

The January meeting includes a review of each of the stocks in the Club's portfolio using SSGPlus. Club members who are stock watchers provide their thoughts on the companies they are following. Companies in the portfolio are: BWXT, CPAY, CPRX, EW, EXLS, POWL, QLYS, ROL, USLM, and WAL.



Education topic: "Cash Flow"

The education presentation will look at four aspects of cash flow: .

* What is cash flow?

* Why is it important?

* As a foundation of stock analysis

* Smaller companies: growth through cash flow or debt?


Joan Loken has been a Director of the BI Rocky Mountain Chapter since 2009 and has served as President and Education Chair. For six years, she was a member of the national BI Advisory Board and chaired the Chapter Support Team. Ann Cuneaz, Senior Manager of Education Programs, asked Joan to participate in the Ticker Talk and Stock UP GTW backroom. Answering questions in the backroom gave Joan the opportunity to continue expanding her investing knowledge.





Model Investment Club dates for 2026:

January 21. 2026

February 18, 2026

March 18, 2026

April 22, 2026