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: Powell Industries (POWL)

Powell Industries makes various forms of customized switchgear for electrical energy distribution and control. Its custom-engineered products include power control room substations, custom-engineered modules, electrical houses, control gear, medium-voltage circuit breakers, monitoring and control communications systems, motor control centers, switches and bus duct systems. Powell operates primarily in the oil and gas refining and offshore oil and gas production, petrochemical, pipeline, terminal, mining and metals, light-rail traction power, electric utility, pulp and paper, and other heavy industrial markets.

Powell will be presented by Betsy Wills

Education Session: Dive into the Dip - How Successful Investors Navigate Downturns

Market turbulence often triggers emotional reactions that lead to impulsive, poorly timed decisions - ultimately harming portfolio performance. By understanding common emotional biases, you can recognize their influence and adopt rational strategies that protect your investment during challenging times.

Joan Loken, a Chapter Director, will lead our discussion of approaches to help you navigate in this unsettled market.