San Francisco, California
London, United Kingdom
Stock Selection Guide – Staci Shorten
Abstract:The methodology of the NAIC Better Investing stock study process (Stock Selection Guide) will be presented in two detailed sessions. As the selection process requires us to find stocks of Quality and Value at the right Price the sessions will be focused toward that end.
Description: Focus on Quality
We will see if the growth of the company’s sales, earnings, and pretax profits are ”up, straight, and parallel.“ We will look at the numbers for the pretax profit on sales, the trend of the return on equity (ROE), and percent debt-to-equity as a means for judging the management of the company.
Description: Focus on Price & Value
We will study the price trend, price-to-earnings ratio trend, and perform a dividend analysis. We will evaluate the risk to reward ratio over the next five years for the current price of the stock. With a final analysis of the total return to see if this company is worth our investment.
These sessions are for those new to the process and for those with some experience as a necessary refresher.
When to Sell Made Easy - Ken Peters
Abstract: You have to know when to hold 'em and when to fold em’ along with the three reasons to sell a stock. This session will provide information that will be useful in making the difficult decision of what to sell, when and why.
Description: You will learn several signals that strongly suggest selling and several that suggest selling should be considered, perhaps in the near future. You will learn the data analysis necessary to support the decision to sell. Several reasons NOT to sell will be discussed as well as the philosophy of selling. The psychological blocks that make selling so difficult will be presented. Selling check lists useful to both the individual investor and the investment club will be provided.
Lunch with Doug Gerlach:
Before Buying a Stock 20 Questions You Must Answer
Toolkit 6 and the Stock Selection Guide are critical tools to assist in the analysis of a stock for your portfolio. Before making a final decision about buying, you must complete your research. In this presentation, Doug outlines the most essential considerations any investor or club should address before clicking the “Buy” button
How To Measure Investment Success- Doug Gerlach
BetterInvesting teaches its members to aim to double their money in the market every five years, which equates to a bit more than a 15% annual return. If you or your club fall short of that goal, or if your portfolio loses value in a year, are you a “failure?” Learn how to understand concepts such as “compound annual return” and “internal rate of return” and how they apply to your portfolio. Doug will also discuss how to measure your personal success in the stock market using tools such as benchmarking.
Portfolio Management Made Easy - Ken Peters
Abstract: Portfolio management is the proactive process in the management of stocks that are in your portfolio.
Description: The stocks in our portfolio were acquired because of the Quality of the company in the fact that at the time we purchased it the stock was at the Right Price. Together we will learn the Defensive Strategy of checking the ongoing quality of the company and the Offensive Strategy of determining whether the potential return remain satisfactory and if the risk required to obtain them is still reasonable.
Closing: Red Flags
During Lunch, Doug Gerlach will address "20 Questions"
For information, contact: Jerry Addleman firstname.lastname@example.org or Mary Peters email@example.com
When & Where
BetterInvesting Space Coast Chapter
BetterInvesting is an independent, non-profit, member-driven organization committed to teaching individuals how to become successful strategic long-term investors. Our sole purpose is to support and empower individual investors. We are made up of local volunteers whose primary goal is investor education.