The complete Stock Selection Process will be shown at a basic level with detail of the procedures used with Investor's Toolkit to complete the Stock Selection Guide. We will attempt to answer the question as to our identification of a Quality Stock at the Right Price with the introduction of valuable Due Diligence items. We will conclude with a discussion on When to Sell and introduce several checklists that serve the decision procedure.
The choice of a stock to study may come from many sources. Together we will focus on those from your experience and stock screening based on your criteria. We will discover sources for pre-screening selections for Quality before proceeding to the Stock Selection Guide using its preeminent tool, the Investor's Toolkit software. By multiple examples we will learn its procedures and many useful undocumented features. Selection candidates will then be scrutinized using several powerful Due Diligence techniques. Methods for scrutinizing candidates for sale will be shown from the Portfolio features within Investor's Toolkit and we will provide checklists that aid the inspection.
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.