FIRST SPEAKER:

Wayne Thorp CFA, Senior Financial Analyst at AAII, and Editor of Computerized Investing

How to Analyze a Stock Using Real World Examples

Wayne will show you how to perform a step-by-step analysis of a company to decide whether it's right for your portfolio using popular online research and data souces.

SECOND SPEAKER:

Paul Townsend, Associate Vice-President – Investment Officer, Wells Fargo Advisors, LLC

 Adaptive Investing with Tactical Relative Strength Models.

The disruptive markets of the last decade have permanently changed the world investors find themselves trying to navigate. Successful investors will embrace a "Buy and ADAPT" worldview toward the markets. The ability to drill-down from the Market-level, the Sector-level, the Stock-level and now to the Country-level gives the adaptive investor a significant advantage - THIS is the future of Tactical Investing.  This presentation will share how I do this in my own clients’ accounts in only MINUTES of time/effort weekly because it's MODEL-driven, using models that have demonstrated success over time and continue to generate outstanding results.

THIRD SPEAKER: 

Al Zmyslowski, VP of Engineering at Fujitsu America and an Individual Investor

Changing Markets: Does Anything Still Work?

Do any of the "tried and true" investing rules still offer value in this environment?  Can you invest in brand name stocks and still expect to make a reasonable return?  Does any form of value investing still make sense?  This talk discusses these topics and presents examples of approaches that continue to provide reasonable returns.  These approaches will be compared against a number of "Alternative Investments" readily available via mutual funds and ETFs.  Also included will be a brief review of the recent performance of various asset classes using the quantitative asset allocation approach discussed in past seminars.

FOURTH SPEAKER:

Barbara A. Johnston, D.V.M., DipACLAM, CFA

Investing Opportunities in Washington, Oregon and Idaho

Is there intelligent business life outside California?  Biotech, Medical, Telecom, Software and IT beyond Silicon Valley?  Real estate markets that have survived the mortgage meltdown?  You bet there are!  Attend this informative, entertaining summary of the business climate an investing opportunities in and around Pugetopolis.

of Computerized Investing

step-by-step analysis of a company to decide whether it's right

step-by-step analysis of a company to decide whether it's right