$35 – $50

Event Information

Share this event

Date and Time

Location

Location

Environmental Education Center at the East Side Recycling Center

2401 Scott Blvd

Iowa City, IA 52240

View Map

Event description

Description

Investing the Smart Way Workshop organized by the Heartland Chapter of BetterInvesting with presentations by guest speaker Doug Gerlach, president of ICLUBcentral Inc., and editor-in-chief of its Investor Advisory Service and SmallCap Informer

Morning Classes:

9:00 AM - 9:50 AM: The Small Cap Advantage: Generating Superior Returns from Small Company Stocks (Intermediate-Advanced)

Is the growth in your personal or club portfolio stalled? A growth stock strategy depends on capital appreciation for the greatest share of returns over time, which in turn is generated by the growth of each company's sales and earnings. However, too many investors who ascribe to the growth stock approach overweight their portfolios with slow-growth businesses and thus fail to perform as they hope. Small and midsized companies provide top opportunities to boost potential returns, but can add additional volatility. Learn how to find and analyze smaller stocks with high total return potential but are also suitable for a BetterInvesting-style long-term, growth-oriented stock portfolio.

10:00 AM - 10:50 AM: Profit Margins, the Most Important Determinant of Company Quality (Intermediate)

There are many ways to analyze the quality of a company and its management, none are likely more useful than a review of its profit margins. Profit margins show how much of a company's revenues are converted into profits, but also demonstrate how efficiently management is utilizing its resources. Learn how to review the strength and trend of a company's margins, compare those margins to peers and industry averages, and spot potential problems with margins before the company's fundamentals degrade significantly.

Afternoon Classes:

1:00 PM - 1:50 PM: The Two Things You Must Know to Successfully Pick Stocks (Beginner-Intermediate)

While the mechanisms and machinations of the markets have changed mightily since Benjamin Graham first came up with a practical method for analyzing stocks, or even since Peter Lynch racked up big wins picking equities for Fidelity's Magellan Fund, at least this remains true: companies that deliver constant profits for shareholders will see their share prices increase. But what are the keys to successful fundamental stock selection?

2:00 PM - 2:50 PM: Sensible Strategies for Coping with Bear Markets and Recessions (Beginner-Intermediate-Advanced)

Nobody knows which way the winds will blow the markets or the economy in the near-term. But knowing how bear markets and recessions work and implementing a few simple strategies can help weather the storms when they do arrive. No matter where the market heads, there will be opportunities for sensible investors. In this session, Doug will discuss tips on facing down and sideways markets, all from the perspective of long-term oriented stock investors. In addition, Doug will present several stock ideas and themes to explore in the current market environment.


Share with friends

Date and Time

Location

Environmental Education Center at the East Side Recycling Center

2401 Scott Blvd

Iowa City, IA 52240

View Map

Save This Event

Event Saved