The Investor Education day on October 15, 2016 featuring Allen Holdsworth covers a variety of topics ranging from Screening for Stocks to When to Sell. John Rogers, a volunteer instructor with the Rocky Mountain Chapter of BetterInvesting, shares his insights into the hidden dimensions of the P-E ratio. See how this versatile ratio can and should be used to make us better investors.
A box lunch is included, with choices available during the registration process. Handouts WILL NOT BE PROVIDED at the Investor Education Day. Links to PDF's of the handouts will be emailed prior to the event. PRINT OUT AND BRING WITH YOU, OR DOWNLOAD TO A TABLET OR LAPTOP.
Screening for Stocks
Everyone wants to know where to find stocks to study. Allen will show you 2 screening tools that he uses on a regular basis. He will also show several other places to get ideas of stocks worth studying.
Investing for Income
Eight years ago Allen set up an account to see how much income he could generate in dividends and interest. For the last 8 years he has an annual return of around 7%. That does not count any capital gains at all. He is far ahead of CDs earning 1% . He will discuss what he uses and will give both pros and cons of them. All investments are very liquid and there is no long term contracts involves at all. If you need more income then this class is a must for you.
Ideally a broker should do what is best for you. In reality, any brokers do what is best for them i.e. what makes them the most money. Learn what things to look for and how things work so you can avoid many of these situations. Allen spent 7 years as a broker and will reveal many inappropriate behaviors that he saw or heard about
When to Sell
For most people selling is the hardest part of investing. Learn what to look for before selling. We will discuss reasons to sell and also reasons to NOT sell. The stock selection guide will be used for illustrating many of the reasons. Allen will share lessons from his own investments as well as lessons learned in his club of 20 years.
The Hidden Dimensions of the P/E Ratio
The P-E ratio plays a key role in our SSGs and a better understanding of this key metric leads to better investing results. In this session John looks at several concepts that may be new to some investors, including PEG, inflation and the rule of 20, interest rates, earnings yield and more. The role P/E plays in projecting future prices, rates of return, and risk management is also examined. This session is best enjoyed by someone with experience using the Stock Selection Guide and is seeking more in-depth knowledge.
|A 21 year Better Investing veteran, Allen Holdsworth is a popular speaker who has taught classes and lectured on investing in over thirty states. He has taught classes in eleven Better Investing National Conferences. He was a founding member of his investment club of twenty years. Allen has been a chapter director of the Illowa Chapter for eighteen years. He is a past president of the Better Investing Volunteer Advisory Board (BIVA) and an active member of that board for eleven years. Over the past six years, Allen has performed more than 75 portfolio reviews for as many investment clubs in the Iowa and Illinois area. He was guest on Bob Brinker’s “Moneytalk” syndicated radio program.|
|Allen Holdsworth is a graduate of the University of Illinois and was a successful farmer for thirty years before becoming a stock analyst and joining a regional brokerage house. On December 29, 2006, Allen had the privilege of ringing the closing bell on the New York Stock Exchange. After seven years as a broker/financial planner, he “retired” to devote full time to teaching at the local Community College, teaching online classes, and serving retail investors and investment clubs through Better Investing. Allen is also a passionate model railroader, amateur magician, and an active member of the Rotary Club. He still lives on the family farm which has been in the family over 150 years.|
John became a BI member in 1992 and is a member of two investment clubs. A PhD physicist, he served on an investment project review team at Texaco (now Chevron) and valued the projects using a discounted cash flow model like that used by Morningstar to value stocks. Upon retirement in 1999, he became a chapter volunteer where he remains active as a teacher and editor of the quarterly e-newsletter. John is a frequent presenter for BetterInvesting webinars.
When & Where
Rocky Mountain Chapter
The Rocky Mountain Chapter of Better Investing, Inc. supports the mission of the national organization at the regional level by providing a program of sound investment information, education and support that helps create successful lifetime investors. All chapter directors are volunteers who donate their time to help others secure a better financial future through a lifetime of investing in the stock market. We want to make people feel they are participants and beneficiaries of the American economic system and not just passive bystanders or helpless victims.