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Stock Investing - Fundamental Factor-Based Stock Screening - A Path to Profits!

NOTE our new date - May 1, 2013.

Here is our agenda for our May 2013 Stock Investing Kick-Off meetup:

  • An overview of using fundamental-based factors to make money investing in common stocks. This is a powerful method of investing for the individual investor.
  • We will briefly look at the returns of more exotic (and typically more expensive and riskier) investments like hedge funds, venture capital and private equity - and compare those returns with those available in common stocks.
  • We will explore the notion that "It is NOT a stock market, it is a market of stocks" - in other words, there is a wide dispersion of returns and risk among individual stocks for any particular time period.
  • We will conduct an overview of the 60 different stock screens ("recipes") that AAII has outlined and covered since January 1998 and see how to profitably use them in our own investing. Keep in mind the past 10-12 years has been called the "lost decade", including 2 periods of big losses for stocks in 2000 and 2008. Come see how the stock screens performed during this challenging period (HINT: Fantastic!). If this doesn't get your blood pumping, nothing will.
  • We will select one or two screens and perform a deep analysis of the stock screen over the past 10+ years.
  • We will examine building a portfolio of two or more stock screens to achieve higher returns and/or less risk.
  • We will provide water, soft drinks and light snacks so that your body can keep up with your brain during this session! ;-) Of course you are welcome to bring your own snack or dinner too.

 

We also have several exciting topics available for follow-on sessions later this year:

  • Portfolio construction - after I find compelling stocks to buy, how do I build a portfolio of them?
  • Shorting stocks - how do I make money in stocks that are *falling* in price? How do I build a portfolio of both LONG and SHORT stocks? How do I measure and identify the risks?
  • Valuation - how do we measure the value of a company and its stock and use that information in our investing.
  • Fundamental stock evaluation - how to read financial statements and SEC filing documents (10-K, 8-K, proxy, etc.)
  • Use of price & volume (technical analysis techniques) to increase profitability in investing.
  • Comparing trading styles - day trading, swing trading, position trading, and buy-n-hold. Which is the best for YOUR goals and temperament?
  • And many more topics. Stay with us for the ride - it will be a blast!!

 

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ORIGINAL MEETUP MESSAGE:

A long over-due "greetings" to all members of our Stock Investing Meetup!

Please save the date of Tuesday, April 23, 2013 at 6:30pm for our kick-off meeting for our new "season" of programs. We will start this night with a view of stock screening and how to look at different "recipes" for improving your odds and making money in stock investing. This will be an update version of the presentation I did in May 2010 and promises to be a great way for us to kick of a new series of meetups on stock investing.

The Meetup will be held at the Georgia State University (GSU) Brookhaven facility (off of Peachtree Road, near Oglethorpe University).

More details to come in the days/weeks to follow. In the mean time, feel free to send me any thoughts, questions, ideas, suggestions for this and future Stock Investing Meetups.

Also, if you can volunteer to help with sign-in/registration that night or help to bring snacks & water, please let me know. Thanks!

Join or login to comment.

  • Peter D.

    Excellent: comprehensive analysis of best AAII screening investment approaches, goal oriented and thought provoking.

    1 · May 2, 2013

  • A former member
    A former member

    Sorry, can't make it after all.

    April 30, 2013

    • William L.

      Missed your participation Phil!

      May 2, 2013

  • bill m.

    Something unexpected has come up.Please keep me on the list.

    April 30, 2013

    • William L.

      Bill, you are always welcome and you are on "the list"

      May 2, 2013

  • Nancy W.

    Plans have changed. Have a great meeting.

    April 30, 2013

    • William L.

      Nancy - I understand. Keep us in mind next time around.

      May 2, 2013

  • William L.

    Great energy by the entire group last night! Looking forward to continuing our journey together for the "2013 Will's Farewell Tour"!!! ;-)

    May 2, 2013

  • John

    Well structured cohesive presentation.

    1 · May 2, 2013

  • prem

    Thanks to Will and Henry, the session was very informative and useful, i will definately recommened for all kinds of traders.

    1 · May 2, 2013

  • voncile r.

    Excellent information and instructors.

    1 · May 2, 2013

  • Harry T.

    Great meeting with good information. Looking forward to future meetings.

    1 · May 2, 2013

  • Gil W.

    Excellent presentation at a practical level. Bill's material was well prepared and held the audience's attention and showed his passion for the subject. A definite bargain at $5.

    1 · May 2, 2013

  • Greg H

    Excellent presentation and good information about stock investing for all levels. Look forward to more sessions.

    1 · May 2, 2013

  • Henry C.

    Lovely talk... Will really knew everything!

    1 · May 1, 2013

  • Rick C.

    Bill Lyman, with Henry Crutcher, held a very informative session #1 on Fundamentals of Stock screening, with additional discussions on buy and sell criteria. I would highly recommend these sessions for anyone serious about developing a good foundation and process for stock trading.

    1 · May 1, 2013

  • Bob C.

    Sorry, but I will have to miss ths one.

    May 1, 2013

  • A former member
    A former member

    Good timing! I was going to sell in May and go away. But, I'm always looking to better ideas.

    1 · April 24, 2013

    • William L.

      Phil - glad you will attend! "Sell in May and go away" refers to your stocks, not YOU! ;-)

      April 25, 2013

  • Nora D.

    Wish I could but can't this time!

    1 · April 20, 2013

    • William L.

      Nora - look forward to seeing you next time!

      April 25, 2013

  • Nancy W.

    Can't attend this time!

    April 25, 2013

    • William L.

      Nancy - thanks for letting us know. I went ahead and changed your RSVP to "NO". If that is incorrect or your plans change, simply RSVP "YES" again. See you next time!

      April 25, 2013

  • William L.

    Thanks to Alan Wind for volunteering to help with check-in and registration at next Wednesday's meetup!

    April 25, 2013

  • William L.

    We will be meeting in Room 309 (3rd Floor). Park in the rear parking lot of the building and enter through back door. We will have soft drinks and some light snacks, but feel free to bring your own food/dinner.

    April 25, 2013

  • Henry C.

    I'm the guy with the software -- looking forward to the meeting. It's going to be awesome!!

    1 · April 19, 2013

  • Nancy W.

    Planning to attend

    1 · April 2, 2013

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