Investment Education Workshop at Diablo Valley College in Pleasant Hill

This is an in-person event.

June 15th is the last day to receive the Early Bird registration discount!

LOCATION :
Diablo Valley College
321 Golf Club Road, Pleasant Hill, CA 94523
Business and World Languages Building
(Free parking in Lot 7)

COST INCLUDING CONTINENTAL BREAKFAST :

• Early Bird Registration $25/person (ends on June 15, 2026)
• Regular Registration $30/person (after June 15, 2026)
• All paid non-BI members who attend will receive a free 90-day BetterInvesting membership certificate

ONLINE REGISTRATION & PAYMENT ;
Click here to register.

WORKSHOP SCHEDULE & DESCRIPTION:

8:30-9:00 AM. Registration & Continental Breakfast

9:00–9:50 AM. Doug's Favorite Small-Cap Stocks for 2026-2031 and Why He Likes Them

• It's commonly said that there are strong stock buys in any market but finding them is not always easy! Fortunately, Doug has some ideas for individuals and investment clubs taken from the two market-beating newsletters that he edits. First is the Investor Advisory Service which was named for 16 consecutive years to the "Hulbert Investment Newsletter Honor Roll" and which celebrated its 50th year in 2023. Second is the SmallCap Informer celebrating its 14th year in 2026 with a long-term track record outperforming the small-cap stock indexes.

10:00–10:50 AM. Make Better "Sell" Decisions in Your Portfolio

• Using the SSG (Stock Selection Guide) and other BI (BetterInvesting) tools, it is possible to determine "optimal" buy and sell prices. Unfortunately those prices often don't provide enough justification by themselves to make a confident decision. Stocks can lanquish in the "maybe" zone. Weak company fundamentals make a stock appear to be too cheap to pass up. Stocks that have been huge price run-ups may be approaching their sell prices on the SSG but still can be prudently held in a portfolio. With a better understanding of the five different levels of valuation, investors can make better decisions aout handling the under-, over-, or hyper-valued stocks in their portfolio.

11:00–11:50 AM. Stock Selection Guide (SSG) Blunders, Bungles & Bloopers

• This will be a survey of startlingly common mistakes made by both experienced and beginner investors when analyzing stocks. See examples of what NOT to do when using the SSG (Stock Selection Guide) to examine companies for your portfolio.

12:00–1:00 PM. BetterInvesting Resources, Model Club Portfolio, and Door Prizes (Craig Braemer)

HANDOUTS :
No hard copy handouts will be provided at the workshop.

Your registration confirmation will provide the website where you can access all class materials. You should access these materials after June 15th. You can print or download in advance to avoid any internet connection issues. Wi-Fi will be available on site, but we would advise having the materials downloaded prior to the event. Bring your preferred mobile device to view handouts during the workshop if you do not download and/or print the documents in advance.