• Equities Lab friendly scavenger hunt (Eat dinner on us if you make it through!)
    Now for something completely different... inspired by the Oakland Cemetary scavenger hunt we thoroughly enjoyed recently. Instead of looking at gravestones, you'll be looking at .... stocks! We're hosting the first Anual Equities Lab Scavenger hunt. Anyone who finds all the answers will get a free dinner and any non alchoholic drinks (Gordon Biersch's coffee is good!). The first item will be easy and the 7th will be .... less easy. We're doing this to figure out where folks have trouble -- so we won't leave you hanging like a normal scavenger hunt... We'll help you get going again and then note where it happened. Bring a computer -- (Windows/mac or Linux), and an appetite! If you bring guests, they should also bring computers, and give it their all -- unless they want to buy dinner ;-). New users are welcome -- just sign up for the free trial here https://www.equitieslab.com/checkout . We won't have any hard feelings if you cancel :-). As an attempt to make your lives easier I'll also include a link to the documentation, https://www.equitieslab.com/wiki , though our in-app help system will tell you everything you need to know. Happy hunting, Henry P.S. Anyone coming at 6:30 will get any help they want -- setting it up on their computer, questions, etc. The questions will be opened up at 7:00.

    Gordon Biersch Brewery-Buckhead

    3242 Peachtree Road NE · Atlanta, GA

    4 comments
  • Equities Lab Beta meetup #7 (Please vote on the agenda!!!!)
    Pre-agenda (come at 6:30) -- we'll get you familiar with the program, answer questions, and generally make Equities Lab jump through any hoops you happen to have. If you not run Equities Lab before, or want some help using it, come at 6:30!! Agenda, come at 7pm: We're hard at work on a shiny new release, but I'm also looking for an agenda that speaks to people, so please suggest/vote on an agenda in the comments!!! Proper voting or suggestions will let us prepare which will make a more interesting meeting for you. Choices so far: * Describe our new (not so secret) sauces: These are indicators that indicate something about the stock -- for instance, stocks with a high fear factor are more prone to drops and corrections. * Create a technical analysis short screen -- Could be head and shoulders, or any other of the good ones. Recent stocks that have lost value is this last month's correctionlet will be considered. * Ken Fisher style mythbusting -- take a widely held belief and test it, and see if it is investable or needs to go to the woodshed. * Whiz bang tour of really cool features -- you will be blown away by all of the cool things Equities Lab can do * Challange hour -- the audience shouts out some very difficult piece of analysis, or find me a stock that ... and we do it and explain how. * Use Equities lab to quickly research a stock, using tear sheets, links, heat maps, trading models, and more! Brass Tacks: BRING A LAPTOP (Windows, Mac, Linux), but not Ipad/Android Also, I'm including a signup URL and directions to get the application running even if your computer needs help running Java. Most people have not had any trouble running Equities Lab, but the experiences of those who have are folded into our checklist, to make it easier. If you have used Equities Lab before, you can stop reading here... If not, read on below to get started (all you need is a computer and 15 minutes) The signup URL: https://www.equitieslab.com/play/prod/customercontrol/betasignup Once you've signed up (if you are a current user, you don't need to), email me with a desired username for the wiki... Also, if you've signed up (now or previously), RSVP "Yes" to the celebration meetup. This will let you get emails that are supposed to go to the The wiki page: https://www.equitieslab.com/wiki Launch URL: https://www.equitieslab.com/wiki/EquitiesLabProd.jnlp The Directions: When you go to log into the program, click on the Launch URL link above. It will do one of three things (in order of most annoying to least annoying), the solutions for which are posted below. 1. Ask how to open a JNLP link or offer to search for a program to open it. To solve this, head over to http://java.com and click on the free download link. Follow the directions, with one caveat: uncheck the option to install the ask.com toolbar -- it is pure bloatware. Once that is done, try again, and it should do something different :-) 2. Ask if you want to keep or open files of this type. This is a typical thing for chrome to do. Specify that you want to keep it, then notice it has a little button made of the filename, and a little pulldown attached to that button. Pulling down the pulldown will give you a "always open files of this type", which is what you want. This is actually optional, as clicking on the button each time will work, and open the program. 3. Claim you have the wrong version of java, after trying to open. If you are running any type of computer other than a really old Mac (OS X[masked] or earlier), heading over to http://java.com will fix the problem. If you are running a really old Mac, consider upgrading or using another machine. 4. Simply open... as it does this (whether you got here right away, or after a certain amount of hard work...), it will ask if you want to accept the certificate, since it is untrusted. Under more options there's a "always accept this certificate", which will make this dialog go away for once and for all, after you click on "accept", or "ok". 5. Do something else, or just generally be too confusing. In this case, feel free to call[masked]. One of the points of this is to figure out all the problems people will have, and I certainly want to find and fix any problems you might have... Once the program is running, you'll log in there, and You'll be ready to go. Give the documentation a look over at https://www.equitieslab.com/wiki, or give me a call, or just jump in -- you can't hurt anything by playing around!

    Gordon Biersch Brewery-Buckhead

    3242 Peachtree Road NE · Atlanta, GA

    6 comments
  • **TO BE RESCHEDULED (again - ugh): Next Stock Investing Meetup!
    ONCE AGAIN - TO BE RESCHEDULED. Still on the hunt for a new location. Tentatively targeting Aug 18. Targeting new location confirmation by late next week (July 25 or so). THANK YOU for your patience! --------- Mark your calendars for our next Stock Investing Meetup (a.k.a. Farewell Journey Session #2). We will pick up where we left off and dig deeper on stock fundamentals and using them in stock selection via stock screening. We will touch a bit on portfolio management also. Sign up now! Details on the agenda to follow shortly! As of June 1, 2013, the GSU Brookhaven facility will shut down and will no longer be available for rental (rumor has it that it will be the first Town Hall for the new city of Brookhaven). SO, after 3+ years of holding our meetings there, we are in need of a new location. I am actively scouting out new locations - but CAN YOU HELP?! Here is what we are looking for: THINGS TO LOOK FOR IN A NEW LOCATION: Corporate, college, non-profit or other organization that has spare space "after hours" Rental purpose: Financial literacy meetings Room time: from 6:30 - 10:00pm, approximately once per month Room size: accommodate 40 people (bigger is better!! we can make do with less) Free parking (this may not be possible, but worth targeting) Audio/Video equipment, wireless Internet setup would be nice, but not critical (we have our own projector, laptop) Ability to bring in our own beverage and snacks (not a deal breaker, but nice) We have a great reference from Georgia State University and from the Cobb Galleria for the past 3 years. Please email me at [masked] if you have any suggestions! THANKS! I have posted an event fee of $5. However, once we find a new location, I will adjust the fee accordingly. WLL

    Location TBA - need help in securing a new location (see notes below)

    Address TBD · Atlanta, GA

    8 comments
  • Equities Lab Beta meetup #6 (Rubber meets the road -- leave with 5 stock picks!)
    Pre-agenda (come at 6:30) -- we'll get you familiar with the program, answer questions, and generally make Equities Lab jump through any hoops you happen to have. If you not run Equities Lab before, or want some help using it, come at 6:30!! Agenda, come at 7pm: We're going to use several screens to come up with 5 stocks we can all go home and invest in, if desired. We'll demonstrate how to find them, research them right from Equities Lab, and put them into a watchlist. We'll also show how to keep tabs on them via our watchlist functionality, with indicators that help us understand what is going on with each stock. Also, I'm really curious what methods people use to pick stocks, so I'd like people to say a few words about how they pick stocks, or a couple of recent picks that they've made. Just go ahead and use the comment feature on this meetup. I've included mine to get people started... Brass Tacks: BRING A LAPTOP (Windows, Mac, Linux), but not Ipad/Android Also, I'm including a signup URL and directions to get the application running even if your computer needs help running Java. Most people have not had any trouble running Equities Lab, but the experiences of those who have are folded into our checklist, to make it easier. If you have used Equities Lab before, you can stop reading here... If not, read on below to get started (all you need is a computer and 15 minutes) The signup URL: https://www.equitieslab.com/play/prod/customercontrol/betasignup Once you've signed up (if you are a current user, you don't need to), email me with a desired username for the wiki... Also, if you've signed up (now or previously), RSVP "Yes" to the celebration meetup. This will let you get emails that are supposed to go to the The wiki page: https://www.equitieslab.com/wiki Launch URL: https://www.equitieslab.com/wiki/EquitiesLabProd.jnlp The Directions: When you go to log into the program, click on the Launch URL link above. It will do one of three things (in order of most annoying to least annoying), the solutions for which are posted below. 1. Ask how to open a JNLP link or offer to search for a program to open it. To solve this, head over to http://java.com and click on the free download link. Follow the directions, with one caveat: uncheck the option to install the ask.com toolbar -- it is pure bloatware. Once that is done, try again, and it should do something different :-) 2. Ask if you want to keep or open files of this type. This is a typical thing for chrome to do. Specify that you want to keep it, then notice it has a little button made of the filename, and a little pulldown attached to that button. Pulling down the pulldown will give you a "always open files of this type", which is what you want. This is actually optional, as clicking on the button each time will work, and open the program. 3. Claim you have the wrong version of java, after trying to open. If you are running any type of computer other than a really old Mac (OS X[masked] or earlier), heading over to http://java.com will fix the problem. If you are running a really old Mac, consider upgrading or using another machine. 4. Simply open... as it does this (whether you got here right away, or after a certain amount of hard work...), it will ask if you want to accept the certificate, since it is untrusted. Under more options there's a "always accept this certificate", which will make this dialog go away for once and for all, after you click on "accept", or "ok". 5. Do something else, or just generally be too confusing. In this case, feel free to call[masked]. One of the points of this is to figure out all the problems people will have, and I certainly want to find and fix any problems you might have... Once the program is running, you'll log in there, and You'll be ready to go. Give the documentation a look over at https://www.equitieslab.com/wiki, or give me a call, or just jump in -- you can't hurt anything by playing around!

    Gordon Biersch Brewery-Buckhead

    3242 Peachtree Road NE · Atlanta, GA

    4 comments
  • Equities Lab Beta Users Group meeting #5 (Value Investing with Piotrowski)
    The fifth meetup (Gordon Biersh, at 7pm) -- BRING A LAPTOP (win XP 7, or 8/mac/linux OK) Address: 3242 Peachtree Road NE Buckhead, Atlanta, GA 30305 (Dinner or drinks are available for purchase, parking is free and plentiful) To find us: Ask for 'Equities Lab' -- we're in the large meeting room in the back with the TV (thanks, Gordon Biersh !!!). The doors will be closed to block noise, so close them behind you as you enter.... Agenda (or an impression thereof -- it's always very interactive and flexible), come at 7pm: We're going to analyze the Piotroski score, and its 9 components, and figure out why it is the incredible performer that it is. We'll also look at variants on piotroski, as well as what happens if the Piotroski score changes, which component is the most important, how it works on different market segments, and why it may work better on value stocks... Brass Tacks: BRING A LAPTOP (Windows, Mac, Linux), but not Ipad/Android Also, I'm including a signup URL and directions to get the application running even if your computer needs help running Java. Most people have not had any trouble running Equities Lab, but the experiences of those who have are folded into our checklist, to make it easier. The signup URL: https://www.equitieslab.com/play/prod/customercontrol/betasignup Once you've signed up (if you are a current user, you don't need to), email me with a desired username for the wiki... Also, if you've signed up (now or previously), RSVP "Yes" to the celebration meetup. This will let you get emails that are supposed to go to the The wiki page: https://www.equitieslab.com/wiki Launch URL: https://www.equitieslab.com/wiki/EquitiesLabProd.jnlp The Directions: When you go to log into the program, click on the Launch URL link above. It will do one of three things (in order of most annoying to least annoying), the solutions for which are posted below. 1. Ask how to open a JNLP link or offer to search for a program to open it. To solve this, head over to http://java.com and click on the free download link. Follow the directions, with one caveat: uncheck the option to install the ask.com toolbar -- it is pure bloatware. Once that is done, try again, and it should do something different :-) 2. Ask if you want to keep or open files of this type. This is a typical thing for chrome to do. Specify that you want to keep it, then notice it has a little button made of the filename, and a little pulldown attached to that button. Pulling down the pulldown will give you a "always open files of this type", which is what you want. This is actually optional, as clicking on the button each time will work, and open the program. 3. Claim you have the wrong version of java, after trying to open. If you are running any type of computer other than a really old Mac (OS X[masked] or earlier), heading over to http://java.com will fix the problem. If you are running a really old Mac, consider upgrading or using another machine. 4. Simply open... as it does this (whether you got here right away, or after a certain amount of hard work...), it will ask if you want to accept the certificate, since it is untrusted. Under more options there's a "always accept this certificate", which will make this dialog go away for once and for all, after you click on "accept", or "ok". 5. Do something else, or just generally be too confusing. In this case, feel free to call[masked]. One of the points of this is to figure out all the problems people will have, and I certainly want to find and fix any problems you might have... Once the program is running, you'll log in there, and You'll be ready to go. Give the documentation a look over at https://www.equitieslab.com/wiki, or give me a call, or just jump in -- you can't hurt anything by playing around!

    Gordon Biersch Brewery-Buckhead

    3242 Peachtree Road NE · Atlanta, GA

    6 comments
  • Equities Lab Beta Users Group meeting #4 (going beyond the ordinary)
    TWO MORE THINGS: Charting, note taking, and chart annotation I wanted to ask everyone who shows up questions about the charting and note taking. For instance: Do you want to be able to draw on your charts and annotate them with notes? How do you want those notes to be saved and displayed? Do you keep track of a trade journal? Do you want something to keep track of your winners and losers? Is portfolio management a problem in your investment? Are there chart types you're missing. Candlesticks? Point and Figure? Others? What do you use them for? Are there other note taking needs you'd like to see addressed? Do you want to note a stock for future review? Technical analysis We're going to be using our advanced operators to implement technical indicators, such as flags, double tops, and more. If we leave the session with a working head and shoulders pattern (I've got one started), I'll be dancing for joy!!!! OK, back to your regularly scheduled intro :-): We'll be using Equities Lab's operators and screens to go beyond what can be done in "ordinary" tools. This may include things like finding stocks that suddenly started to meet this criterion, or that frequently meet that condition, or screens for which three of the four criteria are true. We'll play with these sorts of situations, and create a screen that is truly unusual! Arrive at 6:30 if you are new to Equities Lab, or want to go over intro material again. Otherwise come at 7:00. Bring a laptop running Windows, Mac, or Linux (not an android or Ipad/Ipod device). We had an awesome meetup last Monday! We all met at Gordon Biersh, and channeled the "will of the people", going around to each person and helping them explore a variety of areas on their laptops. We ranged over technical and fundamental analysis, scatter and bar charts, heatmaps and backtests, and more! The fourth meetup (Gordon Biersh, at 7pm -- unless you are new and want an intro or simply want a review, in which case come at 6:30pm) Address: 3242 Peachtree Road NE Buckhead, Atlanta, GA 30305 (Dinner or drinks are available for purchase, parking is free and plentiful) To find us: Ask for 'Equities Lab' -- we're in the large meeting room in the back with the TV (thanks, Gordon Biersh !!!). The doors will be closed to block noise, so close them behind you as you enter.... Review Agenda (come around 6:30pm): * ensure everyone can run it and log in and use it. We've had no problems running it on any computer ranging from netbooks to servers, Apple (later than OS X[masked]) , Windows, and Linux. This typically happens as people walk in, and takes virtually no time at all... * Show how Equities Lab could be used to invest right away. This takes about 5-10 minutes, during which people follow along. * Tour the application, so people can see what it has to offer. This takes about 10-20 minutes Agenda (or an impression thereof -- it's always very interactive and flexible), come at 7pm: * We're going to take a page from Star Trek, and go boldly where other tools have not gone. Some of the oddities we can see are - stocks that have hit their first new high in the last year - stocks that go up more often than they go down - stocks that had their quarterly net income decline in the last 3 years - stocks whose sales arcoue growing, on average, faster than GOOG - stocks that meet three of the four conditions above Brass Tacks: Also, I'm including a signup URL and directions to get the application running even if your computer needs help running Java. Most people have not had any trouble running Equities Lab, but the experiences of those who have are folded into our checklist, to make it easier. The signup URL: https://www.equitieslab.com/play/prod/customercontrol/betasignup Once you've signed up (if you are a current user, you don't need to), email me with a desired username for the wiki... Also, if you've signed up (now or previously), RSVP "Yes" to the celebration meetup. This will let you get emails that are supposed to go to the The wiki page: https://www.equitieslab.com/wiki Launch URL: https://www.equitieslab.com/wiki/EquitiesLabProd.jnlp The Directions: When you go to log into the program, click on the Launch URL link above. It will do one of three things (in order of most annoying to least annoying), the solutions for which are posted below. 1. Ask how to open a JNLP link or offer to search for a program to open it. To solve this, head over to http://java.com and click on the free download link. Follow the directions, with one caveat: uncheck the option to install the ask.com toolbar -- it is pure bloatware. Once that is done, try again, and it should do something different :-) 2. Ask if you want to keep or open files of this type. This is a typical thing for chrome to do. Specify that you want to keep it, then notice it has a little button made of the filename, and a little pulldown attached to that button. Pulling down the pulldown will give you a "always open files of this type", which is what you want. This is actually optional, as clicking on the button each time will work, and open the program. 3. Claim you have the wrong version of java, after trying to open. If you are running any type of computer other than a really old Mac (OS X[masked] or earlier), heading over to http://java.com will fix the problem. If you are running a really old Mac, consider upgrading or using another machine. 4. Simply open... as it does this (whether you got here right away, or after a certain amount of hard work...), it will ask if you want to accept the certificate, since it is untrusted. Under more options there's a "always accept this certificate", which will make this dialog go away for once and for all, after you click on "accept", or "ok". 5. Do something else, or just generally be too confusing. In this case, feel free to call[masked]. One of the points of this is to figure out all the problems people will have, and I certainly want to find and fix any problems you might have... Once the program is running, you'll log in there, and You'll be ready to go. Give the documentation a look over at https://www.equitieslab.com/wiki, or give me a call, or just jump in -- you can't hurt anything by playing around!

    Gordon Biersch Brewery-Buckhead

    3242 Peachtree Road NE · Atlanta, GA

    3 comments
  • Equities Lab Beta Users Group meeting #3
    This will cover Equities Lab and technical analysis -- you can scan the entire market and find all companies in a declining wedge formation, or with strong stocastic. We'll demonstrate that, and then how to see how those companies would have done after flashing the signal. We'll also focus on taking a particular stock, and a TA algorithm, and tuning it to work well on the stock. Lastly, this will also be an improv session, where we, as a group put the program through its paces and demonstrate how it can help you in your investing. Bring a laptop, and a problem to solve, a question to answer, or a task you typically do in other systems, and we'll try to do it in Equities Lab, and see how it works. We'll be meeting at the Gordon Biersh resturaunt in Buckhead, so come hungry, as they'll sell you an excellent dinner and drinks. Parking is easy and free. Please RSVP Yes if want to attend -- the resturaunt wants to have an idea how many people are coming...

    Gordon Biersch Brewery-Buckhead

    3242 Peachtree Road NE · Atlanta, GA

    8 comments
  • Equities Lab Beta Users Group meeting #2
    Hi! This meetup is to examine P/E ratios using Equities Lab. Arrive at 6:30 if you are new to Equities Lab, or want to go over intro material again. Otherwise come at 7:00. Bring a laptop running Windows, Mac, or Linux (not an android or Ipad/Ipod device). We had an awesome meetup last Thursday! We all met at Gordon Biersh, and demoed Equities Lab on the TV, while going around to each person and helping them explore a variety of areas on their laptops. We ranged over technical and fundamental analysis, scatter and bar charts, heatmaps and backtests, and an improvised screen. I've really valued the feedback we've gotten. The only wrinkle has been that many people who were interested couldn't attend -- and that's the goal of the second meetup. So, here goes: The Second meetup (Gordon Biersh, at 7pm -- unless you are new and want an into or simply want a review, in which case come at 6:30pm) Address: 3242 Peachtree Road NE Buckhead, Atlanta, GA 30305 (Dinner or drinks are available for purchase, parking is free and plentiful) To find us: Ask for 'Equities Lab' -- we're in the large meeting room in the back with the TV (thanks, Gordon Biersh !!!). The doors will be closed to block noise, so close them behind you as you enter.... You're invited to come to the second beta meetup if you: * Liked the first meetup and want to push it further, or * Wanted to attend the first one, but had scheduling conflicts, or * Want to join the Beta User's group.... email me and I'll set you up with an account, and send you my "getting the @#$$@ program to run on my machine guide", though people have had very good luck getting it running.... As you've noticed if you've read this far... That includes almost everyone! Review Agenda (similar to the last meetup, come around 6:30pm): * ensure everyone can run it and log in and use it. We've had no problems running it on any computer ranging from netbooks to servers, Apple (later than OS X[masked]) , Windows, and Linux. This typically happens as people walk in, and takes virtually no time at all... * Show how Equities Lab could be used to invest right away. This takes about 5-10 minutes, during which people follow along. * Tour the application, so people can see what it has to offer. This takes about 10-20 minutes Agenda (not so similar to the last meetup, come at 7pm): * Does PE determine future returns? We'll use Equities Lab to try to answer that question, coming up with a screen that out (or under) performs if PE does determine performance. - Does PE determine performance in an industry, or some other type of stock? - How about change in PE? - What about E/P (flip the ratio?). - What about picking different E's (estimated earnings, operating income, etc) - What about factoring growth in? It may seem unbelievable, but we can answer that question reasonably completely in the scope of a meetup (minus all the academic rigor one might like to see if one read academic papers to determine the best investment methodology). Brass Tacks: Also, I'm including a signup URL and directions to get the application running even if your computer needs help running Java. Most people have not had any trouble running Equities Lab, but the experiences of those who have are folded into our checklist, to make it easier. The signup URL: https://www.equitieslab.com/play/prod/customercontrol/betasignup Once you've signed up (if you are a current user, you don't need to), email me with a desired username for the wiki... Also, if you've signed up (now or previously), RSVP "Yes" to the celebration meetup. The wiki page: https://www.equitieslab.com/wiki Launch URL: https://www.equitieslab.com/wiki/EquitiesLabProd.jnlp The Directions: When you go to log into the program, click on the Launch URL link above. It will do one of three things (in order of most annoying to least annoying), the solutions for which are posted below. 1. Ask how to open a JNLP link or offer to search for a program to open it. To solve this, head over to http://java.com and click on the free download link. Follow the directions, with one caveat: uncheck the option to install the ask.com toolbar -- it is pure bloatware. Once that is done, try again, and it should do something different :-) 2. Ask if you want to keep or open files of this type. This is a typical thing for chrome to do. Specify that you want to keep it, then notice it has a little button made of the filename, and a little pulldown attached to that button. Pulling down the pulldown will give you a "always open files of this type", which is what you want. This is actually optional, as clicking on the button each time will work, and open the program. 3. Claim you have the wrong version of java, after trying to open. If you are running any type of computer other than a really old Mac (OS X[masked] or earlier), heading over to http://java.com will fix the problem. If you are running a really old Mac, consider upgrading or using another machine. 4. Simply open... as it does this (whether you got here right away, or after a certain amount of hard work...), it will ask if you want to accept the certificate, since it is untrusted. Under more options there's a "always accept this certificate", which will make this dialog go away for once and for all, after you click on "accept", or "ok". 5. Do something else, or just generally be too confusing. In this case, feel free to call[masked]. One of the points of this is to figure out all the problems people will have, and I certainly want to find and fix any problems you might have... Once the program is running, you'll log in there, and You'll be ready to go. Give the documentation a look over at https://www.equitieslab.com/wiki, or give me a call, or just jump in -- you can't hurt anything by playing around!

    Gordon Biersch Brewery-Buckhead

    3242 Peachtree Road NE · Atlanta, GA

    14 comments
  • Equities Lab Beta Users Group meeting
    If you don't have an account, or are having any trouble getting started, email me at [masked], and I'll get you set up... Bring a laptop, and expect to get your hands dirty. We'll also have a projector, and will show off Equities Lab's main functionality, according to the following agenda: 1. We'll start at the end (like many good stories), and create a watchlist, assembling existing screens into a high performance, actionable recipe for investment. 2. Next, we'll create a simple screen, add it to the watchlist, and see how that impacts the performance of the watchlist. 3. We'll take a side trip and use Equities Lab to peek at employment trends -- which industries are hiring and which ones are firing. How does this change over time. 4. Veering slowly back on course, I'll have somebody call out a ticker, and we'll demonstrate how to find entry and exit points for it using Trading Models. At that point, we'll break into discussion and hands-on help, with the goal that everyone have created a rough draft of a screen or watchlist that they want to use in their investing, or to test a theory of theirs. So, come hungry -- both for food and knowledge (Dinner will be available for purchase, since we're in a resturaunt). If you haven't signed up, I'd be very happy if you did so before the meeting. Then, if you have trouble getting it on your computer, or running, we can fix the problems over dinner... We'll be using the private room, reserved under "Equities Lab"...

    Gordon Biersch Brewery-Buckhead

    3242 Peachtree Road NE · Atlanta, GA

    9 comments
  • 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!! ---- 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!

    Georgia State Univ - Brookhaven

    4362 Peachtree Rd NE · Atlanta, GA

    $5.00
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