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2012 Class Schedule
Descriptions of classes are listed under the
Events tab.
Toolkit Basics
February 25, 2012
Colorado Christian University 9:00 am - noon
Applied Toolkit / SSG Lab
Hands-on Using Toolkit 6 (new)
February 25, 2012
Colorado Christian University 1:00 - 4:00 pm
Stock Talk
Internet Security Software
March 10, 2012
Christ
Church United Methodist
Toolkit Beyond the Basics (Advanced Toolkit)
Supercharge Your SSG With Sound Judgment
March 17, 2012
Colorado Christian University
Stock Talk
April 14, 2012
Christ
Church United Methodist Spring
Investor Forum
April 28, 2012
Christ
Church United Methodist
Introduction to Investing Using Better Investing Principles
September 8, 2012
Christ
Church United Methodist Stock Selection Guide - Learning the Basics
September 22, 2012
Christ
Church United Methodist Fall Investor Forum
October 6, 2012
Colorado Christian University
Toolkit Mechanics - Navigating Toolkit (am)
October 20, 2012,
Colorado Christian University
9:00 am - noon
Applied Toolkit Lab (pm)
October 20, 2012,
Colorado Christian University
1:00 - 3:00 pm Advanced
Toolkit - Reports, Portfolios,
Libraries (am)
Research Resources on the Internet (pm)
November 10, 2012
Stock Talk
March 10, 2012
Christ
Church United Methodist
9:00 - 10:30 am
Symantec (SYMC)
Internet Security Software
"Stock Talk" begins with a short
educational presentation on a single topic of interest to all investors. The
event host will give an overview of the company and the nature of its
business. Then we'll discuss those factors which might influence future
business prospects. Such factors might include the general economy and the
company's sector and industry. With the company put into its proper business
setting, we'll engage in an extensive and lively discussion looking at the
company's competitive strengths and weaknesses. We'll ask ourselves if the
company has a sustainable competitive advantage or what Warren Buffett calls
an "economic moat". We'll examine debt and check Section 1 of the SSG
looking for the lines to be "up, straight, and parallel" or nearly so. We'll
require Sections 2A and 2B to be even or trending up. Finally, we all will
work together to prepare a consensus SSG by making these key judgment
decisions:
growth rates
projected average high and low P/E ratios
projected low stock price
The final SSG is the consensus product
of the group. Neither BetterInvesting nor the Rocky Mountain Chapter or the
the participants in this event make buy or sell recommendations. In the end,
each one must make their own decisions based upon their own research. The
purpose of "Stock Talk" is educational only.
Register
Value Line
Industry Overview
Blank SSG
Cost $10.00
Most classes and events are booked
on-line using EventBrite, with payment by credit card or check. You may also
opt to register via mail. To do so, print out the registration form, and
mail the form, along with a check, following the instructions on the page.
Registration for all classes or events must be received prior to the event.
We reserve the right to cancel classes without sufficient enrollment. In
case of a cancellation, you will be notified by e-mail and given the option
of applying the payment to future classes or events or having your money
refunded. You do not have to be a Better Investing member to attend our
classes or other events. All events, even those with no charge, require
submission of a registration form.
To be notified of all classes when they are posted,
subscribe to the RSS feed.
Special accommodations can be made to provide
larger print handouts if notification is received in advance. Send
email to:
president@rmchapter.org.
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Toolkit Basics
February 25, 2011
9:00 am - 12:00 noon
Colorado Christian University
A three hour, hands-on class using
Investors Toolkit 6 to prepare a Stock Selection Guide (SSG). Geared
toward learning the functionality of Investors Toolkit 6, setting
preferences, and looking at key areas. Each student has the use of a
computer installed with Toolkit 6, to follow along with the instructor.
Topics to be covered include:
Register
Prerequisites: Students need to
know how to complete an SSG, and have completed the "Introduction to the SSG"
class, or have prior knowledge and experience with SSG's. Basic
computer navigation knowledge is essential; having a copy of Toolkit is
preferred.
Cost: $32.50; clubs with three or more
attending receive a $5.00 per person reduction applied after the class.
New
Applied Toolkit / SSG Lab
Hands-on Using Toolkit 6
February 25, 2011
1:00 am - 4:00 pm
Colorado Christian University Using the the information
learned in the morning session, as a class we will work on completing an SSG
for a company, looking at judgment points, and expanding on the
functionality of Toolkit 6 to quickly access information on the internet
using built-in tools. As a hands-on lab, each participant has use of a
computer loaded with Toolkit 6. The tasks of researching information
may be divided among the participants, or you may just observe. This
format is similar to the Stock Talk sessions, with the ability of each
participant to make independent judgment calls on their own SSG and see the
results. Concepts on using judgment, revenue based procedure, and other
topics will be introduced. In depth coverage of these topics are
covered in Advanced Toolkit, Judgment, and Portfolio Management classes.
Register
Cost: No charge if you attend the
Toolkit Mechanics class in the morning. $15.00 for the afternoon session
only. Walk-ins welcome limited to space available.
Toolkit Beyond the Basics
(Advanced Toolkit)
March 17, 2012
9:00 am - 12:00 noon
Colorado Christian University
Topics to be covered include:
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How to retrieve and update stock prices, quarterly sales, earnings, pre-tax profit and provision for tax data from the Internet for the companies in your portfolio
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Use Portfolio Review (also referred to as PERT) to maintain a healthy portfolio
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Use the Stock Comparison Guide
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Set up multiple portfolios Use of portfolios and libraries
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Import and export SSGs
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Use the Revenue Based Procedure
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Defense and Offense in Portfolio Management
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Use the Smart Challenger
Register
Supercharge Your SSG
With Sound Judgment
March 17, 2012
1:00 am - 4:00 pm
Colorado Christian University
Applying sound judgment on the SSG is the real
key to making good investment decisions. This class will look at the basic
historical information that is important to consider, then go deeper into
judgment making process, talking about the future of the company. The class
will explore where to find information about the future that influences our
judgment. After finding the information, we will apply where and how to make
those key judgments. This class provides guidance and insight into how to
make the important estimates looking 5 years into the future.
Topics to be covered include:
• Judgment in each SSG section with numerous examples
• Advanced judgment for estimating sales and EPS growth rates including
how to use the preferred (revenue based) procedure
• Sustainable growth and finding trends in the Trend Analysis graph
• Guidelines for picking high and low P/E ratios
• Forecast high and low EPS and future low price.
For advanced students. This course does not
dwell on how to perform calculations.
To get the most benefit from this class,
individuals need to have taken Introduction to Investing or have some
experience in investing, completed the Stock Selection Guide class - either
in person or on-line, and have completed Beginning Toolkit, Toolkit
Mechanics or the on-line SSG.
Clubs registering three or more members need to
have the majority of their members with experience and the above
qualifications. Clubs will be more successful when the majority of their
members understand how to apply judgment to the SSG. For this reason we are
offering a special discount when clubs have three or more members attend.
Register
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