The Rocky Mountain Chapter Model Investment Club online meeting begins at 6:45 pm Mountain Time, with about 15 minutes for the business portion of the model club, followed by an education presentation and a stock evaluation using judgments from the audience.

Focused on small and mid-sized companies as defined by BetterInvesting, small companies are often hard to find and evaluate. These potential gems have annual revenues of less than $10 Billion, and may not be widely followed by analysts.

Join us to learn more about running an investment club, selecting small and mid-sized companies and managing a portfolio.



Stock Presentation: Headwater Exploration (CDDRF)

Headwater Exploration, Inc. engages in the exploration, development, and production of petroleum and natural gas. The firm has offices in Halifax and Calgary, and a field office in Penobsquis (near Sussex), New Brunswick where Corridor produces natural gas to Canadian and U.S. markets. Its portfolio includes McCully Field, Frederick Brook Shale, and New Brunswick The company was founded by Norman W. Miller, Paul J. Hopkins, and Charles M. MacDonald in March 1996 and is headquartered in Calgary, Canada.(Marketwatch)

NOTE: This company trades on the OTC Market ("Pink Sheets") and may not be available through your broker.



Presenter: John Rogers

A member of BetterInvesting since 1998, John Rogers served as the chapter president from 2008-2010 and from 2017-2021. In addition to serving as chapter president, John finds time to present classes (SSG, Portfolio Management) on the local and national level (StockUp, Ticker Talk). As a mentor, John is able to answer questions beginners have in an "easy to understand" way. John was recently awarded the Thomas E. O'hara award for chapter services recognzing his contributions to BetterInvesting and the Rocky Mountain Chapter.



Education Session: Nvidia vs DeepSeek. Will NVDA Sink?

NVDA was the fastest growing company of the Magnificent Seven in 2024. We will look at what NVDA does and its performance. On January 27, 2025, DeepSeek arrived, and the market tumbled. Digging deeper, we will look at who DeepSeek is and why the market tumbled. Learn what effect DeepSeek has on the tech industry and what the tech executives say. Then we will analyze NVDA strengths and determine if it's worth further study and why. The stock study for March will be NVDA, using the “Acid Test”, a method not taught in BI classes when analyzing high P/E stocks.



Education Presenter: Joan Loken

Joan Loken has been a Director of the BI Rocky Mountain Chapter since 2009 and has served as President and Education Chair. For six years, she was a member of the national BI Advisory Board and chaired the Chapter Support Team. Ann Cuneaz, Senior Manager of Education Programs, asked Joan to participate in the Ticker Talk and Stock UP GTW backroom. Answering questions in the backroom gave Joan the opportunity to continue expanding her investing knowledge.





Model Investment Club dates for 2025:

February 19, 2025

March 19, 2025

April 23, 2025

May 29, 2025