Model Club - RM

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.

Education: "Dividend Growth Investing the BI Way"

Mr. Market causes stock prices to bounce around with little regard to fundamentals which can be turned to an investor’s advantage. Our SSGs can flag when a stock is over or under priced and selling high and buying low can be profitable but risky and requires lots of time by the investor. On the other hand, the growing dividends of a healthy, growing company are paid regularly and reliably. As an investor, all that is required is that you watch the company’s fundamentals and stick with the company as long as it stays healthy. Meanwhile, those dividends, taxed at lower capital gains rates, just keep rolling in and are available for re-investing or supplementing income as you choose. One of the most important attributes of dividends is that they are highly correlated with inflation making them a nice inflation hedge, unlike bonds.

Stock Presentation: Qualys (QLYS)

Qualys, Inc. engages in the provision of cloud security and compliance solutions. Its products enable organizations to identify security risks to information technology infrastructures, help protect information technology systems and applications from cyber attacks, and achieve compliance with internal policies and external regulations. The firm also offers solutions through a software-as-a-service model, primarily with renewable annual subscriptions. The company was founded on December 30, 1999 and is headquartered in Foster City, CA.

Stock Presenter: Jane Nelson

Jane has been a member of BetterInvesting since 1997, first as a member of Bolder Money Women Investment Club until 2005 when it disbanded. She was an independent member until 2008 when she joined Asset Allocators as well as joining The Rocky Mountain Chapter board at the invitation of a member. She first opted not to join, saying they needed a young person full of energy and ideas, but was swayed to join when she was told that they really needed a new "warm body". Since 2008 Jane has been very active on the board, serving as a teacher, club visitor and as president of the board. Jane currently visits clubs to present awards and educational programs.

Investment
Education

Model Investment Club

Focused on Finding and Selecting
Small and Mid Sized Companies
for a Portfolio

Register for October 23, 2024

Rocky Mountain Chapter of BetterInvesting

[email protected]