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The AAII PUGET SOUND Chapter presents...

Stock Selection for Value and Growth Portfolios

    Discussed by:        

    Wayne A. Thorp CFA
    Vice President and Senior Financial Analyst, AAII

Even though successful money managers may differ in their investing philosophies, a disciplined approach to selecting and pruning investments is a common characteristic. Wayne Thorp, CFA, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will describe the process of developing and implementing both a value and a growth screen, using AAII’s Stock Investor Pro fundamental stock screening and research database program. After narrowing down the stock universe to a more manageable set of companies, Thorp will discuss “What next"? Using real-world examples and some of today’s most useful financial websites, Thorp will show you how to perform a step-by-step analysis of a company to decide whether it’s right for your portfolio.

Attend This Meeting and Learn...

• How to develop a screening strategy that meshes with your horizon, risk tolerance, analytical skills and time constraints
• Which stock screening techniques work and which ones should be avoided
• Which value and growth strategies have had the best performance in AAII’s 25-year study of over 50 strategies

  MEETING DETAILS
Date:
Saturday, September 17, 2016
Time:
9:30 AM    Registration/Social Time
9:45 AM    Program Time
Location:

Mercer Island Community & Event Center
8236 SE 24th Street
Mercer Island, WA 98040-2235

http://binged.it/1QVDXon (206) 236-3545
[ Map This Location ]

Payment:

In Advance
(postmarked by 9/12 or online at least 48 hours before the presentation at aaiips.eventbrite.com)
Contribution of any amount

At the Door
(space permitting, max 200) Contribution of any amount
will be accepted as cash, check or money order.


Pay Online
[ Click here for the September 17, 2016 Meeting Announcement ]
  Special Interest Groups (SIGs)

Local Groups

SEATTLE-TACOMA SIG
Contact: mailbyte-SeaTacSIG@yahoo.com

For those in Seattle, Tacoma, or South Sound, this group (formerly South Sound SIG) will meet in Federal Way on Oct. 15, 2016, at 11:00 a.m. The speaker will be investment adviser Laura Kokesh. For details, please email the contact address.
 

EASTSIDE SIG

Jim Shaw

JGShaw@CalAlum.org

This discussion group meets in Bellevue or Mercer Island at 7 p.m. on the second Tuesday of each month (except in July and August). To receive a notice prior to each meeting, please subscribe by visiting groups.yahoo.com/group/AAIIEastsideSIG. 

NORTH END SIG
Lowell Wickman
wick912yukon@hotmail.com

For those who live north of Seattle, this discussion group meets in Lynnwood once a month. Please preregister by contacting Lowell Wickman.

 


 

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