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The AAII Milwaukee Chapter presents...


"Morningstar’s Best Ideas for 2012 and Beyond"

    Discussed by:

    Christine Benz
    Director of Personal Finance, Morningstar.com

Christine Benz will present Morningstar’s stock market outlook based on bottom-up stock, fund and ETF research. She will discuss which sectors or parts of the style box are looking cheap or dear, as well as what market valuations look like for wide-, narrow- and no-moat companies. Based on that research, Benz will take a look at some of the mutual funds, ETFs and stocks that fit well with those themes. She will also discuss Morningstar’s best ideas for managing the fixed-income component of a portfolio and share some tips for combating higher inflation and higher taxes.

Attend This Meeting and Learn...
About Morningstar’s top stock, fund and ETF picks
How to determine the width of a company’s moat
About Morningstar’s features

  MEETING DETAILS
Date:
Thursday, November 17, 2011
Time:
6:00 – 7:00 p.m.    Registration/Cash Bar/Refreshments/Social
7:00 p.m.    Program
Location:
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
262/786-9540
[ Map This Location ]
Payment:
AAII Members and Family, $15/person; Non-members,
$20/person;
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

  SUBGROUPS
Madison Subgroup
Contact: Jared Bessert, 608/298-9008, MadVest@sbcglobal.net
Date/Time: Wednesday, November 16, 2011, 6:00 p.m. (Check-in begins 5:30 p.m.)
LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about half way between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.
Topic: “Morningstar’s Best Ideas for 2012 and Beyond”
Speaker: Christine Benz, director of personal finance and senior columnist for Morningstar.com
Cost: No charge, FREE and open to the public.
Summary: Christine Benz will present Morningstar’s stock market outlook based on bottom-up stock, fund and ETF research. She will discuss which sectors or parts of the style box are looking cheap or dear, as well as what market valuations look like for wide-, narrow- and no-moat companies. Based on that research, Benz will take a look at some of the mutual funds, ETFs and stocks that fit well with those themes. She will also discuss Morningstar’s best ideas for managing the fixed-income component of a portfolio and share some tips for combating higher inflation and higher taxes.
Attend this Chapter meeting:
- With an open mind, ready for a sophisticated presentation
- For a lot of investment ideas, the “red meat” of investing
- To learn how to determine the width of a company’s moat
- With a desire to learn more about Morningstar features
- With questions for a seasoned investment analyst
- To gain a new perspective on current and future market turmoil
- To learn about Morningstar’s top stock, fund and ETF picks
Christine Benz is the author of “30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances” (John Wiley & Sons, 2010). Benz is a co-author of “Morningstar Guide to Mutual Funds: 5-Star Strategies for Success” (John Wiley & Sons, 2003), a national bestseller, and also authored the book’s second edition, which was published in 2005. Before assuming her current role, Benz served as Morningstar’s director of mutual fund analysis. She previously edited Morningstar Mutual Funds, Morningstar FundInvestor and Morningstar PracticalFinance. She has worked as an analyst and editor at Morningstar since 1993. Benz holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.


Mutual Fund Subgroup
Contact: Brian Harden, 414/347-5546, barnonharden@yahoo.com; or Karen Hager 262/255-2849
Date/Time: Wednesday, November 16, 2011, 6:00 p.m.
LOCATION: Brookfield Library, 1900 North Calhoun Rd., Brookfield, 262/782-4140. Take I-94 to the Moorland Road north exit. Go past the Brookfield Mall and turn west (left) on Blue Mound Rd. Go one mile to Calhoun Rd. and turn north (right). Go two miles north. The library is on the east (right) side, next to City Hall.
Topic: Review of the Value portfolio, followed by our holiday social. Cost: FREE—No pre-registration necessary, guests welcome.
Future Meetings: Wednesday 1/25, 3/28, 5/23, 9/26 and Thursday 11/29

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