The AAII Portland Chapter presents...

Advanced Research and Trading

    Discussed by:

    Michael Pollock
    Regional Brokerage Consultant, Fidelity Investments

This presentation will discuss how to use independent research, expert screening strategies, and analyst track records to do your own advanced stock and ETF screening. We will also look at some of the advanced trading tools available today for retail traders to help manage risk in volatile markets.

Attend This Meeting and Learn...
How to quickly and efficiently screen thousands of stocks and ETFs to find the ones just right for you
How to use independent analyst research to evaluate stocks and ETFs
How to use advanced order types to manage risk

Tuesday, January 17, 2012
5:45 – 6:10 p.m.    Registration/Social
6:10 – 7:00 p.m.    Discussion Group
7:00 – 7:10 p.m.    Business Meeting
7:10 – 7:20 p.m.    Coffee Break
7:20 – 9:00 p.m.    Program
8:00 – 8:10 p.m.    Refreshments
Sheraton Portland Airport Hotel
8235 NE Airport Way
Portland, Oregon
[ Map This Location ]
In Advance (by 1/15), Everyone, $15/person
(or register online at by 11/13)
At the Door space permitting, Everyone, $20/person
No Refunds, however, those with prepaid registration who are
unable to attend may order a DVD of the meeting for $5.
Contact Steve Courtney at 503/408-0606 or

to place order.

Pay Online �
  Special Interest Groups (SIGs)

AAII Investment Discussion Group
Contact: Ronald Jones,
Tax Issues will be the subject for our discussion group this time. Ron Jones will lead a discussion on tax changes for 2011 and how the Schedule D has been completely re-designed to deal with the new 2011 stock reporting rules. This session is held in the Adams Room beginning at 6:10 and is open to all who have registered for our Tuesday, January 17, 2012, meeting.
Conversations About Investing SIG
(Previously named Computer Assisted Investing SIG)
Contact: Sr. Rene’ Foster, 503/845-6141,
The CAI SIG meets from 6:00 to 7:45 p.m. at the Portland NW Library, 2300 NW Thurman St. (drive toward the large red Montgomery Park sign in northwest Portland) on Wednesday, January 4, 2012. If this newsletter reaches you after that date then you can contact Sr. Rene’ about the February meeting.

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