The AAII San Francisco Chapter presents...

"Economic Risks and Opportunities in an Income-Constrained World"

    Discussed by:

    Madeline Schnapp
    Director of MacroEconomic Research, TrimTabs Investment Research Inc.

Madeline Schnapp will discuss her views on the state of the U.S. economy and the challenges facing investors in this election year. Schnapp will discuss in detail what her research into high-frequency, real-time economic indicators is saying about the economy and markets and what is likely to happen in this election year. She will explore the Eurozone’s problems and their likely effects on the U.S. economy. She will also discuss why she believes that high unemployment and underemployment in this country are here to stay and will discuss the economic threat posed by our burgeoning government debt. This program will provide anyone who owns stocks, mutual funds or bonds with insight into market behavior and a sense of what to do now.

"Looking at the Markets"

    Discussed by:
    Fred Richards
    President and CEO, Adrich Corporation

Fred Richards will examine today’s economic indicators and provide a market overview in both domestic and worldwide contexts. How should investors react to this environment in the coming months? Richards will discuss in detail how he uses the CAN SLIM investing system to produce results in both up and down markets. He will cover the “Power of 3” concept along with “Pocket Pivots” for improving investment results. His motto is “KISS +SF!” or, “Keep It Safe and Simple and Stay Focused!” The CAN SLIM rules for investing were originally developed by William O’Neil of Investor’s Business Daily, and Richards has simplified them. Using this strategy, returns over the past 10 years have exceeded the major indexes each year and have not lost money even in bear markets. Richards will review simple rules based upon the CAN SLIM methodology that can help investors develop a disciplined and focused approach to investing in order to meet the challenges of these uncertain times.

Saturday, March 17, 2012
9:00 a.m.    Registration/Social/Continental Breakfast
9:30 a.m. - 12:00 p.m.    Program
10:45 a.m.    Break
12:00 p.m.    Q&A
Hs Lordships Restaurant
199 Seawall Dr.
Berkeley, CA
[ Map This Location ]
Choose one of three ways to register for this meeting: (Please
note change in fees for mail-in pre-paid reservation
only. Other pricing tiers remain the same.)
1. PREPAID REGISTRATION by MAIL—use the form below to
register, form MUST be received by 3/14, $30/person.
2. EMAIL or PHONE (space available only, prepaid registrations
take preference)—make your reservation by email: or Phone:
925/485-0890. Reservation MUST be received no later than
3/14, $35/person to be paid at the door.
3. AT THE DOOR (space available only, prepaid registrations take
preference)—Register at the door the day of the meeting
—meetings are selling out, be aware that space may NOT be
available, $40/person.
Refund Policy: Cancel Reservations Before Cut-Off Date of 3/14.

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.


East Bay Special Interest Group
Attendance is free for all AAII members & guests.
Date: Thursday, April 5, 2012
Time: 7:00 – 8:45 P.M.
Location: The Orinda Library, 24 Orinda Way, Gallery Room
Speakers: Roger Poehlmann and Mike Skinner
Topic: “Practical and Relatively Low-Risk Uses of Margin Accounts and Short Sales”
Many investors are apprehensive about using margin (money borrowed against securities held within your brokerage account) or short sales (selling a stock or financial instrument before you buy it). However, there are practical and relatively low-risk uses of these tools, and ordinary investors can employ them to their advantage. Roger Poehlmann and Mike Skinner will cover the basics of these concepts as well as some strategies that can be used with these tools. We have not had presentations on these topics in recent years. The two topics are paired because you do need to have a margin account before you can do short sale strategies, so investors need some knowledge of both areas before using them in a practical manner.
For more information, contact Mike Skinner, East Bay Special Interest Group Leader, at 510/526-1154 or email at
This Group normally meets on the first Thursday of the month following the AAII S.F. Chapter’s main meeting in Berkeley.

East Bay Discussion Group
Attendance is free for all AAII members & guests.
Dates: Thursdays, March 1 and May 3, 2012
Time: 7:00 – 8:30 P.M.
Location: The Orinda Library, 24 Orinda Way, Orinda, CA 94563, Garden Room
Moderator: Mike Skinner
These meetings are held the first Thursday of every other month and are intended to give members and guests the opportunity to discuss current investment issues. How do members view the state of the markets and how are they dealing with them when making their investment decisions? Attendees have different experience levels and approaches. Here is an opportunity to share questions and discuss strategies with other members of the group. Bring your questions, comments, insights and opinions to share in an open forum.
For more information, contact Mike Skinner, 510/526-1154 or

San Francisco Downtown Experienced Investor
Discussion Group

Attendance is free for all AAII members, but space is limited to first 20 attendees.
Moderator: Kevin Donovan, 415/788-1700
Dates: Wednesdays, March 21 and April 18, 2012
Time: 12:00 Noon
These meetings, held the third Wednesday of each month, are a general discussion of timely topics for experienced investors. Space is limited to 20 attendees, so please call for reservations and location. Please note there will be no meeting in December.
For more information contact, Kevin Donovan, group leader, at 415/788-1700.

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