The AAII Chicago Chapter presents...

The Sweet Spot for Dividend Investors

    Discussed by:

    Charles Carlson CFA
    CEO, Horizon Investment Services LLC

Since January, the stock market has rallied for several months. Expert opinions differ as to whether the markets have run their course or the bulls have further to run. This meeting will discuss the overall market and the current risk level in the market and transition to the increasing appeal of dividend investing. However, dividend investing has become so popular that there are definitely areas of euphoria and high prices. Chuck Carlson will examine where the best opportunities are for dividend investors and discuss his favorite recommendations in the dividend space.

Attend This Meeting and Learn...
The principal risks and rewards of high-yield dividend stocks
Which high-quality companies will remain strong in earnings and dividends
How private equity provides access to a new universe of companies and talent not available through the public markets
Whether the economic and stock market projections for the year will continue to rise

Saturday, May 12, 2012
9:30 a.m.    Registration/Refreshments (coffee & rolls)
10:00–11:00 a.m.    Program
11:00–11:30 a.m.    Q&A
University Club of Chicago
76 E. Monroe St.
Chicago, IL
[ Map This Location ]
In Advance (by 5/9)
Everyone, $25/person
credit card payments not accepted
At the Door, space permitting
Everyone, $30/person
No Refunds

  Special Interest Groups (SIGs)

Subgroup Meetings

Herb Brandwein, 847/933-9190,
Meets year round at 7000 N. McCormick Blvd., Lincolnwood, North of Peterson & Lincoln/South of Touhy, at 6:30 p.m. on the third Tuesday of the month (second Tuesday in November and December).


Victor Grossi, 847/826-3799,

Meets at 7:00 p.m. the fourth Tuesday of the month at the Northbrook Chamber of Commerce Building, 2002 Walters Ave., Northbrook.

Northwest Suburban
Chuck Kitzman, 847/577-7068,
Usually meets the fourth Wed. of the month at the Palatine Library, 700 N. North Court, Palatine, from 7:00 p.m.

Larry Wachowiak,
Meetings are held on the last Wednesday of the month at 6:30 p.m. in the Fridh Room inside Stewart Square in downtown Rockford at the SW corner of State Street and Main Street. Enter the building through Kryptonite Bar. For information, contact Larry Wachowiak at

South Suburban
Marge Street, 708/798-4099
Usually meets from 10:00 a.m. on the first Saturday of each month at the Flossmoor Public Library, 1000 Sterling Ave., Flossmoor.

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