The AAII Puget Sound Chapter presents...
"Stock Screening & Analysis"
Wayne A. Thorp, CFA,
Senior Financial Analyst, AAII; Editor, Computerized Investing
While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. Wayne A. Thorp, CFA, senior financial analyst and editor of Computerized Investing at AAII, will show you 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 walk through the process of developing and implementing both a value and a growth screen using AAII’s Stock Investor Pro fundamental analysis database and screening program. After arriving at a list of passing companies, the second half of Wayne’s presentation answers the question of “What now?” Using real-world examples and some of today’s most useful financial websites, Wayne will show you how to perform a step-by-step analysis of a company using popular online research and data sources to decide whether it’s right for your portfolio.
| Attend This Meeting and Learn... |
 | How to develop a screening strategy that fits with your horizon, risk tolerance, analytical skills and time |
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| Stock-screening techniques that work and ones to avoid
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| How to use fundamental tools in valuing a stock
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