The AAII Santa Barbara/Ventura Chapter presents...

Computerized Stock Screening & Analysis

    Discussed by:

    Wayne A. Thorp CFA
    Vice President and Senior Financial Analyst, AAII

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 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. Since stock screening is only the first step toward uncovering potential stock investments, Wayne will highlight the top websites individual investors may use for further stock analysis. Sites offering company news, financial filings, fundamental ratios and multiples, charting, and message boards will be among those discussed.

Attend This Meeting and Learn...
How to develop a screening strategy that fits with your horizon, risk tolerance, analytical skills and time
Strategic portfolio insights for the year ahead

Thursday, September 15, 2011
6:30 – 7:00 p.m.    Registration/Social
6:30 to meeting end    Refreshments
7:00 p.m.    Program
following programs    Q & A
Louise Lowry Davis Center
1232 De La Vina St.
Santa Barbara, CA
[ Map This Location ]
Prepay by mail by 9/8—use form, $10/person
Advance Registration without prepayment by 9/8
(spaces reserved via Email,, or phone,
805/642-9540), $12/person
At the Door (for people not Advance-Registered, space
permitting), $15/person
No Refunds

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