The AAII Portland Chapter presents...

"Advanced Research and Trading"

    Discussed by:

    Colin Beck
    Regional Brokerage Consultant, Fidelity Investments

At this presentation, you will learn how to use the most independent research, expert screening strategies, and analyst track records to do your own advanced stock and exchange-traded fund (ETF) screening. We will also look at some of the advanced trading tools available today for retail traders to help to manage risk in volatile markets.

Attend This Meeting and Learn...
How to quickly and efficiently screen through thousands of stocks and exchange-traded funds (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, May 15, 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 3/18), 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 ยป


AAII Investment Discussion Group
Contact: Ronald Jones,
Our own AAII member Dick James will present “My Investment Strategy, Based on Retirement and Limited Analytical Time.” James “retired” three years ago, after 38 years in the business world, the last 15 years spent serving as president of four businesses (sequentially, not all at once). Since retiring, he is teaching at two local universities, Washington State University–Vancouver and Clark College, and consulting with two non-profits, all in Clark County, WA. He teaches quantitative methods to MBAs at WSU-V and applied statistics at Clark. This session is held in the Adams Room beginning at 6:10 p.m. and is open to all who have registered for our Tuesday, May 15, 2012, meeting.

Conversations About Investing SIG
(Previously named Computer Assisted Investing SIG)
Contact: Sr. Rene’ Foster, 503/845-6141,
The CAI meetings are usually held 6:00 to 7:45 PM, at the NW Library, NW 23rd and Thurman. If you like discussing information and opinions about financial matters, the economy, or investing topics contact Sr. Rene’ Foster to receive meeting information such as dates, time, location, and presenters.

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