The AAII Puget Sound Chapter presents...

Stock Screening & Analysis

    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 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
Stock-screening techniques that work and ones to avoid
How to use fundamental tools in valuing a stock

Saturday, September 22, 2012
8:30 a.m.    Registration/Social
9:00 a.m. – 12:00 p.m.    Program
Community Center at Mercer View
8236 SE 24th St.
Mercer Island, WA 98040-2235
(206) 236-3545
[ Map This Location ]
In Advance (postmarked by 9/15)
Please send a contribution of any amount of your choice for each
person who will attend. The more you contribute, the
better speakers we can bring you. Please note new
registration address.
At the Door space permitting, maximum 200
Contributions will be accepted by cash, check or money order.
Refunds, Contact us at least seven days prior to the meeting for
a full refund.
  Special Interest Groups (SIGs)


South Sound Subgroup
Next meeting: Saturday, October 20, 10 a.m. to noon, at Lakewood Library, 6300 Wildaire Road SW. Contact: John Lunkes at, 253/312-1695

Eastside Subgroup
Meets on the second Tuesday of the month at 7:00 p.m. at various libraries.
Contact: Jim Shaw at, 425/643-7429

Mill Creek Subgroup
Meets on the first Tuesday of each month at 7:00 p.m. in the Lynnwood
Library, 19200 44th Avenue West. Contact: Lowell Wickman at

Seattle Subgroup
Meets monthly in Ballard. Contact: Dominique Chandler at

NEW: Stock Investor Special Interest Group
Everyone who uses stock-picking software is invited Tuesday, October 16,
6 p.m. at the Beacon Hill Library, 2821 Beacon Avenue S, in Seattle. No registration required. Contact: Brian Livingston at, 206/355-0920

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