The AAII Research Triangle Chapter presents...

"Finding a Stock Winner: First Step Screening"

    Discussed by:

    Joe Lan, CFA
    Assistant 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. Joe Lan, assistant financial analyst 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.

Saturday, April 12, 2014
10:00 a.m.    Program
11:30 a.m.    Q& A
Wake Tech, Western Wake Campus - NEW LOCATION
Millpond Village, 3434 Kildaire Farm Road
Cary, NC 27518
[ Map This Location ]
At the Door Registration
Everyone, $5/person
No Refunds


Subgroup meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Investment Income subgroup meets the first Saturday of the month.
Portfolio Management subgroup meets the third Saturday of the month.
Options subgroup meets the fourth Saturday of the month.
No fee to attend. All three meet at 9:30 a.m. at Panera Bread, 7840 Alexander Promenade Place across from Briar Creek Mall. Directions at

Return to Research Triangle Chapter home page